Find a Financial Advisor in Travis County, TX

 

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

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We Only Work With The Best Travis 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 Travis County, TX


  • Financial Advisor Close to Travis 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 Travis 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 Travis County, TX

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

  • Population: 1226,805
  • % of Population 62 Years and Over: 12.3%
  • Average Home Value: $327,700
  • Average Monthly Housing Cost: $1,427
  • Average Household Income: $108,994
  • 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 Travis County, TX

 

HALBERT WEALTH MANAGEMENT, INC

Website

(512) 263-3800

11719 Bee Cave Road
Suite 100
Austin, TX 78738

SEC#: 801-55411
Years in Business: 23 years

CARL STUART INVESTMENT ADVISOR, INC.

Website

(512) 478-2275

623 W 38th Street
Suite 110
Austin, TX 78705

SEC#: 801-56546
Years in Business: 22 years

AQS ASSET MANAGEMENT, L.L.C.

Website

(512) 314-0720

5806 Mesa Drive
Ste 220
Austin, TX 78731

SEC#: 801-63166
Years in Business: 17 years

ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC

Website

(512) 477-0900

9433 Bee Caves Road
Bldg 3, Ste 103
Austin, TX 78733

SEC#: 801-69563
Years in Business: 13 years

LEAFHOUSE FINANCIAL ADVISORS, LLC

Website

(512) 879-1505

6504 Bridgepoint Parkway
Suite 450
Austin, TX 78730

SEC#: 801-78809
Years in Business: 8 years

KESTRA INSTITUTIONAL SERVICES, LLC

Website

(844) 553-7872

5707 Southwest Parkway
Bldg 2, Suite 400
Austin, TX 78735

SEC#: 801-70743
Years in Business: 12 years

AVONDALE WEALTH MANAGEMENT LLC

Website

(512) 505-8148

4101 Parkstone Heights Drive
Suite 250
Austin, TX 78746

SEC#: 801-101528
Years in Business: 6 years

ATLASMARK FINANCIAL, INC.

Website

(512) 258-4040

12466 Los Indios Trail
Suite 200
Austin, TX 78729

SEC#: 801-107434
Years in Business: 5 years

BECK CAPITAL MANAGEMENT LLC

Website

(512) 345-6789

2009 S. Capital Of Texas Hwy.
Suite 200
Austin, TX 78746

SEC#: 801-70977
Years in Business: 12 years

 


Travis County, TX Financial Advisor FAQs

Choosing a financial advisor is not necessarily an easy task. There are many variables to consider: your goals and priorities, the level of professional service you desire, and the amount of risk in investments that typically suits you best.
Another common way financial advisors get paid is through the hourly fee, which usually requires involvement with more complex inquiries and advice than offered through other methods. Fees are based on a variety of factors such as the type and amount of service, level of expertise required, and time spent meeting with clients.
They advise their clients on investment strategies so they can live the life they want to. In addition to assisting their clients with financial planning, advisors may help them find a suitable retirement plan and provide related advice such as estate tax management or college savings.
It is a wise decision to have a trusted advisor when looking at financial options. Financial advisors who use good judgment and know how to help in the areas of asset allocation, tax optimization, savings maximization, capital preservation, diversification and appropriate investments will be the best solutions for the needs you have,