Real Reviews · Bastrop
Top-Reviewed Financial Advisors in Bastrop, TX
What are customers actually saying? Read verified reviews for financial advisors in Bastrop — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 7 financial advisors in Bastrop, TX by verified customer ratings and review volume. The highest-rated is 1st Franklin Financial with a 4.9-star rating from 94 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Adam D Straznicky and Reliance Retirement Services. The average rating across all listed financial advisors in Bastrop is 4.9 stars from 17 reviews per business on average.
Financial advisors in Bastrop typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
7
Businesses listed
4.9★
Avg rating
17
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
1st Franklin Financial
201 Hunters Crossing Blvd #15, Bastrop, TX 78602, USA
Edward Jones - Financial Advisor: Adam D Straznicky
3971 State Hwy 71 #101, Bastrop, TX 78602, USA
Reliance Retirement Services
711 Chestnut St, Bastrop, TX 78602, USA
Financial Advisors Rankings in Bastrop, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 1st Franklin Financial201 Hunters Crossing Blvd #15, Bastrop, TX 78602, USA | 4.9★ | 94 |
| #2 | Edward Jones - Financial Advisor: Adam D Straznicky3971 State Hwy 71 #101, Bastrop, TX 78602, USA | 5.0★ | 4 |
| #3 | Reliance Retirement Services711 Chestnut St, Bastrop, TX 78602, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Leah Oliver, CFP®|AAMS®|CRPC™815 State Hwy 71 Suite C, Bastrop, TX 78602, USA | 4.5★ | 2 |
| #5 | Synergy Insurance & Investments971 State Hwy 71, Bastrop, TX 78602, USA | 5.0★ | 1 |
| #6 | Edward Jones301 Royston St, Smithville, TX 78957, USA | 5.0★ | 1 |
| #7 | Wells Fargo Advisors808 Main St, Bastrop, TX 78602, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Bastrop
Edward Jones - Financial Advisor: Leah Oliver, CFP®|AAMS®|CRPC™
815 State Hwy 71 Suite C, Bastrop, TX 78602, USA
Synergy Insurance & Investments
971 State Hwy 71, Bastrop, TX 78602, USA
Edward Jones
301 Royston St, Smithville, TX 78957, USA
Wells Fargo Advisors
808 Main St, Bastrop, TX 78602, USA
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Frequently Asked Questions — Financial Advisors in Bastrop
What is a fiduciary financial advisor and why does it matter in Bastrop?
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 Bastrop, 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 Bastrop?
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: May 17, 2026.
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