Showing results near Cary
We don't have financial advisors listed specifically in Cary yet — these top-rated pros from Kingwood serve your area and are available for calls and quotes today.
Pricing Guide · Cary
Financial Advisors Cost in Cary, TX — 2026 Price Guide
What should you pay for financial advisors in Cary? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 5 financial advisors in Cary, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Madison Duxbury, CFP®|ChFC®|CRPC™ with a 5.0-star rating from 1 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Tom Stegner and Edward Jones - Financial Advisor: Colin Wong, CFP®. The average rating across all listed financial advisors in Cary is 5 stars from 2 reviews per business on average.
Financial advisors in Cary 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
5
Businesses listed
5★
Avg rating
2
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Madison Duxbury, CFP®|ChFC®|CRPC™
21383 Valley Ranch Blvd Suite 500, New Caney, TX 77357, USA
Edward Jones - Financial Advisor: Tom Stegner
4429 Town Center Pl, Kingwood, TX 77339, USA
Edward Jones - Financial Advisor: Colin Wong, CFP®
2855 W Lake Houston Pkwy Suite 111, Kingwood, TX 77339, USA
Financial Advisors Rankings in Cary, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Madison Duxbury, CFP®|ChFC®|CRPC™21383 Valley Ranch Blvd Suite 500, New Caney, TX 77357, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Tom Stegner4429 Town Center Pl, Kingwood, TX 77339, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Colin Wong, CFP®2855 W Lake Houston Pkwy Suite 111, Kingwood, TX 77339, USA | — | — |
| #4 | Edward Jones - Financial Advisor: Keaton M Uresti12 N Main St, Kingwood, TX 77339, USA | 5.0★ | 2 |
| #5 | John Bunch - Financial Advisor, Ameriprise Financial Services, LLC1910 W Lake Houston Pkwy, Kingwood, TX 77339, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Cary
Edward Jones - Financial Advisor: Keaton M Uresti
12 N Main St, Kingwood, TX 77339, USA
John Bunch - Financial Advisor, Ameriprise Financial Services, LLC
1910 W Lake Houston Pkwy, Kingwood, TX 77339, USA
Get Free Quotes
We'll connect you with the top financial advisors in Cary, TX.
Frequently Asked Questions — Financial Advisors in Cary
What is a fiduciary financial advisor and why does it matter in Cary?
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 Cary, 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 Cary?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Cary
Related Searches
More ways to find financial advisors in Cary
Financial Advisors in nearby cities