Find a Financial Advisor in Grayson County, TX


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

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We Only Work With The Best Grayson 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


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


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 Grayson County, TX

  • Financial Advisor Close to Grayson 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 Grayson County, TX

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Grayson County, TX

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

  • Population: 131,014
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $156,100
  • Average Monthly Housing Cost: $861
  • Average Household Income: $72,105
  • 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 Grayson County, TX




(903) 306-0919

313 W. Fm 120

Pottsboro, TX 75076

SEC#: 801-73055
Years in Business: 10 years


Grayson County, TX Financial Advisor FAQs

Financial advisors can be a valuable resource when it comes to investment and retirement planning, wealth building and generational transfers, estate tax reduction and family trust management.
A financial advisor is an individual who helps individuals, businesses, or organizations manage their money by providing professional investment advice.
There are a number of factors to take into account when finding a financial advisor. Some potential criteria for determining the right advisor include the following: qualifications, degree, certifications or designations, and experience.
There are three main ways financial advisors get paid. The first is sales loads, the second is commissions, and the third way is through a fee-only structure.