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Licensed · Cleburne

Licensed & Insured Financial Advisors in Cleburne, TX

Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.

As of May 2026, RatingsNearMe ranks 17 financial advisors in Cleburne, TX by verified customer ratings and review volume. The highest-rated is Opportunity Resource Services with a 4.9-star rating from 172 verified reviews. Also in the top tier: Toledo Finance and Western Finance. The average rating across all listed financial advisors in Cleburne is 4.9 stars from 45 reviews per business on average.

Financial advisors in Cleburne typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

17

Businesses listed

4.9★

Avg rating

45

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Opportunity Resource Services

4.9(172 reviews)

214 S Ridgeway Dr, Cleburne, TX 76033, USA

🥈

Toledo Finance

5.0(138 reviews)

708 N Nolan River Rd, Cleburne, TX 76033, USA

🥉

Western Finance

4.8(158 reviews)

1652-F W Henderson St, Cleburne, TX 76033, USA

Financial Advisors Rankings in Cleburne, TX

#BusinessRatingReviews
#1Opportunity Resource Services214 S Ridgeway Dr, Cleburne, TX 76033, USA4.9172
#2Toledo Finance708 N Nolan River Rd, Cleburne, TX 76033, USA5.0138
#3Western Finance1652-F W Henderson St, Cleburne, TX 76033, USA4.8158
#4Edward Jones - Financial Advisor: Matthew S Dollins, AAMS®|CRPC™1652 W Henderson St D, Cleburne, TX 76033, USA5.07
#5Victory Investment Strategies501 N Nolan River Rd, Cleburne, TX 76033, USA5.05
#6LPL Financial501 N Nolan River Rd, Cleburne, TX 76033, USA5.01
#7Edward Jones - Financial Advisor: John Hardin600 N Nolan River Rd, Cleburne, TX 76033, USA5.01
#8Edward Jones - Financial Advisor: Leah Parent, ABFP®106 Hyde Park Blvd # 200, Cleburne, TX 76033, USA5.01
#9Edward Jones - Financial Advisor: Alyssa A Dotson217 N Ridgeway Dr #100, Cleburne, TX 76033, USA4.52
#10Edward Jones - Financial Advisor: Andrea Kelly124 S Ridgeway Dr, Cleburne, TX 76033, USA

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Cleburne

4

Edward Jones - Financial Advisor: Matthew S Dollins, AAMS®|CRPC™

5.0· 7 reviews

1652 W Henderson St D, Cleburne, TX 76033, USA

5

Victory Investment Strategies

5.0· 5 reviews

501 N Nolan River Rd, Cleburne, TX 76033, USA

6

LPL Financial

5.0· 1 reviews

501 N Nolan River Rd, Cleburne, TX 76033, USA

7

Edward Jones - Financial Advisor: John Hardin

5.0· 1 reviews

600 N Nolan River Rd, Cleburne, TX 76033, USA

8

Edward Jones - Financial Advisor: Leah Parent, ABFP®

5.0· 1 reviews

106 Hyde Park Blvd # 200, Cleburne, TX 76033, USA

9

Edward Jones - Financial Advisor: Alyssa A Dotson

4.5· 2 reviews

217 N Ridgeway Dr #100, Cleburne, TX 76033, USA

10

Edward Jones - Financial Advisor: Andrea Kelly

· 0 reviews

124 S Ridgeway Dr, Cleburne, TX 76033, USA

11

Edward Jones - Financial Advisor: Neal Logan

· 0 reviews

1632 W Henderson St Ste A, Cleburne, TX 76033, USA

12

Rodney C Fowler, LPL Financial

· 0 reviews

214 N Ridgeway Dr, Cleburne, TX 76033, USA

13

Carson Wealth

· 0 reviews

131 S Westmeadow Dr Suite 100, Cleburne, TX 76033, USA

14

AgTrust Farm Credit

5.0· 26 reviews

210 N Ridgeway Dr, Cleburne, TX 76033, USA

15

Moore Private Wealth Group

5.0· 2 reviews

1313 Glenwood Dr, Cleburne, TX 76033, USA

16

Heights Finance

4.8· 66 reviews

1652 W Henderson St Suite H, Cleburne, TX 76033, USA

17

First Finance Cleburne

4.4· 7 reviews

1200 W Henderson St Suite J, Cleburne, TX 76033, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Cleburne

What is a fiduciary financial advisor and why does it matter in Cleburne?

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 Cleburne, 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 Cleburne?

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: May 17, 2026.

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About This Financial Advisors Directory — Cleburne, TX

This page lists and ranks 17 financial advisors serving Cleburne, TX as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 45 customer reviews per business. The top-ranked financial advisors in Cleburne by our algorithm is Opportunity Resource Services (4.9 stars, 172 reviews). Financial advisors in Cleburne typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Cleburne: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Cleburne