Find a Financial Advisor in Argyle, TX

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Argyle 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Argyle, 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best Argyle financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Argyle, TX?

  • Population: 4,112
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $458,500
  • Average Monthly Housing Cost: $2,735
  • Average Household Income: $184,438
  • 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 Argyle, TX

 

RFG WEALTH ADVISORY

Website

(940) 464-4104

130 Old Town Blvd. South
Suite 100
Argyle, TX 76226

SEC#: 801-112697
Years in Business: 3 years

S.B. VALUE PARTNERS, L.P.

Website

(844) 728-2583

5504 Balmorhea Drive

Argyle, TX 76226

SEC#: 801-66139
Years in Business: 15 years

 


Argyle, TX Financial Advisor FAQs

The objective of a financial advisor is to help you make the best decisions for your specific goals and risk tolerance. As a result, a financial advisor will typically answer questions about retirement planning, tax-deferred savings, college funding strategies, balancing investments in stocks and bonds, asset allocation recommendations.
Financial advisors are not always needed, but they can provide you with the expertise and knowledge to make important financial decisions for your future.
You should take recommendations from friends or family members you trust, along with researching online reviews. It is important to find an advisor that has experience with your specific type of financial situation.
Financial advisors can charge a flat fee, a percentage of assets being managed, or both. Income typically is derived from one or more of the following sources: asset management fees, commissions on securities they sell for clients and wire transfer fees they collect when sending money overseas to facilitate trade transactions.