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Find Top Financial Advisors in Spring, 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 Spring, Texas
Last Updated - 22-Jan-2023

Spring has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 25 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 financial advisors in Spring, 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 Spring, Texas.

Qualified Financial Advisors 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 $496000000 $500000 Fee-Only
R. Jeff Green
RIGHTWAY INVESTMENTS, PLLC
7 Thorn Berry Place,
The Woodlands, TX 77381
25 Not Specified $250,000.00 Fee-Based
Matthew Goff
76784
THE GOFF FINANCIAL GROUP
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 $382,205,981 $500,000 Fee-Only
Shane OBrien
ALLWORTH FINANCIAL
1800 West Loop South, Suite 1980,
Houston, TX 77027
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Spring

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

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, were 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 66

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.

About Rightway Investments, PLLC

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?

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.

About 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.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, 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 CRD# 2785186
Firm CRD# 111167

Compensation/Fee Fee-Based


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

Shane O’Brien is a financial consultant for Allworth Financial. In his over 25-year career spent meeting the needs of pre-retirees and retirees, Shane has earned valuable experience working for numerous well-known national firms, including Merrill Lynch, Fidelity Investments, and RAA. In his unique role with Allworth, Shane serves as the liaison between potential clients and our dedicated team of financial advisors. He seeks to gain a clear understanding of each person’s financial situation, and to become intimately familiar with their short and long-term goals, so our dedicated advisory team can help them to achieve their desired investment, financial planning, and retirement objectives.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

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


Top Financial Advisor Firms in Spring, Texas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
ARROYO ENERGY INVESTMENT PARTNERS LLC
1700 City Plaza Drive , Suite 400,
Spring, TX 77389
$2,208,284,780 9 A percentage of AUM
Performance Based
THREADGILL FINANCIAL, LLC
1610 Woodstead Court , Suite 194,
Spring, TX 77380
$298,485,287 839 A percentage of AUM
Performance Based
Other ($100 FEE FOR EDUCATIONAL WORKSHOPS)

    List of Additional Advisors in Spring, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    James Smith, New York Life
    Inquire with James
    21021 Springbrook Plaza Dr., Ste 210, Spring, TX  77379 281-401-8214
    Goosehead Insurance
    Inquire with Goosehead
    1315 Rayford Park Rd, Suite 502, Spring, TX  77386 281-378-4840
    Lake Point Advisory Group Spring Office
    Inquire with Lake
    24624 North I-45, Suite 200, Spring, TX  77386 214-771-3363
    Allstate Personal Financial Representative: Jason Van Douser
    Inquire with Allstate
    3332 Spring Stuebner Rd, Ste C, Spring, TX  77389 440-785-6516
    Allstate Personal Financial Representative: Steven O'Neal
    Inquire with Allstate
    25325 Borough Park Dr, Ste 205, Spring, TX  77380 832-928-6094
    Edward Jones
    Inquire with Edward
    4701 FM 2920 Rd D5, Spring, TX  77388 832-592-0019
    Edward Jones
    Inquire with Edward
    25132 Oakhurst Drive, Suite 207, Spring, TX  77386 281-419-4644
    Edward Jones
    Inquire with Edward
    25132 Oakhurst Drive, Suite 207, Spring, TX  77386 281-419-4644
    Edward Jones
    Inquire with Edward
    7109 F M 2920 Road, Ste 400, Spring, TX  77379 281-444-0622
    Edward Jones
    Inquire with Edward
    8320 Louetta Road, Suite 110, Spring, TX  77379 281-320-1031
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