TX · Spring

Fiduciary advisors in Spring, TX

2 advisors with offices in Spring. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Spring

Magnolia Wealth

Spring, Texas

Magnolia Wealth provides retirement planning and tax planning services to clients aged 50 and older with at least $500,000 in retirement savings, serving the Houston region and beyond. Operating as a fiduciary, the firm takes a holistic approach to wealth management that includes investment management alongside its core retirement and tax planning offerings. The firm specializes in Social Security strategy and tax-efficient retirement income planning for pre-retirees and retirees.

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Stenger Family Office | Houston Financial Advisor

★5.0(53)

Spring, Texas

Investment Management Wealth Management

Stenger Family Office is a fiduciary-regulated financial advisor in Spring, Texas, operating as a multi-family office with a team that includes financial planners, CPAs, and estate planning professionals. The firm offers financial planning, investment management, tax strategy and preparation, and estate planning services, coordinating across these areas for clients. Its investment approach is goals-based, using stock and ETF portfolios, while tax services cover individual, business, estate, gift, and partnership returns. The firm does not charge separately for comprehensive financial planning for clients with starter accounts.

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Financial advisors in Spring, Texas

Advisors serving Spring specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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