Top Financial Advisors in The Woodlands, TX

343 fee-only99 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in The Woodlands

Median Advisor Fee

The Woodlands1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only57.8%
Includes Commission42.2%

Top Credentials

CFP99 advisors
CFA7 advisors

Frequently Asked Questions

How much does a financial advisor cost in The Woodlands?

The median advisory fee in The Woodlands, TX is 1.25% of assets under management. This is 9% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in The Woodlands?

There are 343 fee-only financial advisors in The Woodlands, TX, representing 57.8% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a The Woodlands financial advisor?

The most common professional designation among The Woodlands advisors is the CFP (Certified Financial Planner), held by 99 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 593 Financial Advisors in The Woodlands, TX (2026) | TrueAdvisor