Find a financial advisor in Lancaster, TX

Find financial advisors in Lancaster, TX

Find financial advisors in Lancaster, TX

Confirm your location to see the best financial advisors near you.
Zip code

Find financial advisors in Lancaster, TX

Confirm your location to see the best financial advisors near you.
Zip code

Top 10 financial advisors in Lancaster, TX

Clients agree: these Lancaster financial advisors are highly rated for knowledge, experience, communication, and more.
Jagne Small Business Services

Jagne Small Business Services

5+ years in business
Serves Lancaster, TX & Online
It is our mission to help people improve their bottom line and keep more money inside their pockets. We offer business consulting and tax strategies consulting. We also offer bookkeeping services, tax preparation for both business and personal.
RetireWellDallas.com

RetireWellDallas.com

5.0Exceptional(6)
53+ years in business
Serves Lancaster, TX & Online
Bruce B. says, "Bruce Bradford, SVP Business Banker - Bank of Albuquerque: “I came to know Mark through the Dallas Business Forum about 20 years ago. He has a business network that eclipses anyone else I know, and the heart and knowledge to share it effectively with dozens of people every week. He has introduced me to valuable contacts literally dozens of times, supporting my success in a very meaningful way.” I too have referred him clients because of his incredible knowledge, high moral standards and personable approach with clients. " Read more
Northwestern Mutual

Northwestern Mutual

10+ years in business
Serves Lancaster, TX & Online
Our team approaches financial planning with integrity and passion being our driving forces. Building a finanical plan depends on the individual/individuals' needs, wants, and desires. Every plan is different. Our first job is to listen to you, and learn what is important to you. Then we begin the task of gathering information from you, and building the plan, which might include investment and insurance strategies, addressing estate or business planning needs, all while making sure we do so with the a quality service you will enjoy. We offer investment services, life, disability and long term care insurances, estate planning, business plan...
It’s Notary & Financial Services

It’s Notary & Financial Services

10+ years in business
Serves Lancaster, TX & Online
I am a dedicated Notary and accountant with 3 years of experience in notarization and 7 years in the bookkeeping industry. My approach emphasizes making clients feel at ease while providing assistance with their notary and financial requirements. I prioritize treating others the way I'd like to be treated, and I am committed to delivering 5-star VIP treatment to fulfill your needs. God Bless
Checks And Balances Texas

Checks And Balances Texas

17+ years in business
Serves Lancaster, TX & Online
We provide excellent customer service with tax prepation services. I enjoy helping families achieve their goals.
GPA Tax Service

GPA Tax Service

5.0(2)
14+ years in business
Serves Lancaster, TX & Online
Tabitha G. says, "Felicia is very professional kind and generous. She's very smart intelligent and very patient. I just love her. And she most definitely gets the job done. And she doesn't charge insane prices. I've been with her for 3 years now and don't plan on anywhere else." Read more
Reliable Tax Solutions

Reliable Tax Solutions

11+ years in business
Serves Lancaster, TX & Online
With Relaible Tax Solutions you will get fast and accurate tax preparation at an affordable price!
MBlack-TheTaxLady (VCM Business Solutions)

MBlack-TheTaxLady (VCM Business Solutions)

5.0(4)
13+ years in business
Serves Lancaster, TX & Online
Amanda W. says, "She was able to get me money back that I wasn’t able to when trying to file by myself and I didn’t have to pay in" Read more
Just Honest Taxes

Just Honest Taxes

15+ years in business
Serves Lancaster, TX & Online
Hi my tax office is one of a kind because we not only prepare your taxes accurately we make sure you leave with confidence about your tax situation. It is important to have copies of your documents and to be able to access your tax preparer even during the off season. I enjoy working with individuals and educating them on new tax laws and how to adjust their w4 during the year. I enjoy client referrals because they are small praises of a job well done. I enjoy learning about new tax laws and how they are effected by daily politics and government changes....
H.P. Taxes

H.P. Taxes

5.0(1)
1 hire on Thervo
15+ years in business
Serves Lancaster, TX & Online
Donald A. says, "She knew what she was doing..." Read more

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 Lancaster financial advisors

Recent success stories from people in the Lancaster area.
Robert W.
Robert Wood Owner Robert Wood Attorney at Law Mark is one of the hardest working people I know. He is a very good person and cares very much about his clients. Often Mark will go out of his way,staying long hours to serve his clients,double checking to make certain things are right.
RetireWellDallas.com
Lysandra W.
My overall experience with Felicia at GPA Tax Service is always great. She always goes above and beyond to ensure I'm getting every deduction I'm entitled to. She also is very informative and is patient answering questions I have about my tax return. I am a repeat customer and I recommend her services to anyone.
GPA Tax Service
Torri S.
I had a great experience with Mehleneese! She was quick, knowledgeable, and made the process a breeze. She is stuck with me every year now!
MBlack-TheTaxLady (VCM Business Solutions)
Karina H.
Professional accurate and quick!
Signature-Taxes
Denise
Exceptional Service, they really care about each customer and goes above and beyond to assist their needs
SUPERTAX
Connie C.
This lady is just wonderful!!! I feel very free and able to be myself. She allows me to share who I am in a safe, encouraging environment. I would highly recommend to anyone from the most sensitive cases to just those necessary check-ups.
Seven Pillars of Life LLC
How Thervo works
Search

Search, get cost estimates, contact therapists, and book—all for free.

Compare

View profiles, read reviews, check qualifications, and see prices before hiring.

Hire

Ask questions, confirm their availability, and hire the right therapist when you're ready.

Lancaster financial advisors by service