Galveston, TX Financial Advisors and Resources



Financial Advisor Firms in Galveston, TX


KEMPNER CAPITAL MANAGEMENT, INC.

Website

(409) 765-6671

2201 Market Street
12th Floor
Galveston, TX 77550

SEC#: 801-17585
Years in Business: 39 years

AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.

Website

(409) 621-7739

One Moody Plaza

Galveston, TX 77550

SEC#: 801-72010
Years in Business: 10 years

WEALTHSOURCE PARTNERS, LLC

Website

(970) 778-3635

4014 Panola Drive

Galveston, TX 77554

SEC#: 801-107199
Years in Business: 5 years

WEALTHSOURCE PARTNERS, LLC

Website

(970) 778-3635

4014 Panola Drive

Galveston, TX 77554

SEC#: 801-107199
Years in Business: 5 years

SWBC INVESTMENT COMPANY

Website

(409) 744-6353

6501 Steward Road

Galveston, TX 77551

SEC#: 801-68054
Years in Business: 14 years


How Retirement-Friendly is Galveston, TX?

  • Population: 50,241
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $198,200
  • Average Monthly Housing Cost: $1,002
  • Average Household Income: $70,546
  • 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.)


Galveston, TX Financial Advisor FAQs

Financial advisors typically charge clients an hourly fee for their services. This hourly rate ranges anywhere from $100-$150 an hour or, in some cases, by percentage of assets managed for the client.
advisor that is chosen matches your individual needs and objectives when it comes to both financial planning and personalized investment services.
Begin by checking if your bank offers an event that will connect their clients with financial advisors from various institutions. Your friends or even former employers can also be good sources for recommendations as they may know an advisor who had helped them in the past. There are also many forums and websites on which investors collaborate and post reviews about the pros and cons of different advisory firms available.
Know what you want from a financial advisor. A good advisor will ask for your goals and to what extent you are willing/interior to take risks. If this is an important decision it would be best to use someone who has experience in the field to help guide you.