4 advisors with offices in Victoria. Credentials, fee structures, and minimums are disclosed on each listing.
Victoria, Texas
Independent RIA
Coastline Advisory Group, LLC is an independent registered investment adviser based in Victoria, Texas. The firm operates under a fiduciary standard and conducts business in English.
View detailsVictoria, Texas
Horton Wealth Management of Conservant Financial operates in Victoria, Texas and provides investment management and wealth management services. The firm works with clients in English.
View detailsVictoria, Texas
Fee-Only
Keller Wealth Advisors is a fee-only investment and wealth management firm based in Victoria, Texas. The firm provides financial planning and investment management services and operates under a fiduciary standard. The team includes CFP-certified advisors and serves clients in English.
View detailsVictoria, Texas
Raymond James & Associates in Victoria, Texas provides retirement planning services with particular emphasis on small business owners. The firm's advisors hold CLU credentials and communicate in English. Fee structure details are available upon consultation.
View detailsAdvisors serving Victoria specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.