#1 Holm & Baucom Wealth Advisors, LLC
HOLM & BAUCOM WEALTH ADVISORS, LLC
Serves this area from Victoria, TX (29 mi)
Call (361) 894-8717 · WebsiteRetirement Plan Advisors in DeWitt County, TX
The top-ranked retirement plan advisors serving DeWitt County, TX are Holm & Baucom Wealth Advisors, LLC, Keller Wealth Advisors and Sather Financial Group, Inc.. We list 3 retirement plan advisors serving DeWitt County, TX. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving DeWitt County, TX. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for DeWitt County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Holm & Baucom Wealth Advisors, LLC | ✓ SEC-registered investment adviser (CRD) #343838 | Victoria, TX (29 mi) | (361) 894-8717 |
| 2 | Keller Wealth Advisors | ✓ SEC-registered investment adviser (CRD) #111610 | Victoria, TX (29 mi) | (361) 573-4383 |
| 3 | Sather Financial Group, Inc. | ✓ SEC-registered investment adviser (CRD) #109344 | Victoria, TX (29 mi) | (361) 570-1800 |
#2 Keller Wealth Advisors
KMH WEALTH MANAGEMENT, LLCServes this area from Victoria, TX (29 mi)Call (361) 573-4383#3 Sather Financial Group, Inc.
SATHER FINANCIAL GROUP, INC.Serves this area from Victoria, TX (29 mi)Call (361) 570-1800 · Website
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Frequently asked questions
How many retirement plan advisors serve DeWitt County?
We list 3 retirement plan advisors serving DeWitt County, TX: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve DeWitt County?
The top-ranked retirement plan advisors serving DeWitt County, TX are Holm & Baucom Wealth Advisors, LLC, Keller Wealth Advisors and Sather Financial Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving DeWitt County are verified against official records?
3 of the top 3 match an active official record: Holm & Baucom Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Keller Wealth Advisors (U.S. Securities and Exchange Commission) and Sather Financial Group, Inc. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Cuero, Yorktown, Nordheim