Top financial advisors in Boerne, TX
We've curated a list of the best financial advisors in Boerne, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $98,762,407 Number of advisors 6 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.
Get matched with an advisorMethodology
To find the top financial advisors in Boerne, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Hill Country Group
Hill Country Group, operating as Hill Country Retirement Solutions, LLC, is a registered investment advisory firm based in Boerne, Texas, established in 2017 and registered since March 2020. The firm offers a Wrap Fee Program providing ongoing asset management services for an all-inclusive fee, managing portfolios consisting of various securities to meet clients' investment goals. Clients' accounts may be managed on a discretionary and/or non-discretionary basis, with the option to engage third-party managers for specialized services. The firm charges an asset management fee based on total assets under management, typically up to 140 basis points annually. Clients are billed quarterly or monthly based on the account's asset value. Hill Country Group does not charge performance-based fees and does not have a minimum account size requirement. The firm offers financial planning, consulting, and retirement plan consulting services, tailored to individual client needs. Investment strategies include fundamental analysis, technical analysis, and Modern Portfolio Theory. The firm's principals are Gregory Rickert, Jim Davis, and Taylor Davis, who also serve as licensed insurance agents. Hill Country Group does not have any disciplinary events and does not pay referral fees. Clients are encouraged to review quarterly reports and can contact the firm directly with any questions or concerns.
$98,762,407 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Boerne, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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