Magnolia, TX Financial Advisors and Resources



Financial Advisor Firms in Magnolia, TX


OAKSTREET WEALTH MANAGEMENT, INC.

Website

(800) 803-9885

32939 Tamina Rd. Suite 104

Magnolia, TX 77354

SEC#: 801-117484
Years in Business: 2 years


How Retirement-Friendly is Magnolia, TX?

  • Population: 2,124
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $214,600
  • Average Monthly Housing Cost: $985
  • Average Household Income: $72,563
  • 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.)


Magnolia, TX Financial Advisor FAQs

A financial advisor is a professional whose job it is to help you plan and prepare for your future by managing your money. Some people finance their entire life with this one person, so there has to be trust, experience, and a comprehensive policy in place before ever taking the first step.
Independent financial advisors usually charge a flat fee on an annual basis, and the fee may vary according to the extent of advice granted.
Find an unbiased site that offers information about various types of advisors. These sites only care about recommending you what's financially sound for your situation so they will not promote or affiliate with any particular advisor over another.
A financial advisor is used to manage your money in order to achieve one or more of the following objectives: Retirement planning, estate planning, tax planning/consulting, investment management. You can typically hire an individual or firm that specializes in one of these areas if you're looking for something specific. Alternatively, you might want someone who has general expertise across all categories. If so, then find a person with years of experience working in these areas and make sure they are registered with the Securities Exchange Commission (SEC).