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Find Top Financial Advisors in League City, Texas

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 League City, Texas

Last Updated - November 30, 2023

League City has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These financial advisors in League City, Texas have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in League City, 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 League City, Texas.

Qualified Financial Advisors in League City, Texas

Financial Advisor Experience AUM Minimum Assets Fee Structure
Matthew Goff
76784
THE GOFF FINANCIAL GROUP
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 Years $382,205,981 $500,000 Fee-Only
Allworth Financial
ALLWORTH FINANCIAL
1800 West Loop South, Suite 1980,
Houston, TX 77027
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Jeff Rhame
CFP®
RHAME & GORRELL WEALTH MANAGEMENT
1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380
27 Years $496,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in League City, Texas

Qualifications CRD# 2390431
Firm CRD# 114796

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 11 Greenway Plaza, Suite 1425,
Houston,
TX
77046
Phone Number 713-850-8900

Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

About The Goff Financial Group

The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 1800 West Loop South, Suite 1980,
Houston,
TX
77027
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


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.

About Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management

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, we're 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


List of Additional Advisors in League City, Texas*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
2600 South Shore Boulevard, Suite 300, League City, TX  77573 832-689-5746
3027 Marina Bay Dr, Suite 204, League City, TX  77573 281-334-1619
2750 W Main St, Suite B, League City, TX  77573 281-332-0152
3027 Marina Bay Dr, Suite 204, League City, TX  77573 281-334-1619
2750 W Main St, Suite B, League City, TX  77573 281-332-0152
1005 W Main St, League City, TX  77573 281-534-1037
2785 Gulf Freeway South, Suite 110, League City, TX  77573 281-534-1038
2525 South Shore Boulevard, Suite 204, League City, TX  77573 281-724-4440
1101 W Main St, Ste R, League City, TX  77573 713-447-5967
3027 Marina Bay Drive, Suite 301, League City, TX  77573 281-549-6515

    Frequently Asked Questions

    To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.

    The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

    Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.

    A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.