Find a Financial Advisor in Ft. Bend County, TX

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We did the hard work of finding trustworthy partners in Fort Bend County, TX.

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We Only Work With The Best Ft. Bend County 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 Fort Bend County, TX


  • Financial Advisor Close to Fort Bend County, 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 Fort Bend County, 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 Fort Bend County, TX

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

  • Population: 765,394
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $270,500
  • Average Monthly Housing Cost: $1,608
  • Average Household Income: $125,289
  • 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 Fort Bend County, TX

 

RWM CAPITAL, LLC

Website

(281) 277-0645

1650 Highway 6
Suite 250
Sugar Land, TX 77478

SEC#: 801-119513
Years in Business: 1 years

KINGS PATH PARTNERS LLC

Website

(832) 500-3101

206 Brooks Street

Sugar Land, TX 77478

SEC#: 801-107995
Years in Business: 5 years

WJ INTERESTS, LLC

Website

(281) 634-9400

2333 Town Center Drive
Suite 100
Sugar Land, TX 77478

SEC#: 801-61853
Years in Business: 19 years

MILLENNIUM MANAGEMENT LLC

Website

(281) 906-4056

2277 Plaza Drive
Suite 150
Sugar Land, TX 77479

SEC#: 801-73884
Years in Business: 10 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(281) 277-6400

77 Sugar Creek Center Blvd.
Suite 590
Sugar Land, TX 77478

SEC#: 801-14059
Years in Business: 43 years

OAK HARVEST INVESTMENT SERVICES, LLC

Website

(281) 822-1350

2245 Texas Drive
Suite 300
Sugar Land, TX 77479

SEC#: 801-116667
Years in Business: 3 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(281) 636-0100

Aspen Wealth Management
52 Sugar Creek Center Blvd. #300
Sugar Land, TX 77478

SEC#: 801-107865
Years in Business: 5 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(281) 636-0100

Aspen Wealth Management
52 Sugar Creek Center Blvd. #300
Sugar Land, TX 77478

SEC#: 801-107865
Years in Business: 5 years

CAPITAL ANALYSTS, LLC

Website

(281) 277-6400

77 Sugar Creek Center Blvd.
Suite 590
Sugar Land, TX 77478

SEC#: 801-74614
Years in Business: 10 years

 


Fort Bend County, TX Financial Advisor FAQs

Fort Bend County is located in the southeastern region of Texas. It shares a border with the state of Louisiana and is adjacent to the counties of Harris, Brazoria, Waller, and Austin. The top employer in Fort Bend County, Texas is Exxon Mobil with over 22,000 employees and annual revenue of $198.7 billion. Fort Bend County is best known for its history, diversity, and culture. The county has a rich history that can be traced back to the early 1800s. Today, Fort Bend County is home to a wide variety of cultures and nationalities, making it one of the most diverse counties in Texas. It's important to reach out to only the trusted financial advisors in your area. That's why we've got a couple of financial advisors serving in Fort Bend County to introduce you to them. Fort Bend County is entirely within the boundaries of Sugar Land, Texas, and is part of the Houston-Woodlands Sugar Land Statistics Area. The key elements of Fort Bend County's local economy are agriculture, petrochemicals, technology, retail, and manufacturing concerns. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

A financial advisor will be able to help you navigate and invest your money into portfolios that will match your needs and provide a return on investment.

Financial advisors focus on helping people achieve their financial goals. Some of the most important services financial advisors provide are to help with budgeting and planning, understanding risk-return tradeoffs, reporting stock prices for retirement funds and reviewing income taxes.

Get recommendations from family or friends. Also try to start looking online for local professional advisors - see If they offer a free consultation.

Financial advisors are paid in a variety of different ways. Some are paid through commissions on specific types of investments, or may charge for one-on-one meeting time with their clients, or be given additional bonuses based on the performance of their advice.