How do I choose a financial planner for retirement?

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

How do I know if my financial advisor is a fiduciary?

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.

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Find Top Financial Advisors in Mcallen, Texas

Q: What does a financial advisor do?

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.

Q: Is it worth paying for 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 breast 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.

Q: What is the difference between a financial planner and a 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

Q: When should I hire 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.

Q: How do I choose the right 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.

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 Mcallen, 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 Mcallen, Texas

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 Mcallen, Texas

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
James EnriquezMST, CFP^®, EA, CRPC^®, AAMS^®Strategic Insights Financial Planning Group3008 N McColl Rd, Suite AMcAllen, TX 78501	Not Disclosed	Not Specified	$0	Fee-Based

Financial Advisor

James EnriquezMST, CFP^®, EA, CRPC^®, AAMS^®Strategic Insights Financial Planning Group3008 N McColl Rd, Suite AMcAllen, TX 78501

ExperienceNot Disclosed

AUMNot Specified

Minimum Assets$0

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Mcallen, Texas

VETTED

James EnriquezMST, CFP^®, EA, CRPC^®, AAMS^®

Strategic Insights Financial Planning Group

About James Enriquez

James Enriquez is a dedicated Financial Advisor with 15+ years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and Certified Financial Planner (CFP), James has built a career grounded in a desire to help people achieve their financial dreams. His favorite part of the job is witnessing the successful realization of a financial plan, seeing the tangible results of planning and strategic execution.

James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.

About Strategic Insights Financial Planning Group

The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.

We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.

Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.

Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications

CRD# 5847307 Firm CRD# 6413Series 7, 66

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location

3008 N McColl Rd, Suite A,McAllen,TX 78501

Phone Number

956-709-2029

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Mcallen, Texas

Mcallen, Texas is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Mcallen, Texas are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Mcallen, Texas, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


DIMENSIONAL FUND ADVISORS LPAustin, TX	1166	1153	$749,622,475,396	A percentage of AUM, Performance Based
VICTORY CAPITAL MANAGEMENT INC.San Antonio, TX	481	2923	$151,257,095,924	A percentage of AUM, Fixed fees, Performance Based
TPG GLOBAL ADVISORS, LLCFort Worth, TX	1036	158	$141,927,200,000	A percentage of AUM, Other (CARRIED INTEREST)
NB ALTERNATIVES ADVISERS LLCDallas, TX	319	827	$118,041,119,970	A percentage of AUM, Fixed fees, Performance Based
TPG CAPITAL ADVISORS, LLCFort Worth, TX	361	102	$112,362,200,000	A percentage of AUM, Other (CARRIED INTEREST)
SIXTH STREET ADVISERS, LLCDallas, TX	633	133	$70,981,471,684	A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
ALM FIRST FINANCIAL ADVISORS LLCDallas, TX	21	217	$68,653,923,262	A percentage of AUM, Fixed fees
AMERICAN BEACON ADVISORS, INC.Irving, TX	27	61	$57,375,695,433	A percentage of AUM
BARROW HANLEY GLOBAL INVESTORSDallas, TX	100	268	$49,869,329,873	A percentage of AUM, Performance Based
KESTRA ADVISORY SERVICES, LLCAustin, TX	1266	140425	$48,324,319,629	A percentage of AUM, Hourly charges, Fixed fees
CATALYST STRATEGIC SOLUTIONSPlano, TX	7	78	$44,680,083,373	A percentage of AUM, Fixed fees
HUDSON ADVISORSDallas, TX	302	113	$36,791,155,843	Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION)
LONE STAR FUNDSDallas, TX	25	37	$36,159,474,957	Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)
JASPER RIDGE PARTNERS, L.P.Fort Worth, TX	115	54	$35,297,732,645	A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
KAYNE ANDERSON CAPITAL ADVISORS LPHouston, TX	301	122	$31,722,176,000	A percentage of AUM, Fixed fees, Performance Based

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

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?