Find a Financial Advisor in Sugar Land, TX

 

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

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We Only Work With The Best Sugar Land 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 Sugar Land, TX


  • Financial Advisor Close to Sugar Land, 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 Sugar Land, 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 Sugar Land, TX

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

  • Population: 118,709
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $327,400
  • Average Monthly Housing Cost: $1,689
  • Average Household Income: $157,923
  • 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 Sugar Land, TX

 

RWM CAPITAL, LLC

Website

(281) 277-0645

1650 Highway 6
Suite 250
Sugar Land, TX 77478

SEC#: 801-119513
Years in Business: 1 years

KINGS PATH PARTNERS LLC

Website

(832) 500-3101

206 Brooks Street

Sugar Land, TX 77478

SEC#: 801-107995
Years in Business: 5 years

WJ INTERESTS, LLC

Website

(281) 634-9400

2333 Town Center Drive
Suite 100
Sugar Land, TX 77478

SEC#: 801-61853
Years in Business: 18 years

MILLENNIUM MANAGEMENT LLC

Website

(281) 906-4056

2277 Plaza Drive
Suite 150
Sugar Land, TX 77479

SEC#: 801-73884
Years in Business: 9 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(281) 277-6400

77 Sugar Creek Center Blvd.
Suite 590
Sugar Land, TX 77478

SEC#: 801-14059
Years in Business: 43 years

OAK HARVEST INVESTMENT SERVICES, LLC

Website

(281) 822-1350

2245 Texas Drive
Suite 300
Sugar Land, TX 77479

SEC#: 801-116667
Years in Business: 2 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(281) 636-0100

Aspen Wealth Management
52 Sugar Creek Center Blvd. #300
Sugar Land, TX 77478

SEC#: 801-107865
Years in Business: 5 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(281) 636-0100

Aspen Wealth Management
52 Sugar Creek Center Blvd. #300
Sugar Land, TX 77478

SEC#: 801-107865
Years in Business: 5 years

CAPITAL ANALYSTS, LLC

Website

(281) 277-6400

77 Sugar Creek Center Blvd.
Suite 590
Sugar Land, TX 77478

SEC#: 801-74614
Years in Business: 9 years

 


Sugar Land, TX Financial Advisor FAQs

Look for someone who's certified or registered with the Financial Industry Regulatory Authority or also known as FINRA.
Some people might prefer to manage their own finances, it's true. However, many people find themselves entrusting someone else because they're unable to do the job themselves for whatever reason. Financial advisors give direction that will stand in strides with what you really need or want out of your financial situation and how to best go about achieving that goal.
Ask if they are fee-based (charge an annual percentage of assets under management) or commission-based (often paid by mutual fund companies, not directly related to their performance).
The fees charged by an advisor depend on several factors, including their experience and networks in the field, the services they provide, location and hours-per-week commitment to clients.