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Best Financial Advisors in Pearland

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Pearland, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • 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
Yelp
4.0 / 5 (4)

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
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Price: Free consultation

Bullogic Wealth Management logo
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Bullogic Wealth Management

3571 Mustang Ridge Lane, Pearland, TX 77584
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  • Certified Financial Planner (CFP)

Business Description

Bullogic Wealth Management is a firm operating in Pearland. It guides individuals through one-time projects or ongoing financial planning, which involve maximizing Social Security benefits, limiting the exposure to self-employment risks, and analyzing their risk tolerance to maximize investment returns. Its team of Certified Financial Planners executes the comprehensive process, which includes gathering data about clients' financial situations and establishing financial planning agreements, to reach their goals. They also help implement tax-saving strategies and insurance plans.

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 (14)
Yelp
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
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Detail
Financial Synergies Wealth Advisors logo
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Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, #200, Houston, TX 77027
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  • Tax Planning
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Business Description

Financial Synergies Wealth Advisors is an independent firm that has been serving the needs of individuals and businesses in Pearland and surrounding communities for over 35 years. Its team of fiduciary experts provides wealth management services and coordinates with CPAs to address the client's concerns regarding investment strategy. It also consults with estate attorneys and insurance agencies to help individuals minimize their tax liabilities as well as plan for retirement. Mike Booker, its founding shareholder, holds a Certified Fund Specialist designation.

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.
4.7
Google
4.7 / 5 (13)

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
IMG Financial Group, Inc. logo
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IMG Financial Group, Inc.

4550 Post Oak Place, Suite 125, Houston, TX 77027
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  • Financial Planning

Business Description

IMG Financial Group, Inc., is an organization of advisors who offer their expertise and services to help individuals, professionals, and business owners in the Pearland metro. Established in 1981, its financial advisors offer client-centered financial, investment, tax, and retirement planning solutions. The organization also offers estate planning and protection planning. To promote the quality of its services, the team of associates behind IMG Financial Group maintains continuing education program to stay up to date with 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
Facebook
5.0 / 5 (3)
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
––
Linscomb Williams logo
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Linscomb Williams

1400 Post Oak Blvd Suite 1000, Houston, TX 77056
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  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

Linscomb Williams is a fiduciary firm that offers its services to clients in several locations, including Pearland. It has been helping its clients grow, protect, and manage their wealth for five decades by providing financial planning and investment management services. These include income and cash flow planning, education funding, and social security review. The company serves more than 2,000 families and manages $4 billion in assets. Managing director and CEO J. Harold Williams has been in the industry for over 40 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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
MDT Financial Advisors logo
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MDT Financial Advisors

455 E. Medical Center Blvd, Suite 115, Houston, TX 77598
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  • Investment Management

Business Description

MDT Financial Advisors provides services to clients in Pearland and the surrounding areas. It helps individuals prepare for their future by assisting them with their financial planning strategies. It also focuses on listening to clients' needs to guide them in pursuing their financial goals. The company's managing partner, Larry W. Denson, specializes in estate, investment, and tax planning. He is also a licensed accident, health, and life insurance agent. Denson served as the assistant vice president for Merrill Lynch before joining MDT 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.
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
Messier Financial Advisors logo
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Messier Financial Advisors

1330 Post Oak Blvd., Suite 2800, Houston, TX 77056
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  • Financial Planning

Business Description

Messier Financial Advisors is a firm that serves clients in Pearland. It provides personalized wealth management solutions to individuals, families, and businesses. The firm's financial advisors, Shane A. Richolson and Brian P. Messier, are equipped to guide clients through the rigorous process of planning and implementing strategies designed to improve their assets and finances. They handle retirement, investment, insurance, and estate planning matters. Richolson and Messier have 59 years of combined experience in the financial advisory field.

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.
4.5
Oak Harvest Financial Group logo
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Oak Harvest Financial Group

920 Memorial City Way Suite 150, Houston, TX 77024
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  • Retirement Planning

Business Description

Oak Harvest Financial Group provides advisory and retirement planning services to the residents of Pearland and its surrounding communities. Its team builds customized plans designed to reduce risk, increase income, and help pay less tax. These plans include an investment strategy and tax plan, as well as health care and estate planning. The firm also offers services related to portfolio management. The firm has been featured on Forbes and Fox Business and is listed among Inc.'s 5,000 Fastest-Growing Private Companies in America.

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.
4.7
Google
4.7 / 5 (52)

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
Park Place Financial logo
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Park Place Financial

6750 West Loop South, Suite 825, Bellaire, TX 77401
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  • Certified Financial Planner (CFP)

Business Description

Park Place Financial is an advisory firm that serves Pearland, offering financial planning for investment, estate, income tax, health care, and retirement. It helps clients build their generational family wealth through its heritage wealth planning service, which considers options such as annual gifts and trusts, charitable giving, and inheritance investing. The firm also assists in the transfer of inherited IRA, which includes benefits such as spendthrift, divorce, and creditor protection, as well as minimized estate taxes.

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 (12)

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
Post Oak Private Wealth Advisors logo
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Post Oak Private Wealth Advisors

700 Louisiana St Suite 3950, Houston, TX 77002
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  • Estate Planning
  • Business Formation

Business Description

Post Oak Private Wealth Advisors is a firm serving Pearland. It provides services in areas involving investment and wealth management, as well as retirement distribution and cash flow planning. It assists clients in developing plans that help them achieve their financial goals, such as managing their wealth, preparing for retirement, or securing their legacy. It includes assisting them in constructing investment portfolios. Its diverse client base ranges from business owners, executives, and high net worth families, to legal and medical professionals.

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 (14)
Facebook
5.0 / 5 (7)

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
Strategic Financial Advisors logo
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Strategic Financial Advisors

14550 Torrey Chase Blvd. Suite 360, Houston, TX 77014
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  • Retirement Planning

Business Description

Strategic Financial Advisors is an independent investment planning firm that serves the Pearland metro and its surrounding cities. The firm provides wealth management services to its clients by taking into consideration asset allocation, investment risks, portfolio design, and the safety and security of assets. It also offers planning services concerning the clients' estate, insurance, retirement, and tax. The firm's team of advisors are Certified Financial Planners and have a combined experience of over 65 years 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
––
The Financial Advisory Group, Inc. logo
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The Financial Advisory Group, Inc.

5599 San Felipe, Suite 900, Houston, TX 77056
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  • Tax Planning
  • Financial Planning
  • Wealth Management

Business Description

The Financial Advisory Group, Inc., is a wealth management firm serving the residents of Pearland and areas throughout Houston. Its services include multi-generational investment management and financial planning, where its team assists individuals in creating policies tailored to their interests. The firm also works to guide clients in achieving their financial goals and preserving financial independence. Its CEO, Richard J. Alphonso, is a CPA, PFS, and AEP designee. He has over two decades of experience in areas such as financial planning and business consulting.

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
Trippon Wealth Management, LLC logo
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Trippon Wealth Management, LLC

8955 Katy Fwy, Houston, TX 77024
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  • Estate Planning
  • Tax Planning

Business Description

Trippon Wealth Management, LLC, serves clients in Pearland. It provides financial planning, investment management, tax planning, and retirement planning solutions for individuals, family offices, charities, and corporations. The firm diversifies portfolios across asset classes and includes global assets within clients' investment portfolios. Trippon Wealth Management uses an investment philosophy called the modern portfolio theory, which has been used by money managers since 1972. The owner, James Trippon, has worked with more than 1,000 businesspeople throughout his career.

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

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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