Find a Financial Advisor in Stafford, TX

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Stafford 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 Stafford, TX


  • Financial Advisor Close to Stafford, 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 Stafford, 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 Stafford, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Stafford financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Stafford, TX?

  • Population: 17,206
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $190,800
  • Average Monthly Housing Cost: $1,201
  • Average Household Income: $73,572
  • 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 Stafford, TX

 

EARLY MCCLINTIC & MCMILLAN, LLP

Website

(281) 491-5260

4800 Sugar Grove Blvd.
Suite 100
Stafford, TX 77477

SEC#: 801-110886
Years in Business: 4 years

 


Stafford, TX Financial Advisor FAQs

Financial advisors typically offer personalized advice such as designing a portfolio of securities (stocks, bonds, mutual funds), transferring assets from one type of security to another (such as stocks to bonds), and balancing your portfolio among various asset classes by evaluating performance graphs and calculations. They also develop plans for managing risk by diversifying - that is spreading out - investments over time and between different asset types.
Begin by educating yourself and understanding what you need to do to maintain and grow your own wealth. If you don't, then the decisions will be made for you. A true financial advisor must not reduce your decision making ability (limit access to information, time frame of investment vehicle usage) or expect more from an employment situation with respect to the hiring process as it would in any other profession without full disclosure of their liabilities and expected compensation package.
Financial advisors can get paid in a variety of ways, including through hourly rates, commissions on products sold, fees for services rendered.
It is important to approach the decision of choosing a financial advisor with patience, as it can often take time before you are able to find exactly what you are searching for. The first step in the process is to identify specific needs and wants including whether or not will be using an advisor mainly for investments, retirement planning, taxation help, providing general advice on how your finances should be structured.