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Financial Advisors in Buda, TX — Free Estimates

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As of June 2026, RatingsNearMe ranks 6 financial advisors in Buda, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Service Excellence with a 5.0-star rating from 158 Google reviews and an RNM Score of 86/100. Also in the top tier: Trajan Wealth and Brighton Jones. The average rating across all listed financial advisors in Buda is 5 stars from 56 reviews per business on average.

Financial advisors in Buda typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

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Local Market Snapshot

6

Businesses listed

5★

Avg rating

56

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

5.0(158 reviews)

Earns a perfect 5.0-star rating from over 150 local client reviews.

142 Cimarron Park Loop suite e, Buda, TX 78610, USA
5.0(7 reviews)

Exceptional 5.0-star rating from 7 Google reviews in Buda, TX.

13809 Research Blvd Suite 500, Austin, TX 78750, USA
5.0(4 reviews)

Exceptional 5.0-star rating from four satisfied clients in Buda.

301 Congress Ave. Floor 12, Austin, TX 78701, USA

Financial Advisors Rankings in Buda, TX

#BusinessRatingReviews
#1Service Excellence142 Cimarron Park Loop suite e, Buda, TX 78610, USA5.0158
#2Trajan Wealth13809 Research Blvd Suite 500, Austin, TX 78750, USA5.07
#3Brighton Jones301 Congress Ave. Floor 12, Austin, TX 78701, USA5.04
#4Edward Jones - Financial Advisor: Daniel J Flake, CFP®|AAMS®251 N Farm to Market 1626 Bldg 1, Buda, TX 78610, USA
#5Entirety Financial12717 Iron Bridge Dr, Manchaca, TX 78652, USA
#6ProFolio Capital Management311 Larkspur Ln, Buda, TX 78610, USA

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Buda

4
· 0 reviews

This business has no customer reviews yet, so its reputation is unrated.

251 N Farm to Market 1626 Bldg 1, Buda, TX 78610, USA

5
· 0 reviews

This local financial advisor has

12717 Iron Bridge Dr, Manchaca, TX 78652, USA

6
· 0 reviews

This financial advisor in Buda has no online reviews yet to reference.

311 Larkspur Ln, Buda, TX 78610, USA

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Financial Advisors in Buda, TX — Compared

#BusinessRNM ScoreRatingReviews
1Service Excellence86/1005.0 ★158
2Trajan Wealth70/1005.0 ★7
3Brighton Jones67/1005.0 ★4
4Edward Jones - Financial Advisor: Daniel J Flake, CFP®|AAMS®3/1000
5Entirety Financial3/1000
6ProFolio Capital Management3/1000

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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Frequently Asked Questions — Financial Advisors in Buda

What is a fiduciary financial advisor and why does it matter in Buda?

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 Buda, 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 Buda?

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 10, 2026.

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About This Financial Advisors Directory — Buda, TX

This page lists and ranks 6 financial advisors serving Buda, TX as of June 2026. The average verified rating across all listings is 5 stars, with an average of 56 customer reviews per business. The top-ranked financial advisors in Buda by our algorithm is Service Excellence (5.0 stars, 158 reviews). Financial advisors in Buda typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Buda: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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