Best Value · Boerne
Affordable Financial Advisors in Boerne, TX
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Boerne, TX by verified customer ratings and review volume. The highest-rated is Strategic Financial Group with a 4.9-star rating from 17 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Caleb K Clark, CIMA® and Edward Jones - Financial Advisor: Kristin Blow, AAMS®|CRPC™|CRPS™. The average rating across all listed financial advisors in Boerne is 4.9 stars from 4 reviews per business on average.
Financial advisors in Boerne 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
16
Businesses listed
4.9★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Strategic Financial Group
229 N Main St, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Caleb K Clark, CIMA®
124 E Bandera Rd STE 204, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Kristin Blow, AAMS®|CRPC™|CRPS™
138 Old San Antonio Rd STE 203, Boerne, TX 78006, USA
Financial Advisors Rankings in Boerne, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Strategic Financial Group229 N Main St, Boerne, TX 78006, USA | 4.9★ | 17 |
| #2 | Edward Jones - Financial Advisor: Caleb K Clark, CIMA®124 E Bandera Rd STE 204, Boerne, TX 78006, USA | 5.0★ | 11 |
| #3 | Edward Jones - Financial Advisor: Kristin Blow, AAMS®|CRPC™|CRPS™138 Old San Antonio Rd STE 203, Boerne, TX 78006, USA | 5.0★ | 3 |
| #4 | Crestmont Private Wealth604 S Main St, Boerne, TX 78006, USA | — | — |
| #5 | Raymond James & Associates116 W Blanco Rd ste 204, Boerne, TX 78006, USA | 5.0★ | 1 |
| #6 | Prime Capital Financial616 E Blanco Rd suite 201-a, Boerne, TX 78006, USA | 5.0★ | 2 |
| #7 | CAPTRUST114 E Highland Dr, Boerne, TX 78006, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Amanda B Reyes, RICP®116 Herff Rd #109, Boerne, TX 78006, USA | 5.0★ | 3 |
| #9 | Andrew Voiles - Raymond James118 W Bandera Rd, Boerne, TX 78006, USA | 5.0★ | 3 |
| #10 | Hill Country Group2 Spencer Rd #102, Boerne, TX 78006, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Boerne
Crestmont Private Wealth
604 S Main St, Boerne, TX 78006, USA
Raymond James & Associates
116 W Blanco Rd ste 204, Boerne, TX 78006, USA
Prime Capital Financial
616 E Blanco Rd suite 201-a, Boerne, TX 78006, USA
CAPTRUST
114 E Highland Dr, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Amanda B Reyes, RICP®
116 Herff Rd #109, Boerne, TX 78006, USA
Andrew Voiles - Raymond James
118 W Bandera Rd, Boerne, TX 78006, USA
Hill Country Group
2 Spencer Rd #102, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Ryan Marquard, AAMS®
512 E Blanco Rd #301, Boerne, TX 78006, USA
Bergin Financial Group
904 S Main St, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Blake McAnelly
27511 I-10 Suite 403, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Alfred Fuentes Jr, AAMS®|CRPC™
614 Frey St Suite 201, Boerne, TX 78006, USA
Sendero Wealth Management
1580 S Main St Suite 203, Boerne, TX 78006, USA
Edward Jones - Financial Advisor: Jason M Null
28550 I-10 Suite 1, Boerne, TX 78006, USA
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Frequently Asked Questions — Financial Advisors in Boerne
What is a fiduciary financial advisor and why does it matter in Boerne?
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 Boerne, 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 Boerne?
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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