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Top Rated Financial Advisors in Angleton, 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 Angleton, 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 Angleton, 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 Angleton, 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.

Matthew Goff

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

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

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Financial Synergies Wealth Advisors

CFP® CFS®
Financial Synergies Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2016. Firm is the partner in Financial Synergies Wealth Advisors. Firm holds Certified Financial Planner , Certified Fund Specialist certifications and has over 36 years of experience. Financial Synergies Wealth Advisors provides financial services to clients in the Houston, Texas area.
  • 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

Jeff Rhame

Rhame and Gorrell Wealth Management
CFP®
Jeff Rhame, a financial fiduciary, has been a Paladin Registry member since 2017. Jeff is the owner of Rhame and Gorrell Wealth Management. Jeff holds a Certified Financial Planner certification. Jeff has over 27 years of experience. Jeff provides financial services to clients in the The Woodlands, Texas area.
  • 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

Cameron Penney

Penney Financial
CFP®
Cameron Penney, a financial fiduciary, has been a Paladin Registry member since 2019. Cameron is the owner of Penney Financial. Cameron holds a Certified Financial Planner certification. Cameron has over 9 years of experience. Cameron provides financial services to clients in the Houston, Texas area.
  • 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

Ryan Wheless

Allied Wealth
CRPC®
Ryan Wheless, a financial fiduciary, has been a Paladin Registry member since 2019. Ryan is the owner of Allied Wealth. Ryan holds a Chartered Retirement Planning Counselor certification. Ryan has over 15 years of experience. Ryan provides financial services to clients in the The Woodlands, Texas area.
  • 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

Mint Wealth Management

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

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. Jeremy holds a Registered Financial Consultant certification. Jeremy has over 17 years of experience. Jeremy provides financial services to clients in the Spring, Texas area.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

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

Brian O Butler

Wealth Standard Financial
CRPC® CPFA
Brian O Butler, a financial fiduciary, has been a Paladin Registry member since 2021. Brian is the owner of Wealth Standard Financial. Brian holds Chartered Retirement Planning Counselor , Certified Plan Fiduciary Advisor certifications. Brian has over 22 years of experience. Brian has over 5 years of experience with Wealth Standard Financial firm. Brian provides financial services to clients in the Houston, Texas area.
  • 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

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.