Find a Financial Advisor in Wichita County, TX

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

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We Only Work With The Best Wichita County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Wichita County, TX


  • Financial Advisor Close to Wichita 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 Wichita 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 Wichita County, TX

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

  • Population: 131,596
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $114,400
  • Average Monthly Housing Cost: $787
  • Average Household Income: $63,778
  • 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 Wichita County, TX

 

SENTRY MANAGEMENT INC

Website

(940) 696-2100

5 Eureka Circle
Suite E
Wichita Falls, TX 76308

SEC#: 801-38034
Years in Business: 31 years

MERCANTILE INVESTMENT ADVISORS

Website

(940) 723-5565

901 Indiana Ave
Suite 450
Wichita Falls, TX 76301

SEC#: 801-77019
Years in Business: 9 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(940) 761-2569

906 Tilden St.

Wichita Falls, TX 76301

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

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(940) 761-2569

906 Tilden St.

Wichita Falls, TX 76301

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

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(940) 692-3999

3415 Mcniel Avenue
Suite 104
Wichita Falls, TX 76308

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(940) 692-3999

3415 Mcniel Avenue
Suite 104
Wichita Falls, TX 76308

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(940) 692-3999

3415 Mcniel Avenue
Suite 104
Wichita Falls, TX 76308

SEC#: 801-101485
Years in Business: 6 years

BFT FINANCIAL GROUP, LLC

Website

(940) 761-2527

2110 Kemp Blvd.

Wichita Falls, TX 76309

SEC#: 801-57022
Years in Business: 22 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(940) 761-2569

906 Tilden St.

Wichita Falls, TX 76301

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

 


Wichita County, TX Financial Advisor FAQs

Wichita County is located in the northwestern part of Texas. The county is bounded by Clay County to the north, Archer County to the east, Wichita River and Wilbarger County to the south, and Young County to the west. The top employer in Wichita County is Walmart with 2,811 employees and an annual revenue of $5.5 billion. Wichita County is most well-known for its agriculture industry. The county has a rich farming tradition that dates back to the 1800s, and today, agriculture continues to be a major contributor to the local economy. In addition to farming, Wichita County is also home to a number of businesses and industries, including aviation, healthcare, and manufacturing. Connect with our financial advisors in Wichita County, located in the extreme north central section of the state, bordering Oklahoma. Wichita Falls, the county seat, is located 144 miles northwest of Dallas and 141 miles southwest of Oklahoma City. The county's economy is based on its growing importance as a retail trade center, as well as oil, manufacturing, Sheppard Air Force Base, and medical services. There are also recreational opportunities offered by Lake Arrowhead State Recreation Area and other area lakes, and Wichita Falls hosted a major bicycle race in August as well as a variety of local events. 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 best way is to ask friends, family, or coworkers if they have an advisor that they are satisfied with.

The fee structure for financial advisors is based on the specific needs of their clients. For instance, if a client is only investing in stocks and bonds it may cost as little as 1%. If someone wants to take advantage of an advisor's experience, then it might cost 3% or 4% per year.

Financial advisors are there to help you make the most logical decisions with your financial planning. They can be for retirement funds, buy life insurance, get an education loan, or donate money to charity.

Yes, you do need a financial advisor. Even if you carefully manage your finances yourself, it's easy to make mistakes or overlook certain aspects of your financial life.

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.