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Best Financial Advisors in Bryan

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Brewer Eyeington Patout logo
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Brewer Eyeington Patout

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

Business Description

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 (9)

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
Charis Legacy Partners logo
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Charis Legacy Partners

1716 Briarcrest Dr Suite 300, Bryan, TX 77802
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  • Private Wealth Advisor
  • Retirement Planning
  • Finance Planning
  • CFA Charterholder

Business Description

Charis Legacy Partners provides financial advising services to clients in Bryan. The company focuses on helping individuals plan their finances by offering cash flow, investment, tax, insurance, and estate planning services. It also guides clients needing assistance to manage or grow their investments. Charis Legacy Partners works with Charitable Advisors Network and Orca Capital Ventures. The company's founder and CEO, Scott Monk, brings over two decades of experience in the investment and financial planning industry. He holds the Chartered Financial Analyst certification.

Cheryl A. Janner logo
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Cheryl A. Janner

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Evidence Wealth logo
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Evidence Wealth

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

Business Description

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
Executive Financial Services logo
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Executive Financial Services

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

Business Description

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)
Fries Financial Services logo
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Fries Financial Services

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

Business Description

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.

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
Global Financial Partners logo
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Global Financial Partners

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

Business Description

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.

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
Melder Financial Services Inc. logo
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Melder Financial Services Inc.

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

Business Description

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)
Smith & Wyatt logo
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Smith & Wyatt

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

Business Description

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
TDC Capital Advisors, Inc. logo
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TDC Capital Advisors, Inc.

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

Business Description

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
The Rhodes Financial Group logo
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The Rhodes Financial Group

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

Business Description

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.

Warwick Partners logo
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Warwick Partners

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

Business Description

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
Back to Providers

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 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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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