Best Financial Advisors in Victoria, TX

The highest-rated Financial Planning & Wealth Management firms out of 322 vetted & reviewed in the Victoria area.

Bumgardner Morrison & Co

Bumgardner Morrison & Co

(6)
Audit, Tax, Wealth Management
“We have used Chris Krejci at Bumgardner Morrison & Co for 40+ years and have received outstanding service for both personal and professional taxes and financial matters over the years.”
Accepts Cash
In Business Since 1991
1501 E Mockingbird Ln # 300, Victoria, TX
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Adam H. Baucom, CPA

Adam H. Baucom, CPA

(5)
  • Financial
“We have been working with Adam this past year and he is very thorough paying close attention to our multi business accounting and personal tax and financial records.”
101 W Goodwin Ave Suite 1025, Victoria, TX
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Pietsch Wealth Management

Pietsch Wealth Management

(1)
“Very professional”
In Business Since 2011
Serving Victoria Area
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Freedom Tax Services

Freedom Tax Services

(2)
“Closed on Friday”
Serving Victoria Area
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Slaton Schauer Law Firm

Slaton Schauer Law Firm

(10)
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“We wanted to setup a trust rather than have a will, and they helped us through what should have been confusing for a layman, but they made it very straightforward.”
Family Business
Licensed, BBB Rating: A+
In Business Since 1994
102 Raley Rd, Cedar Park, TX
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Belonging Wealth Management - Fiduciary Financial Advisor

Belonging Wealth Management - Fiduciary Financial Advisor

(9)
“Brandon is not only one of the most intelligent financial planners I've worked with, but also has a communication style that is clear and free of jargon.”
Licensed, BBB Rating: A
In Business Since 2022
1405 Colony Cir, Longview, TX
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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

(6)
Retirement Planning, Investment Management, Wealth Management
“I've worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that we're on the right path.”
Licensed, BBB Rating: A+
In Business Since 1991
4400 Post Oak Pkwy STE 200, Houston, TX
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Kimes Stephens & Co CPA

Kimes Stephens & Co CPA

(3)
“Great place to work.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1998
5555 Fellowship Ln 2nd Floor, Spring, TX
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Retirement Planning and Investment Management Services in Victoria, TX Cost Estimates

Minimum cost
$1095
Maximum cost
$9307
National Average
$3285
Avg Per Hour Rates
$329
$2190
$6022
Average price range is based on 250 cost profiles
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Average Cost $3285
Minimum cost $1095
Maximum cost $9307
Avg Per Hour Rates $329

Fair range $2190 to $6022 is based on 250 cost profiles.

Why these companies made our list

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