Best Financial Advisors in Killeen

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
130+
Advisors
4.8/5.0
Average Rating

Killeen Financial Landscape

Killeen's economy is bolstered by its proximity to Fort Hood, one of the largest military installations in the U.S. The city is diversifying with emerging industries in healthcare and retail.

Major industries
Military, Healthcare, Retail
Population
137K (metro: 1.3M)
Median household income
$55,000
Unique needs
Killeen requires tailored financial advice due to its military population and emerging industries.
Market Insights
Economic Growth
According to BEA (2023), Killeen's economy is expanding, driven by military spending and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Killeen is $55,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Killeen are increasingly focusing on military benefits and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Killeen's cost of living is below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Killeen's housing market is competitive, with rising prices due to demand from military families.
Business Environment
According to Fortune (2024), Killeen's business climate is improving, with incentives for small businesses and startups.

Top 5 Financial Advisors in Killeen

First Command Financial Advisor - Julian Tahimik
★ ★ ★ ★ ★ 5
Beronio Wealth Planning
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Ray Jimenez
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Jaylynn Gibson
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bryan H Reed, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Killeen, 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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Killeen-Specific Expertise
For Killeen residents working in Military, 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
Killeen's reliance on military and retail sectors poses economic risks. Real estate may face volatility; diversify investments and prepare for flooding risks.

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