Find a Financial Advisor in Cameron County, TX

 

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

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We Only Work With The Best Cameron County 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 Cameron County, TX


  • Financial Advisor Close to Cameron County, 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 Cameron County, 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 Cameron County, TX

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

  • Population: 421,666
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $110,200
  • Average Monthly Housing Cost: $658
  • Average Household Income: $55,520
  • 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 Cameron County, TX

 

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(956) 404-0346

4002 Paredes Ln Rd.
Suite 15
Brownsville, TX 78526

SEC#: 801-63771
Years in Business: 16 years

 


Cameron County, TX Financial Advisor FAQs

Financial advisors are typically paid through two components. One is the initial charge upfront for setting up your account. The other fee component is called an ongoing commission based on the type of product you invest in with them.
Find an experienced financial advisor who has trustworthy credentials. Make sure he is NAPFA- or CFP-certified and has relevant certifications in stocks, bonds, insurance. Make sure he knows your goals. Make sure he will commit to providing you with monthly reporting.
What are your credentials? How long have you been in business? How much are you charging to start working with me today, and what are the fees/allocations for that fee?
A financial advisor provides one on one personalized help in making the most sound financial decisions for each plan.