Lewisville, TX Financial Advisors and Resources



Financial Advisor Firms in Lewisville, TX


BANNERMAN WEALTH

Website

(248) 912-1150

2560 King Arthur Blvd
Suite 124-46
Lewisville, TX 75056

SEC#: 801-117777
Years in Business: 1 years

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

Website

(248) 912-1150

2801 Seven Shields Ln

Lewisville, TX 75056

SEC#: 801-117777
Years in Business: 1 years

KAIROS INVESTMENT MANAGEMENT COMPANY, LLC

Website

(949) 353-0211

1029 Lady Lore

Lewisville, TX 75056

SEC#: 801-88197
Years in Business: 6 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(972) 745-9700

2850 Lake Vista Drive
Suite 300, Lewisville Hub
Lewisville, TX 75067

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(214) 626-8300

2850 Lake Vista Drive
Suite 110, Lewisville Regional
Lewisville, TX 75067

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(972) 745-9700

2850 Lake Vista Drive
Suite 300, Lewisville Hub
Lewisville, TX 75067

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(214) 626-8300

2850 Lake Vista Drive
Suite 110, Lewisville Regional
Lewisville, TX 75067

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(972) 745-9700

2850 Lake Vista Drive
Suite 300, Lewisville Hub
Lewisville, TX 75067

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(214) 626-8300

2850 Lake Vista Drive
Suite 110, Lewisville Regional
Lewisville, TX 75067

SEC#: 801-63550
Years in Business: 17 years


How Retirement-Friendly is Lewisville, TX?

  • Population: 106,386
  • % of Population 62 Years and Over: 10.6%
  • Average Home Value: $216,600
  • Average Monthly Housing Cost: $1,236
  • Average Household Income: $79,845
  • 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.)


Lewisville, TX Financial Advisor FAQs

It is hard to find a good financial advisor, but one can use LinkedIn. The first task is to locate other related professionals who are financial advisors. Then the advisor should investigate them for feedback or influences, expertise in areas that you are interested in, and their level of sociability on LinkedIn.
Financial advisors are people knowledgeable about the markets and products that help you grow your wealth. That requires an understanding of mortgage rates, budgeting for child's education costs, implementing estates plans but also understanding approaches like what will happen to your 401K when you retire.
Financial advisors typically charge an annual fee based on the value of your assets under management (AUM). The average fee is 1% of wealthy clients' AUM, or approximately .5% for less wealthy clients. Of course, advisors also do hourly rates against commissions which are usually highest for stocks and other trading products but may be better for other items like mutual funds or insurance products.
Yes. Not only is a financial advisor helpful, they give you an opportunity to have one-on-one coaching that will help guide the decisions you make about your finances.