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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Spring
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
26
non-vetted advisors in your local area. These financial advisors in
Spring
,
Texas
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Spring
,
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
Spring, Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
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 |
| 25 Years | Not Specified | $25,000,000 | Fee-Based | |
| 25 Years | $382,205,981 | $500,000 | Fee-Only | |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
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.
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
Qualifications
CRD# 6224305
Firm CRD# 168088
Series 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
7 Thorn Berry Place,
The Woodlands,
TX
77381
Phone Number
713-304-6199
My name is Jeff Green (I have been a financial professional for over 25 years). I am the founder of RightWay Investments, PLLC: We are a Registered Investment Advisory Firm that helps families achieve their financial purpose and coaches them toward those goals.
(1) We are fiduciaries, meaning our recommendations are in your best interest. We are not subject to proprietary products, which means we only work for you.
(2) We choose to be transparent and will answer any questions you have.
(3) We build lifelong relationships with our clients and get to know their goals, purpose, and intentions.
My wife June and I came to The Woodlands in 1993. We have two daughters with two beautiful grandchildren. We love the outdoors and travel. I also serve on the board of directors of the Patterns of Evidence Exodus Foundation, producing documentary films on the Bible.
At RightWay Investments, PLLC, we provide a different standard in investing: Many investors place their trust and life's savings with Wall Street mutual fund managers. But Wall Street will speculate and gamble with their clients money by constantly trying to predict the future by stock picking, market timing and track record investing. Academic research has conclusively proven that this is a failing strategy that destroys the hard-earned life's savings of every-day Americans. As a Registered Investment Advisor, we will never speculate with our client's savings. The portfolio we use is based on decades of published, peer-reviewed academic research from the top universities in the country. We use Matson Money's globally diversified mutual fund investment portfolio that has holdings in 81 countries, with over 21,000 different stocks and bonds in 22 asset classes. This allows investors to enjoy the safety that diversification brings and maximize their average rate of return. This is what we call an efficient portfolio. All of our investment portfolios adhere to the Modern Portfolio Theory, the Efficient Market Theory, and the Three-Factor Model. We are here to help investors pursue long-term results using the Matson Method. With cutting-edge coaching technologies, we help investors stay disciplined throughout their lifetime. Our portfolios are GIPS audited. Can your current advisor say the same? Also note we can work with 401(k)'s and 403(b)'s. It is not uncommon for an American household to have more than half of their assets in retirement accounts, but the reality is many 401(k) and 403(b) holders may not know that professional advice on these accounts is an option. Studies show that professionally managed accounts generate 3-4% higher returns per year, net of fees, compared to self-managed accounts. With this program, we can view, analyze, restructure, rebalance and monitor held away assets.
Advisory Services Provided:
Portfolio Management, 401K Rollovers, Wealth Management, Insurance Products & Annuities
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.
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
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 15 | 9 | $2,208,284,780 | A percentage of AUM, Performance Based
|
|
| 2 | 839 | $298,485,287 | A percentage of AUM, Performance Based, Other ($100 FEE FOR EDUCATIONAL WORKSHOPS)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 21021 Springbrook Plaza Dr., Ste 210, Spring, TX 77379 | 281-401-8214 | |
| 1315 Rayford Park Rd, Suite 502, Spring, TX 77386 | 281-378-4840 | |
| 24624 North I-45, Suite 200, Spring, TX 77386 | 214-771-3363 | |
| 3332 Spring Stuebner Rd, Ste C, Spring, TX 77389 | 440-785-6516 | |
| 25325 Borough Park Dr, Ste 205, Spring, TX 77380 | 832-928-6094 | |
| 4701 FM 2920 Rd D5, Spring, TX 77388 | 832-592-0019 | |
| 25132 Oakhurst Drive, Suite 207, Spring, TX 77386 | 281-419-4644 | |
| 25132 Oakhurst Drive, Suite 207, Spring, TX 77386 | 281-419-4644 | |
| 7109 F M 2920 Road, Ste 400, Spring, TX 77379 | 281-444-0622 | |
| 8320 Louetta Road, Suite 110, Spring, TX 77379 | 281-320-1031 |
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?
