Find a Financial Advisor in Jefferson County, TX

 

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

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We Only Work With The Best Jefferson 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

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 Jefferson County, TX


  • Financial Advisor Close to Jefferson 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 Jefferson 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 Jefferson County, TX

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

  • Population: 254,340
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $139,400
  • Average Monthly Housing Cost: $820
  • Average Household Income: $71,052
  • 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 Jefferson County, TX

 

BEAUMONT ASSET MANAGEMENT, LLC

Website

(409) 899-9569

2911 Toccoa Street
Suite B
Beaumont, TX 77703

SEC#: 801-107451
Years in Business: 5 years

AVANTAX ADVISORY SERVICES, INC.

Website

(409) 892-0233

3440 Eastex Freeway

Beaumont, TX 77703

SEC#: 801-29892
Years in Business: 34 years

AVANTAX ADVISORY SERVICES, INC.

Website

(409) 892-0233

3440 Eastex Freeway

Beaumont, TX 77703

SEC#: 801-29892
Years in Business: 34 years

TUCKER ASSET MANAGEMENT LLC

Website

(409) 212-9696

3160 Fannin Street

Beaumont, TX 77701

SEC#: 801-107110
Years in Business: 5 years

GOOD LIFE ADVISORS, LLC

Website

(409) 839-8000

#2 Acadiana Court
Suite C
Beaumont, TX 77706

SEC#: 801-80003
Years in Business: 7 years

SUNBELT SECURITIES, INC.

Website

(409) 838-0308

2615 Calder St
Ste 1070-B
Beaumont, TX 77702

SEC#: 801-71479
Years in Business: 11 years

TUCKER ASSET MANAGEMENT LLC

Website

(409) 212-9696

3160 Fannin Street

Beaumont, TX 77701

SEC#: 801-107110
Years in Business: 5 years

AVANTAX ADVISORY SERVICES, INC.

Website

(409) 892-0233

3440 Eastex Freeway

Beaumont, TX 77703

SEC#: 801-29892
Years in Business: 34 years

SUNBELT SECURITIES, INC.

Website

(409) 838-0308

2615 Calder St
Ste 1070-B
Beaumont, TX 77702

SEC#: 801-71479
Years in Business: 11 years

 


Jefferson County, TX Financial Advisor FAQs

Financial advisors help people make money, save money, and spend money in ways that are best for them.
There are many factors to take into account when choosing a family financial advisor, but the most important are likely experience, qualifications and philosophy.
Financial advisors get paid through a fee-based model, hourly rate, commissions on investments, or a commission based on the sale of certain products. The most common payment for this profession is through an asset or administrative fee that is set as a percentage of assets managed by the advisor.
What is the advisor's philosophy towards investing? Is it geared towards low risk/low reward, or high risk/high reward?