Top financial advisors in Stephenville, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Stephenville, TX when you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. A common pitfall is working with an advisor who applies generic advice without considering your unique local economic factors and personal goals.
- Local market insight. Confirm how they incorporate Stephenville's economic conditions into your financial plan.
- Experience depth. Ask about their years managing portfolios similar to your financial situation.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that impacts your costs.
- Certification relevance. Check if they hold CFP® certification, indicating formal training in comprehensive financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael T
Series 63, Series 66, Series 65
Stephenville, TX
Simplicity wealth
Michael Tucker offers extensive expertise in retirement plans for business owners and tax-loss harvesting, supported by 22 years of experience and Series 63, 65, and 66 credentials. Operating in Stephenville, TX, he provides flat-fee and asset-based advisory options through Simplicity Wealth, which employs a model-driven, fund-of-funds investment approach and serves both individual and high-net-worth clients.
Experience: 22 years
Avg account: $202,617
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Caleb A
CFP®, Series 66
Stephenville, TX
Cambridge Investment Research Advisors
Caleb Allen's 20 years of experience and CFP® certification equip him to address retirement income strategies and plans for business owners in Stephenville, TX. His affiliation with Cambridge Investment Research Advisors offers clients access to a large firm's resources, flat-fee financial planning options, and expertise in annuities, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 20 years
Avg account: $378,281
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Jennifer W
Series 63, Series 65
Stephenville, TX
Raymond James Financial
Jennifer Williams offers expertise in general retirement planning and business succession, supported by 11 years of experience and Series 63 and 65 designations, making her well-suited for clients in Stephenville, TX. Affiliated with Raymond James Financial, a large firm serving diverse clients, she provides flat-fee financial planning and investment consulting, distinguishing her approach from advisors with asset-based fees or smaller firm settings.
Experience: 12 years
Avg account: $700,796
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Cary S
Series 66
Stephenville, TX
Momentum Independent Network Inc.
Cary Strohmeyer offers expertise in retirement income strategy and tax-loss harvesting, supported by 21 years of experience and a Series 66 designation, making him well-suited for financial planning in Stephenville, TX. His firm serves diverse clients with a platform model using third-party managers, and he provides flat-fee and hourly financial planning options, distinguishing him from advisors with solely asset-based fees.
Experience: 21 years
Avg account: $553,086
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Stephen F
Series 63, Series 66
Stephenville, TX
Edward Jones
Stephen Fambrough offers 25 years of experience in wealth management and specializes in tax-loss harvesting and multi-generational wealth transfer, making him well-suited for complex financial needs in Stephenville, TX. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides advisory programs with fees up to 1.35% annually, catering to retired individuals, founders, and executives.
Experience: 25 years
Avg account: $246,728
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