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2024

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Best Financial Advisors in College Station, TX

Our Recommended Top 15

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 College Station Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

26Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

College Station, TX
Free Consultation

Expertise.com 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
  • Financial Planning
  • Investment Management
  • Retirement Planning

College Station, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in College Station? 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.

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

Expertise.com Rating

Why choose this provider?

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.

  • Tax Planning
  • Retirement Planning

108 E. North Ave., Bryan, TX 77801

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Financial Planning

Attorney Information

Attorney NameBar StatusExperience
Denise Fries - PrincipalActive40 yrs

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

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Why choose this provider?

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.

  • Financial Planning

1509 Emerald Parkway Suite 100, College Station, TX 77845

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Why choose this provider?

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

  • Estate Planning
  • Tax Planning
  • Insurance Products

1211 Financial Plaza, Huntsville, TX 77340

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

Attorney Information

Attorney NameBar StatusExperience
Brian Smith - Managing PartnerActive38 yrs

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

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

1920 West Villa Maria Suite 307, Bryan, TX 77807

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

110 Lincoln Avenue Suite 106, College Station, TX 77840

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

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

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1611 Crescent Pointe Parkway, College Station, TX 77845

Expertise.com Rating

Why choose this provider?

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.

  • Finance Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Executive Financial Services
302 Holleman Dr E, Ste 200, College Station, TX 77840
Fries Financial Services
108 E. North Ave., Bryan, TX 77801
Traditions Wealth Advisors
2700 Earl Rudder Frwy. South, Ste. 2600, College Station, TX 77845
Merrill Lynch Wealth Management - College Station Bryan
1509 Emerald Parkway Suite 100, College Station, TX 77845
Kriel Financial Services
750 William D Fitch Parkway, Suite 520, College Station, TX 77845
Charis Legacy Partners
1716 Briarcrest Dr Suite 300, , TX, Bryan, TX 77802
Global Financial Partners
1211 Financial Plaza, Huntsville, TX 77340
Veronica R. Hart, CFP
1700 George Bush Drive East #230, College Station, TX 77840
Warwick Partners
4444 Carter Creek Parkway, Suite 109, Bryan, TX 77802
The Rhodes Financial Group
1920 West Villa Maria Suite 307, Bryan, TX 77807
Melder Financial Services Inc.
110 Lincoln Avenue Suite 106, College Station, TX 77840
Evidence Wealth
3851 Corporate Center Dr. Suite 111, Bryan, TX 77802
Briaud Financial Advisors
1611 Crescent Pointe Parkway, College Station, TX 77845

FAQs

  • 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.

  • How do financial advisors in College Station stay up-to-date on the latest changes in their chosen industry?

    Financial advisors in College Station stay updated on the latest industry changes by participating in continuing education classes, reinforcing their knowledge from the licensing exams, and staying abreast of industry advancements. Doing so ensures the maintenance of their licenses, enabling them to keep informed about changing laws, regulations, and ethical considerations.

  • How often should you meet with your financial advisor in College Station?

    Your preferences and financial circumstances will be the basis of how frequent your meetings will be with your financial advisor in College Station. You may only schedule annual meetings with them, while some prefer semi-annual or quarterly meetings. The important thing is that these meetings will allow you to assess your financial progress and explore strategies to enhance your net worth in the upcoming year.

  • How can financial advisors in College Station help you increase your retirement assets?

    Financial advisors can help you diversify their retirement assets by utilizing a range of investment options and insurance products to enhance your retirement income goals. An appropriate blend of these vehicles can provide security and growth potential. Insurance products like annuities offer supplementary retirement income while safeguarding against market downturns. By diversifying through a mix of investments and insurance in College Station, you can increase your chances of meeting your financial objectives in retirement.

  • How can financial advisors in College Station help protect your family and economic well-being in the event of sudden illness or disability?

    To safeguard your family and finances in College Station, your financial advisor would recommend that you have appropriate insurance coverage, including disability insurance, which provides you with monetary support. By carrying suitable types and amounts of insurance, you can mitigate the potential financial impact of unforeseen circumstances and maintain your way of life.

  • How much does it cost to hire a financial advisor in College Station?

    In College Station, the average hourly rate of financial advisors is $43.34. Their credentials, your financial situation, and other related factors may affect their hourly rate, so it will vary. Other sources state that some financial advisors may charge clients up to $400 an hour. Speaking with different advisors can help you learn more about their fees and identify if their rates will fit into your budget.

  • 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.