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Pricing Guide · Green Bay
Financial Advisors Cost in Green Bay, TX — 2026 Price Guide
What should you pay for financial advisors in Green Bay? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Green Bay, TX by verified customer ratings and review volume. The highest-rated is Haywood Wealth Management with a 4.9-star rating from 38 verified reviews. Also in the top tier: Lakeshore Wealth Advisors, LLC and David Hergert - Financial Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Green Bay is 4.8 stars from 27 reviews per business on average.
Financial advisors in Green Bay 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
4.8★
Avg rating
27
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Haywood Wealth Management
2625 Bay Area Blvd Suite 120, Houston, TX 77058, USA
Lakeshore Wealth Advisors, LLC
2525 Bay Area Blvd #135, Houston, TX 77058, USA
David Hergert - Financial Advisor, Ameriprise Financial Services, LLC
1331 Gemini St Ste 202, Houston, TX 77058, USA
Financial Advisors Rankings in Green Bay, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Haywood Wealth Management2625 Bay Area Blvd Suite 120, Houston, TX 77058, USA | 4.9★ | 38 |
| #2 | Lakeshore Wealth Advisors, LLC2525 Bay Area Blvd #135, Houston, TX 77058, USA | 5.0★ | 1 |
| #3 | David Hergert - Financial Advisor, Ameriprise Financial Services, LLC1331 Gemini St Ste 202, Houston, TX 77058, USA | 5.0★ | 3 |
| #4 | MDT Financial Advisors, LLC455 E Medical Center Blvd #115, Webster, TX 77598, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Ryan J Klibert601 W Texas Ave Ste 103, Webster, TX 77598, USA | — | — |
| #6 | Fidelity Investments18710 Gulf Fwy, Friendswood, TX 77546, USA | 3.2★ | 46 |
| #7 | Wilson Wealth Advisors - Ameriprise Financial Services, LLC711 W Bay Area Blvd #400, Webster, TX 77598, USA | 5.0★ | 307 |
| #8 | Presidio Financial711 W Bay Area Blvd # 212, Webster, TX 77598, USA | 5.0★ | 7 |
| #9 | Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC711 W Bay Area Blvd #400, Webster, TX 77598, USA | 5.0★ | 2 |
| #10 | David G Wilson - Private Wealth Advisor, Ameriprise Financial Services, LLC711 W Bay Area Blvd #400, Webster, TX 77598, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Green Bay
MDT Financial Advisors, LLC
455 E Medical Center Blvd #115, Webster, TX 77598, USA
Edward Jones - Financial Advisor: Ryan J Klibert
601 W Texas Ave Ste 103, Webster, TX 77598, USA
Fidelity Investments
18710 Gulf Fwy, Friendswood, TX 77546, USA
Wilson Wealth Advisors - Ameriprise Financial Services, LLC
711 W Bay Area Blvd #400, Webster, TX 77598, USA
Presidio Financial
711 W Bay Area Blvd # 212, Webster, TX 77598, USA
Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC
711 W Bay Area Blvd #400, Webster, TX 77598, USA
David G Wilson - Private Wealth Advisor, Ameriprise Financial Services, LLC
711 W Bay Area Blvd #400, Webster, TX 77598, USA
Texas Wealth Management LLC
18333 Egret Bay Blvd # 600, Houston, TX 77058, USA
Impact! Partners Financial
811 FM1959 Suite 100, Houston, TX 77034, USA
Steven Shirley Company
1560 W Bay Area Blvd #105, Friendswood, TX 77546, USA
Edward Jones - Financial Advisor: Kristie Ramirez, CFP®|CRPC™|CRPS™
1560 W Bay Area Blvd Ste 180, Friendswood, TX 77546, USA
Selah Financial Services, Inc.
1550 W Bay Area Blvd, Friendswood, TX 77546, USA
Edward Jones - Financial Advisor: Michael A Cevallos
4805 East Sam Houston Pkwy S Suite 160, Pasadena, TX 77505, USA
Edward Jones - Financial Advisor: Michael V Williams, RICP®
6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA
Edward Jones - Financial Advisor: Steele S Arthur, CFP®
6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA
Perkins Financial
4701 Preston Ave, Pasadena, TX 77505, USA
Edward Jones - Financial Advisor: Skyler W Childress, CFP®|CRPC™
2525 South Shore Blvd UNIT 204, League City, TX 77573, USA
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Frequently Asked Questions — Financial Advisors in Green Bay
What is a fiduciary financial advisor and why does it matter in Green Bay?
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 Green Bay, 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 Green Bay?
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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