Verified · Baytown
Trusted Financial Advisors in Baytown, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Baytown have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Baytown, TX by verified customer ratings and review volume. The highest-rated is Texas Capital Management with a 4.5-star rating from 8 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA® and Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Baytown is 4.8 stars from 3 reviews per business on average.
Financial advisors in Baytown 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
17
Businesses listed
4.8★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA®
8018 N Hwy 146 At, Redwood Dr Suite 5, Baytown, TX 77523, USA
Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC
2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA
Financial Advisors Rankings in Baytown, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Texas Capital Management256 Mable St, Baytown, TX 77520, USA | 4.5★ | 8 |
| #2 | Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA®8018 N Hwy 146 At, Redwood Dr Suite 5, Baytown, TX 77523, USA | 5.0★ | 4 |
| #3 | Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA | 5.0★ | 2 |
| #4 | Marcontell Wealth Management - Ameriprise Financial Services, LLC2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA | — | — |
| #5 | Todd Swonke - Financial Advisor, Ameriprise Financial Services, LLC411 Miller St, Anahuac, TX 77514, USA | — | — |
| #6 | M White Financial Services1300 Rollingbrook Dr #603, Baytown, TX 77521, USA | — | — |
| #7 | Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC1642 W Baker Rd A, Baytown, TX 77521, USA | — | — |
| #8 | Bay Area Asset Management410 Schilling Ave, Baytown, TX 77520, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS®9855B Eagle Dr Suite 100, Baytown, TX 77523, USA | 5.0★ | 1 |
| #10 | Kathryn Hoffeld - Financial Advisor, Ameriprise Financial Services, LLC1642 W Baker Rd Ste. A, Baytown, TX 77521, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Baytown
Marcontell Wealth Management - Ameriprise Financial Services, LLC
2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA
Todd Swonke - Financial Advisor, Ameriprise Financial Services, LLC
411 Miller St, Anahuac, TX 77514, USA
M White Financial Services
1300 Rollingbrook Dr #603, Baytown, TX 77521, USA
Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC
1642 W Baker Rd A, Baytown, TX 77521, USA
Bay Area Asset Management
410 Schilling Ave, Baytown, TX 77520, USA
Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS®
9855B Eagle Dr Suite 100, Baytown, TX 77523, USA
Kathryn Hoffeld - Financial Advisor, Ameriprise Financial Services, LLC
1642 W Baker Rd Ste. A, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Holly R McCreight, CFP®|CRPC™
4518 N Main St Suite 200, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Blake M Cather, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
3711 Garth Rd Ste 120, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Travis J Gaynor, CFP®|CEPA®|AAMS®|CRPC™
11340 Eagle Dr Suite 1, Mont Belvieu, TX 77523, USA
Edward Jones - Financial Advisor: Lindsey L Frazier, AAMS®
4518 N Main St Suite 200, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Aric E Boullion, CFP®|CEPA®|AAMS®|CRPC™
1421 Massey Tompkins Rd, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Justin R Connell, CFP®|ChFC®|CEPA®|AAMS®
9855B Eagle Dr Suite 100, Baytown, TX 77523, USA
Edward Jones - Financial Advisor: Jonathan S Ahearn, CFP®
1300 Rollingbrook Dr Suite 607, Baytown, TX 77521, USA
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Frequently Asked Questions — Financial Advisors in Baytown
What is a fiduciary financial advisor and why does it matter in Baytown?
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 Baytown, 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 Baytown?
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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