D.r. Saur Financial, Inc.

D.r. Saur Financial, Inc. (CRD# 114446) is a financial advisory firm headquartered in Dallas, TX. They manage $83,401,525 in 528 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $157,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at D.r. Saur Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Haley R. Richards
CRD#: 5966777
12900 Preston Road, Suite 400, Dallas, TX 75230
93
Wealthminder
score

Haley Richards (CRD# 5966777) is an Investment Advisor Representative working at D.r. Saur Financial, Inc. in Dallas, TX and has over 4 years of experience in the finance industry. Haley Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Amy L. Walley
CRD#: 5687904
12900 Preston Road, Suite 400, Dallas, TX 75230
93
Wealthminder
score

Amy Walley (CRD# 5687904) is an Investment Advisor Representative working at D.r. Saur Financial, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

3
Michael S. Welch
CRD#: 4215661
12900 Preston Road, Suite 400, Dallas, TX 75230
93
Wealthminder
score

Michael Welch (CRD# 4215661) is an Investment Advisor Representative working at D.r. Saur Financial, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

4
Daniel R. Saur
CRD#: 2424518
12900 Preston Road, Suite 400, Dallas, TX 75230
83
Wealthminder
score

Daniel Saur (CRD# 2424518) is an Investment Advisor Representative working at D.r. Saur Financial, Inc. in Dallas, TX and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.