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The Top Financial Advisors in Corpus Christi, TX

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Corpus Christi, Texas

Working with a financial advisor firm is supposed to make your life easier, but finding the right firm for you can be a stressful and confusing process. To make the process easier, SmartAsset compiled this list of Corpus Christi's top firms, including information on specialties, investment approaches and more. As only one firm ultimately made the cut according to our criteria, you might try SmartAsset's financial advisor matching tool, which can connect you with up to three advisors in your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Stonewater Wealth Management, Inc. Stonewater Wealth Management, Inc. logo Find an Advisor

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 $128,268,352 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management

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What We Use in Our Methodology

To find the top financial advisors in Corpus Christi, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

Stonewater Wealth Management, Inc.

Stonewater Wealth Management, Inc.
Find an Advisor

Stonewater Wealth Management, Inc. (SWM) is the sole firm on this list. The firm specializes in working with individuals with less than a high net worth, though it does have a significant number of pension plan clients as well. The firm does not have a minimum initial investment for new clients, so theoretically anyone could work with the firm.

This is a fee-based firm, as some of the on-staff advisors here can earn commissions when they sell certain insurance products to clients. While this creates a potential conflict of interest, the firm is bound by fiduciary duty to act in clients' best interests. The firm does not list any financial advisory certifications on its website. 

Stonewater Wealth Management, Inc. Background

Stonewater Wealth Management was founded in 2012. Today, the firm is owned by CEO, chief compliance officer (CCO) and wealth manager Michael Sharp. Sharp, who has been working in the financial services industry since 2001, is also a licensed insurance agent.

Stonewater's advisory services can be divided into three general categories: financial planning, investment management and business retirement planning. Investment management services follow a top-down approach, as the firm does everything from formulating a personalized investment plan to implementing it within your portfolio.

Stonewater Wealth Management, Inc. Investment Strategy

The investment planning process at Stonewater Wealth Management begins with a holistic overview of the client's financial situation. This involves doing a deep dive into their short- and long-term financial goals, time horizon, risk tolerance and any other applicable factors. Based on these factors, the firm will formulate a suitable investment policy statement (IPS) that details how your portfolio will be built.

SWM utilizes a number of securities when fleshing out its clients' portfolios. These include stocks, bonds, mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), hedge funds, annuities and other insurance products, private placements and more.

Finding Financial Advisors Near You

Looking for a financial advisor in a nearby city? Here are some other lists of top financial advisors in the area: 

Or check out our in-depth reviews of some financial advisors in the area:

Want to see even more options? Use our free financial advisor matching tool to get connected with advisors in your area:

More from SmartAsset

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research

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