Tomball, TX Financial Advisors and Resources



Financial Advisor Firms in Tomball, TX


SUMMA CORP.

Website

(281) 362-9977

25219 Kuykendahl Rd
Suite 260
Tomball, TX 77375

SEC#: 801-107935
Years in Business: 5 years

MAIA WEALTH, LLC

Website

(512) 971-0071

19202 Chestnut Colt Trl

Tomball, TX 77377

SEC#: 801-120452
Years in Business: 0 years

SYMPHONY FINANCIAL, LTD. CO.

Website

(713) 467-4100

18230 North Eldridge Parkway

Tomball, TX 77377

SEC#: 801-79989
Years in Business: 7 years

SYMPHONY FINANCIAL, LTD. CO.

Website

(713) 467-4100

18230 North Eldridge Parkway

Tomball, TX 77377

SEC#: 801-79989
Years in Business: 7 years

GRADIENT SECURITIES, LLC

Website

(832) 788-3256

11011 Northpointe Blvd
Suite A
Tomball, TX 77375

SEC#: 801-80807
Years in Business: 6 years

SAGE CAPITAL ADVISORS, LLC

Website

(832) 957-7243

990 Village Square Dr
Suite G800
Tomball, TX 77375

SEC#: 801-64637
Years in Business: 16 years

MAIA WEALTH, LLC

Website

(512) 971-0071

19202 Chestnut Colt Trl

Tomball, TX 77377

SEC#: 801-120452
Years in Business: 0 years

SYMPHONY FINANCIAL, LTD. CO.

Website

(713) 467-4100

18230 North Eldridge Parkway

Tomball, TX 77377

SEC#: 801-79989
Years in Business: 7 years

SYMPHONY FINANCIAL, LTD. CO.

Website

(713) 467-4100

18230 North Eldridge Parkway

Tomball, TX 77377

SEC#: 801-79989
Years in Business: 7 years


How Retirement-Friendly is Tomball, TX?

  • Population: 11,689
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $226,500
  • Average Monthly Housing Cost: $1,115
  • Average Household Income: $80,875
  • 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.)


Tomball, TX Financial Advisor FAQs

Financial advisors make money through commissions on the plans they sell. These commissions are paid by the company that provides the plan. Usually with stocks and bonds, the commission is around 1%.
Financial advisors help control your entire financial picture by providing guidance on investments or planning for contingencies like retirement or college education. It's best when people deal with one advisor who provides them with all the necessary advice, they need rather than getting this advice from multiple sources which are often conflicting with each other.
The simplest way to find a financial advisor is to get a referral from someone you know and trust. You can also ask your stock broker, attorney, accountant or banker for referrals. They might have other contacts in the industry that they won't mind recommending so don't hold back from asking.
To hire an advisor, the method of compensation will have a direct effect on the final price. The other factor that will play into how much you'll spend is how much risk you're comfortable with. Keep in mind that advisors may charge an initial retainer fee based on your investment goals and risk tolerance, so read before signing anything so there are no surprises!