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Same-Day Financial Advisors in Charlottesville, TX
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Charlottesville, TX by verified customer ratings and review volume. The highest-rated is Puzzle Wealth Solutions, LLC® with a 5.0-star rating from 23 verified reviews. Also in the top tier: Mills Wealth Advisors and Edward Jones - Financial Advisor: Clayton Gibson. The average rating across all listed financial advisors in Charlottesville is 5 stars from 15 reviews per business on average.
Financial advisors in Charlottesville 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
5★
Avg rating
15
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Puzzle Wealth Solutions, LLC®
1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA
Mills Wealth Advisors
1207 S White Chapel Blvd #150, Southlake, TX 76092, USA
Edward Jones - Financial Advisor: Clayton Gibson
8821 Davis Blvd #420, Keller, TX 76248, USA
Financial Advisors Rankings in Charlottesville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Puzzle Wealth Solutions, LLC®1205 S White Chapel Blvd Suite 120, Southlake, TX 76092, USA | 5.0★ | 23 |
| #2 | Mills Wealth Advisors1207 S White Chapel Blvd #150, Southlake, TX 76092, USA | 5.0★ | 63 |
| #3 | Edward Jones - Financial Advisor: Clayton Gibson8821 Davis Blvd #420, Keller, TX 76248, USA | 5.0★ | 2 |
| #4 | DM The Financial Guru LLC8376 Davis Blvd, North Richland Hills, TX 76182, USA | 5.0★ | 80 |
| #5 | Schooler Financial9121 Belshire Dr Ste 100, North Richland Hills, TX 76182, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Michael W Brown, CFP®9153 Belshire Dr Ste 100, North Richland Hills, TX 76182, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Danny Holifield, ChFC®|CLU®6409 Colleyville Blvd Suite 6, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #8 | Retire Guides6513 Colleyville Blvd suite 100, Colleyville, TX 76034, USA | 5.0★ | 8 |
| #9 | ClearPoint Wealth Management, Colleyville TX6110 Colleyville Blvd Suite 106, Colleyville, TX 76034, USA | — | — |
| #10 | Chadwick Financial - Wealth Management and Income Solutions6513 Colleyville Blvd STE 200, Colleyville, TX 76034, USA | 5.0★ | 41 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Charlottesville
DM The Financial Guru LLC
8376 Davis Blvd, North Richland Hills, TX 76182, USA
Schooler Financial
9121 Belshire Dr Ste 100, North Richland Hills, TX 76182, USA
Edward Jones - Financial Advisor: Michael W Brown, CFP®
9153 Belshire Dr Ste 100, North Richland Hills, TX 76182, USA
Edward Jones - Financial Advisor: Danny Holifield, ChFC®|CLU®
6409 Colleyville Blvd Suite 6, Colleyville, TX 76034, USA
Retire Guides
6513 Colleyville Blvd suite 100, Colleyville, TX 76034, USA
ClearPoint Wealth Management, Colleyville TX
6110 Colleyville Blvd Suite 106, Colleyville, TX 76034, USA
Chadwick Financial - Wealth Management and Income Solutions
6513 Colleyville Blvd STE 200, Colleyville, TX 76034, USA
Caliber Retirement Solutions
8209 Kentwood Dr, North Richland Hills, TX 76182, USA
ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor
530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA
Financial 360
7167 Colleyville Blvd #102, Colleyville, TX 76034, USA
Rick Solt - Financial Advisor, Ameriprise Financial Services, LLC
97 Village Ln Ste 300, Colleyville, TX 76034, USA
Denali Wealth Management
62 Main St Suite 110, Colleyville, TX 76034, USA
Mercer Advisors - Fort Worth - Colleyville
26 Main St, Colleyville, TX 76034, USA
Steward Wealth Management
26 Main St, Colleyville, TX 76034, USA
Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®
2200 Pool Rd Suite 101, Grapevine, TX 76051, USA
Edward Jones - Financial Advisor: Blake K Johnson, CFP®
1762 Keller Pkwy Suite 200, Keller, TX 76248, USA
Keener Financial Planning
1692 Keller Pkwy, Keller, TX 76248, USA
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Frequently Asked Questions — Financial Advisors in Charlottesville
What is a fiduciary financial advisor and why does it matter in Charlottesville?
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 Charlottesville, 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 Charlottesville?
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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