Find a Financial Advisor in Taylor County, TX

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

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We Only Work With The Best Taylor 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 Taylor County, TX


  • Financial Advisor Close to Taylor 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 Taylor 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 Taylor County, TX

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

  • Population: 136,870
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $149,300
  • Average Monthly Housing Cost: $875
  • Average Household Income: $71,506
  • 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 Taylor County, TX

 

TEAM FINANCIAL STRATEGIES

Website

(325) 480-1587

1174 N 3rd Street

Abilene, TX 79601

SEC#: 801-78596
Years in Business: 8 years

CARTER ASSET MANAGEMENT

Website

(325) 673-6171

242 Beech St

Abilene, TX 79601

SEC#: 801-113313
Years in Business: 3 years

PARKWAY ADVISORS, L.P.

Website

(325) 795-2111

6550 Directors Parkway

Abilene, TX 79606

SEC#: 801-60265
Years in Business: 21 years

SOFTVEST ADVISORS

Website

(325) 677-6177

400 Pine Street
Suite 1010
Abilene, TX 79601

SEC#: 801-114671
Years in Business: 3 years

SAGEGUARD FINANCIAL GROUP, LLC

Website

(325) 201-6644

Big Country Financial
279 North Willis Street
Abilene, TX 39603

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

SAGEGUARD FINANCIAL GROUP, LLC

Website

(325) 201-6644

Big Country Financial
279 North Willis Street
Abilene, TX 39603

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

GRADIENT SECURITIES, LLC

Website

(325) 673-4979

425 Cypress Street

Abilene, TX 79601

SEC#: 801-80807
Years in Business: 7 years

SANCTUARY ADVISORS, LLC

Website

(325) 260-4796

1650 South Ridge Crossing

Abilene, TX 79606

SEC#: 801-99364
Years in Business: 6 years

SANCTUARY ADVISORS, LLC

Website

(325) 260-4796

1650 South Ridge Crossing

Abilene, TX 79606

SEC#: 801-99364
Years in Business: 6 years

 


Taylor County, TX Financial Advisor FAQs

Taylor County is located in the north-central region of Texas. It is bounded on the north by Fisher and Jones Counties, on the east by Shackelford and Callahan Counties, on the south by Coleman and Brown Counties, and on the west by Runnels and Nolan Counties. The top employer in Taylor County, Texas, is the Abilene Independent School District with 4,720 employees and annual revenue of $209 million. Taylor County is home to a number of interesting attractions and sites such as the Abilene Zoo and Frontier Texas museum. The county is also known for its annual Buffalo Gap celebration, which features a number of family-friendly events and activities. Connect with our financial advisors in a county in Texas that is part of the Abilene Metropolitan Area of ​​Texas and is considered part of western Texas. Oil-related goods and services are among the county's leading industries. Abilene's zoo, as well as its numerous parks and lakes, offer recreational opportunities to residents and visitors. Buffalo Gap Historic Village and the annual West Texas Fair are also notable attractions. Living in this city, financial advisors are essential in ensuring you`re taking the proper steps for your financial future. Find a local one by using the links below!

The key to finding a good financial advisor is to find someone who will work with you, not just push their services on you. A good advisor will give you objective advice that is in your best interest for handling your money.

Fees vary, but most advisers charge a percentage of assets they manage (1%, for example) or charging an hourly rate ($100 per hour).

Financial advisors are more than just number crunchers, they're people you can trust to give you honest advice with hard questions about how to plan for the future.

A personal financial advisor can help hone your budget and hone your savings plan so that all the non-essential expenditures are excluded from it systematically. Figuring out these things without professional advice leaves plenty of room for mistakes so it's best to seek help from a financial advisor.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.