Expertise.com
2024

Last updated:

Best Financial Advisors in Bryan

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

32

Reviewed

24

Curated

13

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Bryan, TX
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Bryan, TX

Why choose this provider?

Need help contacting a Financial Advisor in Bryan? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1716 Briarcrest Dr, Suite 300, Bryan, TX 77802
  • Financial Planning
  • Investment Management
  • Life Insurance

Why choose this provider?

Smith & Wyatt is a financial management company that helps clients in Bryan. It assists individuals with growth planning strategies that aim to maximize the potential of an individual’s wealth before retirement. It offers high growth, low-cost investments with a proven track record and encourages policyholders to contribute to their portfolio consistently. The business handles retirement income planning strategies for people nearing this phase and wants to make sure their money is adequate for their needs.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3851 Corporate Center Dr. Suite 111, Bryan, TX 77802
  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning

Why choose this provider?

Evidence Wealth is a Bryan-based financial planning and advisory firm. Its staff works with clients to develop custom financial plans with evidence-based strategies built around their current financial capabilities and life goals. It also offers legacy planning services, helping families set up support and training programs for children and grandchildren. Co-founder James Whiddon authored a variety of books discussing investments and financial planning, such as "The Old School Advantage," "There For The Taking," and "The Investing Revolutionaries." He is a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1598 Copperfield Parkway, College Station, TX 77845
  • Investment Advisor

Why choose this provider?

TDC Capital Advisors, Inc., provides financial insight to individuals and businesses in Bryan and its neighboring metros. As an investment advisory firm, its professionals work closely with clients to design an individualized investment portfolio that suits their needs. The firm focuses on long-term strategies and asset diversification, helping individuals keep the quality of their investments high and their expenses low. It also offers education, estate, and retirement planning. Its primary shareholder, Ronnie Craig, has been a certified public accountant since 1988.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1211 Financial Plaza, Huntsville, TX 77340
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Global Financial Partners is an independent firm that has been serving Bryan and surrounding communities since 1986. It educates individuals about their current financial situations and helps them in developing a plan to establish security. Services include comprehensive financial planning, family protection, investment management, and risk analysis and management. The firm's managing partner, Brian B. Smith, is a Certified Financial Planner and a Chartered Financial Consultant who has extensive experience in working for a Fortune 500 energy service company.

Attorney Information

Attorney NamesExperience
Brian Smith - Managing Partner38 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
108 E. North Ave., Bryan, TX 77801
  • Retirement Planning

Why choose this provider?

Fries Financial Services serves mainly the estate conservation and financial planning needs of Bryan residents. It clarifies clients' goals to recommend solutions for achieving their desired financial futures. The firm's advisors handle retirement planning, helping employees determine the retirement funds they need. They help in managing tax dues, finding ways to reduce current and future burdens. In addition, they lend a hand in estate planning, risk management, and education funding. Founder Denise Fries was a recipient of The Newman 10 Business Performance Award.

Attorney Information

Attorney NamesExperience
Denise Fries - Principal40 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
302 Holleman Dr E, Ste 200, College Station, TX 77840
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Executive Financial Services serves individuals and families in the Bryan metro area. It primarily offers financial management and planning services, helping clients acquire long-term investments like mutual funds and annuities to assist them in accumulating and preserving their wealth. Its staff also assists in retirement and estate planning. Founder Steven C. Colson holds the Chartered Financial Consultant designation from The American College of Financial Services. He is a founding member of the Central Texas Association of Insurance and Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (8)

Website
1920 West Villa Maria Suite 307, Bryan, TX 77807
  • Financial Planning

Why choose this provider?

The Rhodes Financial Group is an advisory firm that serves individuals in Bryan. It offers assistance in a broad range of areas, including retirement plans, profit-sharing plans, and life insurance. The company also assists clients with various types of investments such as fixed annuities, common stocks, and bonds. Its team works with clients' attorneys and CPAs in the process of creating financial plans. The firm is headed by David Rhodes, a CFP, who appeared on several media platforms, including CBS Market Watch and USA Today.

Website
110 Lincoln Avenue Suite 106, College Station, TX 77840
  • Retirement Planning

Why choose this provider?

Melder Financial Services Inc. is a boutique financial advisory company that serves clients in Bryan and the surrounding areas. Through a client-centric and immersive approach, the firm guides individuals in realizing their financial goals by determining suitable strategies depending on their unique situations. The team specializes in retirement plan allocations, retirement income estimates, Social Security management, tax optimization, and financial road map creation. Tracy Melder, the company's CEO, has been in the financial industry for over 22 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
4444 Carter Creek Pkwy Ste 105, Bryan, TX 77802
  • Financial Planning

Why choose this provider?

Cheryl A. Janner serves clients throughout Bryan and the surrounding communities. Since 1984, this firm has offered financial planning services for individuals and business owners. Its team of certified public accountants and bookkeepers provides a comprehensive suite of advisory and accounting services, including retirement planning, tax preparation, debt and finances advising, entity selection and restructuring, and cash flow and budgeting analysis. In addition, the firm provides IRS representation, payroll services, and bookkeeping assistance. Its team holds over 100 years of collective experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4444 Carter Creek Parkway, Suite 109, Bryan, TX 77802
  • Estate and Trust Specialist
  • Insurance Products
  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning
  • CFA Charterholder

Why choose this provider?

Warwick Partners is a financial planning and wealth management firm serving Bryan. It provides a range of services, including charitable, estate, and tax planning. Other services include asset, debt, disability, and risk management. Its process begin with assessing their clients’ financial picture to gather a solid understanding of their needs and goals. It uses the data in constructing a comprehensive plan that aligns with them, including advising on investment options. It also conducts reviews to monitor its financial performance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
111 E. 27th St., Bryan, TX 77803
  • Tax Planning

Why choose this provider?

Brewer, Eyeington, Patout, & Co., LLP, is an accounting firm in Bryan that provides integrated financial planning services. Its team of financial consultants prepares financial statements to help drive the decisions of its clientele. It also takes a holistic and objective view of clients' financial situations, suggesting improvements to help them attain their goals. Additionally, its CPAs assist in navigating complex matters, such as tax preparation and estate planning. The firm has been serving the metro since 1965.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • Are there tax consequences for transferring an existing brokerage or investment account in Bryan?

    Maybe. Tax consequences in Edmond depend on how you transferred an existing brokerage or investment account. Depending on your asset allocation, any holdings that do not match the funds will be reinvested and liquidated. Liquidating your assets can lead to short-term or long-term gains or losses that might affect your taxes.

  • How can you fund your Intuitive Investor account in Bryan?

    You can fund your Intuitive Investor account in Bryan by transferring assets from an existing investment account, including inherited traditional or Roth IRA, 401(k), 457(b), 403(b), custodial accounts, and individual or joint plans. You can also transfer or wire cash from any checking or savings account and combine funds from various accounts to reach $500.

  • What are the things you can do to boost your savings in Bryan?

    To boost your savings in Bryan, you need to make more effort. You can increase your savings rate by one percent per year. Even if it is just a small percentage, you can have higher savings after several years without feeling it. You can also consolidate your financial accounts to take advantage of lower fees. In addition, you can put your funds into your 401(k) or traditional IRA.

  • When can you withdraw funds from an IRA in Bryan?

    You can withdraw funds from an IRA in Bryan anytime. However, if you take a distribution before the age of 59 ½, you need to pay an additional 10% tax. You can avoid paying the additional federal tax if the reason for your withdrawal is due to a disability or other specially-qualified expenses.

  • In Bryan, when is the right time to set up a 529 education savings plan?

    There is no right time to set up a 529 education savings plan in Bryan. But if you want to establish education savings for your children or other family members, the sooner you set up a 529 plan, the better. You have more time to grow your investments and use them for education-related expenses.

  • 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.