Katy, TX Financial Advisors and Resources



Financial Advisor Firms in Katy, TX


TRISPERITY ADVISORS, LLC

Website

(281) 395-1021

22202 Highland Knolls Drive

Katy, TX 77450

SEC#: 801-113723
Years in Business: 3 years

ADVISORY ALPHA, LLC

Website

(281) 717-8883

633 E. Fernhurst
Suite 301
Katy, TX 77450

SEC#: 801-72499
Years in Business: 10 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(832) 995-1550

26126 Arbor Rose Lane

Katy, TX 77494

SEC#: 801-117179
Years in Business: 2 years

RWM CAPITAL, LLC

Website

(281) 277-0645

440 Cobia Drive
Ste 2001
Katy, TX 77494

SEC#: 801-119513
Years in Business: 1 years

CREATIVE PLANNING, LLC

Website

(866) 909-5148

2717 Commercial Center Boulevard
Suite 232
Katy, TX 77494

SEC#: 801-18564
Years in Business: 38 years

SHOBE & ASSOCIATES, INC

Website

(225) 763-7022

25223 Sterling Cloud Ln

Katy, TX 77494

SEC#: 801-70323
Years in Business: 12 years

RWM CAPITAL, LLC

Website

(281) 277-0645

440 Cobia Drive
Ste 2001
Katy, TX 77494

SEC#: 801-119513
Years in Business: 1 years

STRATEGIC FINANCIAL CONCEPTS, LLC

Website

(210) 737-7800

23248 Kingsplace Drive

Katy, TX 77494

SEC#: 801-67243
Years in Business: 15 years

SEQUENT PLANNING, LLC

Website

(713) 328-9001

28618 Tanner Crossing Lane

Katy, TX 77494

SEC#: 801-113971
Years in Business: 3 years


How Retirement-Friendly is Katy, TX?

  • Population: 20,202
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $215,700
  • Average Monthly Housing Cost: $1,203
  • Average Household Income: $110,258
  • 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.)


Katy, TX Financial Advisor FAQs

Financial advisors get paid by charging a percentage of the assets they manage in an account.
For starters, use the search function on the National Association of Financial Professionals website or ask friends for referrals. You should also make sure that whoever you interview provides documentation proving he/she has obtained certification from an organization.
A good place to start is your employer. If your company offers a retirement plan such as a 401 (k), 403 (b) or other such pension, you should be able to discuss the program with someone in Human Resources. They will examine many factors, including investment choices and fees before recommending you go elsewhere.
Yes. Financial advisors can help establish goals for your future and provide strategies to reach those goals. They are usually well informed about the laws in their state when it comes to issues like succession planning and trusts. One key benefit is that they understand investment principles that may not be obvious to the public