10 Best Texas Financial Advisors to Solve Your Financial Stress

If you are anything like most people, numbers are often wearisome. As you try to figure out the piling bills or the risks associated with your portfolio, you can’t help but feel you need assistance from the experts. Instead of worrying about the numbers, you can consider hiring reputable, reliable Texas financial advisors and their services to solve your financial worry.

Everyone has different financial problems. To make your job easier, we have put together the 10 best Texas financial advisors so that you can compare the services each offers. In doing so, you will be able to find out which is the most suitable for you.

Top 10 Texas Financial Advisors with Excellent Reputation and Services

1. Retirement Planners of America

Texas Financial Advisors: Retirement Planners of America's Logo
Retirement Planners of America's Staff in front of The Office Building
ServicesFinancial, estate, and tax planning, portfolio management, and marketing timing services
Location2820 Dallas Parkway, Plano, TX 75093, United States
Operating HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 469-246-3600
Email[email protected] 

Founded in 2011, Retirement Planners of America has become one of the top-ranking financial advisors with much recognition. The company has secured a place in SmartAsset’s list of the top financial advisor firms in Plano.

As the name of the firm suggests, it specializes in retirement planning. Upon your first consultation, the firm will tailor the retirement plan according to your unique financial situation.

Retirement planning should be a comprehensive strategy. Therefore, with the firm’s Invest and Protect Strategy, you can expect various ways to make your retirement financially sound. This strategy includes investment management, tax planning, estate planning, etc.

2. Blair Financial Advisors

Texas Financial Advisors: Blair Financial Advisors' Logo
One of the Blair Financial Advisors' Partners
ServicesInvestment, insurance, retirement & financial planning, and estate & tax management
Location100 Lyndhurst Dr, Wylie, TX 75098, United States
Operating HoursMonday – Thursday (8.30 AM – 4.00 PM), Friday (8.30 AM – 12.00 PM), Saturday – Sunday (Closed)
Phone+1 972-535-4060
Email[email protected] 

Blair Financial Advisors has 25 years of experience in the business. Since its establishment in 1995, the firm’s success has allowed it to grow from just a small firm in Texas to a nationwide financial advisor, servicing all over Texas and nine other states.

Blair Financial Advisors provides various financial services, such as retirement, investment management, estate management, tax planning, etc. Thus, you will find exactly the financial assistance you need.

Moreover, one of the missions of Blair Financial Advisors is to provide not only a one-time solution but also a long-term one. The firm will be able to work together with you to map out your long-term financial journey. 

3. Benold Financial Planning

Texas Financial Advisors: Benold Financial Planning's Logo
Benold Financial Planning's Co-Founders
ServicesProject, retirement, and tax planning, financial wellness, debt and investment, and insurance optimization
Location130 N. Preston Road, Prosper, TX 75078, United States
Operating HoursMonday – Friday (8.00 AM – 6.00 PM), Saturday – Sunday (Closed)
Phone+1 817-235-6863
Email[email protected] 

Featured in The Wall Street Journal, Business Insider, CNBC, and more, Benold Financial Planning is one of the Texas financial advisors with an excellent record in its work history. Founded by a physician, Dr. Stephen Benold, Benold Financial Planning is especially well-versed in providing financial assistance to healthcare professionals and physicians.

Benold Financial Planning offers clients “Project Planning.” In this offer, the financial planners from the firm will plan out everything with your financial topics of interest. After the planning stage, the person in charge will give you the estimated time to achieve goals and begin executing the plan. In other words, this service provides comprehensive financial services to take the burden off your shoulders.

4. Bowie Capital Management, LLC

Texas Financial Advisors: Bowie Capital Management's Logo
Bowie Capital Management's Founder
ServicesInvestment planning, assets management, and portfolio analysis 
Location740 E Campbell Rd #830, Richardson, TX 75081, United States
Operating HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 214-712-4951
Email[email protected] 

Bowie Capital Management, a fee-only financial firm, emphasizes long-term financial success. Therefore, since its establishment in 2014, the firm has been practicing value investing. This strategy helps you scout for undervalued securities and invests in them, with the premise that these securities have the potential to grow in value over time.

Although the firm provides services to individual clients, institutional clients comprise the majority. Many institutional clients trust the firm to be in charge of their investment strategies due to its exceptional portfolio of high-quality companies. These companies are leaders in the oligopolistic industry, participating actively in the advancing world and ever-changing market.

5.OpenAir Advisers

Texas Financial Advisors: OpenAir Advisers' Logo
OpenAir Advisers' Appearance on CBS
ServicesTax planning, investment management, estate planning, risk management, and trustee services
Location165 S Kimball Ave, Ste. 110, Southlake, TX 76092, United States
Operating HoursTuesday – Friday (9.00 AM – 5.00 PM), Saturday – Monday (Closed)
Phone+1 214-233-6059
Email[email protected] 

OpenAir Advisers is undoubtedly one of the Texas financial advisors with top-notch services. OpenAir Advisers is well-equipped to guarantee financial security, whether tax planning, investment management, risk management, or estate planning.

In addition, the firm specializes in trustee services. If you are planning to establish a private foundation, a trust, or to arrange custody services, OpenAir Advisers will be able to serve as the trustee.

The firm, moreover, has an excellent investment. The best part is that you can get a free audit service without hidden fees. This free audit will help you determine your portfolio’s actual cost to make a more astute judgment.

6. U.S. Capital Wealth Advisors (USCWA)

Texas Financial Advisors: U.S. Capital Wealth Advisors' Logo
U.S. Wealth Advisors' Building
ServicesFinancial, retirement, tax, estate, insurance, and investment planning & management
Location4444 Westheimer Rd, Houston, TX 77027, United States
Operating HoursMonday – Thursday (8.00 AM – 5.00 PM), Friday (8.00 AM – 3.00 PM), Saturday – Sunday (Closed)
Phone+1 512-342-0202
Email[email protected] 

As one of the largest independent financial advisors in Texas, U.S. Capital Wealth Advisors prides itself on its continual growth since 2010 by providing comprehensive services. The firm recognizes the unique nature of each client’s financial needs. Therefore, it implements a boutique structure that facilitates flexible, personal, and customized financial services.

As one of the fee-based financial advisors in Texas, USCWA may receive compensation for selling certain investments. However, the financial advisor will still put your interests at its utmost priority to uphold its fiduciary duty. 

7. CI RGT Private Wealth

CI RGT Private Wealth's Logo
CI RGT Private Wealth's Employee Featured in D Magazine
ServicesInvestment management, portfolio construction, financial independence, estate, and personal financial planning, wealth transfer, corporate trustee services, and bill processing
Location5950 Sherry Lane Suite 600, Dallas, TX 75225, United States
Operating HoursMonday – Thursday (8.30 AM – 5.30 PM), Friday (8.30 AM – 3.00 PM), Saturday – Sunday (Closed)
Phone+1 214-360-7000

Based in Dallas, Texas, CI RGT Private Wealth is one of the financial advisors renowned for its exceptional financial services. Since 1985, the firm has been committed to becoming its clients’ long-term partner in managing financial matters. It has evolved from a tax accounting company to a reputable financial advisor offering various financial services.

CI RGT Private Wealth also rolled out a financial service called Family Office Services. This offer allows you to have a customized solution under your current financial standing. Some financial strategies subsumed under this offer are cash flow analysis, portfolio management, risk analysis, bill processing, etc. 

8. Level Four Advisory Services

Level Four Advisory Services' Logo
Level Four Advisory Services' 4 Core Steps
ServicesFinancial planning, asset and risk management, business services, corporate retirement plans, and private client services
Location12400 Coit Road, Suite 700, Dallas, TX 75251, United States
Operating HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 866-834-1040
Email[email protected] 

As the name suggests, Level Four Advisory Services arranges your financial journey into 4 simple, understandable steps. It helps you organize your current assets, create strategies for your financial goals, plan for unpredictable factors, and maintain proactive communication with you.

What sets Level Four Advisory Services apart is its flexible fee structure. You and your advisor will mutually determine the fee, which is customizable. 

9. Tolleson Wealth Management

Tolleson Wealth Management's Logo
Tolleson Wealth Management's CEO and Managing Directors Accepting the 2018 Private Asset Management Award
ServicesFinancial and tax planning, investment management, private banking, philanthropy, and private trust services
Location5500 Preston Road Suite 250 Dallas, TX 75205, United States
Operating HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 214-252-3250

Since its inception in 2000, Tolleson Wealth Management’s client list has grown exponentially with many high net-worth individuals. Its credit and competency are mostly due to its incredibly professional employees, most of whom have earned certifications. 

A distinct part of the firm’s investment strategy is that it will construct another allocation plan for fixed-income securities. Therefore, if you need a safer investment strategy, Tolleson will be your ideal option.

10. Avidian Wealth Solutions, LLC

Avidian Wealth Solutions' Logo
Avidian Wealth Solutions' Employee Giving Consultation
ServicesFinancial, estate, retirement, and succession planning, portfolio and risk management, pension consulting, and tax strategies
Location800 Town & Country Boulevard Suite 220, Houston, TX 77024, United States
Operating HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 281-957-1753
Email[email protected] 

With 19 years of success, Avidian Wealth Solutions can solve just about any of your financial worries. Aside from its individual clients with high net worth, the firm also has been collaborating with many institutional clients, including pensions, pooled investment vehicles, corporations, etc.

Avidian Wealth Solutions understands that more than one advisor is needed to meet your financial needs. Therefore, the firm implements a multidisciplinary team to manage your financial journey. You will receive the best advice and assistance from different advisors in their respective areas of expertise. As a result, you will have a stronger, more solid, and holistic financial plan.

Get Assistance from These Texas Financial Advisors to Manage Your Finances

One of the greatest characteristics shared by successful, renowned organizations and figures is their wealth management. The truth is that most of them don’t manage it all by themselves. If they do, they would most likely not even have enough time to go and achieve milestone after milestone.

So why worry about the humdrum excel sheets and numbers when you can hire one of these Texas financial advisors to do that for you? Contact them now and find the one most suitable for you!

Your home might be one of your biggest financial assets. If you are struggling to scout for the best home warranty company in Houston, Texas, don’t worry. Check out our article on the 10 Best Home Warranty Companies in Houston, TX.

FAQs about Texas Financial Advisors

What is the average cost of hiring a financial advisor?

While some financial advisors are fee-based, others are more flexible in determining a mutually agreed fee. However, in 2021, a study by AdvisoryHQ reported that most financial advisors charge a fixed-rate fee, which ranges between $7,500 and %55,000. Moreover, 1.02% of assets under management is the average fee for most financial advisors.

When should I hire a financial advisor?

The most important indicator is when your wealth status is too overwhelming to manage. It usually happens when you are busy managing your finances and ignoring your businesses or what matters most to you. You might lose the time spent with your family, your spouse, or on your hobbies. Additionally, you should hire a financial advisor if you encounter a turning point in your life, including having a child, inheriting your family’s assets, getting a promotion, etc.

What to look for in a reliable financial advisor?

Firstly, you must find a financial advisor that upholds their judiciary duty. While many financial advisors claim to be the judiciary, you should ask them to prove their proactive effort in investing in their education and training in retirement tax and estate planning. Secondly, you can double-check the financial advisors’ credentials at the CFA institute’s site. Furthermore, it would be best if you looked for fee-only financial advisors lest there be conflicts of interest.

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