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Find The Best Financial Advisors in Katy, Texas

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Katy is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Katy & pick the one as per your needs

How To Find The Best Financial Advisors in Katy, Texas
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Katy, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Katy, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Katy, Texas have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Katy, Texas

Chance Vogel

Edelman Financial Engines, LLC

281-207-2124

Address

1600 Highway 6,
Suite 450,
Sugar Land, TX 77478 See Details

Sovereign Wealth Advisors, LLC

281-491-2800

Address

1 Sugar Creek Center Blvd Ste 340,
Sugar Land, TX 77478 See Details

Doug Gibson

SMART Group Houston

832-731-7619

Address

4801 Woodway Dr,
Suite 305W,
Houston, TX 77056 See Details

Quotient Wealth Partners

346-235-1330

Address

1980 Post Oak Blvd.,
Suite 1500,
Houston, TX 77056 See Details

Alex Shurin

Edelman Financial Engines, LLC

713-338-3011

Address

1885 St. James Place,
Suite 1340,
Houston, TX 77027 See Details

Allworth Financial

888-242-6766

Address

1800 West Loop South, Suite 1980,
Houston, TX 77027 See Details

Matthew Goff

The Goff Financial Group

713-850-8900

Address

11 Greenway Plaza, Suite 1425,
Houston, TX 77046 See Details

Jeff Rhame

Rhame & Gorrell Wealth Management

832-789-1100

Address

1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380 See Details

Top Financial Advisor Firms in Katy, Texas (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TRISPERITY ADVISORS, LLC 22202 Highland Knolls Drive, Katy, TX, 77450	142438	$222,626,564	739	A Percentage of AUM, Hourly charges, Fixed Fees
EQUILIBRIA WEALTH MANAGEMENT, LLC 24285 Katy Freeway, Suite 300 Katy, TX, 77494	311785	$126,274,735	257	A Percentage of AUM, Hourly charges

Select other cities around Katy, Texas to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Katy, Texas

How To Find The Best Financial Advisors in Katy, TexasLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Katy, Texas

Edelman Financial Engines, LLC

Address

Address

SMART Group Houston

Address

Address

Edelman Financial Engines, LLC

Address

Address

The Goff Financial Group

Address

Rhame & Gorrell Wealth Management

Address

Top Financial Advisor Firms in Katy, Texas (Ranked by AUM)

Select other cities around Katy, Texas to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Katy, Texas
Last Updated - 13-Jun-2023

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