Find a Financial Advisor in Wilson County, TX

 

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

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We Only Work With The Best Wilson 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 Wilson County, TX


  • Financial Advisor Close to Wilson 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 Wilson 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 Wilson County, TX

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

  • Population: 49,173
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $244,600
  • Average Monthly Housing Cost: $941
  • Average Household Income: $96,088
  • 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 Wilson County, TX

 

AMERICAN INVESTMENT PLANNERS LLC

Website

(210) 865-7299

13212 Us Highway 87 West, Suite 200
Po Box 909
La Vernia, TX 78121

SEC#: 801-71988
Years in Business: 11 years

 


Wilson County, TX Financial Advisor FAQs

Make sure they have a CFP designation. Becoming a certified advisor is not simple, advisors must have attained the necessary education, experience in the field, and meet certain high standards of ethics.
Financial advisors generally get paid through one of three ways: commissions, fees or salary.
In general, a financial advisor will help people manage their money so it lasts through retirement, called financial planning. This means helping plan for retirement by developing an investment portfolio, calculating one's required income in retirement, and determining how much social security or pensions the person will receive.
Absolutely. These experts give advice about how much money you should pay into savings every month. They teach you how much debt is too much debt and they can help you design an overall plan for spending wisely, saving adequately and investing prudently so that you reach all your goals for tomorrow as well as today.