Abilene, TX Financial Advisors and Resources



Financial Advisor Firms in Abilene, TX


TEAM FINANCIAL STRATEGIES

Website

(325) 480-1587

1174 N 3rd Street

Abilene, TX 79601

SEC#: 801-78596
Years in Business: 8 years

CARTER ASSET MANAGEMENT

Website

(325) 673-6171

242 Beech St

Abilene, TX 79601

SEC#: 801-113313
Years in Business: 3 years

PARKWAY ADVISORS, L.P.

Website

(325) 795-2111

6550 Directors Parkway

Abilene, TX 79606

SEC#: 801-60265
Years in Business: 20 years

SOFTVEST ADVISORS

Website

(325) 677-6177

400 Pine Street
Suite 1010
Abilene, TX 79601

SEC#: 801-114671
Years in Business: 2 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(325) 201-6644

Big Country Financial
279 North Willis Street
Abilene, TX 39603

SEC#: 801-107865
Years in Business: 5 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(325) 201-6644

Big Country Financial
279 North Willis Street
Abilene, TX 39603

SEC#: 801-107865
Years in Business: 5 years

GRADIENT SECURITIES, LLC

Website

(325) 673-4979

425 Cypress Street

Abilene, TX 79601

SEC#: 801-80807
Years in Business: 6 years

SANCTUARY ADVISORS, LLC

Website

(325) 260-4796

1650 South Ridge Crossing

Abilene, TX 79606

SEC#: 801-99364
Years in Business: 6 years

SANCTUARY ADVISORS, LLC

Website

(325) 260-4796

1650 South Ridge Crossing

Abilene, TX 79606

SEC#: 801-99364
Years in Business: 6 years


How Retirement-Friendly is Abilene, TX?

  • Population: 124,156
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $143,200
  • Average Monthly Housing Cost: $878
  • Average Household Income: $67,808
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Abilene, TX Financial Advisor FAQs

That depends on what you need to be taken care of. You can get an hourly fee, or if it's more of a one-time deal, many advisors will charge a set fee for a financial plan or a portfolio review.
A financial advisor helps individuals and families create a plan for growing their wealth, typically through investing in stocks, bonds, mutual funds, annuities or other investments. The goal is to help the client meet their individual goals in life that go beyond simply meeting financial needs.
You should ask questions on what type of financial advisor they are, the knowledge and credentials of the individual, their background and how long they have been doing this for.
It can be a good idea to hire a financial advisor if you have the finances to afford the cost of their services. Financial advisors are quite good at making investments even more profitable.