Find a Financial Advisor in Victoria, TX

 

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

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We Only Work With The Best Victoria 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 Victoria, TX


  • Financial Advisor Close to Victoria, 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 Victoria, 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 Victoria, TX

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

  • Population: 67,055
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $144,800
  • Average Monthly Housing Cost: $925
  • Average Household Income: $77,361
  • 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 Victoria, TX

 

SATHER FINANCIAL GROUP, INC.

Website

(361) 570-1800

120 E. Constitution St

Victoria, TX 77901

SEC#: 801-57925
Years in Business: 21 years

KMH WEALTH MANAGEMENT, LLC

Website

(361) 573-4383

101 South Main St. Suite 300

Victoria, TX 77901

SEC#: 801-55234
Years in Business: 23 years

AVANTAX ADVISORY SERVICES, INC.

Website

(361) 575-0271

1501 East Mockingbird Lane
Suite 300
Victoria, TX 77904

SEC#: 801-29892
Years in Business: 34 years

AVANTAX ADVISORY SERVICES, INC.

Website

(361) 575-0271

1501 East Mockingbird Lane
Suite 300
Victoria, TX 77904

SEC#: 801-29892
Years in Business: 34 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(760) 408-2273

706 E. Santa Rosa
Suite A
Victoria, TX 77901

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(760) 408-2273

706 E. Santa Rosa
Suite A
Victoria, TX 77901

SEC#: 801-79938
Years in Business: 7 years

 


Victoria, TX Financial Advisor FAQs

The best option is to use an independent, registered investment advisor. You should ask the firm if they are independent and registered because this assures that they will act in your best interest.
Look for a financial advisor who is willing to work with your individual needs and has a holistic approach to financials. Many advisors use algorithms and formulas to calculate investment decisions, but it's very important that they also consider the person as a whole and make contingency plans based on your risk tolerance.
Financial advisors are paid for their advice in one of two ways. They can be compensated on a commission-only basis, which simply means they get paid when they successfully sell an investment to the client. On the other hand, financial advisors can be compensated using what is called a fee coverage model, in which the advisor gets percentage-based commissions derived from assets under management.
Yes. A professional can help determine where to best allocate your savings and investments as well as advising on tax implications such as whether the Roth IRA over a traditional IRA makes more sense.