Find a Financial Planner in Abilene, TX

 

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We did the hard work of finding trustworthy partners in Abilene, TX.

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We Only Work With The Best Abilene Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Abilene, TX


  • Financial Advisor Close to Abilene, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Abilene Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Abilene area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Abilene include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
15.9% of Abilene's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Abilene area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Abilene area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Abilene area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Abilene area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Abilene area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Abilene area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Abilene, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Abilene, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Abilene financial advisors.
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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.)


The Top 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: 7 years

CARTER ASSET MANAGEMENT

Website

(325) 673-6171

242 Beech St

Abilene, TX 79601

SEC#: 801-113313
Years in Business: 2 years

PARKWAY ADVISORS, L.P.

Website

(325) 795-2111

6550 Directors Parkway

Abilene, TX 79606

SEC#: 801-60265
Years in Business: 19 years

SOFTVEST ADVISORS

Website

(325) 677-6177

400 Pine Street
Suite 1010
Abilene, TX 79601

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