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Licensed · Bethesda
Licensed & Insured Financial Advisors in Bethesda, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Bethesda, TX by verified customer ratings and review volume. The highest-rated is Atwell Private Wealth Management. Also in the top tier: Edward Jones and Edward Jones - Financial Advisor: Ricky C Estes II, CEPA®. The average rating across all listed financial advisors in Bethesda is 4.4 stars from 18 reviews per business on average.
Financial advisors in Bethesda 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
4.4★
Avg rating
18
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Atwell Private Wealth Management
279 W Hidden Creek Pkwy Suite 1201, Burleson, TX 76028, USA
Edward Jones
B & G Blvd, Burleson, TX 76028, USA
Edward Jones - Financial Advisor: Ricky C Estes II, CEPA®
312 E Renfro St Ste 103, Burleson, TX 76028, USA
Financial Advisors Rankings in Bethesda, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Atwell Private Wealth Management279 W Hidden Creek Pkwy Suite 1201, Burleson, TX 76028, USA | — | — |
| #2 | Edward JonesB & G Blvd, Burleson, TX 76028, USA | 3.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Ricky C Estes II, CEPA®312 E Renfro St Ste 103, Burleson, TX 76028, USA | 1.0★ | 1 |
| #4 | Woodard Wealth Management240 E Renfro St #202, Burleson, TX 76028, USA | 4.7★ | 3 |
| #5 | Edward Jones - Financial Advisor: Tris R FitzGibbon, CEPA®|AAMS®1351 SW Wilshire Blvd #102, Burleson, TX 76028, USA | — | — |
| #6 | Frank Bugh Financial Advisor - Raymond James295 E Renfro St Ste 309, Burleson, TX 76028, USA | 5.0★ | 1 |
| #7 | Sharpe Wealth Management LLC124 S Main St Suite 212, Burleson, TX 76028, USA | 5.0★ | 19 |
| #8 | Financial Serenity - Ian Powell124 S Main St #223, Burleson, TX 76028, USA | 5.0★ | 2 |
| #9 | Clear Financial Network388 SW Johnson Ave, Burleson, TX 76028, USA | 4.2★ | 20 |
| #10 | Edward Jones - Financial Advisor: Lynn H Bates Jr, AAMS®115 NW Newton Dr E, Burleson, TX 76028, USA | 4.8★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bethesda
Woodard Wealth Management
240 E Renfro St #202, Burleson, TX 76028, USA
Edward Jones - Financial Advisor: Tris R FitzGibbon, CEPA®|AAMS®
1351 SW Wilshire Blvd #102, Burleson, TX 76028, USA
Frank Bugh Financial Advisor - Raymond James
295 E Renfro St Ste 309, Burleson, TX 76028, USA
Sharpe Wealth Management LLC
124 S Main St Suite 212, Burleson, TX 76028, USA
Financial Serenity - Ian Powell
124 S Main St #223, Burleson, TX 76028, USA
Clear Financial Network
388 SW Johnson Ave, Burleson, TX 76028, USA
Edward Jones - Financial Advisor: Lynn H Bates Jr, AAMS®
115 NW Newton Dr E, Burleson, TX 76028, USA
Edward Jones - Financial Advisor: Kharla Sowells, SE-AWMA®
113 NE Johnson Ave #900, Burleson, TX 76028, USA
Axis Financial
251 SW Wilshire Blvd Suite 124-525, Burleson, TX 76028, USA
Maverick Wealth Management
255 Elk Dr d, Burleson, TX 76028, USA
Edward Jones - Financial Advisor: Brianna D Wilson, AWMA®
232 NW Tarrant Ave #108, Burleson, TX 76028, USA
Go Biz Financial
1017 Merion Dr, Burleson, TX 76028, USA
Simmons Financial Services
821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA
Chisholm Wealth Management
1308 NW John Jones Dr, Burleson, TX 76028, USA
Miller Premier Investment Planning, LLC
1302 Brynlee Ln, Mansfield, TX 76063, USA
Shawn Malley - Financial Advisor, Ameriprise Financial Services, LLC
105 N 1st Ave, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®
507 E Broad St, Mansfield, TX 76063, USA
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Frequently Asked Questions — Financial Advisors in Bethesda
What is a fiduciary financial advisor and why does it matter in Bethesda?
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 Bethesda, 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 Bethesda?
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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