Find a Financial Advisor in Prosper, TX

 

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

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We Only Work With The Best Prosper 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 Prosper, TX


  • Financial Advisor Close to Prosper, 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 Prosper, 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 Prosper, TX

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

  • Population: 22,517
  • % of Population 62 Years and Over: 8.8%
  • Average Home Value: $470,000
  • Average Monthly Housing Cost: $2,691
  • Average Household Income: $178,784
  • 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 Prosper, TX

 

WISDOM INDEX ADVISORS

Website

(972) 931-0063

102 S. Main Street

Prosper, TX 75078

SEC#: 801-116762
Years in Business: 2 years

UNITED ADVISORS AMERICA

Website

(877) 443-0610

290 S Preston Road
Suite 220
Prosper, TX 75078

SEC#: 801-114134
Years in Business: 3 years

ADVISOR RESOURCE COUNCIL

Website

(214) 507-1230

130 N Preston Rd
Suite 100
Prosper, TX 75078

SEC#: 801-76667
Years in Business: 9 years

ISC ADVISORS, INC.

Website

(469) 481-2416

771 Southwark Drive

Prosper, TX 75078

SEC#: 801-77727
Years in Business: 8 years

 


Prosper, TX Financial Advisor FAQs

Credentials, certification, and licensing are three things to look for when searching for a financial advisor.
Yes. Financial advisors can help you pave a path to financial security, should you choose to take it. In order for financial advisors to be successful, they must first create relationships with clients based on professionalism and trust. Talking with a financial advisor allows you as the consumer, to maintain control over your finances by allowing the advisor provide insights from their experience but also make sure it is in line with what you want your plan to be.
Financial advisors can be paid through a fee-based method where they charge a fee on top of the commissions already associated with the product they recommend. They may also charge a periodic management fee that is priced based on each investor's personal needs and goals.
There are many questions you will want to ask a financial advisor; however, one of the most important is What does an annual income mean to you? Some people may think that this means how much they make per year, but it actually refers to their rate of return on investments.