Kendall County, TX Financial Advisors and Resources



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: 3 years

COVENANT MULTI-FAMILY OFFICES, LLC

Website

(210) 526-0057

114 E. Highland

Boerne, TX 78006

SEC#: 801-71043
Years in Business: 11 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: 0 years

ADVISORS ASSET MANAGEMENT, INC.

Website

(210) 630-6330

28025 Ih 10 West

Boerne, TX 78006

SEC#: 801-62731
Years in Business: 17 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: 6 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


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.)


Kendall County, TX Financial Advisor FAQs

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.