College Station, TX Financial Advisors and Resources



Financial Advisor Firms in College Station, TX


PARAGON FINANCIAL ADVISORS

Website

(979) 693-3907

215 Rock Prairie Rd.

College Station, TX 77845

SEC#: 801-67813
Years in Business: 14 years

BRIAUD FINANCIAL ADVISORS

Website

(979) 260-9771

1611 Crescent Pointe Parkway

College Station, TX 77845

SEC#: 801-31379
Years in Business: 33 years

SANCTUARY ADVISORS, LLC

Website

(979) 308-2260

1470 Copperfield Pkwy

College Station, TX 77845

SEC#: 801-99364
Years in Business: 6 years

SANCTUARY ADVISORS, LLC

Website

(979) 308-2260

1470 Copperfield Pkwy

College Station, TX 77845

SEC#: 801-99364
Years in Business: 6 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(979) 690-9406

1500 Earl Rudder Fwy S

College Station, TX 77840

SEC#: 801-78506
Years in Business: 7 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(979) 690-9406

1500 Earl Rudder Fwy S

College Station, TX 77840

SEC#: 801-78506
Years in Business: 7 years

SANCTUARY ADVISORS, LLC

Website

(979) 308-2260

1470 Copperfield Pkwy

College Station, TX 77845

SEC#: 801-99364
Years in Business: 6 years

SANCTUARY ADVISORS, LLC

Website

(979) 308-2260

1470 Copperfield Pkwy

College Station, TX 77845

SEC#: 801-99364
Years in Business: 6 years

SANCTUARY ADVISORS, LLC

Website

(979) 308-2260

1470 Copperfield Pkwy

College Station, TX 77845

SEC#: 801-99364
Years in Business: 6 years


How Retirement-Friendly is College Station, TX?

  • Population: 113,686
  • % of Population 62 Years and Over: 8.4%
  • Average Home Value: $239,900
  • Average Monthly Housing Cost: $1,091
  • Average Household Income: $73,853
  • 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.)


College Station, TX Financial Advisor FAQs

The best way to find a provider is to start by talking with your friends, family and co-workers about what you're looking for in a financial advisor. In addition, make sure to be specific when discussing your needs with advisors so they can better assist you.
Whatever type of advisor that suits your needs, it is very important to vet them thoroughly before hiring them so don't skimp on this task! Check what qualifications they have in their particular field, how long they have been in their profession and recommendations from previous clients.
Many financial advisors base their fees on a percentage of assets that are managed by them. This means that the more money an advisor manages for his or her client, the higher his or her fees will be.
The job of a financial advisor can be categorized into two parts. One is the planning phase, the other are the execution phases. During the planning phase, consultation is offered with you on your needs and goals to determine an investment strategy that meets your needs without exposing you to excessive risk or loss. Execution includes overseeing investments made by others who are assigned to take care of your portfolio.