Licensed · Georgetown
Licensed & Insured Financial Advisors in Georgetown, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Georgetown, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Growth Horizons Wealth Management with a 5.0-star rating from 35 Google reviews and an RNM Score of 78/100. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Travis W Rehberg
Travis W Rehberg is consistently top-ranked among Georgetown financial advisors, indicating strong client trust and professional reputation.
Most Reviewed
Edward Jones - Financial Advisor: Travis W Rehberg
A high number of reviews suggests broad client experience and can help you gauge service consistency and satisfaction.
When choosing a financial advisor in Georgetown, consider scheduling initial consultations with multiple advisors to compare their approach, fees, and whether they specialize in areas relevant to your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
9
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Praised by clients with a perfect 5.0-star rating across 35 reviews.
601 Quail Valley Dr, Georgetown, TX 78626, USA5.0 stars from 26 reviews, reflecting exceptional client satisfaction in Georgetown.
501 S Austin Ave #1220, Georgetown, TX 78626, USAKnown for exceptional 4.9-star service from 27 Google reviews in Georgetown.
1008 S Main St, Georgetown, TX 78626, USAFinancial 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 | Wise Counsel Wealth Management1629 Rivery Blvd #102, Georgetown, TX 78628, USA | 5.0★ | 12 |
| #6 | Charles Schwab1225 S I-35 Frontage Rd #125, Georgetown, TX 78626, USA | 4.8★ | 16 |
| #7 | Edward Jones - Financial Advisor: Tammy Martinez, ChFC®711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA | 5.0★ | 5 |
| #8 | Wells Fargo Advisors3727 Williams Dr, Georgetown, TX 78628, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Travis W Rehberg1015 W University Ave, Wolf Ranch Parkway Suite 505, Georgetown, TX 78628, USA | 5.0★ | 2 |
| #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
Proudly maintains a perfect 5.0-star rating from 12 local Google reviews.
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
5.0 stars from 12 reviews; highly rated Georgetown financial advisor.
1629 Rivery Blvd #102, Georgetown, TX 78628, USA
Rated 4.8 stars from 16 reviews, this Georgetown financial advisor is highly recommended.
1225 S I-35 Frontage Rd #125, Georgetown, TX 78626, USA
Earns a perfect 5.0-star rating from its first five Google reviews in Georgetown.
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Top-rated Georgetown financial advisor with 5.0 stars from 3 reviews.
3727 Williams Dr, Georgetown, TX 78628, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction in Georgetown.
1015 W University Ave, Wolf Ranch Parkway Suite 505, Georgetown, TX 78628, USA
Earns a perfect 5.0-star rating from its early Google reviews in Georgetown.
116 W 8th St Suite 106, Georgetown, TX 78628, USA
Ranked 5.0 stars from multiple reviews, this Georgetown financial advisor is highly trusted.
102 W 8th St, Georgetown, TX 78626, USA
A solid 4.0-star rating from a small number of reviews in Georgetown, TX.
285 SE Inner Loop Suite 104, Georgetown, TX 78626, USA
Rated 5.0 stars from one review, this Georgetown financial advisor earns exceptional client feedback.
4112 Williams Dr Suite 106, Georgetown, TX 78628, USA
Top-rated Georgetown financial advisor with a perfect 5.0-star rating from clients.
4410 Williams Dr Suite 107, Georgetown, TX 78628, USA
No reviews yet; this Georgetown financial advisor has no customer feedback on Google.
3701 W State Hwy 29 #16202, Georgetown, TX 78628, USA
This financial advisor has no customer reviews yet to help guide your choice.
4869 Williams Dr Building 1 Suite 101, Georgetown, TX 78633, USA
New to Google reviews, this Georgetown financial advisor has no client ratings yet.
501 S Austin Ave #1110, Georgetown, TX 78626, USA
Earns a perfect 5.0-star rating from its first four client reviews in Georgetown.
100 River Hills Dr Ste 103, Georgetown, TX 78628, USA
Rated 5.0 stars across 3 Google reviews in Georgetown, TX.
1104 S Rock St, Georgetown, TX 78626, USA
Rated 5.0 stars from one Google review for financial guidance in Georgetown.
4873 Williams Dr # 103, Georgetown, TX 78633, USA
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Financial Advisors in Georgetown, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Growth Horizons Wealth Management | 78/100 | 5.0 ★ | 35 |
| 2 | The Retirement Studio | 76/100 | 5.0 ★ | 26 |
| 3 | Centennial Advisors, LLC | 75/100 | 4.9 ★ | 27 |
| 4 | Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™ | 72/100 | 5.0 ★ | 12 |
| 5 | Wise Counsel Wealth Management | 72/100 | 5.0 ★ | 12 |
| 6 | Charles Schwab | 70/100 | 4.8 ★ | 16 |
| 7 | Edward Jones - Financial Advisor: Tammy Martinez, ChFC® | 68/100 | 5.0 ★ | 5 |
| 8 | Wells Fargo Advisors | 66/100 | 5.0 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Travis W Rehberg | 64/100 | 5.0 ★ | 2 |
| 10 | Benold Financial Planning | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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