Top financial advisors in Beaumont, TX
We’ve curated a list of the best financial advisors in Beaumont, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$261,520,212
Number of advisors
3 advisors
| $261,520,212 | 3 advisors | |
| 2 |
Assets under management
$35,000,000
Number of advisors
1 advisors
| $35,000,000 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Beaumont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beaumont. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Beaumont Asset Management, LLC
Beaumont Asset Management, L.L.C. is a registered investment adviser based in Beaumont, Texas, providing personalized investment advisory services since 2009. The firm offers Portfolio Management Services with discretionary authority, tailoring investment advice to meet individual client needs and objectives. Clients receive continuous monitoring and portfolio rebalancing based on risk tolerance and investment goals. Additionally, Beaumont Asset Management offers Financial Planning Services, developing written plans to help clients achieve financial goals. The firm charges a fixed fee of $2,000 for financial planning services, with the first half due in advance. Pension Consulting Services are also available, with fees negotiated based on the complexity of the plan. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to open custodian accounts with recommended brokerages for transactions. Beaumont Asset Management exercises investment discretion with client authorization, allowing for the selection and management of securities without prior approval for each transaction. The firm does not vote client securities proxies but may offer advice upon request. Clients' privacy and data security are prioritized, with policies in place to protect personal information. Beaumont Asset Management does not engage in class action lawsuits on behalf of clients.
$261,520,212 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSpindletop Commonwealth Advisors LLC
Spindletop CommonWealth Advisors, LLC is an investment adviser founded in 2007 by Daniel A. Weinbaum, offering services to individuals, trusts, and estates. The firm provides tailored investment advisory services, including investment supervisory services on both discretionary and nondiscretionary bases. Their strategies encompass asset management, estate planning, retirement planning, and more, with a dynamic asset allocation approach. As of March 2025, SCA manages around $30 million in assets, primarily on a discretionary basis. Fees are charged on a fixed or percentage basis, with equities fees capped at 1.50% and fixed income at 1.00%, payable quarterly based on market values. SCA does not accept performance-based fees to avoid conflicts of interest. The firm serves individuals, trusts, and estates, with a minimum account requirement of $250,000, which may be negotiable. SCA employs fundamental and technical analysis, cyclical analysis, and various investment strategies, emphasizing risk management. There have been no disciplinary actions against SCA or its management. Clients receive monthly account statements and trade confirmations from the custodian. Daniel A. Weinbaum, the President, Managing Member, and Chief Compliance Officer, oversees all client accounts and reviews. SCA does not vote proxies on behalf of clients and does not have custody of client assets. Daniel A. Weinbaum has a B.B.A. in Finance and has been in the financial industry since 2002. He is the sole supervised person at SCA, with no disciplinary history or bankruptcy filings.
$35,000,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Beaumont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beaumont. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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