Find a Financial Planner in Harris County, TX

 

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

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We Only Work With The Best Harris 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Harris County, TX


  • Financial Advisor Close to Harris 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

 

How Can a CFP® in Harris County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Harris County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Harris County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
13.0% of Harris County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Harris County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Harris County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Harris County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Harris County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Harris County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Harris County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Harris 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 Harris County, TX

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

  • Population: 4646,630
  • % of Population 62 Years and Over: 13%
  • Average Home Value: $189,700
  • Average Monthly Housing Cost: $1,141
  • Average Household Income: $91,486
  • 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 Harris County, TX


SCOTT & SELBER, INC. CAPITAL MANAGEMENT

Website

(713) 850-1717

800 Bering Drive
Suite 208
Houston, TX 77057

SEC#: 801-28446
Years in Business: 34 years

DOLIVER ADVISORS, L.P.

Website

(713) 917-0022

6363 Woodway
Suite 763
Houston, TX 77057

SEC#: 801-44471
Years in Business: 27 years

BOK FINANCIAL ASSET MANAGEMENT, INC.

Website

(713) 228-6444

440 Louisiana Street
Suite 2500
Houston, TX 77002

SEC#: 801-51834
Years in Business: 25 years

FRUTH INVESTMENT MANAGEMENT

Website

(713) 464-2283

820 Gessner
Suite 1640
Houston, TX 77024

SEC#: 801-40948
Years in Business: 29 years

MONROE VOS CONSULTING, INC.

Website

(713) 227-0100

1001 Mckinney
Suite 1200
Houston, TX 77002

SEC#: 801-48058
Years in Business: 26 years

SIMMONS L E & ASSOCIATES INC

Website

(713) 227-7888

600 Travis Street
Suite 6600
Houston, TX 77002

SEC#: 801-49261
Years in Business: 26 years

SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**

Website

(713) 227-1100

6900 Jpmorgan Chase Tower
600 Travis Street
Houston, TX 77002

SEC#: 801-36485
Years in Business: 31 years

PACIFIC STRATEGIC MANAGEMENT, LP

Website

(713) 495-5220

711 Lousiana Street
Suite 1660
Houston, TX 77002

SEC#: 801-62342
Years in Business: 17 years

GFS ADVISORS LLC

Website

(713) 968-0400

1330 Post Oak Blvd., Suite 2100

Houston, TX 77056

SEC#: 801-67899
Years in Business: 14 years

MCMURREY INVESTMENT ADVISORS LLC

Website

(713) 238-3100

600 Travis Street
Suite 6475
Houston, TX 77002

SEC#: 801-69321
Years in Business: 13 years