Licensed · Cedar Park
Licensed & Insured Financial Advisors in Cedar Park, 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 15 financial advisors in Cedar Park, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Roy Snarr Snarr Financial & Insurance Services, Inc. with a 5.0-star rating from 214 Google reviews and an RNM Score of 87/100. Also in the top tier: Cedarwood Financial Partners - Financial Planner: Jeremy Self and True Financial Group: Wealth Management - Scott Brischke & Marie Freemyer. The average rating across all listed financial advisors in Cedar Park is 4.9 stars from 23 reviews per business on average.
Financial advisors in Cedar Park 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.
Best Overall
Bloom Financial
Bloom Financial stands out as a top-ranked advisor in Cedar Park for its personalized, client-focused approach and strong local reputation.
Most Reviewed
Edward Jones - Financial Advisor: Lisa M David, CFP®
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency and satisfaction.
When choosing a financial advisor in Cedar Park, consider both the advisor's credentials and the volume of client feedback to ensure a good fit for your specific financial goals.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
23
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, this advisor holds a perfect 5.0-star rating.
1405 Arrow Point Dr Blg 9 Suite 909, Cedar Park, TX 78613, USATrusted by clients with a perfect 5.0-star rating from dozens of local reviews.
3 Lakeway Centre Ct Ste. 230, Austin, TX 78734, USATop-rated financial advisor in Cedar Park with a perfect 5.0-star rating from clients.
1464 E Whitestone Blvd suite 1601, Cedar Park, TX 78613, USAFinancial Advisors Rankings in Cedar Park, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Roy Snarr Snarr Financial & Insurance Services, Inc.1405 Arrow Point Dr Blg 9 Suite 909, Cedar Park, TX 78613, USA | 5.0★ | 214 |
| #2 | Cedarwood Financial Partners - Financial Planner: Jeremy Self3 Lakeway Centre Ct Ste. 230, Austin, TX 78734, USA | 5.0★ | 20 |
| #3 | True Financial Group: Wealth Management - Scott Brischke & Marie Freemyer1464 E Whitestone Blvd suite 1601, Cedar Park, TX 78613, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Lisa M David, CFP®1130 Cottonwood Creek Trail D1, Cedar Park, TX 78613, USA | 5.0★ | 2 |
| #5 | Espira Wealth Management, LLC201 S Lakeline Blvd Suite 701, Cedar Park, TX 78613, USA | 5.0★ | 2 |
| #6 | Empower Wealth and Tax, LLC715 Discovery Blvd #205, Cedar Park, TX 78613, USA | 4.3★ | 19 |
| #7 | Edward Jones - Financial Advisor: Tim Krudwig, CFP®|AAMS®2301 S Bagdad Rd Suite 403, Cedar Park, TX 78613, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Dustin McCain, CFP®|AAMS®11900 W Parmer Ln Ste 125, Cedar Park, TX 78613, USA | 4.2★ | 5 |
| #9 | Aspire Financial Group715 Discovery Blvd Suite 201, Cedar Park, TX 78613, USA | — | — |
| #10 | Momentum Private Wealth Management1900 Cypress Creek Road Ste 100, Cedar Park, TX 78613, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Cedar Park
5.0 stars from 2 reviews, a perfect start from early clients.
1130 Cottonwood Creek Trail D1, Cedar Park, TX 78613, USA
Exceptional 5.0-star rating from multiple local reviews in Cedar Park.
201 S Lakeline Blvd Suite 701, Cedar Park, TX 78613, USA
A trusted local advisor with a solid 4.3-star rating from nearly 20 reviews.
715 Discovery Blvd #205, Cedar Park, TX 78613, USA
Rated 5.0 stars from 1 Google review, offering personalized financial guidance in Cedar Park.
2301 S Bagdad Rd Suite 403, Cedar Park, TX 78613, USA
Rated 4.2 stars from 5 Google reviews, this Cedar Park financial advisor is well-regarded.
11900 W Parmer Ln Ste 125, Cedar Park, TX 78613, USA
No reviews yet; consider this Cedar Park financial advisor as an option to evaluate.
715 Discovery Blvd Suite 201, Cedar Park, TX 78613, USA
No ratings yet; be among the first to share your experience with this advisor.
1900 Cypress Creek Road Ste 100, Cedar Park, TX 78613, USA
5.0 stars from early Google reviews shows strong client satisfaction.
13625 Ronald Reagan Blvd #10-100, Cedar Park, TX 78613, USA
Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Cedar Park.
1210 Cottonwood Creek Trail suite 300, Cedar Park, TX 78613, USA
Rated 5.0 stars from a small number of Google reviews in Cedar Park.
1460 E Whitestone Blvd Ste 220, Cedar Park, TX 78613, USA
5.0 star rating from 5 reviews in Cedar Park, TX.
1903 Cypress Creek Road STE 103, Cedar Park, TX 78613, USA
No reviews yet; no ratings available for this financial advisor in Cedar Park.
921 W New Hope Dr Ste 102, Cedar Park, TX 78613, USA
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Financial Advisors in Cedar Park, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Roy Snarr Snarr Financial & Insurance Services, Inc. | 87/100 | 5.0 ★ | 214 |
| 2 | Cedarwood Financial Partners - Financial Planner: Jeremy Self | 75/100 | 5.0 ★ | 20 |
| 3 | True Financial Group: Wealth Management - Scott Brischke & Marie Freemyer | 79/100 | 5.0 ★ | 4 |
| 4 | Edward Jones - Financial Advisor: Lisa M David, CFP® | 64/100 | 5.0 ★ | 2 |
| 5 | Espira Wealth Management, LLC | 64/100 | 5.0 ★ | 2 |
| 6 | Empower Wealth and Tax, LLC | 63/100 | 4.3 ★ | 19 |
| 7 | Edward Jones - Financial Advisor: Tim Krudwig, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Dustin McCain, CFP®|AAMS® | 54/100 | 4.2 ★ | 5 |
| 9 | Aspire Financial Group | 3/100 | — | 0 |
| 10 | Momentum Private Wealth Management | 3/100 | — | 0 |
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 Cedar Park
What is a fiduciary financial advisor and why does it matter in Cedar Park?
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 Cedar Park, 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 Cedar Park?
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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