Licensed · Cypress
Licensed & Insured Financial Advisors in Cypress, 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 18 financial advisors in Cypress, TX by verified customer ratings and review volume. The highest-rated is Centric with a 4.9-star rating from 130 verified reviews. Also in the top tier: ACE Advisory Management LLC and Edward Jones - Financial Advisor: Eric D Davis, AAMS®. The average rating across all listed financial advisors in Cypress is 4.9 stars from 14 reviews per business on average.
Financial advisors in Cypress 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
18
Businesses listed
4.9★
Avg rating
14
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Centric
12549 Louetta Rd, Cypress, TX 77429, USA
ACE Advisory Management LLC
8506 Sun Coral Dr, Cypress, TX 77433, USA
Edward Jones - Financial Advisor: Eric D Davis, AAMS®
10523 Fry Rd Suite 200 Building C4, Cypress, TX 77433, USA
Financial Advisors Rankings in Cypress, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Centric12549 Louetta Rd, Cypress, TX 77429, USA | 4.9★ | 130 |
| #2 | ACE Advisory Management LLC8506 Sun Coral Dr, Cypress, TX 77433, USA | 5.0★ | 24 |
| #3 | Edward Jones - Financial Advisor: Eric D Davis, AAMS®10523 Fry Rd Suite 200 Building C4, Cypress, TX 77433, USA | 5.0★ | 17 |
| #4 | Gary Wurl - Certified Financial Planner12549 Louetta Rd, Cypress, TX 77429, USA | 5.0★ | 6 |
| #5 | Cypress Point Wealth Management3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Gabriel Aguilar, CFP®|CEPA®10242 Greenhouse Rd Suite 603, Cypress, TX 77433, USA | 5.0★ | 9 |
| #7 | Cypress Wealth Advisors LLC4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249, USA | 5.0★ | 2 |
| #8 | SilverStar Wealth Management Inc.17844 Mound Rd, Cypress, TX 77433, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Esther Clover10242 Greenhouse Rd Suite 603, Cypress, TX 77433, USA | 5.0★ | 10 |
| #10 | Edward Jones - Financial Advisor: Eric T Reed, AAMS®17302 House Hahl Rd Suite 205, Cypress, TX 77433, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Cypress
Gary Wurl - Certified Financial Planner
12549 Louetta Rd, Cypress, TX 77429, USA
Cypress Point Wealth Management
3838 Oak Lawn Ave # 1150, Dallas, TX 75219, USA
Edward Jones - Financial Advisor: Gabriel Aguilar, CFP®|CEPA®
10242 Greenhouse Rd Suite 603, Cypress, TX 77433, USA
Cypress Wealth Advisors LLC
4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249, USA
SilverStar Wealth Management Inc.
17844 Mound Rd, Cypress, TX 77433, USA
Edward Jones - Financial Advisor: Esther Clover
10242 Greenhouse Rd Suite 603, Cypress, TX 77433, USA
Edward Jones - Financial Advisor: Eric T Reed, AAMS®
17302 House Hahl Rd Suite 205, Cypress, TX 77433, USA
Edward Jones - Financial Advisor: Rick Skinner
25222 Northwest Fwy #1187, Cypress, TX 77429, USA
Redfish Capital
17302 House Hahl Rd Suite 215, Cypress, TX 77433, USA
Cypress Financial Group
3421 N Causeway Blvd suite 400, Metairie, LA 70002, USA
Baker Wealth Strategies
13100 Wortham Center Dr 3rd floor, Houston, TX 77065, USA
Kusak Wealth Management
16341 Mueschke Rd Suite 160, Cypress, TX 77433, USA
Edward Jones - Financial Advisor: Nicholas V Perry, CFP®
15840 FM 529 Suite 100, Houston, TX 77095, USA
Edward Jones - Financial Advisor: Christopher J Perry, CFP®
15840 FM 529 Suite 100, Houston, TX 77095, USA
Brandon Goeke - Thrivent
26106 Timberstone Ct, Cypress, TX 77433, USA
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Frequently Asked Questions — Financial Advisors in Cypress
What is a fiduciary financial advisor and why does it matter in Cypress?
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 Cypress, 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 Cypress?
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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