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Avantax Wealth Management, Inc.

Financial Advisor serving Coppell, Texas · 1 of 6 financial advisors in the area

📍 3200 Olympus Blvd Ste 100, Coppell, TX 75019
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📍 3200 Olympus Blvd Ste 100, Coppell, TX 75019

About Avantax Wealth Management, Inc.

Avantax Wealth Management, Inc. is a financial advisor located in Coppell, Texas. As a local financial advisor, they serve Coppell and surrounding communities in Texas. Contact them through ProHorizon for a free quote.

Financial professionals in Coppell should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Texas securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Coppell

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Coppell may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Coppell

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Coppell?
Financial Advisors in Coppell typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Coppell?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Coppell to choose from.
Does Avantax Wealth Management, Inc. offer free quotes?
Contact Avantax Wealth Management, Inc. directly to ask about free estimates. You can also request a quote through ProHorizon.

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COLLECTIVE WEALTH ADVISORS LLC

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MAIN STREET RETIREMENT PLANNING, LLC

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TEAKWOOD CAPITAL

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