Fiduciary advisors in College Station, TX

College Station, Texas

Independent RIA

Briaud Financial Advisors is an independent ria firm in College Station, Texas. It acts as a fiduciary. Services include Estate Planning and Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

College Station, Texas

Evan Weeks - Financial Advisor is an investment advisory firm in College Station, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

College Station, Texas

Evans Financial Group is an independent financial advisory practice based in College Station, Texas, with roots dating to 1967. The firm offers estate planning and retirement planning services to individuals, families, and businesses, led by R. Travis Evans, a CFP® and Certified Tax Coach, along with team member Landon Evans, who holds a Certified in Long Term Care® credential. The practice emphasizes comprehensive financial planning informed by macroeconomic analysis and tax-aware strategies, operating under fiduciary principles as an independent firm with access to a network of specialized professionals.

College Station, Texas

G Squared Private Wealth is an independent fiduciary firm based in College Station, Texas that provides financial planning, investment management, estate structuring, and succession planning services. The firm serves affluent families and brings industry expertise across sectors including oil, agriculture, technology, and finance. As a boutique operation, the firm emphasizes personalized strategies and access to institutional-level resources through partner relationships.

College Station, Texas

GFG Wealth Advisors is a family-owned firm in College Station, Texas with over 30 years of experience providing financial planning, investment management, and wealth management services. The firm works with families of various sizes and generations, offering customized strategies that encompass portfolio construction, tax planning, estate planning, risk management, and employee benefit plan consulting. The firm emphasizes a relationship-based approach, beginning with a discovery conversation about client goals and continuing with regular monitoring and adjustments as circumstances evolve.

College Station, Texas

Kingsview Partners College Station Office is an investment advisory firm in College Station, Texas. Services include Financial Planning. The firm specializes in College Savings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

College Station, Texas

Fee-Only Independent RIA

Paragon Financial Advisors is an independent, fee-only registered investment advisor founded in 2007 serving households and institutions with $1 million or more in investable assets from College Station, Texas. The firm offers financial planning, investment management, and estate planning services, with a team holding credentials including CFA® and CFP® designations and over 120 years of combined experience. They manage over $950 million in assets and construct customized portfolios incorporating private equity, private credit, and public market instruments, along with coordination on tax, retirement, and estate strategies with clients' external professionals. The firm operates on a fiduciary basis with no commissions, compensated solely through asset management fees.