League City, TX Financial Advisors and Resources



Financial Advisor Firms in League City, TX


ANRIA

Website

(281) 521-3485

2450 South Shore Blvd
Suite 400
League City, TX 77573

SEC#: 801-72010
Years in Business: 10 years

THREADGILL FINANCIAL, LLC

Website

(713) 893-5635

2600 South Shore Blvd
Ste 300
League City, TX 77573

SEC#: 801-112505
Years in Business: 3 years

OAK HARVEST INVESTMENT SERVICES, LLC

Website

(281) 822-1350

2600 South Shore Blvd
Suite 300/Office 301
League City, TX 77573

SEC#: 801-116667
Years in Business: 2 years

OAK HARVEST INVESTMENT SERVICES, LLC

Website

(281) 822-1350

2600 South Shore Blvd
Suite 300/Office 301
League City, TX 77573

SEC#: 801-116667
Years in Business: 2 years

HILLTOP SECURITIES INC.

Website

(832) 632-5420

2450 South Shore
Suite 220
League City, TX 77573

SEC#: 801-55529
Years in Business: 23 years

JOHNSTONE FINANCIAL ADVISORS, INC.

Website

(503) 699-2929

2600 South Shore Blvd.
Suite 300 (Regus)
League City, TX 77573

SEC#: 801-108892
Years in Business: 4 years

OAK HARVEST INVESTMENT SERVICES, LLC

Website

(281) 822-1350

2600 South Shore Blvd
Suite 300/Office 301
League City, TX 77573

SEC#: 801-116667
Years in Business: 2 years

OAK HARVEST INVESTMENT SERVICES, LLC

Website

(281) 822-1350

2600 South Shore Blvd
Suite 300/Office 301
League City, TX 77573

SEC#: 801-116667
Years in Business: 2 years

HILLTOP SECURITIES INC.

Website

(832) 632-5420

2450 South Shore
Suite 220
League City, TX 77573

SEC#: 801-55529
Years in Business: 23 years


How Retirement-Friendly is League City, TX?

  • Population: 103,310
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $246,600
  • Average Monthly Housing Cost: $1,599
  • Average Household Income: $126,442
  • 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.)


League City, TX Financial Advisor FAQs

I would suggest researching them first to see if they are accredited through the Certified Financial Planning Board. After that, make sure they offer a fiduciary financial planning service which is very important and mean they legally require to put your best interests first before any other interest, like themselves or whoever is paying them. You should never feel pressured into moving assets or changing allocations in your portfolio unless you really want to do it.
Most people would benefit from working with a financial advisor because it takes time and understanding to take the first steps towards building a careful plan for saving and investing money. Most people use their own basic knowledge and intuition, but this may lead to mistakes like paying too much in tax or not buying into enough risk assets for retirement.
Ask questions about the advisor's education, experience and certifications. Ask any current clients for references and testimonials. And it wouldn't hurt to ask for disclosure of any investment or advisory fees so you can determine how your adviser plans on making money from you before calling him/her honest as many self-declared scam artists do these days.
It depends on the specific financial advising services you are looking for, but it is safe to say that they cost around one percent of your net worth, depending on how sophisticated the advice being offered.