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Best Financial Advisors in College Station

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College Station, TXCollege Station, TX

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.

College Station, TXCollege Station, TX

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1611 Crescent Pointe Parkway, College Station, TX 77845
College Station, TX 77845
  • Finance Planning

Briaud Financial Advisors serves clients in College Station. It helps individuals achieve their financial goals through planning, investment management, and trust administration. The financial advisory firm serves various clients, including professors, small business owners, families with special needs, and high-net-worth individuals and families. Briaud Financial Advisors aims to provide flexible financial planning services to address clients' changing needs and circumstances. Founder Janet Briaud is a Certified Financial Planner who opened the firm in 1986.

1611 Crescent Pointe Parkway, College Station, TX 77845
College Station, TX 77845

Website(979) 260-9771

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1716 Briarcrest Dr Suite 300, , TX, Bryan, TX 77802
Bryan, TX 77802
  • Estate Planning
  • Tax Planning
  • Insurance Products
  • Investment Management
  • Financial Planning

Charis Legacy Partners provides financial advice to clients in College Station. The firm helps individuals manage their cash flow so that they have enough for current and future needs. It also assists with retirement planning and dealing with outstanding debts. In addition, the company provides advice on creating a diversified investment portfolio that can help clients meet their financial goals. Founder Scott Monk is a Certified Financial Planner and Chartered Financial Analyst. He has more than 15 years of industry experience

1716 Briarcrest Dr Suite 300, , TX, Bryan, TX 77802
Bryan, TX 77802

Website(623) 303-9705

Show Number
3851 Corporate Center Dr. Suite 111, Bryan, TX 77802
Bryan, TX 77802
  • Certified Financial Planner (CFP)

Evidence Wealth is a financial advisory firm serving College Station residents. Using its Life Impact Stewardship Journey approach, it works hand in hand with clients and assists them in navigating the financial planning process. Its process focuses on three areas, namely financial, life, and legacy wealth. It also guides them in developing customized written financial plans. Co-founder James N. Whiddon is a two-time recipient of the Aggie 100 Award from The Mays Center for Entrepreneurship.

3851 Corporate Center Dr. Suite 111, Bryan, TX 77802
Bryan, TX 77802

Website(979) 690-9406

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

Executive Financial Services serves the residents of College Station and the surrounding areas. It provides various financial planning services, including wealth accumulation and preservation, retirement and estate planning, and investment advising. Its founder, Steven C. Colson, has been working in the industry for more than three decades. He is a Registered Financial Consultant and Certified Senior Advisor. Executive Financial Services also handles retirement plans, long-term care insurance plans, life insurance plans, mutual funds, and annuities.

302 Holleman Dr E, Ste 200, College Station, TX 77840
College Station, TX 77840

Website(979) 680-0658

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Fries Financial Services is a full-service financial and wealth management company that serves clients in College Station and its surrounding areas. The firm provides a comprehensive lineup of wealth management and financial planning services, including retirement planning, risk management, investment planning, and education funding. Denise Fries, the firm's founder, established the company to provide clients access to a variety of financial products and services that fit their needs. Fries assists her clients in developing their financial roadmap by providing relevant financial advice and strategies.

108 E. North Ave., Bryan, TX 77801
Bryan, TX 77801

Website(979) 846-8395

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1716 Briarcrest Drive Suite 810, Bryan, TX 77802
Bryan, TX 77802
  • Estate Planning
  • Retirement Planning

Fundamental Wealth Advisors is an independent financial advisory firm that serves College Station and the surrounding areas. It offers a range of services, including business consulting, insurance and investment solutions, and wealth management. Its other services include beneficiary and estate planning, as well as tax strategy creation. It also recommends investment options, including annuities, mutual funds, and stocks, and assists clients in constructing and managing their customized portfolios. Foster Ullmann, the company's president, has 30 years of experience as a financial advisor.

1716 Briarcrest Drive Suite 810, Bryan, TX 77802
Bryan, TX 77802

Website(979) 485-5454

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1211 Financial Plaza, Huntsville, TX 77340
Huntsville, TX 77340
  • Certified Financial Planner (CFP)
  • Financial Planning

Global Financial Partners helps individuals in College Station in understanding their financial situations and developing a plan to move forward with their goals. Its financial advisors guide clients into different ways of managing finances, including budgeting, tax preparation, estate planning, and retirement. They also provide individuals with advice regarding insurance and other types of investment strategies. The firm has been in business for more than 30 years. It has two advisors who are Certified Financial Planners.

1211 Financial Plaza, Huntsville, TX 77340
Huntsville, TX 77340

Website(936) 294-0201

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

750 William D Fitch Parkway, Suite 520, College Station, TX 77845
College Station, TX 77845
  • Certified Financial Planner (CFP)

Kriel Financial Services is a wealth management firm that serves individuals and families from College Station and the surrounding areas. It provides a wide range of goal-based financial management strategies, including college saving plans, insurance planning, and retirement planning. It also offers investment management services, which take into account clients' priorities and risk tolerance, needs, and preferences. Founder John T. Kriel Sr. is a Certified Financial Planner. He has been working in the financial services industry for over four decades.

750 William D Fitch Parkway, Suite 520, College Station, TX 77845
College Station, TX 77845

Website(979) 213-4031

Show Number
110 Lincoln Avenue Suite 106, College Station, TX 77840
College Station, TX 77840
  • Certified Financial Planner (CFP)
  • Financial Planning

Melder Financial Services, Inc., is a College Station-based financial advisory firm that specializes in the education industry. It helps educators build a retirement plan for their financial stability. Its services include optimizing taxes on federal benefits, exploring the impact of Social Security, and providing customized financial road maps. The company believes that financial education is the first step towards wealth growth and security. Its CEO and owner, Tracy Melder, is a CFP who has 22 years of experience in the financial services industry.

110 Lincoln Avenue Suite 106, College Station, TX 77840
College Station, TX 77840

Website(979) 764-6450

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1509 Emerald Parkway Suite 100, College Station, TX 77845
College Station, TX 77845
  • Certified Financial Planner (CFP)

Merrill Lynch Wealth Management - College Station Bryan provides risk management solutions in the metro. It helps individuals, families, and retirees achieve financial security through wealth management and retirement planning services. The business creates customized strategies suited to clients' lifestyles and financial needs. Its financial specialists also process health and long-term care protection plans. In 2021, the firm's 19 advisors received the Top 40 Advisors Under 40 Award from the Financial Planning Magazine.

1509 Emerald Parkway Suite 100, College Station, TX 77845
College Station, TX 77845

Website(979) 695-3000

Show Number

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

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: A

215 Rock Prairie Road, College Station, TX 77845
College Station, TX 77845
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Paragon Financial Advisors caters to clients in the College Station area. Its team offers wealth management services that allow individuals to organize their finances to meet current and future needs. The company also helps people choose insurance policies, set up trusts, and prepare for retirement with a sustainable income even after leaving the workforce. Company principal and CEO Jene Tebeaux is a Chartered Financial Analyst and Certified Financial Planner with more than 20 years of industry experience.

215 Rock Prairie Road, College Station, TX 77845
College Station, TX 77845

Website(979) 693-3907

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1920 West Villa Maria Suite 307, Bryan, TX 77807
Bryan, TX 77807
  • Certified Financial Planner (CFP)
  • Financial Planning

The Rhodes Financial Group serves individuals and owners of businesses in College Station. Employing the "endowment approach," its consultants gather clients' risk tolerance, time horizon, asset protection needs, and goals to develop personalized financial plans for them. They help create outlines for retirement and tax dues, as well as recommend investment strategies for bonds, stocks, and IRAs. In addition, the advisors provide disability income, life, and long-term care insurance solutions. Founder David L. Rhodes is a CFP who has been featured in USA Today.

1920 West Villa Maria Suite 307, Bryan, TX 77807
Bryan, TX 77807

Website(979) 690-5930

Show Number
2700 Earl Rudder Frwy. South, Ste. 2600, College Station, TX 77845
College Station, TX 77845
Instagram
  • Financial Planning

Traditions Wealth Advisors is an Aggie-owned and operated financial planning and wealth management firm that has been serving College Station for over 30 years. It focuses on developing personalized retirement, estate, and business planning solutions as well as investment management strategies to help clients make more informed decisions in preparing for their future. Financial professionals at the firm have over 70 years of combined experience in the industry. Founder Brien Smith, CFP, serves as the president of the Brazos Valley Estate and Financial Planning Council.

2700 Earl Rudder Frwy. South, Ste. 2600, College Station, TX 77845
College Station, TX 77845

InstagramWebsite(979) 694-9100

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1700 George Bush Drive East #230, College Station, TX 77840
College Station, TX 77840
  • Certified Financial Planner (CFP)

Veronica R. Hart, CFP, offers financial planning and wealth management services to individuals and families in the College Station metro and its surrounding areas. She earned her Certified Financial Planner designation in 1997. As a Registered Investment Advisor, she works with her clients in mapping out their financial goals. She also assists them in reducing the burden of taxes and minimizing the effects of inflation. Hart served as a board member of the Brazos Valley Estate and Financial Planning Council.

1700 George Bush Drive East #230, College Station, TX 77840
College Station, TX 77840

Website(979) 680-1838

Show Number
4444 Carter Creek Parkway, Suite 109, Bryan, TX 77802
Bryan, TX 77802
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Warwick Partners is a boutique financial planning and wealth management firm that serves the residents of College Station and the surrounding areas. It provides various financial services, including asset management, debt management, and disability and risk management. It also offers tax planning and management, estate planning, and charitable planning services. The company's team holds certifications such as Certified Financial Planner, Chartered Mutual Fund Counselor, and Certified Fund Specialist. Warwick Partners has been in operation for more than three decades.

4444 Carter Creek Parkway, Suite 109, Bryan, TX 77802
Bryan, TX 77802

Website(979) 260-9777

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

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