Find a Financial Advisor in Heath, TX

 

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

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We Only Work With The Best Heath 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 Heath, TX


  • Financial Advisor Close to Heath, 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 Heath, 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 Heath, TX

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

  • Population: 8,709
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $498,200
  • Average Monthly Housing Cost: $2,356
  • Average Household Income: $200,501
  • 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 Heath, TX

 

LAKE POINT WEALTH MANAGEMENT, LLC

Website

(214) 771-1000

1 Horizon Court

Heath, TX 75032

SEC#: 801-110687
Years in Business: 4 years

ADVISOR RESOURCE COUNCIL

Website

(972) 722-2609

6760 Horizon Road
Suite 100
Heath, TX 75032

SEC#: 801-76667
Years in Business: 9 years

ADVISOR RESOURCE COUNCIL

Website

(972) 722-2609

6760 Horizon Road
Suite 100
Heath, TX 75032

SEC#: 801-76667
Years in Business: 9 years

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Website

(469) 402-1776

6710 Horizon Rd #100

Heath, TX 75032

SEC#: 801-69742
Years in Business: 13 years

 


Heath, TX Financial Advisor FAQs

A good financial advisor will offer their clients a point of assessment, which outlines any areas to be discussed once they meet. This point of assessment should help you understand potential risks for you or your client, considering all aspects that may bear significant weight on the success or failure of the client's goals.
Request an interview to get a feel for how comfortable they would be giving advice while treating you accordingly.
Financial advisors specialize in certain types of investments but it’s common for them to provide clients with multiple types of service depending on client needs, including education about mutual funds and life insurance, among others.
A financial advisor who understands investing would be able to guide you in the right direction and help you choose different, more lucrative courses of action for your portfolio that will allow you to earn returns without compromising safety or stability.