Top financial advisors in Stafford, TX
We’ve curated a list of the best financial advisors in Stafford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$272,946,247
Number of advisors
9 advisors
| $272,946,247 | 9 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 Stafford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stafford. 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.
Early Mcclintic & Mcmillan, LLC
Early McClintic & McMillan, LLC is a financial advisor firm established in 1997 and registered as an investment adviser since August 2017. The firm specializes in offering investment advisory services to individuals, families, high-net-worth individuals, retirement plan sponsors, and foundation trustees. Their services include financial planning, portfolio management, pension consulting, and the selection of other advisers. EMCMC provides discretionary and non-discretionary portfolio management services, tailored to individual client goals, time horizons, liquidity needs, and risk objectives. They may use third-party managers and regularly monitor performance. Clients can place restrictions on investments and maintain ownership of securities. EMCMC may recommend the use of margin and/or option transactions, with a focus on acting in the client's best interest. The firm also offers pension consulting services, retirement account rollover recommendations, and stand-alone financial planning services. Their fee structure is based on a percentage of assets under management, with additional fees for financial planning services billed on an hourly basis. EMCMC does not accept performance-based fees, acts as a fiduciary, and does not vote proxies on behalf of clients. The firm does not have custody of client funds and securities, which are held at a custodian selected by the client. EMCMC does not accept funds payable to the firm and does not accept securities from clients.
$272,946,247 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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 Stafford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stafford. 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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