Real Reviews · Georgetown
Top-Reviewed Financial Advisors in Georgetown, TX
What are customers actually saying? Read verified reviews for financial advisors in Georgetown — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Georgetown, TX by verified customer ratings and review volume. The highest-rated is Growth Horizons Wealth Management with a 5.0-star rating from 35 verified reviews. Also in the top tier: The Retirement Studio and Centennial Advisors, LLC. The average rating across all listed financial advisors in Georgetown is 4.9 stars from 9 reviews per business on average.
Financial advisors in Georgetown 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
4.9★
Avg rating
9
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Growth Horizons Wealth Management
601 Quail Valley Dr, Georgetown, TX 78626, USA
The Retirement Studio
501 S Austin Ave #1220, Georgetown, TX 78626, USA
Centennial Advisors, LLC
1008 S Main St, Georgetown, TX 78626, USA
Financial Advisors Rankings in Georgetown, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Growth Horizons Wealth Management601 Quail Valley Dr, Georgetown, TX 78626, USA | 5.0★ | 35 |
| #2 | The Retirement Studio501 S Austin Ave #1220, Georgetown, TX 78626, USA | 5.0★ | 26 |
| #3 | Centennial Advisors, LLC1008 S Main St, Georgetown, TX 78626, USA | 4.9★ | 27 |
| #4 | Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA | 5.0★ | 12 |
| #5 | Goodwater Wealth Management Group of Raymond James1104 S Rock St, Georgetown, TX 78626, USA | 5.0★ | 3 |
| #6 | Wise Counsel Wealth Management1629 Rivery Blvd #102, Georgetown, TX 78628, USA | 5.0★ | 12 |
| #7 | Edward Jones - Financial Advisor: Scott Murphy, CFP®|AAMS®4410 Williams Dr Suite 107, Georgetown, TX 78628, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Len Fischman, AAMS®100 River Hills Dr Ste 103, Georgetown, TX 78628, USA | 5.0★ | 4 |
| #9 | Edward Jones - Financial Advisor: Michael E Dosier, CFP®|AAMS®4869 Williams Dr Building 1 Suite 101, Georgetown, TX 78633, USA | — | — |
| #10 | Benold Financial Planning116 W 8th St Suite 106, Georgetown, TX 78628, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Georgetown
Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Goodwater Wealth Management Group of Raymond James
1104 S Rock St, Georgetown, TX 78626, USA
Wise Counsel Wealth Management
1629 Rivery Blvd #102, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Scott Murphy, CFP®|AAMS®
4410 Williams Dr Suite 107, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Len Fischman, AAMS®
100 River Hills Dr Ste 103, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Michael E Dosier, CFP®|AAMS®
4869 Williams Dr Building 1 Suite 101, Georgetown, TX 78633, USA
Benold Financial Planning
116 W 8th St Suite 106, Georgetown, TX 78628, USA
Empower Wealth and Tax, LLC - Georgetown
4873 Williams Dr # 103, Georgetown, TX 78633, USA
Edward Jones - Financial Advisor: Bill Hart, CFP®|ChFC®|CEPA®|CAP®|AAMS®
102 W 8th St, Georgetown, TX 78626, USA
Edward Jones - Financial Advisor: Travis W Rehberg
1015 W University Ave, Wolf Ranch Parkway Suite 505, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Paul E Krause
4112 Williams Dr Suite 106, Georgetown, TX 78628, USA
Merrill Lynch Wealth Management
501 S Austin Ave #1110, Georgetown, TX 78626, USA
Wells Fargo Advisors
3727 Williams Dr, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Preston R Parker, CFP®|ChFC®
285 SE Inner Loop Suite 104, Georgetown, TX 78626, USA
Cody Stahl - Financial Advisor, Ameriprise Financial Services, LLC
3701 W State Hwy 29 #16202, Georgetown, TX 78628, USA
Edward Jones - Financial Advisor: Tammy Martinez, ChFC®
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Charles Schwab
1225 S I-35 Frontage Rd #125, Georgetown, TX 78626, USA
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Frequently Asked Questions — Financial Advisors in Georgetown
What is a fiduciary financial advisor and why does it matter in Georgetown?
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 Georgetown, 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 Georgetown?
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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