Best Financial Advisors in Bryan, TX

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Bryan area.

Fries Financial Services

Fries Financial Services

(1)
Tell A Friend, Client Login & Forms
“The best decision I ever made was to sit down and listen to them - then DO what they said.”
In Business Since 1988
Accepts Financing available
108 E North Ave #101, Bryan, TX
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Lea Financial Management

Lea Financial Management

LFM Staff, Insurance, Estate
In Business Since 2018
Licensed, BBB Rating: A+
4444 Carter Creek Pkwy #104, Bryan, TX
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The Dunlap Group

The Dunlap Group

(2)
Product Illustration, Featured Links, Blue Cross/Blue Shield Health Insurance Information
“I like this group and would highly recommend them.”
In Business Since 2016
3363 University Dr E Suite 211, Bryan, TX
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Leatherneck Financial Services

Leatherneck Financial Services

(4)
  • Knowledge
“Leatherneck Financials and Jason have been helping us with preparing our taxes for over 5 years and we have been nothing but happy with the services we have received.”
In Business Since 2017
7800 Dick Elliott Rd, Bryan, TX
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Warwick Partners

Warwick Partners

“We are a comprehensive fee-only financial planner. We have offered investment management, tax and retirement planning for over 40 years.”
In Business Since 1985
Licensed, BBB Rating: A+
4444 Carter Creek Pkwy STE 109, Bryan, TX
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Dwight Arnold - Raymond James

Dwight Arnold - Raymond James

Services, Financial Planning, Investment Strategies
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Crossbridge Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1998
Family Business
1716 Briarcrest Dr Suite 730, Bryan, TX
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Smith & Wyatt

Smith & Wyatt

Growth Planning, Retirement Income Planning
In Business Since 2017
1716 Briarcrest Dr #300, Bryan, TX
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Anco Investment Services

Anco Investment Services

1215 E Villa Maria Rd, Bryan, TX
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Your Money Tree

Your Money Tree

“Your Loan Depot provides payday lending for people in need of help and cash advances for those looking to utilize the equity in their vehicle. We are a smaller operation and focus on delivering a hands-on approach that the can't be provided at larger...”
In Business Since 2015
Licensed
724 E Villa Maria Rd #700, Bryan, TX
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The Rhodes Financial Group

The Rhodes Financial Group

“At the Rhodes Financial Group, we concentrate on comprehensive financial planning for individuals and business owners. Our services are focused on providing clients with advice on issues of advanced estate/asset protection strategies, wealth accumula...”
In Business Since 2013
1920 W Villa Maria Rd #307, Bryan, TX
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Evidence Wealth

Evidence Wealth

“At some point we all must ask ourselves, “What will my legacy be?” For the overwhelming majority of us – this is not a money question. It's about family. Nothing is more important than our kids and grandkids. What values will we leave them? What wisd...”
In Business Since 2021
3851 Corporate Center Dr Suite 111, Bryan, TX
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Charis Legacy Partners

Charis Legacy Partners

Cashflow Planning, Insurance Planning, Investment Management
“Whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, at Charis Legacy Partners, we partner with you in that journey. We h...”
In Business Since 2020
Transparent Fees & Pricing
1716 Briarcrest Dr Suite 300, Bryan, TX
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Paragon Financial Advisors

Paragon Financial Advisors

(4)
  • Market
“Robert gave me the honest truth about what I needed to fix, how to improve investment returns, reduce taxes and told me what I was doing wrong.”
In Business Since 2012
215 Rock Prairie Rd, College Station, TX
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Traditions Wealth Advisors

Traditions Wealth Advisors

Wealth Management & Financial Planning, Retirement & Estate Planning For Texas A&M University Employees, Spirit Fiduciary Partners
“​​Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. True to their Aggie roots, the wealth management team is guided by their strong values and loy...”
In Business Since 1990
Licensed, BBB Rating: A+
2700 Earl Rudder Fwy #2600, College Station, TX
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G Squared Private Wealth

G Squared Private Wealth

(1)
“G Squared is an excellent money management firm.”
In Business Since 2019
1470 Copperfield Pkwy, College Station, TX
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Melder Financial Services

Melder Financial Services

(1)
“Tracy is a hard working and honest man and has done a great job with our investments.”
In Business Since 2014
110 Lincoln Ave #106, College Station, TX
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Briaud Financial Advisors

Briaud Financial Advisors

“Finances do not have to be cold and impersonal. We pride ourselves on a warmer, slower approach. We prefer conversations to PowerPoint lectures. Many clients now expect hugs instead of handshakes. A great business requires a true purpose, and ours is...”
In Business Since 1990
Transparent Fees & Pricing
1611 Crescent Pointe Pkwy, College Station, TX
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Lone Star Trust & Investments

Lone Star Trust & Investments

(1)
“Used for years, great people, honest gains.”
3030 University Dr E, College Station, TX
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Voya Financial Advisors

Voya Financial Advisors

“The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'l...”
In Business Since 2021
Licensed
2423 Earl Rudder Fwy S #100, College Station, TX
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Hart Veronica

Hart Veronica

In Business Since 2003
CFP Certified
1700 George Bush Dr E # 230, College Station, TX
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Zajonc Corporation

Zajonc Corporation

“Zajonc Corporation has been successful because it has developed, over the course of sixteen years, an innovative, proven strategy for securing funds. Zajonc Corporation has developed a Funding Analysis Score (FAS) that identifies which of the nearly ...”
In Business Since 2000
412 Tarrow St, College Station, TX
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Upside CFO Services

Upside CFO Services

(2)
“Brian and his team do a great job of eliminating the stress of managing your company books and I can't thank them enough for all they've done for me!”
In Business Since 2019
Emergency Services
5701 W. Slaughter Lane A130, Austin, TX,
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Credit Repair Xclusive

Credit Repair Xclusive

(3)
Personalized Credit Repair Options to Fit Your Situation, Credit Tools and Educations, 24/7 Access to Your Case States and Progress
“Now I'm able to get MUCH BETTER rates when financing, getting approved with better credit cards, and now able do so much more financially for my family.”
In Business Since 2020
Bryan, TX
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David W. McKinney, CPA

David W. McKinney, CPA

(4)
“He has always been responsive when I have a question and his advice has been valued by my wife and I.”
In Business Since 2015
Offers Financing Options
Transparent Fees & Pricing
Serving Bryan Area
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Retirement Planning and Investment Management Services in Bryan, TX Cost Estimates

Minimum cost
$1142
Maximum cost
$9700
National Average
$3424
Avg Per Hour Rates
$343
$2283
$6277
Fair price range is based on 317 cost profiles
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Average Cost $3424
Minimum cost $1142
Maximum cost $9700
Avg Per Hour Rates $343

Fair range $2283 to $6277 is based on 317 cost profiles.

Why these companies made our list

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