Find a Financial Advisor in Richmond, TX

 

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

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We Only Work With The Best Richmond 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 Richmond, TX


  • Financial Advisor Close to Richmond, 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 Richmond, 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 Richmond, TX

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

  • Population: 12,646
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $167,900
  • Average Monthly Housing Cost: $865
  • Average Household Income: $67,437
  • 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 Richmond, TX

 

WHITETIP CAPITAL LLC

Website

(281) 674-4059

1707 Wyndale Ct

Richmond, TX 77406

SEC#: 801-110322
Years in Business: 4 years

 


Richmond, TX Financial Advisor FAQs

You should ask a financial advisor what their credentials are. What type of fees do they charge? Do they have references from other clients on the internet you could contact yourself to talk about their service? There's no one-size fits all answer for this, so asking these questions doesn't guarantee anything, but it does show you were paying attention and thinking on your feet.
A financial advisor's job is to develop a personalized investment strategy for each of their clients, taking into account their needs and desires. This process generally involves meeting with the client face-to-face for several hours or even days at a time. Once the investment strategy is finalised, ongoing monitoring of various market dynamics help to gauge how closely it is being followed.
Financial advisors typically get paid through a fee-only structure, but some may also take commissions. Many financial advisors charge you a fee for their services and others might receive both a salary and commissions for introducing you to specific investment products.
Interview potential advisors in person or on the phone, not over email. Ask for references to call who have worked with this adviser. Call these references and speak candidly about their experiences with your potential provider. It's helpful if they work in the same field as the advisor's specialization. Make sure they are willing to answer questions without requiring any payment or strings attached – otherwise, it's likely they might be getting compensated by your potential provider and don't want you talking openly about him/her because of personal interests.