Find a financial advisor in Baytown, TX

Find financial advisors in Baytown, TX

Find financial advisors in Baytown, TX

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Find financial advisors in Baytown, TX

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Baytown, TX

Clients agree: these Baytown financial advisors are highly rated for knowledge, experience, communication, and more.
Puma's Business Creation & Finanical Services Inc

Puma's Business Creation & Finanical Services Inc

5.0(3)
Offers online services
1 hire on Thervo
12+ years in business
Serves Baytown, TX
D. S. says, "Veloney help me get in compliance with the state with my business. I didn't know where to start. And she took the bull by its horn and lead the way." Read more
Path Bookkeeping And Tax Preparation Service

Path Bookkeeping And Tax Preparation Service

5.0(1)
Offers online services
6 hires on Thervo
14+ years in business
Serves Baytown, TX
Angela S. says, "Alex was quick to respond and did what he said he was going to to. Pleasure to work with." Read more
The Tax Lady

The Tax Lady

4.8Excellent(6)
Offers online services
2 hires on Thervo
33+ years in business
Serves Baytown, TX
Kenneth G. says, "The Professional Services rendered were amazing.... From tax preparation to Business planning as well as Financial Advice.... Hands down would recommend This Amazing Tax lady to anyone Needing Financial services...." Read more
MTR Financial Services, LLC

MTR Financial Services, LLC

New on Thervo
Offers online services
15+ years in business
Serves Baytown, TX
We have a motto: You do not need wealth to start building it. Unlike the typical brokerage house or financial advisory firm we believe that EVERYONE deserves the access to our services, not just the high net worth families/individuals. Additionally, as a fee-only financial advising firm our fee structure is always transparent with our clients. Each client always knows exactly how much they are paying and the services they are paying for. There are never any hidden fees, commissions, etc. Our compensation comes solely from our clients, so they can remain confident that we are always working in their best interests. Being in the fee-only en...
Taurus Wealth Advisors

Taurus Wealth Advisors

New on Thervo
Offers online services
4+ years in business
Serves Baytown, TX
Since 2007 I have assisted clients with defining success by identifying what is most important to them and their families. I enjoy learning what my clients care about, how they feel about their financial goals, investments and most importantly how it impacts their future.
Simplified Tax Solutions & Co., LLC

Simplified Tax Solutions & Co., LLC

5.0(2)
Offers online services
1 hire on Thervo
7+ years in business
Serves Baytown, TX
Manny G. says, "I have always had a great experience working with Sylvia Myers. She has always provided me with professional services and great results. The process has always been simple, precise, with all of my questions answered thorough. I've highly recommended her to countless relatives and friends. -Manny" Read more
Radbookkeeping

Radbookkeeping

5.0(1)
Offers online services
24+ years in business
Serves Baytown, TX
Wafi D. says, "Knows all aspects of bookkeeping and accounting " Read more
S&F Tax LLC

S&F Tax LLC

New on Thervo
Offers online services
21+ years in business
Serves Baytown, TX
Prepare tax returns, defend client during audits and provide solid tax planning guidance.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Baytown financial advisors

Recent success stories from people in the Baytown area.
K. T.
Puma's Business Creation assist me in obtaining not just one but two trademarks. I'm was extremely happy because it was so stressed for me and she made the process so easy.
Puma's Business Creation & Finanical Services Inc
Angela W.
Mrs. Brown is a God-fearing woman very articulate and intelligent and I appreciate her patience and Look forward to working with her again I 100% Recommend her services
The Tax Lady
Larissa M.
De’Beaux Tax Consulting Firm (Ms. Sylvia) is the best. She has been doing my taxes forever and I have never had a problem or complaint . If you want your taxes done right without any problems, and if you want someone honest and will do her best to get every dime that you are owed choose De’Beaux Tax Cinsulting Firm you want be disappointed.
Simplified Tax Solutions & Co., LLC
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Baytown financial advisors by service