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Pricing Guide · Beaverton
Financial Advisors Cost in Beaverton, TX — 2026 Price Guide
What should you pay for financial advisors in Beaverton? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Beaverton, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Greg Rollo, CFP®|CEPA®. Also in the top tier: Edward Jones - Financial Advisor: Tim Krudwig, CFP®|AAMS® and Ocean Financial LLC. The average rating across all listed financial advisors in Beaverton is 5 stars from 20 reviews per business on average.
Financial advisors in Beaverton 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
5★
Avg rating
20
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Greg Rollo, CFP®|CEPA®
1908 S Bagdad Rd Suite A, Leander, TX 78641, USA
Edward Jones - Financial Advisor: Tim Krudwig, CFP®|AAMS®
2301 S Bagdad Rd Suite 403, Cedar Park, TX 78613, USA
Financial Advisors Rankings in Beaverton, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Greg Rollo, CFP®|CEPA®1908 S Bagdad Rd Suite A, Leander, TX 78641, USA | — | — |
| #2 | Edward Jones - Financial Advisor: Tim Krudwig, CFP®|AAMS®2301 S Bagdad Rd Suite 403, Cedar Park, TX 78613, USA | 5.0★ | 1 |
| #3 | Ocean Financial LLC432 Acuff Ln, Leander, TX 78641, USA | 5.0★ | 2 |
| #4 | Prime Wealth Strategies, LLC921 W New Hope Dr Ste 102, Cedar Park, TX 78613, USA | — | — |
| #5 | Oakwell Private Wealth Management6300 183A Toll Rd Suite 260, Leander, TX 78641, USA | 5.0★ | 27 |
| #6 | Edward Jones - Financial Advisor: Nathaniel J Funk, CFP®|CEPA®|AAMS®1640 Highland Falls Dr #801, Leander, TX 78641, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Craig T Moore1640 Highland Falls Dr #801, Leander, TX 78641, USA | — | — |
| #8 | Espira Wealth Management, LLC201 S Lakeline Blvd Suite 701, Cedar Park, TX 78613, USA | 5.0★ | 2 |
| #9 | Aspire Financial Group715 Discovery Blvd Suite 201, Cedar Park, TX 78613, USA | — | — |
| #10 | Empower Wealth and Tax, LLC715 Discovery Blvd #205, Cedar Park, TX 78613, USA | 4.3★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Beaverton
Prime Wealth Strategies, LLC
921 W New Hope Dr Ste 102, Cedar Park, TX 78613, USA
Oakwell Private Wealth Management
6300 183A Toll Rd Suite 260, Leander, TX 78641, USA
Edward Jones - Financial Advisor: Nathaniel J Funk, CFP®|CEPA®|AAMS®
1640 Highland Falls Dr #801, Leander, TX 78641, USA
Edward Jones - Financial Advisor: Craig T Moore
1640 Highland Falls Dr #801, Leander, TX 78641, USA
Espira Wealth Management, LLC
201 S Lakeline Blvd Suite 701, Cedar Park, TX 78613, USA
Aspire Financial Group
715 Discovery Blvd Suite 201, Cedar Park, TX 78613, USA
Empower Wealth and Tax, LLC
715 Discovery Blvd #205, Cedar Park, TX 78613, USA
Edward Jones - Financial Advisor: Lisa M David, CFP®
1130 Cottonwood Creek Trail D1, Cedar Park, TX 78613, USA
Sapphire Wealth Management
1210 Cottonwood Creek Trail suite 300, Cedar Park, TX 78613, USA
Bloom Financial
1460 E Whitestone Blvd Ste 220, Cedar Park, TX 78613, USA
Edward Jones - Financial Advisor: Sean Mathis, CFP®|AAMS®
2629 Palmera Ridge Blvd Bldg 1, Suite 104, Leander, TX 78641, USA
Roy Snarr Snarr Financial & Insurance Services, Inc.
1405 Arrow Point Dr Blg 9 Suite 909, Cedar Park, TX 78613, USA
True Financial Group: Wealth Management - Scott Brischke & Marie Freemyer
1464 E Whitestone Blvd suite 1601, Cedar Park, TX 78613, USA
Coordinated Financial Group
200 E Cypress Creek Rd STE 105, Cedar Park, TX 78613, USA
Larson Financial Advisors
13625 Ronald Reagan Blvd #10-100, Cedar Park, TX 78613, USA
Edward Jones - Financial Advisor: Joe Brown
9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA
Edward Jones - Financial Advisor: Jordan Brown, CFP®
1903 Cypress Creek Road STE 103, Cedar Park, TX 78613, USA
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Frequently Asked Questions — Financial Advisors in Beaverton
What is a fiduciary financial advisor and why does it matter in Beaverton?
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 Beaverton, 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 Beaverton?
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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