Wilson County, TX Financial Advisors and Resources

Financial Advisor Firms in Wilson County, TX



(210) 865-7299

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

SEC#: 801-71988
Years in Business: 10 years

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.)

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.