Find a Financial Advisor in El Paso, TX

 

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We did the hard work of finding trustworthy partners in El Paso, TX.

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We Only Work With The Best El Paso 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 El Paso, TX


  • Financial Advisor Close to El Paso, 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 El Paso, 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 El Paso, TX

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

  • Population: 679,813
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $140,100
  • Average Monthly Housing Cost: $869
  • Average Household Income: $64,025
  • 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 El Paso, TX

 

LAUTERBACH FINANCIAL ADVISORS, LLC

Website

(915) 544-6950

4130 Rio Bravo Street

El Paso, TX 79902

SEC#: 801-64326
Years in Business: 16 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(915) 433-6758

6006 North Mesa
Suite 901
El Paso, TX 79912

SEC#: 801-108114
Years in Business: 5 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(915) 588-8716

Preferred Wealth Management
5959 Gateway West #367
El Paso, TX 79925

SEC#: 801-110559
Years in Business: 4 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(915) 532-8885

600 Sunland Park Drive
Bldg 1-100
El Paso, TX 79912

SEC#: 801-80075
Years in Business: 7 years

SYMPHONY FINANCIAL, LTD. CO.

Website

(915) 585-8770

6006 North Mesa Street
Suite 308
El Paso, TX 79912

SEC#: 801-79989
Years in Business: 7 years

SYMPHONY FINANCIAL, LTD. CO.

Website

(915) 585-8770

6006 North Mesa Street
Suite 308
El Paso, TX 79912

SEC#: 801-79989
Years in Business: 7 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(915) 800-4952

810 E Yandell Drive

El Paso, TX 79902

SEC#: 801-66368
Years in Business: 15 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(915) 800-4952

810 E Yandell Drive

El Paso, TX 79902

SEC#: 801-66368
Years in Business: 15 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(915) 307-6059

7310 Remcon Circle

El Paso, TX 79912

SEC#: 801-78808
Years in Business: 7 years

 


El Paso, TX Financial Advisor FAQs

You may find that hiring a financial advisor speeds up some processes as well as provides better options to choose from.
A financial advisor provides clients with unbiased, professional advice about investments and retirement.
They get paid with fees, commissions, or assets. Fees are typically flat rates that increase based on the amount of money invested or borrowed. Commissions are generally fixed rates. For example if an investor makes a million dollar trade, the fee would be 1%, which is lower than another advisor who charges .5%. Assets are commonly treated as loans to investors and charged at varying interest rates based on what the advisor wants to charge for investing clients’ money with their firm.
You need to do is research different people, brokerages, and then ask them for references.