Find a Financial Advisor in Rockwall County, TX

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We Only Work With The Best Rockwall County Financial Advisors

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

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

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

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

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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 Rockwall County, TX

  • Financial Advisor Close to Rockwall 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 Rockwall 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 Rockwall County, TX

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

  • Population: 97,175
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $269,000
  • Average Monthly Housing Cost: $1,627
  • Average Household Income: $122,912
  • 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.)


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The Top Financial Advisor Firms in Rockwall County, TX

 

LIFETIME WEALTH MANAGEMENT P.C.

Website

(972) 771-0650

1160 Horizon Road

Rockwall, TX 75032

SEC#: 801-113213
Years in Business: 4 years

BFT FINANCIAL GROUP, LLC

Website

(972) 771-1472

301 N Goliad

Rockwall, TX 75087

SEC#: 801-57022
Years in Business: 22 years

 


Rockwall County, TX Financial Advisor FAQs

Rockwall County is located in the northeast corner of Texas, just north of Dallas and east of Plano. Rockwall County is bounded by Collin and Hunt counties to the west, Kaufman County to the south, and Grayson County to the north. The top employer in Rockwall County is the Walmart Supercenter, with over 1,000 employees and an annual revenue of over $200 million. Rockwall County is known for its natural beauty, including Lake Ray Hubbard and the Rockwall Hills. The county also has a rich history, dating back to the early days of Texas. Today, Rockwall County is a thriving community with a strong economy and a great quality of life. We offer the best financial advisory services in Rockwall County, Texas, which is part of the Dallas-Fort Worth Arlington metropolitan area. Cities in Rockwall County include Rockwall, Heath, Royse City, Fate, McLendon Chishorum, Mobile City, and parts of Rowlett. The city is known as the live music capital of North Texas with an impressive series of music events, from a one-day festival to a one-month series. These events, such as the concert by the Lake series and the Rockwall Founders Day Festival, bring some of the town's best variety and tribute bands to the city. The town is also home to a craft brewery (Wood Creek Brewing Company) and a world-class winery (San Martino Winery & Vineyards), both just a few miles from downtown Rockwall. On top of that, Rockwall County's financial advisors are in high demand, and you'll want to discover one who can assist you in managing your finances. Consult the list below to find a financial advisor in your area!

Financial advisors usually get paid one of two ways; by charging a flat-fee, hourly, or retainer rate for their service. Sometimes there is a fee associated with assets being managed as well.

Financial advisors can provide guidance on savings investments, retirement planning, asset management.

Financial advisors are a good choice for people with complex financial situations who need professional guidance. Financial advisors can offer impartial advice, provide holistic insight into the client's financial life, and help you work towards achieving your goals.

Find out if they're a fiduciary. The definition of a fiduciary varies from state-to-state, but typically it means that your guide must be committed to providing high quality advice that serves your interests and must not put their own interests over yours.


Other Nearby Financial Advisors

Rockwall, TX
Heath, TX
Kaufman County, TX
Grapevine, TX
Colleyville, TX