Best Financial Advisors in WEST LAKE HILLS, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$340M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WEST LAKE HILLS
#1
100
ELTEKON ADVISORS, LLC.
WEST LAKE HILLS, TX · Since 2022
$340M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
PABRAI WAGONS ADVISORS
WEST LAKE HILLS, TX · Since 2022
$104M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
AVONDALE WEALTH MANAGEMENT LLC
WEST LAKE HILLS, TX · Since 2015
$327M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
PABRAI INVESTMENT FUNDS
WEST LAKE HILLS, TX · Since 2012
$936M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WEST LAKE HILLS?
The median advisory fee in WEST LAKE HILLS, TX is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.