Popular Cities
We have 2 firms in Magnolia on file, and both are on this list, along with 22 from towns including Spring (10, 24 mi), Tomball (4, 11 mi) and Montgomery (2, 13 mi).
2 open weekends · 9 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
The 24 firms listed for Magnolia, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
10 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 189 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (92%) and quality (80%). 1 is open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), estate planning (2) and financial planning (2). 1 shows a license on its website and 1 lists staff certifications (CFP). Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
2 of the 24 firms are located in Magnolia. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
