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Find Top Financial Advisors in Magnolia, Texas

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Magnolia, Texas. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Magnolia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Magnolia, Texas
Financial Advisor Office Location Phone Number
Robert Feeney
Centric Advisors, LLC
10603 W. Sam Houston Pkwy, Suite 225,
Houston, TX  77354
(713) 898-5501
Chance Vogel
Edelman Financial Engines, LLC
207 East Shore Drive,
The Woodlands, TX  77380
(832) 813-8223
Alex Shurin
Edelman Financial Engines, LLC
7825 N Hwy 6,
Houston, TX  77095
(281) 890-9600

Information on Qualified Financial Advisors in Magnolia

Qualifications CRD# 6613370
FirmCRD# 282477

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


Office Location 10603 W. Sam Houston Pkwy, Suite 225,
Houston,
TX 
77354
Phone Number (713) 8985501

I help clients create more wealth with less risk and greater stability using our unique cutting edge wealth producing strategies. By listening and understanding my client's needs and desired financial end results, I can reverse engineer the entire process to make sure I put a step by step sequential financial plan in place with the right financial strategies in order to get those desired financial results. Our firm has created an extremely unique process that generates 6 or 7 figure yearly tax free retirement income, with the least amount of risk possible and the most amount of stability. We do this by having a finger on the pulse of the most successful and cutting edge income producing strategies available.

About Centric Advisors, LLC

We help our clients make smart and effective financial decisions through a relationship that is based on uncompromising integrity, trust, and personalized service. We maintain the highest ethical standards and are committed to our role as financial stewards - delivering sound, objective advice and personalized service through our client-first philosophy. As an independent, fee-based wealth management firm, we work for our clients and have no hidden agenda. We believe that our clients deserve the highest level of care possible, the Fiduciary Standard. This benchmark of service and objective advice drives our team to act solely in your best interests, rather than those of the firm. As your fiduciary partner in both spirit and legality, we dedicate ourselves to helping you identify and achieve your most cherished goals. We believe the client experience is significantly enhanced when working with an expert. To increase value to our clients, our team members have dedicated themselves to education including the following professional designations: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Retirement Plan Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®). You can rest assured that our advisors have the knowledge, experience, and perspective you need to help you achieve your goals. We leverage each team member's unique skill set to benefit our clients. From our experienced advisors to our service-driven support staff, we are all working together to help you achieve your goals and realize your dreams. We utilize powerful software that enables us to merge our expertise with complex financial situations and produce understandable and actionable plans to help you achieve your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to finance.



Qualifications CRD# 2800255
FirmCRD# 104510
Series 6, 7, 63, 65, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 207 East Shore Drive,
Suite 230,
The Woodlands,
TX 
77380
Phone Number (832) 8138223

I began my financial services career in 1996. I have always focused on educating my clients about the complexities of retirement planning. I specialize in assisting my clients to define their needs and developing a long-term investment strategy to help them achieve their goals.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4425226
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 7825 N Hwy 6,
Suite 110,
Houston,
TX 
77095
Phone Number (281) 8909600

I became a financial planner in 2006. My favorite part is helping my clients achieve financial security and peace of mind, whether theyre saving for a house, childs education or retirement. I speak fluent Russian, love all things technology and in my spare time enjoy running, swimming, biking and martial arts.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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FREQUENTLY ASKED QUESTIONS

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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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?