Horseshoe Bay, TX Financial Advisors and Resources

Financial Advisor Firms in Horseshoe Bay, TX



(210) 265-8050

9000 Highway 2147 West
Suite 201
Horseshoe Bay, TX 78657

SEC#: 801-115280
Years in Business: 2 years

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.)

Horseshoe Bay, TX Financial Advisor FAQs

Financial advisors 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, 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.