Corpus Christi, TX Financial Advisors and Resources



Financial Advisor Firms in Corpus Christi, TX


DAVIDSON CAPITAL MANAGEMENT, INC

Website

(361) 906-0070

5656 South Staples, Suite 370

Corpus Christi, TX 78411

SEC#: 801-60519
Years in Business: 20 years

STONEWATER WEALTH MANAGEMENT, INC.

Website

(361) 482-0699

4639 Corona Dr
Ste 9
Corpus Christi, TX 78411

SEC#: 801-112490
Years in Business: 3 years

PLANMEMBER SECURITIES CORPORATION

Website

(361) 884-9993

3201 Airline Road
Suite K. & L.
Corpus Christi, TX 78414

SEC#: 801-39177
Years in Business: 30 years

AUSTIN PRIVATE WEALTH, LLC

Website

(512) 633-2952

1756 Santa Fe St.

Corpus Christi, TX 78404

SEC#: 801-116987
Years in Business: 2 years

AUSTIN PRIVATE WEALTH, LLC

Website

(512) 633-2952

1756 Santa Fe St.

Corpus Christi, TX 78404

SEC#: 801-116987
Years in Business: 2 years

AUSTIN PRIVATE WEALTH, LLC

Website

(361) 600-3800

1756 Santa Fe St.

Corpus Christi, TX 78404

SEC#: 801-116987
Years in Business: 2 years

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Website

(361) 985-2222

500 N Shoreline Blvd
Ste 330
Corpus Christi, TX 78401

SEC#: 801-61332
Years in Business: 19 years

WESTPARK WEALTH ADVISORS, INC.

Website

(361) 225-4431

5337 Yorktown Blvd.,
Bldg. 23, Suite 301
Corpus Christi, TX 78413

SEC#: 801-63009
Years in Business: 17 years

OXBOW ADVISORS, LLC

Website

(361) 653-5312

711 N. Carancahua

Corpus Christi, TX 78401

SEC#: 801-72387
Years in Business: 10 years


How Retirement-Friendly is Corpus Christi, TX?

  • Population: 325,780
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $158,700
  • Average Monthly Housing Cost: $1,021
  • Average Household Income: $75,511
  • 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.)


Corpus Christi, TX Financial Advisor FAQs

Financial advisors charge various fees and different levels of service. They typically receive the highest compensation for increasing their clients' income, estate and legacy planning, investment management, and pension investments. The services may be delivered by a financial advisor who charges an hourly rate if he has specific tasks to complete or as a percentage of assets under management (AUM) if that is his responsibility.
In a word, yes. Most people don't have the time or expertise to research and decide on stock investments of any complexity, for example. It's well worth hiring an adviser who has the knowledge and experience to help lead your money in the right direction, albeit at an expense.
You should always be asking how many clients they have, what type of insurance products they are selling, what kind of chemistry you'll have with them, and if they are licensed.
Financial advisors work to advise their clients with managing cash flow and investments. They're compensated differently depending on the provision of their services, but fees are often charged (either periodically or at the end) for advisory services rendered.