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Personalized advice for portfolio size
of 100K & above
Texas is a thriving state with a dynamic financial industry. It has a population of over 29 million people and a cost of living that is below the national average. From the diverse culture to the growing tech hubs in this state, residents have many opportunities for financial growth. To make the most of their finances, it would be beneficial for individuals, families, and businesses in Texas to work with trusted financial advisors. Fortunately, WiserAdvisor evaluates professionals for their years of experience, compensation methods (Fee-only and Fee-Based), and clean records with FINRA and the SEC. By using WiserAdvisor's financial advisor and advisory firm directory, individuals in Texas can find a financial advisor who can provide tailored solutions for various financial matters, such as retirement planning, investment planning, wealth management, financial planning, estate planning, and more, to meet their financial needs.
Texas
has
25
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Texas
have an average of
24
years of experience.
NOTE: The list of vetted financial
advisors in
Texas
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Chris McNeal
CFS PREMIER INVESTMENTS & WEALTH MANAGEMENT 5601 Executive Dr Suite 500, Irving, TX 75038 |
16 Years | $700,000,000 | $0 | Fee-Based |
|
Courtney Leffall
CFP® LX PARKER WEALTH MANAGEMENT 8080 N Central Expressway, Suite 1700, Dallas, TX 75206 |
18 Years | Not Specified | $500,000 | Fee-Based |
| 18 Years | $350,000,000 | $250,000 | Fee-Based | |
| 25 Years | $35,000,000 | $100,000 | Fee-Based | |
| 17 Years | Not Specified | $500,000 | Fee-Based | |
|
Jeff Rhame
CFP® RHAME & GORRELL WEALTH MANAGEMENT 1330 lake robbins dr, suite 360, The Woodlands, TX 77380 |
27 Years | $806,678,903 | $500,000 | Fee-Only |
|
Jerry McIlhon
Investment Advisor BECK CAPITAL MANAGEMENT LLC 2009 South Capital of TX Hwy #200, Austin, TX 78746 |
33 Years | $135,000,000 | $250,000 | Fee-Based |
| 24 Years | Not Specified | Not Specified | Fee-Based | |
|
Scott Portlock
CFP®, CLU® GLOBAL WEALTH ADVISORS 500 N Loop 1604 E., Suite 250, San Antonio, TX 78232 |
21 Years | Not Specified | $250,000 | Fee-Based |
| 17 Years | Not Specified | $25,000 | Fee-Based | |
|
Benjamin Hooper
CFP®, CIMA®, RICP®, CLU®, ChFC® COMAL WEALTH MANAGEMENT 1659 State Hwy 46W, Ste 115 #439, New Braunfels, TX 78132 |
16 Years | Not Specified | $250,000 | Fee-Only |
| 8 Years | Not Specified | $200,000 | Fee-Only | |
| 60 Years | $5,000,000,000 | $10,000,000 | Fee-Based | |
|
Craig Larson
Chartered Life Underwriter (CLU®), CLU® LARSON FINANCIAL ADVISORS 13625 Ronald Reagan Blvd, Building 10 Suite 100, Cedar Park, TX 78613 |
35 Years | $0 | $250,000 | Fee-Only |
|
J.K. Financial, Inc. John Kvale
CFP®, CFA® J.K. FINANCIAL, INC. 8222 Douglas Avenue, Suite 590, Dallas, TX 75225 |
37 Years | $175,000,000 | $1,000,000 | Fee-Only |
| 30 Years | Not Specified | $250,000 | Fee-Based | |
| 20 Years | Not Specified | $1,000,000 | Fee-Only | |
| 25 Years | $650,000,000 | Not Specified | Fee-Only | |
| 17 Years | $900,000,000 | $50,000 | Fee-Based | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $0 | $100,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
5601 Executive Dr Suite 500,
Irving,
TX
75038
Phone Number
214-550-9910
With nearly two decades of experience in the financial services industry, Chris has dedicated his career to helping individuals, families, and small businesses pursue financial freedom through comprehensive financial planning. Chris provides personalized strategies that helps instill confidence and help his clients navigate the challenges along their financial journey. Whether he is teaching retirement courses or educating his clients on market risk, longevity, inflation, and retirement income strategies, Chris's passion for providing financial education plays an important role in his planning process. Chris started his career as a consultant to other financial advisors in 2006. His years of experience helping advisors build out retirement plans and his love of working with people led him to becoming a Wealth Advisor. Chris currently holds his Series 6, 7, 63 and 65 registrations with LPL Financial as well as his Life and Health Insurance Licenses. Chris is committed to giving back to his community. He is the Vice President of the Grapevine/Colleyville Youth Football Organization. Chris is also a part of the leadership group for the Colleyville Rotary Club and is a Paul Harris Fellow for Rotary International. Chris grew up in Denver, CO where he attended Parks College. He married his High School Sweetheart, Danielle, in 2006. They currently reside in Colleyville, TX with their three children. When he is not working with clients or volunteering in the community, Chris enjoys spending time with his family and friends on the lake, camping, and attending his kids' sporting events. He is currently coaching football for his two sons.
Premier Investments & Wealth Management (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
8080 N Central Expressway,
Suite 1700,
Dallas,
TX
75206
Phone Number
972-363-4626
Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO. As a CFP® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times. I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar. On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.' I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-). If you made it this far you should go ahead and schedule a complimentary consultation.
In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management. We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66
Compensation/Fee Fee-Based
Office Location
4801 Woodway Dr,
Suite 305W,
Houston,
TX
77056
Phone Number
832-731-7619
Doug Gibson has helped countless individuals and business owners navigate the many challenges investors face daily. His philosophy is simple, have a plan, and play it S.A.F.E. The S.A.F.E investment philosophy is simple, the market is unpredictable but by having a disciplined approach and focusing on the factors we CAN control, we can significantly improve the ability for clients to achieve their goals. Those factors are Strategy, Allocation, Fees, and Expenses. Adhering to this philosophy along with a tax centric, comprehensive financial plan, his clients have total transparency, and a vital understanding of their financial objectives. By putting the needs of his clients first and using the S.A.F.E investing philosophy he pioneered, his clients not only understand the implications of financial decisions but can make the ones that will have a positive impact on their financial future.
SMART Group Houston is not your ordinary Financial Services firm. Most firms are transactional, focusing strictly on the accumulation of assets using arbitrary risk/reward criteria to select financial products. In our experience taking on additional risk will not necessarily yield greater returns. We approach our clients finances from a broader perspective. We focus not just on accumulating wealth but protecting it as well. We focus not just on your immediate needs, but how each piece fits in within your entire financial strategy. Our approach enables us to identify opportunities that other firms may, and usually do, overlook. We look for ways to make your money work harder for you in ways that you might never have imagined. We have found that many common investment strategies seriously underestimate the challenges facing you as you transition into other phases of your financial journey. Ultimately, we strive to give each client the opportunity to spend less time worrying about their portfolio and wondering whether your money will be enough to give you the financial freedom you expect. We do this, not through unrealistically optimistic and risky investments, but through a comprehensive strategy that outlines the ideal path to your financial success. In our view, taxes remain one of the biggest risks to wealth creation and accumulation. Every dollar is taxed in 4 ways, when you EARN it, when you GROW it, when you SPEND it, and when you PASS AWAY. At SMART Group, we won't file last years tax returns, but we will do your FUTURE tax returns by providing you with custom strategies designed to help you save taxes in each of the 4 phases of taxation. Our team of licensed CFP's and CPA's will help guide you throughout each step of your financial journey.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
180 State Street, Suite 225,
Southlake,
TX
76092
Phone Number
727-272-7249
As an Investment Strategist, over the past 20 years George serves as his client's personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent. Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.
When collaborating with my office, you'll discover that our approach strives to strike a harmonious balance between your immediate income needs and your long-term wealth-building aspirations. We take into careful consideration your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations. Upon thorough examination of your objectives and a comprehensive understanding of your current financial landscape, I collaborate with you to formulate actionable recommendations, solutions, and strategies. Once a plan is established, we commence the implementation of these actions and strategies. I continually monitor the performance, risk profile, investment style, and management of your investments and strategies. Regular communication is essential, and I ensure ongoing discussions to assess results, address any concerns, and provide answers to your questions, offering you peace of mind throughout our journey together.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5379121
Firm CRD# 17587
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
600 S. Tyler, Suite 1907,
Amarillo,
TX
79101
Phone Number
806-350-5624
James Shafer, CFP® has been a financial professional since 2007, following a 16-year career in store operations for a prominent retailer. His interest in business and finance has been lifelong, leading him to earn a bachelor's degree in business administration with a minor in computer science and emphasis in economics. James is a Registered Representative and Investment Adviser Representative, holding the Series 7 and 66 licenses as well as Texas General Lines Agent for life, health, and variable contracts. In 2016, James became a CERTIFIED FINANCIAL PLANNER™ licensee. A strong belief in family and community, James has been married for 25 years and has two sons. Over the years, James has been active in the Amarillo community through several charities and clubs. James is an avid golfer, enjoys camping and being outdoors with family.
Momentum Independent Network is an independent broker-dealer and Registered Investment Adviser serving wealth management professionals and their clients across the nation. We've built our business on a commitment to providing advisors with customized solutions and personal service. We have the resources and experience to help advisors grow their practice on their terms, while focusing on the needs of their clients. Originally founded in 1986 as Broker Transaction Services, our firm is a sister company of Hilltop Securities Inc., through which it clears its securities business, and a wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH). As part of Hilltop Holdings, a well-capitalized and publicly traded parent company, we're backed by a strong and diverse financial services enterprise. One that's focused on moving our clients forward. Nothing better represents this than our iconic buffalo mascot, Mo, a symbol of our collective strength, unified force, and the unstoppable momentum of an advancing herd.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 2516452
Firm CRD# 283027
Compensation/Fee Fee-Only, Based on Assets
Office Location
1330 lake robbins dr,
suite 360,
The Woodlands,
TX
77380
Phone Number
832-789-1100
Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.
At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning. Because of our dedication to getting to know our clients better, we're able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2009 South Capital of TX Hwy #200,
Austin,
TX
78746
Phone Number
512-345-6789
Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs. At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees. There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.
Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.
Advisory Services Provided:
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
6160 Warren Parkway,
Suite 100,
Frisco,
TX
75034
Phone Number
469-322-1210
Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.
I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2639917
Firm CRD# 8032
Series 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
500 N Loop 1604 E.,
Suite 250,
San Antonio,
TX
78232
Phone Number
210-625-5544
Bringing more than 20 years of experience in financial services with him, Scott Portlock joined Global Wealth Advisors in 2023. Serving clients in the San Antonio office as a wealth advisor, he previously spent 12 years as a senior financial consultant with Business Financial Group (BFG) in their individual financial consulting department. During the 14 years prior to BFG, he served as a financial advisor, with 5 years at Merrill Lynch and the remainder with independent financial planning firms in Pennsylvania and New Jersey.
Scott received a Bachelor of Science in business administration in accounting from Georgetown University where he also ran track as a scholarship athlete. He went on to earn an MBA in finance from Lehigh University in Bethlehem, Pennsylvania.
Scott holds the CERTIFIED FINANCIAL PLANNER® certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also holds FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. He is life, health, and variable insurance licensed and is a Chartered Life Underwriter® (CLU®).
Global Wealth Advisors is an independent financial planning and investment management firm. We help people reach their goals by never losing sight of our planning strategy and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. An important part of GWA's 3P Approach© to planning is working with our clients' other trusted advisors like CPAs, insurance agents, and attorneys, in a collaborative team effort. Like fitting a puzzle together, we help clients put the pieces of their financial life together so they feel secure in knowing their financial matters are in order.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4799605
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
212 S. Timberland Drive,
Suite L,
Lufkin,
TX
75901
Phone Number
936-219-5022
Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner™ professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship. Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial. Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.
Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you: Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns. Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing. Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5679845
Firm CRD# 309352
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1659 State Hwy 46W,
Ste 115 #439,
New Braunfels,
TX
78132
Phone Number
830-500-5100
Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services clients in the New Braunfels, TX community who are approaching retirement. Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired. Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community. Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University. He is a born-and-raised Texan and has called New Braunfels, TX home since 2018. In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees. He offers a free Retirement Readiness Review for prospective clients.
Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX. We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully. We offer a free Retirement Readiness Review for prospective clients. FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs. FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients. PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception. VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
1401 Jones Street,
Suite 210,
Fort Worth,
TX
76102
Phone Number
817-864-8560
Justin Hall came into the Investment Advisory business because of his deep passion for helping others. He earned a Bachelor's Degree in Business from Abilene Christian University, and an MBA from Oklahoma City University. Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains. His passion is individual, holistic financial planning and retirement planning.
Good Life Asset Strategies advisors are fee-only financial planners who have a duty to place your interests above all others. Our firm offers the personal attention and expertise you need to truly live the good life. We provide financial planning, investing, and retirement strategies you can trust.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
17177 Preston Road,
Suite 360,
Dallas,
TX
75248
Phone Number
214-545-3305
Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.
We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX
78613
Phone Number
512-910-2722
Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and an early adopter of the Fiduciary fee-only practice model to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU®) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).
We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2047457
Firm CRD# 114929
Compensation/Fee Fee-Only
Office Location
8222 Douglas Avenue,
Suite 590,
Dallas,
TX
75225
Phone Number
214-706-4300
John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries. For more information and updates from John, visit his blog at http://www.street-cents.com/ .
J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Qualifications
Firm CRD# 173194
Series 7, 63
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
5000 Plaza on the Lake, Suite 130,
Austin,
TX
78746
Phone Number
512-256-3430
At WCG, we believe that wealth management is achieved through a process-driven approach focused on protecting and managing all aspects of your family's wealth. Our core strategy revolves around comprehensive planning, prioritizing your interests by integrating important tax, risk management, asset management, estate, and philanthropic goals in every decision and action. For owners of privately held businesses, we conduct a thorough analysis to determine the effect business ownership has on your personal wealth. Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for individuals. As your Personal CFO, our mission is to bring a comprehensive range of wealth management services that utilize our resources and expertise to address your unique/intricate financial needs. We collaborate with your existing professional advisors to ensure seamless integration and alignment of your financial strategies. Our goal is to provide you with the expertise and resources needed to effectively manage and grow your wealth, with your best interest at the forefront of everything we do. Our services focus on the following areas: - Financial Planning - Insurance Planning - Business Success Planning - Retirement Income Planning - Estate & Legacy Planning - Investment Management - Philanthropic/Charitable Giving - Education Planning - Trust Services - Tax Strategies *Tax services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LPL Financial or affiliated advisors. **LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
2910 Lakeside Village Blvd,
Flower Mound,
TX
75022
Phone Number
469-212-8072
At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 135281
Series 63, 65
Compensation/Fee Fee-Only
Office Location
4849 Greenville Avenue,
Ste 100,
Dallas,
TX
75206
Phone Number
469-915-4786
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Google Reviews Read articles by Jonathan Dash
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
4100 Alpha Road Suite 464,
Dallas,
TX
75244
Phone Number
469-778-4592
We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6656223
Firm CRD# 173563
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
201 Fort Worth Hwy,
Weatherford,
TX
76086
Phone Number
817-550-6750
Our firm has been offering wealth management services since 1994, spanning decades and generations. Both then and now, relationships have been at the core of what we do.
At our wealth management firm, you will never be "just a number," and your advisor will never be "just a suit." We're local community members, but we're also nationally recognized professionals.
We will work hard to fully understand your objectives and financial background, so we can craft an individualized financial plan that accounts for your specific wishes and worries.
Our Locations:
Weatherford
201 Fort Worth Hwy
Weatherford, TX 76086
Fort Worth
5000 Overton Plaza Suite 110
Fort Worth, TX 76109
Lubbock
611 University Ave. Suite 220
Lubbock, TX 79401
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1331 Gemini Avenue,
Suite 200-A,
Houston,
TX
77058
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1111 West 6th Street, Building B,
Suite 310,
Austin,
TX
78703
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
207 East Shore Drive,
Suite 230,
The Woodlands,
TX
77380
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 157222
Compensation/Fee Fee-Based, Based on Assets
Office Location
2820 Dallas Parkway,
Plano,
TX
75093
Phone Number
866-551-1705
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $3.58 billion for over 6,635 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2023)
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
19026 Ridgewood Parkway,
Suite 316,
San Antonio,
TX
78259
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1166 | 1153 | $749,622,475,396 | A percentage of AUM, Performance Based |
|
| 4065 | 360116 | $298,729,428,900 | A percentage of AUM, Performance Based |
|
| 481 | 2923 | $151,257,095,924 | A percentage of AUM, Fixed fees, Performance Based |
|
| 1036 | 158 | $141,927,200,000 | A percentage of AUM, Other (CARRIED INTEREST) |
|
| 319 | 827 | $118,041,119,970 | A percentage of AUM, Fixed fees, Performance Based |
|
| 361 | 102 | $112,362,200,000 | A percentage of AUM, Other (CARRIED INTEREST) |
|
| 633 | 133 | $70,981,471,684 | A percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
|
| 21 | 217 | $68,653,923,262 | A percentage of AUM, Fixed fees |
|
| 27 | 61 | $57,375,695,433 | A percentage of AUM |
|
| 100 | 268 | $49,869,329,873 | A percentage of AUM, Performance Based |
|
| 1266 | 140425 | $48,324,319,629 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 7 | 78 | $44,680,083,373 | A percentage of AUM, Fixed fees |
|
| 2478 | 131534 | $41,695,726,722 | A percentage of AUM, Fixed fees, Other (SOLICITOR FEES) |
|
| 302 | 113 | $36,791,155,843 | Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION) |
|
| 25 | 37 | $36,159,474,957 | Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION) |
To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.
The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.
Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.
A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.
Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.
A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
