Best Financial Advisors in Abilene

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.7/5.0
Average Rating

Abilene Financial Landscape

Abilene's economy is supported by education, healthcare, and military sectors, contributing to its stability. The city is also a regional hub for commerce and trade.

Major industries
Education, Healthcare, Military
Population
120K (metro: 120K)
Median household income
$55,000
Unique needs
Abilene's economy requires diversification to mitigate risks associated with its reliance on education and military sectors.
Market Insights
Economic Growth
According to BEA (2023), Abilene's GDP growth rate is steady, driven by local education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Abilene is approximately $55,000, reflecting a modest economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Abilene are increasingly focusing on retirement planning and education funding.
Local Considerations
Cost of Living
According to BLS (2024), Abilene's cost of living is lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Abilene shows stable pricing, but potential for fluctuations due to economic shifts.
Business Environment
According to Fortune (2024), Abilene's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Abilene

Cedar Gap Wealth Management
★ ★ ★ ★ ★ 5
LPL Financial
★ ★ ★ ★ ★ 5
Baird Private Wealth Management
★ ★ ★ ★ ★ 5
Koda Wealth Management LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Austin Sherwood
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Abilene, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Abilene-Specific Expertise
For Abilene residents working in Education, Healthcare, Military, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Abilene's reliance on education and military sectors poses risks; diversify investments. Real estate may face fluctuations, and tornadoes are a concern.

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