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Find Top Financial Advisors in Gonzales, Texas

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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.

Finding the Top Financial Advisor in Gonzales, Texas
Last Updated - 25-Jun-2022

Gonzales has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3 non-vetted advisors in your local area. These financial advisors in Gonzales, Texas have an average of 13 years of experience.

NOTE: The list of financial advisors in Gonzales, 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 Gonzales, Texas.

Qualified Financial Advisors in Gonzales, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kay Russell
EDELMAN FINANCIAL ENGINES, LLC
1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Gonzales

Qualifications CRD# 5606019
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1111 West 6th Street,
Building B, Suite 310,
Austin,
TX
78703
Phone Number 512-685-2453

I am passionate about helping to improve the lives of individuals and their loved ones through financial services. Everyday, I look forward to making a meaningful difference one person at a time. It has been a privilege to earn the trust of my clients and I look forward to continuing to serve new clients.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


List of Additional Advisors in Gonzales, Texas*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Source Rock Capital Management
Inquire with Source
215 N Saint Joseph Street, Gonzales, TX  78629 830-672-5716
Edward Jones
Inquire with Edward
624 Saint Paul Street, Suite A, Gonzales, TX  78629 830-672-8606
Edward Jones
Inquire with Edward
1608 E Sarah Dewitt Dr, Gonzales, TX  78629 830-519-4125
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?