Find a Financial Advisor in Wichita Falls, TX

 

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

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We Only Work With The Best Wichita Falls 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 Wichita Falls, TX


  • Financial Advisor Close to Wichita Falls, 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 Falls, 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 Falls, TX

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

  • Population: 104,279
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $114,500
  • Average Monthly Housing Cost: $800
  • Average Household Income: $63,306
  • 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 Falls, TX

 

SENTRY MANAGEMENT INC

Website

(940) 696-2100

5 Eureka Circle
Suite E
Wichita Falls, TX 76308

SEC#: 801-38034
Years in Business: 30 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 Falls, TX Financial Advisor FAQs

It depends on the type of financial advisor and services rendered. A traditional, full service advisor usually charges a monthly retainer and hourly fee for their time and paperwork (accounting) work. This can range from $100/month to $200 or more per month, depending on the complexity of your situation.
Financial advisors get paid in one of four manners. They may charge an hourly fee. They may receive commissions on trade. They may also charge fees or they might get tips from their customers.
One important thing to consider when deciding who to work with is whether they are independent or affiliated with a financial institutions. An independent advisor has no conflicts of interest, whereas an affiliated one does so be sure you know which before getting any advice.
Financial advisors can listen to your unique situation, analyze what savings you have already made, help you set realistic goals for saving money based on retirement age and income, and monitor your progress without bias towards specific investments while giving their personal opinion on products they know best.