Best Financial Advisors in College Station

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
100+
Advisors
4.9/5.0
Average Rating

College Station Financial Landscape

Home to Texas A&M University, College Station boasts a diverse economy driven by education, healthcare, and retail. The city is experiencing steady growth, attracting new residents and businesses.

Major industries
Education, Healthcare, Retail
Population
100K (metro: 100K)
Median household income
$60,000
Unique needs
Focus on educational services, affordable housing, and community development.
Market Insights
Economic Growth
According to BEA (2023), College Station's economy has expanded by 3.5% annually, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in College Station is $60,000, reflecting a growing middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in College Station are increasingly focusing on retirement planning and educational savings.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in College Station is 10% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), the housing market in College Station has seen a 5% increase in home prices year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), College Station's business climate is favorable, with incentives for startups and small businesses.

Top 5 Financial Advisors in College Station

Briaud Financial Advisors
★ ★ ★ ★ ★ 5
Evans Financial Group
★ ★ ★ ★ ★ 5
Fundamental Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Lucas Coffey, CFP®|ChFC®|ABFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Joshua L Landman, CFP®|ChFC®|ABFP®|AAMS®|ADPA®|CRPC™|CRPS™|CKA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in College Station, 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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College Station-Specific Expertise
For College Station residents working in Education, Healthcare, Retail, 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
College Station's reliance on education and retail sectors poses economic risks. Real estate prices may bubble due to demand; diversify investments. Weather risks include flooding.

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