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Best Financial Advisors in San Angelo, TX

Our Recommended Top 3

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Our goal is to connect people with the best local professionals. We scored San Angelo Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



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San Angelo, TX
Free Consultation Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

San Angelo, TX Rating

Why choose this provider?

Need help contacting a Financial Advisor in San Angelo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

502 S. Koenigheim Suite 3A, San Angelo, TX 76903 Rating

Review Sources

5.0 (1)

Why choose this provider?

Cecil & Eady Investments is a full-service financial company serving the San Angelo metro and the surrounding communities. It caters to families and individuals, helping them achieve their financial goals through its customized investment and tax management services. The company also creates insurance policies and retirement planning strategies tailored to clients' needs. In addition, it deals with mortgage acceleration and refinancing, cash flow management, and savings accumulation. Cecil & Eady Investments maintains an affiliation with the FINRA.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
San Angelo, TXFree Consultation
Cecil & Eady Investments
502 S. Koenigheim Suite 3A, San Angelo, TX 76903


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why should residents of San Angelo and elsewhere make estate and legacy plans?

    Residents of San Angelo and elsewhere should make estate and legacy plans because doing so irons out the inheritance and gift tax concerns associated with death and disability. It removes the guesswork and tells one's heirs and legatees exactly how the money should be distributed and which tax avoidance measures to take, ranging from trust formation to strategic donations.

  • Is it wise to stick to stocks that experience astronomical gains in San Angelo and elsewhere?

    It is unwise in San Angelo and elsewhere to stick to shares of stock that experience rapid gains. The way markets work, a devaluation is usually not far behind, and once that happens, it is good to have investments in other areas. It is also advisable to have non-stock options like bonds and even real estate to diversify the portfolio.

  • What value does a financial professional in San Angelo add to an investor's daily life?

    A financial professional in San Angelo advises investors on how to prepare for retirement by opening alternative and traditional individual retirement accounts. Advisors tackle wealth management jobs and prepare clients for long-term life goals and contingencies such as seeking higher learning, physical disability, and leaving a legacy for their heirs.

  • What tax hurts the pocket more in San Angelo: capital gains tax or ordinary income?

    In San Angelo, ordinary income tax costs more in general than capital gains tax. The sale of an asset held for the ordinary daily conduct of a business is given preferential treatment over that of goods that are held primarily for sale. The law wishes to encourage people to start businesses and save money, so it taxes capital less.

  • Why should a testator in San Angelo resort to trusts when distributing an estate?

    It makes financial sense in San Angelo to resort to trusts because it reduces the estate taxes owed and probate costs. When the inheritance of a decedent is distributed, there is a tax imposed on the distribution of the estate. Properties held in trust never form part of the estate and pass on immediately to the heirs with no need for court costs.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.