Fiduciary advisors in Victoria, TX

Victoria, Texas

Independent RIA

Coastline Advisory Group is an independent registered investment adviser and fiduciary located in Victoria, Texas. The firm offers customized investment portfolio management and financial planning services—including college planning, retirement planning, and estate planning—based on individual client circumstances. The team comprises five advisors (John, Aaron, Pam, Christy, and Eric) and operates through Wells Fargo Advisors Financial Network while maintaining a locally focused service model.

Victoria, Texas

Horton Wealth Management of Conservant Financial, based in Victoria, Texas, offers investment management, wealth management, liability management, and investment planning services. The firm is led by Cody Horton, who holds the Accredited Asset Management Specialist (AAMS) credential and previously served on Wells Fargo Advisors' Platinum Council before establishing this independent practice in 2023. The team conducts ongoing reviews of client financial positions and coordinates planning across investment, risk management, and estate planning strategies.

Victoria, Texas

Fee-Only

Keller Wealth Advisors is an investment advisory firm in Victoria, Texas. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP credentials. Compensation is on a fee-only basis. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Victoria, Texas

Raymond James & Associates is an investment advisory firm in Victoria, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.