Find a Financial Advisor in Bellaire, TX

 

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

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We Only Work With The Best Bellaire 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 Bellaire, TX


  • Financial Advisor Close to Bellaire, 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 Bellaire, 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 Bellaire, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Bellaire financial advisors.
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How Retirement-Friendly is Bellaire, TX?

  • Population: 18,815
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $932,700
  • Average Monthly Housing Cost: $2,494
  • Average Household Income: $280,215
  • 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 Bellaire, TX

 

RIDGEBACK CAPITAL MANAGEMENT

Website

(713) 667-4026

6750 West Loop South
Suite 235
Bellaire, TX 77401

SEC#: 801-79515
Years in Business: 7 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(713) 724-0035

4600 Oleander St
#C
Bellaire, TX 77401

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(713) 724-0035

4600 Oleander St
#C
Bellaire, TX 77401

SEC#: 801-69970
Years in Business: 12 years

THE AMERIFLEX GROUP, INC.

Website

(713) 667-4884

6750 West Loop South
Suite 825
Bellaire, TX 77401

SEC#: 801-117784
Years in Business: 2 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(713) 724-0035

4600 Oleander St
#C
Bellaire, TX 77401

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(713) 724-0035

4600 Oleander St
#C
Bellaire, TX 77401

SEC#: 801-69970
Years in Business: 12 years

FIRST ADVISORS NATIONAL, LLC

Website

(185) 532-7427

4900 Tamarisk St.

Bellaire, TX 77401

SEC#: 801-77440
Years in Business: 9 years

IFP ADVISORS, LLC

Website

(832) 265-1617

5959 W. Loop South
Ste 560
Bellaire, TX 77401

SEC#: 801-69511
Years in Business: 13 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(713) 724-0035

4600 Oleander St
#C
Bellaire, TX 77401

SEC#: 801-69970
Years in Business: 12 years

 


Bellaire, TX Financial Advisor FAQs

It's important to find a financial advisor that works with your values. Many advisors focus on maximizing returns, which is a business practice many people don't want to participate in. Rather, you should find a financial advisor who looks at the long-term and does not take commissions or engage in practices that can make investments more risky.
Yes, a financial advisor is more often than not a great idea. They provide the relevant expertise and knowledge to make informed decisions about investments while adhering to your risk tolerance level. They also help people with retirement benefits and Social Security while educating clients on various ways to ease daily living costs such as healthcare, housing, transportation and education expenses.
The type of fee structure that financial advisors utilize depends upon the advisor and what he or she feels is best for his or her client. There are a number of different structures, but some popular options include: (1) hourly fees; (2) commission-based deals; and (3) management fees.
Look for reviews online and ask friends about their experiences with different advisors. Contact up to three advisors before planning any meetings. This way if it turns out they don't meet all the requirements, they may be the right advisor for somebody else based on their needs.