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Local Pros · Bartlett
Local Financial Advisors in Bartlett, TX
Locally owned and operated financial advisors serving Bartlett and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Bartlett, TX by verified customer ratings and review volume. The highest-rated is Michael Gates - Thrivent. Also in the top tier: Eagle Wealth Management Group and Dovetail Wealth Management, LLC. The average rating across all listed financial advisors in Bartlett is 4.9 stars from 32 reviews per business on average.
Financial advisors in Bartlett typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
32
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Eagle Wealth Management Group
700 N Main St, Taylor, TX 76574, USA
Dovetail Wealth Management, LLC
301 N Main St, Taylor, TX 76574, USA
Financial Advisors Rankings in Bartlett, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Michael Gates - Thrivent500 Drake Ln, Taylor, TX 76574, USA | — | — |
| #2 | Eagle Wealth Management Group700 N Main St, Taylor, TX 76574, USA | 4.0★ | 1 |
| #3 | Dovetail Wealth Management, LLC301 N Main St, Taylor, TX 76574, USA | 5.0★ | 1 |
| #4 | Western Finance208 N Main St, Taylor, TX 76574, USA | 4.9★ | 374 |
| #5 | Edward Jones - Financial Advisor: Joel A Bravo602 W 2nd St, Taylor, TX 76574, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Mark A Thompson, AAMS®104 E 2nd St, Taylor, TX 76574, USA | 5.0★ | 5 |
| #7 | Wise Counsel Wealth Management1629 Rivery Blvd #102, Georgetown, TX 78628, USA | 5.0★ | 12 |
| #8 | Wells Fargo Advisors3727 Williams Dr, Georgetown, TX 78628, USA | 5.0★ | 3 |
| #9 | The Retirement Studio501 S Austin Ave #1220, Georgetown, TX 78626, USA | 5.0★ | 26 |
| #10 | Merrill Lynch Wealth Management501 S Austin Ave #1110, Georgetown, TX 78626, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bartlett
Western Finance
208 N Main St, Taylor, TX 76574, USA
Edward Jones - Financial Advisor: Joel A Bravo
602 W 2nd St, Taylor, TX 76574, USA
Edward Jones - Financial Advisor: Mark A Thompson, AAMS®
104 E 2nd St, Taylor, TX 76574, USA
Wise Counsel Wealth Management
1629 Rivery Blvd #102, Georgetown, TX 78628, USA
Wells Fargo Advisors
3727 Williams Dr, Georgetown, TX 78628, USA
The Retirement Studio
501 S Austin Ave #1220, Georgetown, TX 78626, USA
Merrill Lynch Wealth Management
501 S Austin Ave #1110, Georgetown, TX 78626, USA
Edward Jones - Financial Advisor: Bill Hart, CFP®|ChFC®|CEPA®|CAP®|AAMS®
102 W 8th St, Georgetown, TX 78626, USA
Benold Financial Planning
116 W 8th St Suite 106, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Edward Jones - Financial Advisor: Tammy Martinez, ChFC®
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Centennial Advisors, LLC
1008 S Main St, Georgetown, TX 78626, USA
Edward Jones - Financial Advisor: Paul E Krause
4112 Williams Dr Suite 106, Georgetown, TX 78628, USA
Goodwater Wealth Management Group of Raymond James
1104 S Rock St, Georgetown, TX 78626, USA
Edward Jones - Financial Advisor: Melissa Gauna, CEPA®|AAMS®|CKA®
208 N Farm to Market 1660, Hutto, TX 78634, USA
Growth Horizons Wealth Management
601 Quail Valley Dr, Georgetown, TX 78626, USA
Edward Jones - Financial Advisor: John D Kaspar, CFP®
305 Main St, Hutto, TX 78634, USA
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Frequently Asked Questions — Financial Advisors in Bartlett
What is a fiduciary financial advisor and why does it matter in Bartlett?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bartlett, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bartlett?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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