Find a Financial Advisor in Kendall County, TX

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

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We Only Work With The Best Kendall County Financial Advisors


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

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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 Kendall County, TX


  • Financial Advisor Close to Kendall 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 Kendall 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 Kendall County, TX

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

  • Population: 43,769
  • % of Population 62 Years and Over: 22.5%
  • Average Home Value: $350,800
  • Average Monthly Housing Cost: $1,371
  • Average Household Income: $130,088
  • 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 Kendall County, TX

 

ADVISOR LOGISTICS, LLC

Website

(210) 487-1566

1415 E Blanco Rd
Suite 8
Boerne, TX 78006

SEC#: 801-112585
Years in Business: 4 years

COVENANT MULTI-FAMILY OFFICES, LLC

Website

(210) 526-0057

114 E. Highland

Boerne, TX 78006

SEC#: 801-71043
Years in Business: 12 years

CHRISTIAN INVESTMENT ADVISORS, INC.

Website

(830) 251-2115

138 Old San Antonio Rd., Suite 504

Boerne, TX 78006

SEC#: 801-120305
Years in Business: 1 years

ADVISORS ASSET MANAGEMENT, INC.

Website

(210) 630-6330

28025 Ih 10 West

Boerne, TX 78006

SEC#: 801-62731
Years in Business: 18 years

STRATEGIC FINANCIAL CONCEPTS, LLC

Website

(512) 799-7464

409 E San Antonio Avenue

Boerne, TX 78006

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

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(830) 816-5131

616 E Blanco
Suite #201-A
Boerne, TX 78006

SEC#: 801-110709
Years in Business: 4 years

KERCHEVILLE ADVISORS LLC

Website

(210) 365-0315

120 Cravey Road

Boerne, TX 78006

SEC#: 801-92169
Years in Business: 7 years

STRATEGIC FINANCIAL CONCEPTS, LLC

Website

(512) 799-7464

409 E San Antonio Avenue

Boerne, TX 78006

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

STRATEGIC FINANCIAL CONCEPTS, LLC

Website

(512) 799-7464

409 E San Antonio Avenue

Boerne, TX 78006

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

 


Kendall County, TX Financial Advisor FAQs

Kendall County is located in the center of Texas. It is about 60 miles west of downtown Dallas and 40 miles east of Waco. The eastern part of the county is mainly rolling hills and the western part is mostly flat prairie land. The county seat is in the town of Boerne, which is located in the center of the county. The top employer in Kendall County is Koch Industries, with over 10,000 employees and annual revenue of over $115 billion. Kendall County is best known for its rich history and thriving economy. The county has a long legacy of agricultural production and ranching and is home to a number of major businesses and corporations. Kendall County is also a popular tourist destination, thanks to its beautiful natural scenery and abundance of recreational opportunities. It's important to reach out to only the trusted financial advisors in your area. That's why we've got a couple of financial advisors serving in Kendall County to introduce you to them. Kendall County is located in south central Texas, 170 miles inland from the Gulf of Mexico, and is bordered by the counties of Gillespie, Blanco, Comal, Bexar, Bandera, and Kerr. The county seat, Boerne, is located on Cibolo Creek near the intersection of U.S. Highway 87 and Farm Road 475, approximately thirty miles northwest of San Antonio. Because of its abundant farm land and attractive hill country scenery, Kendall County ranked fifth in Progressive Farmer's "Best Places to Live in Rural America." There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

Financial advisors act as personal financial planners to meet goals. Every investor has different goals and expectations concerning securities, asset allocation, income generation & taxation. It is the advisor's responsibility to identify these goals and then recommend investments that best help us achieve our objectives.

It's a good idea to find a financial advisor that represents your beliefs, is trustworthy and competent. The more you know about them before meeting with them, the better equipped you'll be to determine whether they're really going to be a good fit for you.

Financial advisors usually get paid through a fixed monetary fee, an hourly or monthly fixed fee, or a percentage of assets.

You should ask if they are licensed to conduct financial services in your state. Some other things you should know about the advisor is their qualifications, education history and any professional licenses they have been issued from an external governing body.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.