McKinney, TX Financial Advisors and Resources



Financial Advisor Firms in McKinney, TX


KOPION ASSET MANAGEMENT, LLC

Website

(214) 425-7027

400 W. Louisiana Street

Mckinney, TX 75069

SEC#: 801-118111
Years in Business: 1 years

SCHUBERT & COMPANY, INC.

Website

(972) 422-1010

5900 S. Lake Forest Drive
Suite 280
Mckinney, TX 75070

SEC#: 801-118534
Years in Business: 1 years

WEALTHSTAR ADVISORS, LLC

Website

(972) 372-2910

5900 S Lake Forest Drive, Suite 300

Mckinney, TX 75070

SEC#: 801-79121
Years in Business: 7 years

SWBC INVESTMENT COMPANY

Website

(972) 263-9497

2651 Ridge Rd, Ste 101

Mckinney, TX 75070

SEC#: 801-68054
Years in Business: 14 years

HARMONY ASSET MANAGEMENT LLC

Website

(610) 209-1425

8004 Brasstown Drive

Mckinney, TX 75070

SEC#: 801-118731
Years in Business: 1 years


How Retirement-Friendly is McKinney, TX?

  • Population: 182,055
  • % of Population 62 Years and Over: 12.8%
  • Average Home Value: $315,300
  • Average Monthly Housing Cost: $1,704
  • Average Household Income: $113,806
  • 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.)


McKinney, TX Financial Advisor FAQs

Yes. If you have been through a financial setback, or if the thought of managing your own portfolio bogs you down, a professional's guidance can be quite valuable.
The cost of a financial advisor varies for each individual. There are no set hourly rates, as it depends entirely on what type of assets you have and how much they are worth. The advisors themselves charge either by the hour or percentage, which is based on their yearly income percentage.
A financial advisor helps clients reach their goals for success financially, which is different than they may think. Financial advisors rarely actually invest money for clients. They can provide advice on what investments to make, but they do not purchase or sell stocks or bonds on an individual's behalf.
The simplest answer is that financial advisors get paid by collecting a fee, commission or both for their services.