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4.5+ Stars · Chattanooga
Highly Rated Financial Advisors in Chattanooga, TX
Only the best make this list. These financial advisors in Chattanooga have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Chattanooga, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Matthew D Spradley, AAMS® with a 5.0-star rating from 2 verified reviews. Also in the top tier: Lifestyle Financial Advisors and Rockwell Wealth Management. The average rating across all listed financial advisors in Chattanooga is 4.8 stars from 22 reviews per business on average.
Financial advisors in Chattanooga 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
4.8★
Avg rating
22
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Matthew D Spradley, AAMS®
3709 Center St Suite B, Deer Park, TX 77536, USA
Lifestyle Financial Advisors
102 W Pasadena Blvd, Deer Park, TX 77536, USA
Rockwell Wealth Management
317 W San Augustine St Suite A, Deer Park, TX 77536, USA
Financial Advisors Rankings in Chattanooga, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Matthew D Spradley, AAMS®3709 Center St Suite B, Deer Park, TX 77536, USA | 5.0★ | 2 |
| #2 | Lifestyle Financial Advisors102 W Pasadena Blvd, Deer Park, TX 77536, USA | — | — |
| #3 | Rockwell Wealth Management317 W San Augustine St Suite A, Deer Park, TX 77536, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Michael V Williams, RICP®6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Steele S Arthur, CFP®6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA | 5.0★ | 1 |
| #6 | Alicia K Ellis - Financial Advisor, Ameriprise Financial Services, LLC5133 Fairmont Pkwy, Pasadena, TX 77505, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Michael A Cevallos4805 East Sam Houston Pkwy S Suite 160, Pasadena, TX 77505, USA | — | — |
| #8 | Perkins Financial4701 Preston Ave, Pasadena, TX 77505, USA | 5.0★ | 1 |
| #9 | First Choice3910 Fairmont Pkwy Suite E, Pasadena, TX 77504, USA | 4.8★ | 18 |
| #10 | Haywood Wealth Management2625 Bay Area Blvd Suite 120, Houston, TX 77058, USA | 4.9★ | 38 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chattanooga
Edward Jones - Financial Advisor: Michael V Williams, RICP®
6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA
Edward Jones - Financial Advisor: Steele S Arthur, CFP®
6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA
Alicia K Ellis - Financial Advisor, Ameriprise Financial Services, LLC
5133 Fairmont Pkwy, Pasadena, TX 77505, USA
Edward Jones - Financial Advisor: Michael A Cevallos
4805 East Sam Houston Pkwy S Suite 160, Pasadena, TX 77505, USA
Perkins Financial
4701 Preston Ave, Pasadena, TX 77505, USA
First Choice
3910 Fairmont Pkwy Suite E, Pasadena, TX 77504, USA
Haywood Wealth Management
2625 Bay Area Blvd Suite 120, Houston, TX 77058, USA
Lakeshore Wealth Advisors, LLC
2525 Bay Area Blvd #135, Houston, TX 77058, USA
Impact! Partners Financial
811 FM1959 Suite 100, Houston, TX 77034, USA
Western Finance
1717 Shaver St, Pasadena, TX 77502, USA
Wells Fargo Advisors
103 W Southmore Ave, Pasadena, TX 77502, USA
David Hergert - Financial Advisor, Ameriprise Financial Services, LLC
1331 Gemini St Ste 202, Houston, TX 77058, USA
Retirement Planners of Texas
12600 N Featherwood Dr Suite 120, Houston, TX 77034, USA
MDT Financial Advisors, LLC
455 E Medical Center Blvd #115, Webster, TX 77598, USA
Texas Wealth Management LLC
18333 Egret Bay Blvd # 600, Houston, TX 77058, USA
Edward Jones - Financial Advisor: Ryan J Klibert
601 W Texas Ave Ste 103, Webster, TX 77598, USA
Fidelity Investments
18710 Gulf Fwy, Friendswood, TX 77546, USA
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Frequently Asked Questions — Financial Advisors in Chattanooga
What is a fiduciary financial advisor and why does it matter in Chattanooga?
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 Chattanooga, 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 Chattanooga?
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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