What this article covers
Discover financial advisors trusted by residents of Abilene, Texas in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners, recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs.
Financial Advisor Directory for Abilene, Texas
📍 Advisors Who Serve Clients in Abilene
These advisors can meet with you in person in Abilene.
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Key Takeaways
You can compare Abilene financial advisors by credentials, specialty and verified client reviews before you contact anyone.
The advisors featured above can meet with clients in Abilene. Profiles include Certified Advisor Reviews™, designations such as the CFP® and the services each advisor offers.
Dyess Air Force Base, regional health care and state jobs shape the planning help many Abilene residents need.
Airmen and military retirees around Dyess need help with military pay, the TSP and retirement benefits, while hospital, university and state employees weigh pensions and workplace plans. Abilene’s moderate home prices help, but homeowners still need to plan around Texas property taxes.
Interview more than one advisor and confirm how each one is paid.
Ask about services, fees and whether the advisor acts as a fiduciary, then check their background for free on the SEC’s Investment Adviser Public Disclosure website before you hire.
Financial Planning Considerations for Abilene Residents
Every city has its own financial landscape. Here are a few local factors worth discussing with an Abilene financial advisor.
Dyess Air Force Base and military pay
Dyess Air Force Base is Abilene’s largest employer, home to B-1 bombers and C-130J airlift. The Texas Comptroller counted 4,764 active-duty personnel there in 2025 and estimated the base supports 14,374 jobs. Airmen often need help with the Thrift Savings Plan, the Blended Retirement System, Survivor Benefit Plan elections and the move to a civilian career, and Texas has no personal income tax on military retired pay. Our U.S. Air Force Q&A covers many of these decisions.
Health care, universities and state jobs
Hendrick Health employs 2,896 people, and Abilene Christian University adds another 1,164, along with Hardin-Simmons and McMurry universities. Private universities and hospitals typically offer 403(b) plans rather than a pension. State jobs are a big part of the mix too: the Abilene State Supported Living Center and the Texas Department of Criminal Justice employ more than 2,600 people combined, and state workers build retirement benefits through the Employees Retirement System of Texas (ERS).
Moderate home prices, but property taxes matter
Housing in Abilene costs less than in the state’s big metros. HUD reported an average existing-home price of $234,800 in the 12 months ending June 2025. Texas has no personal income tax, so property taxes are the bigger cost. After changes Texas voters approved in November 2025, school districts must exempt $140,000 of a homestead’s value, plus another $60,000 for owners 65 or older or disabled, and a 100 percent disabled veteran can receive a total homestead exemption.
The Benefits of Hiring a Financial Advisor in Abilene
Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals and help you plan appropriately for retirement.
As a resident living in Abilene, hiring a financial advisor who lives nearby and understands the local economy, cost of living, and regional employers can be quite valuable, especially if your individual circumstances are deeply tied to such factors.
Who are the largest employers in the Abilene area?
Abilene’s biggest employers are led by Dyess Air Force Base, followed by health care, schools, state agencies, higher education and insurance. Highlighted employers link to advisor Q&As about their employees.
- Dyess Air Force BaseRead advisor Q&A →8,864 employees
- Hendrick Health 2,896 employees
- Abilene Independent School District 2,500 employees
- Abilene State Supported Living Center 1,475 employees
- City of Abilene 1,299 employees
- Texas Department of Criminal Justice 1,187 employees
- Abilene Christian University 1,164 employees
- Blue Cross Blue Shield of Texas 760 employees
- Wylie Independent School District 700 employees
- Taylor County 560 employees
Work for one of these companies or another large employer? Explore our employer Q&As for advice on making the most of your benefits.
Source: City of Abilene, FY2024 Annual Comprehensive Financial Report, Principal Employers (March 2025). Counts are for 2024, from the City of Abilene Community Profile as reported in the city’s annual financial report.
Do you work for one of the largest employers in Abilene? If so, there’s a good chance the local financial advisor you hire will also have other clients who work there. This knowledge could prove valuable if they are already familiar with your employee benefits, such as a 401(k) plan, Health Savings Accounts, and other components of your total compensation package.
When you reach out to financial advisors you’re considering hiring, let them know where you work and ask if they are familiar with your employer’s unique benefits and compensation structure.
Types of Financial Advisors You’ll Find on Wealthtender
Thousands of people visit Wealthtender each month to find and compare financial advisors based on their location, education, experience, areas of specialization and online reviews. Wealthtender’s Certified Advisor Reviews™ help consumers make informed hiring decisions with important details about the relationship between reviewers and advisors always displayed to ensure you gain the transparency you deserve when your life savings could be at stake.
On Wealthtender, you can explore a diverse range of financial advisors and wealth management firms that include:
- Fiduciary advisors committed to acting in clients’ best interests
- CFP® professionals with advanced financial planning credentials
- Fee-only advisors compensated solely by clients
- Advisors for growing families, people nearing retirement, and business owners
- Specialists across multiple categories (e.g., life stage, occupation, ethnicity, lifestyle, religion)
- Highly-rated advisors with positive client reviews
- Firms of varying sizes with advisors who can meet with you in person or online
- Fee-based advisors who offer access to insurance and alternative investments
How to use this directory: Compare financial advisors in the Abilene area based on what matters most to you. Use the directory to:
- View advisor profiles to evaluate credentials, services, and areas of specialization
- Read Certified Advisor Reviews™ to learn what clients value most
- Identify advisors recognized with Wealthtender Voice of the Client Awards™
- Contact advisors and schedule free introductory video calls
Quick Tips For Hiring an Abilene Financial Advisor
Before hiring a financial advisor in Abilene, here are a few quick tips to help you find the best advisor for you.
Decide Which Services You Need
Before hiring an advisor, determine what services you need from them. Whether it’s full-service investment management or a plan focused on a specific area of your finances, put together a list of what you’d like help with before contacting an advisor.
Though most people use a financial planner simply to invest for retirement, this is only a small part of what many advisors offer. Here’s a quick rundown of potential services a financial advisor may offer you:
- Budgeting and money management
- Debt management
- Insurance planning
- Retirement planning
- Other investment planning
- Inheritance planning
- Estate planning
- Tax planning
As you can see, financial advisors can help you with your entire financial picture, not just investing. As you start to plan for life’s bigger milestones, you should consider finding a financial advisor who specializes in those areas.
Finding the right advisor can help you minimize risk, maximize gains and take advantage of tax breaks while investing for your future. They can also help you protect your assets with the right kinds of insurance and help you pass on your financial legacy with a proper estate plan.
Consider Your Budget and Payment Preferences
Once you have a list of services you would like, review the fee structures financial advisors offer. Finding a balance between the services you need and the cost of those services will help narrow down the field of advisors you may want to work with.
If you are looking for a full-service advisor to manage all of your investments, consider searching among fee-based financial advisors. If you want to manage your money yourself, consider the flat fee and monthly subscription advisors for ongoing support.
Interview Multiple Financial Advisors
Once you have chosen the services and fee structure you prefer, it’s time to contact a few advisors and interview them. Here are questions to ask financial advisors:
- What services do you provide?
- What are all the ways you get paid? (fee transparency)
- What is your investment strategy?
- How do you measure investment performance?
- How do we communicate about my plan?
Interview multiple advisors to get a feel for who you want to work with. A combination of fees, services, and customer service will help you determine the best fit for your financial advice.
Review Financial Advisor Credentials
Once you find an advisor (or two) you feel comfortable with, it’s always a good practice to check their credentials and the firm’s details. You can do this at the Investment Adviser Public Disclosure (IAPD) website.
You can check both the individual and the firm to view their background and experience details, as well as any disciplinary action taken against them or their firm.
As licensed financial professionals, there is oversight into how financial advisors conduct business, so running a quick (free) check on them is recommended.
For additional information about advisor credentials, read our article to learn the most popular designations held by financial advisors, as well as specialized credentials which may be important to consider if you have unique financial planning needs.
Frequently Asked Questions
Financial advisors and wealth management firms that consistently receive superior client reviews can also qualify for Wealthtender’s Voice of the Client Awards™ designed to recognize America’s most trusted advisors. Learn More About Wealthtender Voice of the Client Awards™
Clients and other individuals can submit reviews for financial advisors and wealth management firms that have turned on the reviews feature. Before each review is publicly displayed, financial advisors agree to disclose important information about their relationship with the reviewer to ensure consumers gain the transparency they deserve when their life savings could be at stake. These disclosures also help financial advisors satisfy compliance with industry regulations.
After financial advisors provide the required disclosures, Wealthtender publishes the review with the Certified Advisor Review™ mark. Learn More About Certified Advisor Reviews™
For example, financial advisors who have earned their Certified Financial Planner (CFP) designation are fiduciaries. To hold themselves out as a CFP, these credential holders must acknowledge they will adhere to the CFP Board’s Code of Ethics and Standards of Conduct and act as a fiduciary when providing financial advice to their clients. Learn More About Fiduciary Financial Advisors
When viewing financial advisor profiles on Wealthtender, look for the Compensation Methods section that shows ways each financial advisor can be paid for their services, including if they offer fee-only financial planning services. Learn More About Fee-Only Financial Advisors
Please note: Wealthtender may be compensated by financial advisors featured on our site and within this guide. Learn more about how we operate with integrity to earn your trust.
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About the author
Founder & CEO and Editor-in-Chief, Wealthtender
Brian Thorp is the founder and CEO of Wealthtender and its Editor-in-Chief. With more than 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Brian and his wife live in Austin, Texas.
Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. ➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor