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Top Rated Financial Advisors in Sugar Land, 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 Sugar Land, 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 Sugar Land, 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 Sugar Land, 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.

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Chance Vogel

Edelman Financial Engines, LLC
CRPS®, CRPC®
Chance Vogel, a financial fiduciary, provides financial services to clients in the Sugar Land, Texas area. Chance holds a CRPS®, CRPC® certification. Chance has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Sovereign Wealth Advisors, LLC

AIF®
Sovereign Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Sugar Land, Texas area.

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Doug Gibson

SMART Group Houston
LUTCF®
Doug Gibson, a financial fiduciary, provides financial services to clients in the Houston, Texas area. Doug holds a LUTCF® certification. Doug has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade, Schwab, SEI, Fidelity

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Matthew Goff

The Goff Financial Group
Matthew Goff, a financial fiduciary, provides financial services to clients in the Houston, Texas area. Matthew has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity, Schwab, InteractiveBrokers

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Alex Shurin

Edelman Financial Engines, LLC
CFP®, ChFC®
Alex Shurin, a financial fiduciary, provides financial services to clients in the Houston, Texas area. Alex holds a CFP®, ChFC® certification. Alex has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Houston, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Quotient Wealth Partners

Quotient Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Houston, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

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Jeff Rhame

Rhame & Gorrell Wealth Management
CFP®
Jeff Rhame, a financial fiduciary, provides financial services to clients in the The Woodlands, Texas area. Jeff holds a CFP® certification. Jeff has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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