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Find Top Financial Advisors in Fredericksburg, Texas

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Fredericksburg, Texas, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Fredericksburg, Texas

Fredericksburg has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Fredericksburg, Texas have an average of 33 years of experience.

NOTE: The list of vetted financial advisors in Fredericksburg, Texas mentioned below does 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 Fredericksburg, Texas.

Qualified Financial Advisors in Fredericksburg, Texas

VETTED
Financial Advisor
Beck Capital Management, LLC2009 South Capital of TX Hwy #200Austin, TX 78746
ExperienceN/A
AUM$500,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Fredericksburg, Texas

Beck Capital Management, LLC
VETTED
Beck Capital Management, LLC
About Beck Capital Management LLC
Beck Capital Management has been helping individuals, families, and businesses manage their investments since 1997. Our mission is to offer an alternative to the one-size-fits-all approach common in the industry. We utilize in-house, custom-built portfolios, designed to align with each client's goals and risk tolerance - often with lower fees than larger, layered institutions.

We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.
Advisory Services Provided
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
Firm CRD# 152705
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
2009 South Capital of TX Hwy #200,Austin,TX 78746
Phone Number
512-345-6789

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FINRA/SEC Registered Advisors

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Firm Name
DIMENSIONAL FUND ADVISORS LPAustin, TX
No. of Advisors1166
AUM$749,622,475,396
No. of Clients1153
Fee StructureA percentage of AUM, Performance Based
Firm Name
VICTORY CAPITAL MANAGEMENT INC.San Antonio, TX
No. of Advisors481
AUM$151,257,095,924
No. of Clients2923
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
TPG GLOBAL ADVISORS, LLCFort Worth, TX
No. of Advisors1036
AUM$141,927,200,000
No. of Clients158
Fee StructureA percentage of AUM, Other (CARRIED INTEREST)
Firm Name
NB ALTERNATIVES ADVISERS LLCDallas, TX
No. of Advisors319
AUM$118,041,119,970
No. of Clients827
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
TPG CAPITAL ADVISORS, LLCFort Worth, TX
No. of Advisors361
AUM$112,362,200,000
No. of Clients102
Fee StructureA percentage of AUM, Other (CARRIED INTEREST)
Firm Name
SIXTH STREET ADVISERS, LLCDallas, TX
No. of Advisors633
AUM$70,981,471,684
No. of Clients133
Fee StructureA percentage of AUM, Performance Based, Other (CARRIED INTEREST)
Firm Name
ALM FIRST FINANCIAL ADVISORS LLCDallas, TX
No. of Advisors21
AUM$68,653,923,262
No. of Clients217
Fee StructureA percentage of AUM, Fixed fees
Firm Name
AMERICAN BEACON ADVISORS, INC.Irving, TX
No. of Advisors27
AUM$57,375,695,433
No. of Clients61
Fee StructureA percentage of AUM
Firm Name
BARROW HANLEY GLOBAL INVESTORSDallas, TX
No. of Advisors100
AUM$49,869,329,873
No. of Clients268
Fee StructureA percentage of AUM, Performance Based
Firm Name
KESTRA ADVISORY SERVICES, LLCAustin, TX
No. of Advisors1266
AUM$48,324,319,629
No. of Clients140425
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
CATALYST STRATEGIC SOLUTIONSPlano, TX
No. of Advisors7
AUM$44,680,083,373
No. of Clients78
Fee StructureA percentage of AUM, Fixed fees
Firm Name
HUDSON ADVISORSDallas, TX
No. of Advisors302
AUM$36,791,155,843
No. of Clients113
Fee StructureOther (SEE ADV 2A, SECTION 5: FEES & COMPENSATION)
Firm Name
LONE STAR FUNDSDallas, TX
No. of Advisors25
AUM$36,159,474,957
No. of Clients37
Fee StructureOther (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)
Firm Name
JASPER RIDGE PARTNERS, L.P.Fort Worth, TX
No. of Advisors115
AUM$35,297,732,645
No. of Clients54
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
Firm Name
KAYNE ANDERSON CAPITAL ADVISORS LPHouston, TX
No. of Advisors301
AUM$31,722,176,000
No. of Clients122
Fee StructureA percentage of AUM, Fixed fees, Performance Based

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