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Licensed · Carmel
Licensed & Insured Financial Advisors in Carmel, 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 Carmel, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS® with a 4.4-star rating from 7 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Robert M Daggett, CEPA® and Edward Jones - Financial Advisor: Chris Davenport, AAMS®. The average rating across all listed financial advisors in Carmel is 4.6 stars from 11 reviews per business on average.
Financial advisors in Carmel 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
4.6★
Avg rating
11
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®
1616 FM 685 Suite 102, Pflugerville, TX 78660, USA
Edward Jones - Financial Advisor: Robert M Daggett, CEPA®
1616 FM 685 Suite 102, Pflugerville, TX 78660, USA
Edward Jones - Financial Advisor: Chris Davenport, AAMS®
104 W Main St Suite D, Pflugerville, TX 78660, USA
Financial Advisors Rankings in Carmel, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | 4.4★ | 7 |
| #2 | Edward Jones - Financial Advisor: Robert M Daggett, CEPA®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Chris Davenport, AAMS®104 W Main St Suite D, Pflugerville, TX 78660, USA | — | — |
| #4 | THE HT ORGANIZATION LLC17425 Autumn Falls Dr, Manor, TX 78653, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Dayna Chettouh, AAMS®305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA | 4.2★ | 5 |
| #6 | Bank of America (with Drive-thru ATM)12003 US-290 Bldg 2, Manor, TX 78653, USA | 2.8★ | 46 |
| #7 | Edward Jones - Financial Advisor: Sarah A Chavarria, CFP®5002 Gattis School Rd Ste 110, Hutto, TX 78634, USA | — | — |
| #8 | Osbaldo Alonzo: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 7 |
| #9 | Shanequa E Wilson: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 1 |
| #10 | Capital Advisors1505 Mangrum St, Pflugerville, TX 78660, USA | 4.1★ | 13 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Carmel
THE HT ORGANIZATION LLC
17425 Autumn Falls Dr, Manor, TX 78653, USA
Edward Jones - Financial Advisor: Dayna Chettouh, AAMS®
305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA
Bank of America (with Drive-thru ATM)
12003 US-290 Bldg 2, Manor, TX 78653, USA
Edward Jones - Financial Advisor: Sarah A Chavarria, CFP®
5002 Gattis School Rd Ste 110, Hutto, TX 78634, USA
Osbaldo Alonzo: Primerica - Financial Services
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA
Shanequa E Wilson: Primerica - Financial Services
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA
Capital Advisors
1505 Mangrum St, Pflugerville, TX 78660, USA
Guardian Financial Wealth Management
3309 Forest Creek Dr #103, Round Rock, TX 78664, USA
Argent Wealth Management Inc
2251 Double Creek Dr, Round Rock, TX 78664, USA
AdvisorRelay
107 Hereford Lp, Hutto, TX 78634, USA
Wells Fargo Advisors
604 West St #79, Hutto, TX 78634, USA
Anchored Strategic Advisors
1000 Gattis School Rd #230, Round Rock, TX 78664, USA
Edward Jones - Financial Advisor: Nick Morton
151 Exchange Blvd Suite 100, Hutto, TX 78634, USA
Edward Jones - Financial Advisor: Kacie N Edmonds, AAMS®
151 Exchange Blvd Suite 100, Hutto, TX 78634, USA
Solstice Wealth (Formerly Art of Finance)
14205 N Mopac Expy 5th Floor, Austin, TX 78728, USA
Edward Jones - Financial Advisor: Melissa Gauna, CEPA®|AAMS®|CKA®
208 N Farm to Market 1660, Hutto, TX 78634, USA
Edward Jones - Financial Advisor: John D Kaspar, CFP®
305 Main St, Hutto, TX 78634, USA
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Frequently Asked Questions — Financial Advisors in Carmel
What is a fiduciary financial advisor and why does it matter in Carmel?
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 Carmel, 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 Carmel?
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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