Westlake, TX Financial Advisors and Resources



Financial Advisor Firms in Westlake, TX


DOUBLE EAGLE CAPITAL MANAGEMENT LP

Website

(972) 869-6880

1301 Solana Boulevard
Building One, Suite 1480
Westlake, TX 76262

SEC#: 801-68346
Years in Business: 14 years

KILDARE PARTNERS US, LLC

Website

(214) 756-6030

1301 Solana Blvd.
Building 2, Suite 2300
Westlake, TX 76262

SEC#: 801-78481
Years in Business: 8 years

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Website

(800) 544-6666

One Destiny Way

Westlake, TX 76262

SEC#: 801-112027
Years in Business: 3 years

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Website

(817) 854-6725

3000 Schwab Way

Westlake, TX 76262

SEC#: 801-35905
Years in Business: 31 years

CHARLES SCHWAB INVESTMENT ADVISORY, INC.

Website

(817) 854-6644

3000 Schwab Way

Westlake, TX 76262

SEC#: 801-70737
Years in Business: 11 years

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Website

(800) 544-6666

One Destiny Way

Westlake, TX 76262

SEC#: 801-112027
Years in Business: 3 years

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

Website

(800) 544-6666

Two Destiny Way

Westlake, TX 76262

SEC#: 801-116860
Years in Business: 2 years

W&S BROKERAGE SERVICES, INC.

Website

(817) 261-0350

1301 Solana Blvd
Building 1, Suite 1529
Westlake, TX 76262

SEC#: 801-113946
Years in Business: 3 years

CHARLES SCHWAB & CO., INC.

Website

(800) 435-4000

3000 Schwab Way

Westlake, TX 76262

SEC#: 801-29938
Years in Business: 34 years


How Retirement-Friendly is Westlake, TX?

  • Population: 983
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $1795,000
  • Average Monthly Housing Cost: $3,406
  • Average Household Income: $423,148
  • 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.)


Westlake, TX Financial Advisor FAQs

Most financial advisors are compensated with commissions generated from products sold to the client.
Choosing a financial advisor is not an easy task. It's important to know what you want. It's also critical to evaluate how much risk the advisor takes and what kind of clients they have in order to make a well-informed decision.
A financial advisor (FA) advises, monitors, updates and sometimes restructures an individual’s investments to help improve their long-term net worth. The key responsibility of a financial advisor is to meet with clients weekly or monthly to review their progress. This includes reviewing assets, liabilities, future income needs and expenses.
You should ask questions like: What strategies do you use to minimize risk? How will this affect my income in the future? Do you have a trial period for storing my money? What are your fees?