How can I find an insurance broker near Tomball, Texas?

Mployer lets you search for Tomball, Texas-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Tomball, Texas paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Tomball, Texas area?

It can feel overwhelming to sift through the many brokers in the Tomball, Texas area. It's why Mployer provides a free comprehensive list of all Tomball, Texas insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Tomball, Texas?

Insurance brokers, agents, and consultants in Tomball, Texas all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Tomball, Texas based insurance brokers and consultants.

Should I hire an independent Tomball, Texas insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Tomball, Texas. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Tomball, Texas area will have familiarity to the Tomball, Texas healthcare systems and insurance plans. This gives Tomball, Texas insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Tomball, Texas?

It can feel overwhelming to sift through the many brokers in the Tomball, Texas area. That is why Mployer provides a free comprehensive list of all Tomball, Texas insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Tomball, Texas-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Tomball, Texas based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Tomball, Texas do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Tomball, Texas brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Tomball, Texas-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Tomball, Texas-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Tomball, Texas

Advisors near Tomball, Texas

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Showing 61 - 72 of 72 results

CROSSMARK WEALTH MANAGEMENT, LLC

Houston, Texas

Crossmark Wealth Management, LLC is a reputable investment advisory firm based out of Houston, TX. With over 420 individual clients and a staggering $1,012,205,000 in assets under management, Crossmark is committed to helping its clients achieve their financial goals. Despite being a small firm, they have made a significant impact in the industry. While employer funds are within their expertise, 401K and individual accounts constitute less than 30% of their assets under management. Crossmark exclusively manages discretionary assets, ensuring that clients entrust them with complete control over their investments. The firm's compensation structure is diverse, including a percentage of assets under management, reflecting their commitment to aligning their interests with the success of their clients' portfolios. With 5 dedicated employees, including 2 investment advisors, Crossmark provides personalized and expert financial advice to their clients. On average, each investment advisor at Crossmark manages an impressive $506,100,000 in assets under management, surpassing the industry average. This demonstrates their ability to handle substantial portfolios effectively, providing clients with the confidence and trust needed for long-term success. Crossmark Wealth Management, LLC continues to serve as a reliable partner, guiding clients through the complexities of the financial markets. With their expertise and dedication, they strive to create tailored investment strategies that meet the unique needs and aspirations of each individual client.

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WEALTH COVENANT GROUP LLC

Houston, Texas

Wealth Covenant Group LLC, headquartered in Houston, TX, is a small investment advisory firm specializing in managing assets for high net worth individuals. With a total of four employees, including two dedicated investment advisors, they offer personalized financial solutions tailored to their clients' unique needs. With an average of $69,710,000 in assets under management per investment advisor, Wealth Covenant Group LLC maintains an industry-average position. The firm's compensation structure is diverse, incorporating various types of fees, including a percentage based on assets under management. They proudly serve over 50 individual clients, with a combined total of more than $270,300,000 in assets under management. Demonstrating their commitment to their clients' financial goals, Wealth Covenant Group LLC manages 100% of the assets on a discretionary basis, ensuring prompt decision-making and responsiveness to market conditions. Operating from a single office, Wealth Covenant Group LLC stands as a trusted partner in wealth management, offering a wide range of investment strategies, risk management techniques, and financial planning services. The firm takes pride in its experienced team, with Dennis Stavinoha and Dylan Tarpey serving as two of the longest tenured registered advisors at the company. Their dedication to client success and expertise in the field have solidified Wealth Covenant Group LLC's reputation as a reliable and professional advisory firm.

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ENTORO INVESTMENTS, LLC

Houston, Texas

ENTORO INVESTMENTS, LLC, based out of Houston, TX, is a leading local investment advisory firm with a strong reputation for managing assets with expertise and discretion. With over 70 individual clients and more than $5,000,000 in assets under management, Entoro Investments has established itself as a trusted partner in the financial industry. The firm's comprehensive services cater to a diverse clientele, including both employer 401K plans and individual investors, which collectively represent over 80% of their assets under management. Boasting two offices, Entoro Investments is strategically positioned to provide personalized advisory services to its clients. The team at Entoro Investments comprises seven highly qualified professionals, each dedicated to delivering top-notch investment advice. With an average of approximately $710,000 in assets under management per investment advisor, the firm ensures individual attention and tailored solutions for every client. Entoro Investments offers a flexible compensation structure that aligns with their clients' goals and success. Their payment options include a percentage of assets under management, as well as performance-based fees, showcasing their commitment to delivering tangible results. Notably, Entoro Investments takes pride in the long-term commitment and expertise of their advisors. Key figures like Evan Kravetz, Abdissa Gemechu, and James Row have been with the firm for an extended period, contributing their vast experience and knowledge to the success of the organization. With their client-centric approach, experienced team, and impressive track record, Entoro Investments, LLC stands out as a reliable and reputable investment advisory firm in the Houston area.

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ROTH FINANCIAL PARTNERS LLC

Kingwood, Texas

Roth Financial Partners LLC, a small investment advisory firm headquartered in Kingwood, TX, excels in providing comprehensive financial guidance to its clients. With a single office location, this dynamic firm boasts a team of four dedicated professionals, three of whom specialize in offering expert investment advisory services. Their extensive industry experience and client-centric approach have positioned them as trusted partners in managing wealth and achieving financial goals. Roth Financial Partners LLC maintains an impressive average of approximately $107,630,000 in assets under management per investment advisor, aligning with the industry standard. To ensure fair compensation, the firm employs various remuneration models, including a percentage of assets under management, fixed fees, and hourly charges. Although the firm primarily manages discretionary assets, they possess the capability to oversee employer funds, even though 401K and individual accounts constitute less than 30% of their total assets under management. Catering to high net worth individuals, Roth Financial Partners LLC effectively oversees a diverse portfolio of over $322,898,000 in assets under management, serving more than 110 individual clients. This remarkable achievement can be attributed to the expertise and commitment of their esteemed advisors, including Peter Roth, Eric Johnson, and James Roth, who boast extensive tenures within the firm. With their comprehensive financial services and unwavering dedication to client success, Roth Financial Partners LLC continues to be a prominent player in the investment advisory landscape, assisting individuals in Kingwood, TX, and beyond to navigate the complexities of wealth management and secure a prosperous financial future.

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RWM CAPITAL, LLC

Sugar Land, Texas

RWM Capital, LLC, headquartered in Sugar Land, TX, is a reputable small investment advisory firm with a strong presence in the financial industry. With over 400 individual clients and an impressive $106,989,000 in assets under management, RWM Capital is dedicated to providing comprehensive financial planning and investment management services. The firm operates three offices strategically located to cater to their diverse client base. RWM Capital excels in managing assets derived from employer 401Ks and individuals, boasting significant experience in this area. Notably, all of the assets they manage are discretionary, showcasing their expertise and the trust clients place in their hands. RWM Capital's compensation structure is designed to align with their clients' needs and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures clients have access to tailored financial solutions that best suit their unique requirements. With a team of 11 dedicated professionals, including four investment advisors, RWM Capital ensures that each client receives personalized attention and high-quality service. On average, their investment advisors manage approximately $26,750,000 in assets, demonstrating their commitment to delivering exceptional results. April Roberts and Paul Roberts, two of the longest tenured registered advisors with the firm, bring a wealth of knowledge and experience to RWM Capital. Their tenure reflects the firm's commitment to building lasting client relationships and providing continuity in delivering superior investment advice. Overall, RWM Capital, LLC stands as a trusted partner for individuals and organizations seeking expert financial guidance, offering a comprehensive range of services backed by a skilled team and a proven track record of success.

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TSA WEALTH MANAGEMENT

Houston, Texas

TSA Wealth Management is a reputable investment advisory firm headquartered in Houston, TX. With a single office, the firm has been providing top-notch investment advisory services to its clients. Boasting a team of three dedicated professionals, TSA Wealth Management handles an average of $80,950,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure comprises various methods, including a percentage of assets under management. While less than 30% of their managed assets are represented by 401K and individual accounts, the firm possesses the expertise to handle employer funds as well. All of the assets managed by TSA Wealth Management are discretionary, enabling them to exercise full control over investment decisions. Primarily catering to high net worth individuals, TSA Wealth Management serves over 140 individual clients, managing a substantial portfolio worth over $242,853,000. The firm takes pride in its team of experienced advisors, with Jonathan Swanburg, Austin Marrs, and Crystal Mckeon being some of their longest-tenured professionals. These advisors bring a wealth of knowledge and expertise to the table, ensuring that clients receive personalized and well-informed investment advice. With a commitment to delivering exceptional service, TSA Wealth Management strives to help clients achieve their financial goals and secure their financial future. Through their comprehensive investment advisory services, the firm provides tailored strategies and insightful guidance, empowering clients to make informed investment decisions and maximize their returns.

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WEALTH BENEFIT ADVISORS, LLC

Houston, Texas

Wealth Benefit Advisors, LLC is a small investment advisory firm based out of Houston, TX. With over 100 individual clients and more than $190,680,000 in assets under management, they specialize in providing comprehensive financial planning and investment management services. While 401K and individual accounts make up less than 30% of their assets, Wealth Benefit Advisors, LLC possesses the expertise to effectively manage employer funds. Impressive enough, 92% of the assets they oversee are discretionary, reflecting their clients' trust in their decision-making capabilities. Catering primarily to high net worth individuals, Wealth Benefit Advisors, LLC has built a reputation for delivering personalized financial solutions tailored to their clients' unique needs. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' investment success. The firm boasts a team of five dedicated professionals, with two of them offering investment advisory services. On average, each investment advisor at Wealth Benefit Advisors, LLC manages approximately $95,340,000 in assets, which aligns with the industry average. Frank Idrees and Joseph Schildhauer are two of the longest-tenured registered advisors with the firm, contributing their expertise and experience to deliver exceptional results for their clients. Driven by a commitment to helping individuals achieve their financial goals, Wealth Benefit Advisors, LLC combines comprehensive financial planning, meticulous investment management, and personalized service to empower their clients to build and preserve their wealth effectively. Their Houston-based office serves as a hub for delivering exceptional financial advisory services to a diverse clientele.

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FINANCIAL SYNERGIES

Houston, Texas

Financial Synergies is a prominent investment advisory firm headquartered in Houston, Texas. With a total of 17 employees, the firm boasts a highly skilled team of 15 investment advisors who provide exceptional financial guidance and services. Standing out in the industry, Financial Synergies manages an impressive average of approximately $624,410,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and performance-based fees. With over 460 individual clients and a remarkable $1,091,132,000 in assets under management, Financial Synergies has earned the trust of numerous high net worth individuals seeking to preserve and grow their wealth. Although 401(k) and individual accounts make up less than 30% of their managed assets, Financial Synergies possesses the expertise and capability to effectively handle employer funds. Notably, all of the assets managed by the firm are under discretionary management, ensuring clients receive comprehensive and personalized investment strategies. Operating from two offices within Houston, Financial Synergies has firmly established itself as a local investment advisory leader. The firm takes pride in its experienced team, which includes long-tenured advisors like Bryan Zschiesche, Heath Hightower, and Michael Booker. With their unwavering commitment to delivering exceptional financial solutions, Financial Synergies continues to be a trusted partner for clients seeking expert guidance in navigating the complexities of the financial markets.

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MANSKE WEALTH MANAGEMENT, LLC

Houston, Texas

Manske Wealth Management, LLC, a reputable investment advisory firm, is based out of Houston, TX, and serves as a trusted financial partner to over 370 individual clients. With a remarkable $426,442,000 in assets under management, they possess the expertise and experience necessary to navigate the complexities of wealth management. As a local firm, Manske Wealth Management, LLC is deeply rooted in the Houston community, fostering strong relationships with their clients. Focused on ensuring the financial well-being of their clients, the majority of Manske Wealth Management's assets under management consist of employer 401Ks and individual portfolios. Their proficiency in managing 401K plans makes them an ideal choice for both employers and employees seeking comprehensive investment strategies. With a team of ten dedicated professionals, including six investment advisors, Manske Wealth Management, LLC possesses the necessary resources to provide personalized and tailored services. Each investment advisor manages an average of approximately $71,070,000 in assets under management, aligning with the industry standard. The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, ensuring transparency and client-focused solutions. Notably, Manske Wealth Management, LLC maintains a discretionary approach, allowing them to make investment decisions on behalf of their clients without prior consent. Boasting a team of accomplished professionals, the firm is proud to have advisors such as Zachary Welborn, Elijah Lopez, and Christopher Manske, who have demonstrated long-term commitment and expertise in the field. Manske Wealth Management, LLC stands as a reliable partner for individuals and organizations seeking comprehensive wealth management services in the Houston area.

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FOCUS WEALTH ADVISORS, LLC

Houston, Texas

Focus Wealth Advisors, LLC, based out of Houston, TX, is a distinguished investment advisory firm. With its headquarters in the heart of the city, Focus Wealth Advisors serves a diverse clientele, including high-net-worth individuals and employers seeking expert financial guidance. Their team consists of a dedicated group of professionals, all of whom are highly experienced in providing comprehensive investment advisory services. With over 10 years of industry expertise, Focus Wealth Advisors manages an impressive average of $191,210,000 in assets under management per investment advisor, significantly surpassing the industry average. This exceptional performance reflects their commitment to delivering superior results for their clients. The firm's compensation structure is flexible and caters to the specific needs of their clients. Their fee arrangement includes a percentage of assets under management, ensuring alignment between the interests of the firm and their valued clients. While they manage a range of investment accounts, including 401K and individual accounts, these represent less than 30% of their extensive assets under management. However, they possess the expertise to effectively oversee employer funds. With a focus on discretionary management, a remarkable 98% of the assets under Focus Wealth Advisors' management are given the trust and autonomy to make informed investment decisions. This level of discretion allows them to tailor investment strategies to suit individual client objectives while capitalizing on market opportunities. Led by Mark Frugoni, one of the longest-tenured registered advisors since 2013, Focus Wealth Advisors has built a reputation for delivering personalized financial advice and exceptional customer service. With a diverse portfolio of over 70 individual clients and a total of $191,215,000 in assets under management, Focus Wealth Advisors remains dedicated to guiding clients towards their financial goals.

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FOCUS WEALTH ADVISORS, LLC

Houston, Texas

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TITAN RETIREMENT ADVISORS LLC

Fulshear, Texas

J. Mandwelle Capital Management is a highly reputable investment advisory firm headquartered in , . With over 110 individual clients and an impressive $37,480,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual investment strategies, they possess extensive experience in this domain. The firm operates from a single office and manages 100% of their clients' assets on a discretionary basis, ensuring a proactive and personalized approach to investment management. Their dedicated team of one employee provides comprehensive investment advisory services, guaranteeing individualized attention and tailored solutions for each client. J. Mandwelle Capital Management's compensation structure encompasses various types, including a percentage of assets under management and hourly charges, offering flexibility and transparency to their clients. Their commitment to excellence is further highlighted by the fact that each investment advisor averages approximately $37,480,000 in assets under management, demonstrating their expertise in handling substantial portfolios. As one of the longest-tenured registered advisors, Jonathan Mandwelle has been an integral part of the firm since 2021, bringing a wealth of knowledge and expertise to the table. With their proven track record, personalized approach, and commitment to delivering exceptional results, J. Mandwelle Capital Management continues to be a leading choice for individuals and employers seeking reliable and effective investment advisory services.

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JAYKAY WEALTH ADVISORS, INC.

Houston, Texas

Jaykay Wealth Advisors, Inc. is a small investment advisory firm based out of Houston, TX, with one office. With a team of three dedicated professionals, Jaykay Wealth Advisors provides comprehensive investment advisory services. Their average assets under management per investment advisor amount to approximately $47,150,000, which aligns with the industry average. The firm offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, Jaykay Wealth Advisors possesses the expertise to effectively manage employer funds. Notably, the firm manages 100% of their assets on a discretionary basis, allowing clients to trust in their decision-making abilities. Primarily catering to high net worth individuals, Jaykay Wealth Advisors has amassed a diverse clientele of over 80 individuals, representing over $141,441,000 in assets under management. The firm's success can be attributed, in part, to the expertise of its longest-tenured advisors, including Trevor Mccarley, Anasuya Kabad, and Jayanth Kabad. With a commitment to delivering personalized and tailored investment strategies, Jaykay Wealth Advisors, Inc. aims to help their clients achieve their financial goals. By combining their knowledge and experience in the investment industry, the team at Jaykay Wealth Advisors provides comprehensive wealth management solutions to navigate the complexities of the financial markets.

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