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Licensed · Blue Mound
Licensed & Insured Financial Advisors in Blue Mound, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Blue Mound, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Provision Retirement: Tony Rizzo, CFP with a 5.0-star rating from 18 Google reviews and an RNM Score of 74/100. Also in the top tier: EverSource Wealth Advisors Ft. Worth and 1st Prosperity Financial Services. The average rating across all listed financial advisors in Blue Mound is 4.7 stars from 9 reviews per business on average.
Financial advisors in Blue Mound typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated financial advisor in Haltom City with a perfect 5.0-star score from 18 reviews.
4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USATop-rated financial advisor with a perfect 5.0-star rating from local clients.
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA5.0-star rated financial advisor with 23 reviews in Haltom City, TX.
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USAFinancial Advisors Rankings in Blue Mound, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Provision Retirement: Tony Rizzo, CFP4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 18 |
| #2 | EverSource Wealth Advisors Ft. Worth4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 1 |
| #3 | 1st Prosperity Financial Services4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 23 |
| #4 | Wells Fargo Advisors5320 N Beach St, Haltom City, TX 76137, USA | — | — |
| #5 | Nathan C. Employee Benefits Specialist.1209 N Saginaw Blvd G, Saginaw, TX 76179, USA | 5.0★ | 47 |
| #6 | Wells Fargo Advisors1329 N Saginaw Blvd, Saginaw, TX 76179, USA | 1.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS®713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS®5310 N Tarrant Pkwy Suite 120, Keller, TX 76244, USA | 5.0★ | 1 |
| #9 | Integrity Financial Group5748 Boat Club Rd, Fort Worth, TX 76179, USA | — | — |
| #10 | Aligned Wealth Advisors5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Blue Mound
No reviews yet for this Haltom City financial advisor.
5320 N Beach St, Haltom City, TX 76137, USA
5.0 stars from 47 reviews, reflecting exceptional client satisfaction in Saginaw, TX.
1209 N Saginaw Blvd G, Saginaw, TX 76179, USA
One star rating from a single review indicates mixed client feedback.
1329 N Saginaw Blvd, Saginaw, TX 76179, USA
Exceptional 5.0-star rating from three Google reviews in Saginaw.
713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA
5.0-star rating from early clients in Keller, reflecting exceptional service.
5310 N Tarrant Pkwy Suite 120, Keller, TX 76244, USA
Financial advisor in Saginaw with no online reviews yet; check back for ratings.
5748 Boat Club Rd, Fort Worth, TX 76179, USA
Rated 5.0 stars from two Google reviews, this Saginaw financial advisor is highly regarded.
5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA
Trusted by clients for exceptional service, with a perfect 5.0 rating from 23 reviews.
5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA
No Google reviews yet for this Watauga financial advisor.
8309 Whitley Rd Ste 101, Watauga, TX 76148, USA
No reviews yet for this Watauga financial advisor, so no rating is available.
8309 Whitley Rd Ste 101, Watauga, TX 76148, USA
A North Richland Hills financial advisor with no customer reviews yet.
8309 Whitley Rd Ste 101, Watauga, TX 76148, USA
This local advisor has no customer reviews yet to help inform your decision.
8309 Whitley Rd Ste 101, Watauga, TX 76148, USA
Earned a perfect 5.0-star rating from its initial Google reviews.
1710 Rufe Snow Dr Suite 110, Keller, TX 76248, USA
Trusted Fort Worth financial advisor with 4.5 stars from 8 reviews.
201 Pecan St #100, Fort Worth, TX 76102, USA
Boasting a perfect 5.0-star rating from early client reviews in Fort Worth.
201 Main St Ste 1500, Fort Worth, TX 76102, USA
Exceptional 5.0-star rating from a handful of Google reviews in Fort Worth.
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
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Financial Advisors in Blue Mound, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Provision Retirement: Tony Rizzo, CFP | 74/100 | 5.0 ★ | 18 |
| 2 | EverSource Wealth Advisors Ft. Worth | 62/100 | 5.0 ★ | 1 |
| 3 | 1st Prosperity Financial Services | 76/100 | 5.0 ★ | 23 |
| 4 | Wells Fargo Advisors | 3/100 | — | 0 |
| 5 | Nathan C. Employee Benefits Specialist. | 79/100 | 5.0 ★ | 47 |
| 6 | Wells Fargo Advisors | 14/100 | 1.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS® | 66/100 | 5.0 ★ | 3 |
| 8 | Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 9 | Integrity Financial Group | 3/100 | — | 0 |
| 10 | Aligned Wealth Advisors | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Blue Mound
What is a fiduciary financial advisor and why does it matter in Blue Mound?
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 Blue Mound, 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 Blue Mound?
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: July 4, 2026.
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