Top Rated Financial Advisors in Fredericksburg, Texas

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Fredericksburg, Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Fredericksburg, Texas with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Fredericksburg, Texas near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Quotient Wealth Partners

CPA, CFP^®, CFA^®

Quotient Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the San Antonio, Texas area.

San Antonio, TX

Telephone Advisor

Telephone: 210-817-1590

Visit Advisor Website

www.quotientwealth.com

View Research Report

Additional Information:

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Fidelity Investments

Scott Thompson

Clipper Wealth Management, LLC

CFP^®

Scott Thompson, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. Scott holds a CFP^® certification. Scott has over 18 years of experience.

San Antonio, TX

Telephone Advisor

Telephone: 210-491-2319

Visit Advisor Website

http://www.clipperwealth.com/

View Research Report

Additional Information:

Years of Experience:
18 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Spencer Corzine

AVH Invest

CFP^®

Spencer Corzine, a financial fiduciary, provides financial services to clients in the Cedar Park, Texas area. Spencer holds a CFP^® certification. Spencer has over 24 years of experience.

Cedar Park, TX

Telephone Advisor

Telephone: 512-588-2770

Visit Advisor Website

https://www.avhinvest.com/

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Additional Information:

Years of Experience:
24 Years

Fee Structure


• Hourly
• Flat Fee
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Fidelity/National Financial Srvs

Kay Russell

Edelman Financial Engines, LLC

AAMS^®

Kay Russell, a financial fiduciary, provides financial services to clients in the Austin, Texas area. Kay holds a AAMS^® certification. Kay has over 16 years of experience.

Austin, TX

Telephone Advisor

Telephone: 512-685-2453

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Years of Experience:
16 Years

Fee Structure


• Fee-Based

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.