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Financial Advisors in Converse, TX — Free Estimates
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As of June 2026, RatingsNearMe ranks 12 financial advisors in Converse, TX by verified customer ratings and review volume. The highest-rated is Regional Finance with a 4.9-star rating from 47 verified reviews. Also in the top tier: Fenix Finance and Kercheville Investment Advisors. The average rating across all listed financial advisors in Converse is 4.7 stars from 14 reviews per business on average.
Financial advisors in Converse 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
12
Businesses listed
4.7★
Avg rating
14
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Fenix Finance
1017 Pat Booker Rd B, Universal City, TX 78148, USA
Kercheville Investment Advisors
15750 Frontage Rd, San Antonio, TX 78249, USA
Financial Advisors Rankings in Converse, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Regional Finance1645 Pat Booker Rd Suite 115, Universal City, TX 78148, USA | 4.9★ | 47 |
| #2 | Fenix Finance1017 Pat Booker Rd B, Universal City, TX 78148, USA | 4.7★ | 23 |
| #3 | Kercheville Investment Advisors15750 Frontage Rd, San Antonio, TX 78249, USA | 4.0★ | 27 |
| #4 | The Abeyta Benton Childress & Sanders Group - Morgan Stanley7600 Broadway Suite 100, San Antonio, TX 78209, USA | — | — |
| #5 | Mercer Advisors - San Antonio227 N Loop 1604 E Suite, 150, San Antonio, TX 78232, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Diane S Marcus11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, USA | 5.0★ | 1 |
| #7 | Converse Team Financial Services2121 N Webb Rd, Wichita, KS 67206, USA | 5.0★ | 2 |
| #8 | Mundorf Wealth Management1067 FM306 #301, New Braunfels, TX 78130, USA | — | — |
| #9 | Financial Lifestyle Management3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Douglas F Ternan433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Converse
The Abeyta Benton Childress & Sanders Group - Morgan Stanley
7600 Broadway Suite 100, San Antonio, TX 78209, USA
Mercer Advisors - San Antonio
227 N Loop 1604 E Suite, 150, San Antonio, TX 78232, USA
Edward Jones - Financial Advisor: Diane S Marcus
11901 Toepperwein Rd Ste 1100, Live Oak, TX 78233, USA
Converse Team Financial Services
2121 N Webb Rd, Wichita, KS 67206, USA
Mundorf Wealth Management
1067 FM306 #301, New Braunfels, TX 78130, USA
Financial Lifestyle Management
3101 Joe Ramsey Blvd E # 107, Greenville, TX 75401, USA
Edward Jones - Financial Advisor: Douglas F Ternan
433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA
Morgan Stanley Financial Advisors
7600 Broadway Suite 100, San Antonio, TX 78209, USA
Edward Jones - Financial Advisor: Steve D Rocha II
433 Kitty Hawk Rd Suite 110, Universal City, TX 78148, USA
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Frequently Asked Questions — Financial Advisors in Converse
What is a fiduciary financial advisor and why does it matter in Converse?
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 Converse, 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 Converse?
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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