Find a Financial Advisor in Cedar Park, TX

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We Only Work With The Best Cedar Park Financial Advisors


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

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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 Cedar Park, TX


  • Financial Advisor Close to Cedar Park, 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 Cedar Park, 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 Cedar Park, TX

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



The Top 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: 5 years

DONATO WEALTH MANAGEMENT, PLLC

Website

(512) 833-6557

1603 Medical Parkway
Suite 230
Cedar Park, TX 78613

SEC#: 801-119813
Years in Business: 1 years

ARBOR CAPITAL MANAGEMENT INC

Website

(907) 222-7581

1216 Thistle Trail

Cedar Park, TX 79613

SEC#: 801-57392
Years in Business: 22 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(512) 918-1900

3001 Glacier Pass Lane

Cedar Park, TX 78613

SEC#: 801-63930
Years in Business: 17 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: 5 years

ARBOR CAPITAL MANAGEMENT INC

Website

(907) 222-7581

1216 Thistle Trail

Cedar Park, TX 79613

SEC#: 801-57392
Years in Business: 22 years

LAUDADIO CONSULTING, LLC

Website

(512) 593-6367

926 Shannon Meadow Trl

Cedar Park, TX 78613

SEC#: 801-120866
Years in Business: 1 years

 


Cedar Park, TX Financial Advisor FAQs

Cedar Park is a city and a prominent suburb of Austin, Texas, located 16 miles north-west of the city center. Based in Cedar Park, Texas, ETS-Lindgren is a medium-sized telecommunications firm with 537 workers and $45.3 million in revenue. It is the city's major employer. Cedar Park, Texas, is best known for its beautiful scenery and friendly atmosphere. The city has a lot to offer residents, including a variety of shopping and dining options and plenty of things to do. We bring you in contact with top-tier financial advisers in Cedar Park, Texas, and we've collaborated with them. Cedar Park is a city and a prominent suburb of Austin, Texas, located approximately 16 miles northwest of the city center. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.