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Top Rated Financial Advisors in Texas

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Texas with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Texas near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

John A. Kvale

J.K. Financial, Inc.
CFA® CFP®
John A. Kvale, a financial fiduciary, has been a Paladin Registry member since 2011 and provides financial services to clients in the Dallas, Texas area. John A. holds the Chartered Financial Analyst , Certified Financial Planner certifications. John A. has over 29 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Texas

Additional Information:

Years of Experience:
29 Years

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Retirement Planning

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Bradley Cantrill

Cantrill Financial Group LLC
CFP®
Bradley Cantrill, a financial fiduciary, has been a Paladin Registry member since 2006 and provides financial services to clients in the Frisco, Texas area. Bradley holds a Certified Financial Planner certification. Bradley has over 18 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arkansas
    • California
    • Florida
    • Illinois
    • Louisiana
    • South Carolina
    • Texas
    • Virginia
  • Investment Products for Commission: State List
    • Arkansas
    • California
    • Florida
    • Illinois
    • Louisiana
    • South Carolina
    • Texas
    • Virginia
  • Insurance Products for Commission: Texas

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Other
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Global Wealth Advisors

Global Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2008 and provides financial services to clients in the Lewisville, Texas area. The firm has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Missouri
    • New Mexico
    • New York
    • North Carolina
    • Oklahoma
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Virginia
    • Washington
    • Wyoming
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Missouri
    • New Mexico
    • New York
    • North Carolina
    • Oklahoma
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Virginia
    • Washington
    • Wyoming
  • Insurance Products for Commission: State List
    • California
    • Missouri
    • Oklahoma
    • Texas

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • Pershing

Spencer Corzine

AVH Invest
CFP® BFA™
Spencer Corzine, a financial fiduciary, has been a Paladin Registry member since 2008 and provides financial services to clients in the Cedar Park, Texas area. Spencer holds the Certified Financial Planner , Behavioral Financial Advisor certifications. Spencer has over 23 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • Arizona
    • California
    • District of Columbia
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Louisiana
    • Maine
    • Maryland
    • Nevada
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Vermont
    • Virginia
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • District of Columbia
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Louisiana
    • Maine
    • Maryland
    • Nevada
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Vermont
    • Virginia
  • Insurance Products for Commission: State List
    • Florida
    • Hawaii
    • Maryland
    • Nevada
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Virginia

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Matthew Goff

The Goff Financial Goup
Matthew Goff, a financial fiduciary, has been a Paladin Registry member since 2006 and provides financial services to clients in the Houston, Texas area. Matthew has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Fidelity
  • Interactive Brokers

Michael Evans

Legacy Group
CFP® CSA
Michael Evans, a financial fiduciary, has been a Paladin Registry member since 2007 and provides financial services to clients in the Tyler, Texas area. Michael holds the Certified Financial Planner , Certified Senior Advisor certifications. Michael has over 41 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Louisiana
    • Texas
  • Insurance Products for Commission: Texas

Additional Information:

Years of Experience:
41 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Portfolio Management
  • View More
    • Retirement Planning
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Schwab Institutional
  • Pershing

TL Private Wealth

TL Private Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2015 and provides financial services to clients in the Southlake, Texas area. The firm has over 13 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Texas

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2016 and provides financial services to clients in the Houston, Texas area. The firm has over 36 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity

Clint Adams

Adams Wealth Management
CFP®
Clint Adams, a financial fiduciary, has been a Paladin Registry member since 2017 and provides financial services to clients in the Dallas, Texas area. Clint holds a Certified Financial Planner certification.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Kansas
    • Louisiana
    • Maine
    • Missouri
    • Oklahoma
    • Texas
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Kansas
    • Louisiana
    • Maine
    • Missouri
    • Oklahoma
    • Texas
  • Insurance Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Kansas
    • Louisiana
    • Maine
    • Missouri
    • Oklahoma
    • Texas

Additional Information:

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • LPL Financial

Ronald Dixon Jr

Chart Wealth Management
Ronald Dixon Jr, a financial fiduciary, has been a Paladin Registry member since 2017 and provides financial services to clients in the Tyler, Texas area. Ronald has over 10 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Louisiana
    • North Carolina
    • Texas
  • Investment Products for Commission: State List
    • Louisiana
    • North Carolina
    • Texas
  • Insurance Products for Commission: State List
    • Colorado
    • Louisiana
    • North Carolina
    • Texas

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fixed Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Pershing
  • NFS

Jeff Rhame

Rhame and Gorrell Wealth Management
CFP®
Jeff Rhame, a financial fiduciary, has been a Paladin Registry member since 2017 and provides financial services to clients in the The Woodlands, Texas area. Jeff holds a Certified Financial Planner certification. Jeff has over 27 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Legal Advice and Services
  • View More
    • Portfolio Management
    • Retirement Planning
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade

PAX Financial Group

PAX Financial Group,LLC
PAX Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the San Antonio, Texas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • California
    • Colorado
    • Florida
    • Louisiana
    • Missouri
    • North Carolina
    • Texas
  • Insurance Products for Commission: Texas

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $50,000

    Financial Services Provided:

  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade

Cameron Penney

Penney Financial
CFP®
Cameron Penney, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the Houston, Texas area. Cameron holds a Certified Financial Planner certification. Cameron has over 9 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Louisiana
    • Texas

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab

Mike Kurz

OverShare Advice and Planning, LLC
CAIA® CFP® CIMA® CPWA®
Mike Kurz, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the Frisco, Texas area. Mike holds the Chartered Alternative Investment Analyst , Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications. Mike has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Ryan Wheless

Allied Wealth
CRPC®
Ryan Wheless, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the The Woodlands, Texas area. Ryan holds a Chartered Retirement Planning Counselor certification. Ryan has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Texas
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity
  • TD Ameritrade
  • Charles Schwab

Riley Private Client, LLC

Riley Private Client, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Southlake, Texas area. The firm has over 1 years of experience.

Additional Information:

Years of Experience:
1 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • TD Ameritrade

Mint Wealth Management

Mint Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Houston, Texas area. The firm has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Legal Advice and Services
  • View More
    • Wealth Management

Jeremy Matranga

Jeremy Matranga
RFC®
Jeremy Matranga, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Spring, Texas area. Jeremy holds a Registered Financial Consultant certification. Jeremy has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Asset-Based Fee
  • Hourly Fee
  • Fixed Fee
  • Commissions (Investment Products)

Jimmy Lee

Jimmy Lee
AIF® CMFC® CWS® CEPA
Jimmy Lee, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Plano, Texas area. Jimmy holds the Accredited Investment Fiduciary , Chartered Mutual Fund Counselor , Certified Wealth Strategist , Certified Exit Planning Advisor certifications. Jimmy has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

Brian Hart

Southwestern Investment Advisory Services, Inc
Brian Hart, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Frisco, Texas area.

Manny Gonzalez

Southwestern Investment Advisory Services, Inc
Manny Gonzalez, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Antonio, Texas area.

Ransom Adams

U.S. Capital Wealth Advisors, LLC
CFP®
Ransom Adams, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Austin, Texas area. Ransom holds a Certified Financial Planner certification. Ransom has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

Brian O Butler

Wealth Standard Financial
CRPC® CPFA
Brian O Butler, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Houston, Texas area. Brian holds the Chartered Retirement Planning Counselor , Certified Plan Fiduciary Advisor certifications. Brian has over 22 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: None
  • Insurance Products for Commission: State List
    • New York
    • Texas

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • LPL Financial

Chris Mankoff

JTL Wealth Partners
CFP®
Chris Mankoff, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Southlake, Texas area. Chris holds a Certified Financial Planner certification. Chris has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

Merit

Merit, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Frisco, Texas area. The firm has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • LPL Financial

Jay Stinson

Pecan Street Advisors
CFP®
Jay Stinson, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Austin, Texas area. Jay holds a Certified Financial Planner certification.

Rick Lucas

Nestegg Wealth Advisors
Rick Lucas, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the Rowlett, Texas area. Rick has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Texas

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

Andy Lawson

Freshfield Investments
Andy Lawson, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the Plano, Texas area. Andy has over 25 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Texas

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Interactive Brokers, LLC

Matthew Stroud

Wellington State Wealth Management
Matthew Stroud, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the Lubbock, Texas area. Matthew has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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