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Success! We’ve found your fiduciary advisor matches.

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Hi I’m Neil, Concierge Manager at SmartAsset. My team is here to discuss your advisor matches and help in your search for the right financial partner. Here’s what to expect next:

Look Forward to Our Phone Call

Expect a phone call soon from the SmartAsset team to connect you with an advisor match in real-time.

Review Your Financial Advisor Matches

Check out your advisor matches below to get an idea of their certifications and experience.

Find a Financial Advisor that Works for You

You’ll have the opportunity to chat with each of your matches for free, no commitment needed.

  • Compare Your Matches
  • FAQs

Advisor

Ryan Wheless, CCIM®, CRPC® ATP®

Allied Wealth
Experience
15 years
Distance From You
11 miles
Fiduciary
Yes
Location
Houston, TX
Areas of Focus
Goals-Based Retirement Planning Tax Planning Wealth Management
Show Details
Phone
(281) 444-7555
Location
Houston, TX
Certifications
CCIM, CRPC®, Series 65
Firm
Allied WealthView Firm Disclosure Brochure External Link Logo
Employment History
Visit SEC Profile
Disclosures
0
Advisor compensates SmartAsset for new leads. SmartAsset is not an investment client of Advisor. SmartAsset has an economic incentive to recommend Advisor, thereby resulting in a material conflict of interest.
Details regarding fee structure can be found here.

Advisor

Sebastian Rodriguez

Edward Jones
Experience
6 years
Distance From You
8 miles
Fiduciary
Yes
Location
Pearland, TX
Areas of Focus
Goals-Based Retirement Planning IRA/401k Advisor Asset Protection
Show Details
Phone
(281) 993-5624
Location
Pearland, TX
Certifications
AAMS®
Firm
Edward JonesView Firm Disclosure Brochure External Link Logo
Employment History
Visit FINRA BrokerCheck Profile
Disclosures
0
Disclosure
SmartAsset is not a current client or investor of Edward Jones. Cash compensation is provided to SmartAsset by Edward Jones for receiving each Matched Lead. This compensation is provided irrespective of whether a lead becomes a client of Edward Jones and fees in connection with these services are not passed along to Edward Jones clients or prospective clients. However, SmartAsset has an economic interest to recommend Edward Jones, thereby resulting in a material conflict of interest. SmartAsset is not an affiliate or otherwise a person that controls, is controlled by, or is under common control of Edward Jones. SmartAsset refers leads to firms or partners without preference for any firm or partner on the platform. Material Conflicts of Interest Disclosures can be found here.
Details regarding fee structure can be found here.

Advisor

Steve Neustaedter

Blackmont Advisors
Experience
27 years
Distance From You
5 miles
Fiduciary
Yes
Location
League City, TX
Areas of Focus
Asset Protection Wealth Management Faith-based Investing
Show Details
Phone
(760)-330-7087
Location
League City, TX
Certifications
Series 65, Series 7, Series 63, SIE, Series 6
Firm
Blackmont AdvisorsView Firm Disclosure Brochure External Link Logo
Employment History
Visit SEC Profile
Disclosures
0
Advisor compensates SmartAsset for new leads. SmartAsset is not an investment client of Advisor. SmartAsset has an economic incentive to recommend Advisor, thereby resulting in a material conflict of interest.
Details regarding fee structure can be found here.
FAQ

What does SmartAsset do?

SmartAsset is a personal finance company focused on empowering people to make smart financial decisions. We built this tool to help people find a financial advisor who can help you work toward achieving your financial goals.We help thousands of users a month in their search for a financial advisor.

How does this service work?

We match you with up to three advisors. Before allowing an advisor on our platform, we verify their status as being registered or chartered as fiduciaries (''Adviser(s)'') with a regulatory body in the United States.

How much does it cost?

SmartAsset’s matching service doesn’t cost you anything. You only pay the advisor if you decide to work with them. The advisors on our platform have several different fee structures, so be sure to ask your matches about what they charge.

How should I prepare for my advisor matches?

You can prepare for your conversation by reading our SmartReads article: 10 questions to ask an advisor

How to prepare for your phone call with the SmartAsset team:

The SmartAsset concierge team will be reaching out shortly to discuss your advisor matches and connect you in real-time. In the meantime, check out these resources to prepare for your FREE introductory call.

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Do I Need a Financial Advisor?

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