Find a Financial Advisor in Rockwall, TX

 

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

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We Only Work With The Best Rockwall 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 Rockwall, TX


  • Financial Advisor Close to Rockwall, 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, 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, TX

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

  • Population: 44,101
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $271,400
  • Average Monthly Housing Cost: $1,535
  • Average Household Income: $113,802
  • 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 Rockwall, TX

 

LIFETIME WEALTH MANAGEMENT P.C.

Website

(972) 771-0650

1160 Horizon Road

Rockwall, TX 75032

SEC#: 801-113213
Years in Business: 3 years

BFT FINANCIAL GROUP, LLC

Website

(972) 771-1472

301 N Goliad

Rockwall, TX 75087

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

 


Rockwall, TX Financial Advisor FAQs

If you're not sure about your future goals and/or need help managing your money, it might be a good idea.
A financial advisor is a person who helps their clients assess risk and invest capital in order to achieve the desired long-term financial objectives. The most important aspect of this work is managing risk in an effort to achieve prudent growth and sustainable income streams that will produce funds when they are needed most.
The best place to start looking for a financial advisor is in your own network. You can ask family members or friends if they have an opinion on the topic, or if they know someone who does. Start with people you already know before taking to larger search engines like LinkedIn, which will be able to provide many options but may take more time than necessary.
A financial advisor earns a fee, commission, or percentage of assets under management and typically charges an annual fee or production rate.