Find a Financial Advisor in Nueces County, TX

 

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We did the hard work of finding trustworthy partners in Nueces County, TX.

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We Only Work With The Best Nueces County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Nueces County, TX

  • Financial Advisor Close to Nueces County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Nueces County, TX

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Nueces County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Nueces County financial advisors.
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How Retirement-Friendly is Nueces County, TX?

  • Population: 361,540
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $159,400
  • Average Monthly Housing Cost: $1,000
  • Average Household Income: $74,953
  • 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.)



The Top Financial Advisor Firms in Nueces County, TX

 

DAVIDSON CAPITAL MANAGEMENT, INC

Website

(361) 906-0070

5656 South Staples, Suite 370

Corpus Christi, TX 78411

SEC#: 801-60519
Years in Business: 20 years

STONEWATER WEALTH MANAGEMENT, INC.

Website

(361) 482-0699

4639 Corona Dr
Ste 9
Corpus Christi, TX 78411

SEC#: 801-112490
Years in Business: 3 years

PLANMEMBER SECURITIES CORPORATION

Website

(361) 884-9993

3201 Airline Road
Suite K. & L.
Corpus Christi, TX 78414

SEC#: 801-39177
Years in Business: 30 years

AUSTIN PRIVATE WEALTH, LLC

Website

(512) 633-2952

1756 Santa Fe St.

Corpus Christi, TX 78404

SEC#: 801-116987
Years in Business: 2 years

AUSTIN PRIVATE WEALTH, LLC

Website

(512) 633-2952

1756 Santa Fe St.

Corpus Christi, TX 78404

SEC#: 801-116987
Years in Business: 2 years

AUSTIN PRIVATE WEALTH, LLC

Website

(361) 600-3800

1756 Santa Fe St.

Corpus Christi, TX 78404

SEC#: 801-116987
Years in Business: 2 years

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Website

(361) 985-2222

500 N Shoreline Blvd
Ste 330
Corpus Christi, TX 78401

SEC#: 801-61332
Years in Business: 19 years

WESTPARK WEALTH ADVISORS, INC.

Website

(361) 225-4431

5337 Yorktown Blvd.,
Bldg. 23, Suite 301
Corpus Christi, TX 78413

SEC#: 801-63009
Years in Business: 17 years

OXBOW ADVISORS, LLC

Website

(361) 653-5312

711 N. Carancahua

Corpus Christi, TX 78401

SEC#: 801-72387
Years in Business: 10 years

 


Nueces County, TX Financial Advisor FAQs

Financial advisors who work for a company often get paid a percentage of the assets under management, which is typically 2% on stocks and bonds and 0.75 on advisory fees. They may also be on commission.
Generally speaking, one of the main functions that financial advisors provide is to help you grow and maintain your wealth.
Yes. A financial advisor has tools that can help them know their clients' goals better than someone who doesn't have this training. They are equipped with the skills and abilities to handle financial management wisely.
It's a good idea to have a face-to-face meeting with an advisor before you hire them. Ask questions about the advisors experience in your field or industry, what they've accomplished in their career, and what type of work they intend to do for you.


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