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Portfolio Size of 100K and above
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bryan
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
10
non-vetted advisors in your local area. These financial advisors in
Bryan, Texas
have an average of
27
years of experience.
NOTE: The list of financial
advisors in
Bryan, Texas
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Bryan, Texas.
| Qualified Financial Advisors in Bryan, Texas | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Jeff Rhame
CFP® RHAME & GORRELL WEALTH MANAGEMENT 1330 lake robbins dr, suite 360, The Woodlands, TX 77380 |
27 | $496000000 | $500000 | Fee-Only |
Qualifications
CRD# 2516452
Firm CRD# 283027
Compensation/Fee Fee-Only, Based on Assets
Office Location
1330 lake robbins dr,
suite 360,
The Woodlands,
TX
77380
Phone Number
832-789-1100
Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.
At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning. Because of our dedication to getting to know our clients better, were able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Bryan, Texas (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| WARWICK PARTNERS
4444 Carter Creek Parkway , Suite 109, Bryan, TX 77802 |
$1,453,675,538 | 831 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Keith A. Baker and Associates Inquire with Keith |
3833 South Texas Avenue, Suite 111, Bryan, TX 77802 | 979-764-1532 |
| The Dunlap Group Inquire with Dunlap |
3363 University Drive East, Suite 211, Bryan, TX 77802 | 979-260-9629 |
| American Momentum Bank Inquire with American |
1119 E Villa Maria Rd, Bryan, TX 77802 | 979-431-0646 |
| Edward Jones Inquire with Edward |
1873 Briarcrest Drive, Bryan, TX 77802 | 979-774-9954 |
| Edward Jones Inquire with Edward |
4403 S Texas Avenue, Bryan, TX 77802 | 979-846-0431 |
| Edward Jones Inquire with Edward |
1920 W Villa Maria, Suite 202, Bryan, TX 77807 | 979-775-2025 |
| Edward Jones Inquire with Edward |
100 N Main St, Ste 100, Bryan, TX 77803 | 979-822-3601 |
| Edward Jones Inquire with Edward |
3740 Copperfield Dr, Ste 104, Bryan, TX 77802 | 979-774-9464 |
| Edward Jones Inquire with Edward |
4343 Carter Creek, Suite 109, Bryan, TX 77802 | 979-846-7824 |
| Edward Jones Inquire with Edward |
2751 Nash Street, Suite 140, Bryan, TX 77802 | 979-774-0539 |
Grow your AUM with pre-qualified leads!
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