Cedar Park, TX Financial Advisors and Resources



Financial Advisor Firms in Cedar Park, TX


TRUE FINANCIAL GROUP

Website

(512) 649-2383

1464 E Whitestone Blvd
Suite 1601
Cedar Park, TX 78613

SEC#: 801-110087
Years in Business: 4 years

DONATO WEALTH MANAGEMENT, PLLC

Website

(512) 833-6557

1603 Medical Parkway
Suite 230
Cedar Park, TX 78613

SEC#: 801-119813
Years in Business: 0 years

ARBOR CAPITAL MANAGEMENT INC

Website

(907) 222-7581

1216 Thistle Trail

Cedar Park, TX 79613

SEC#: 801-57392
Years in Business: 21 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(512) 918-1900

3001 Glacier Pass Lane

Cedar Park, TX 78613

SEC#: 801-63930
Years in Business: 16 years

TOWNSQUARE CAPITAL, LLC

Website

(512) 964-1002

1464 E Whitestone Blvd
Suite 801
Cedar Park, TX 78613

SEC#: 801-110591
Years in Business: 4 years

FOUNDATIONS INVESTMENT ADVISORS LLC

Website

(480) 214-9837

1603 Medical Pkwy
Suite 230
Cedar Park, TX 78613

SEC#: 801-100512
Years in Business: 6 years

SOUND FINANCIAL STRATEGIES GROUP, LLC

Website

(877) 462-3744

921 W. New Hope Dr.

Cedar Park, TX 78613

SEC#: 801-108894
Years in Business: 4 years

ARBOR CAPITAL MANAGEMENT INC

Website

(907) 222-7581

1216 Thistle Trail

Cedar Park, TX 79613

SEC#: 801-57392
Years in Business: 21 years

LAUDADIO CONSULTING, LLC

Website

(512) 593-6367

926 Shannon Meadow Trl

Cedar Park, TX 78613

SEC#: 801-120866
Years in Business: 0 years


How Retirement-Friendly is Cedar Park, TX?

  • Population: 74,814
  • % of Population 62 Years and Over: 11%
  • Average Home Value: $312,600
  • Average Monthly Housing Cost: $1,694
  • Average Household Income: $121,253
  • 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.)


Cedar Park, TX Financial Advisor FAQs

At some point in your life, you might find yourself sitting on a large sum of money. For instance, an inheritance, bonus from work, or other achievements that take you beyond the median income for someone of your age and social status. Once you cross financial thresholds like $100K-$1M net worth and $250K+ annual income then it is time to start seriously considering getting an advisor to help guide your investments and asset allocation decisions.
If you are not confident with your financial skills, then choose a qualified individual advisor to help you. Ideally they should be able to perform all the basics such as investment management, risk reduction and tax optimization for your situation.
First, start with asking friends and family members for referrals of reputable advisors in your area. Word of mouth is typically one of the best ways to find trusted people in service fields that you don't know firsthand.
A financial advisor is a professional who helps you invest and manage your money and often (but not always) charge fees in exchange for those services. For those looking to take the first steps along the path of investing, it's important to know few basics about advisors before deciding who can offer helpful guidance.