Find a Financial Advisor in Horseshoe Bay, TX

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We Only Work With The Best Horseshoe Bay Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners will never sell investment products they receive a commission from

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All of our partners have been in business for 10+ years

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All of our partners are advisors who hold the proper designations from FINRA

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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 Horseshoe Bay, TX


  • Financial Advisor Close to Horseshoe Bay, 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 Horseshoe Bay, 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 Horseshoe Bay, TX

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

  • Population: 4,100
  • % of Population 62 Years and Over: 57.5%
  • Average Home Value: $354,200
  • Average Monthly Housing Cost: $1,120
  • Average Household Income: $121,440
  • 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 Horseshoe Bay, TX

 

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(210) 265-8050

9000 Highway 2147 West
Suite 201
Horseshoe Bay, TX 78657

SEC#: 801-115280
Years in Business: 3 years

 


Horseshoe Bay, TX Financial Advisor FAQs

Horseshoe Bay, TX is located on the western shore of Galveston Bay and is a popular tourist destination. It borders the city of Houston and is just a short drive away. With annual revenue from tourism estimated at $ 1.8 billion, Horseshoe Bay is one of the most important tourist destinations in Texas. The city is home to a number of businesses that cater to tourists, including hotels, restaurants, and shops. It is also home to a large number of commercial fishing boats and charter services. There are plenty of things to do in Horseshoe Bay, including fishing, boating, hiking, and golfing. One of the highlights of the city is the Horseshoe Bay Resort, which is a world-class golf and tennis resort. Horseshoe Bay is also home to several parks, including the Horseshoe Bay Nature Park and the Horseshoe Bay Marina. Connect with our financial advisors in Horseshoe Bay, Texas, a city located primarily in Llano County and extends eastward into Burnet County. It is situated on the southern shore of Lake Lyndon B. Johnson and the south branch of the Colorado River. The list below should be helpful to connect you to financial advisors in the city's neighboring areas.

Financial advisors in Horseshoe Bay, come with different certifications, education, and general cost. Generally, the more qualifications they have the more expensive their services are.

Financial advisors help their clients create and implement financial plans for retirement, college tuition, major purchases, and current needs. They brainstorm with their clients to determine the best course of action in order to invest money wisely while offering solutions to everyday challenges.

When choosing a financial advisor in Horseshoe Bay, TX, it's essential to make sure they are licensed and registered with the state where they work. They should also be properly qualified (for example with an MBA in finance) and have ample experience.

Financial advisors typically receive commissions on the products they sell, with some level of upfront fee for their service. Upfront fee typically comes in the form of an annual fee or a periodic management fee.