Find a Financial Advisor in Smith County, TX

 

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

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We Only Work With The Best Smith 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 Smith County, TX


  • Financial Advisor Close to Smith 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 Smith 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 Smith County, TX

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

  • Population: 227,449
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $165,900
  • Average Monthly Housing Cost: $925
  • Average Household Income: $77,878
  • 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 Smith County, TX

 

CONCORDE ASSET MANAGEMENT, LLC

Website

(903) 581-4036

1024 Pruitt Place

Tyler, TX 75703

SEC#: 801-74519
Years in Business: 9 years

 


Smith County, TX Financial Advisor FAQs

Financial advisors are typically compensated with either a percentage of assets handled, or a set dollar amount for each hour they work.
Financial advisors act as a guide for clients to make appropriate financial choices. They do this through implementing an investment plan for the client.
Financial advisors help clients make educated wealth-management decisions. They offer guidance on benefits like saving for retirement, education or emergencies. They can offer personalized financial analysis to find ways to save on taxes and invest in the right securities at the best value.
Make sure they have a history of success in both treating individual needs as well as handling major decisions involving large amounts of money. Spend time getting to know potential advisors and try having candid conversations with them about all their experiences so far professionally.