Verified · Haltom City
Trusted Financial Advisors in Haltom City, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Haltom City have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 9 financial advisors in Haltom City, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is 1st Prosperity Financial Services with a 5.0-star rating from 23 Google reviews and an RNM Score of 76/100. Also in the top tier: Provision Retirement: Tony Rizzo, CFP and Edward Jones - Financial Advisor: Olia Bosovik, CFP®. The average rating across all listed financial advisors in Haltom City is 5 stars from 8 reviews per business on average.
Financial advisors in Haltom City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Olia Bosovik, CFP®
Olia Bosovik's CFP® certification and affiliation with the nationally recognized Edward Jones brand make her a standout choice for personalized financial planning in Haltom City.
Most Reviewed
Edward Jones - Financial Advisor: Olia Bosovik, CFP®
Having the most reviews suggests a broad base of client experience and trust, helping you gauge consistency in service.
When selecting a financial advisor in Haltom City, verify credentials like CFP® and compare fee structures. Consider meeting with at least two advisors to ensure their investment philosophy aligns with your goals.
Local Market Snapshot
9
Businesses listed
5★
Avg rating
8
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
5.0-star rated financial advisor with 23 reviews in Haltom City, TX.
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USATop-rated financial advisor in Haltom City with a perfect 5.0-star score from 18 reviews.
4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USAEarns a perfect 5.0-star rating from 8 local Google reviews.
14241 Dallas Pkwy Suite 840, Dallas, TX 75254, USAFinancial Advisors Rankings in Haltom City, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 1st Prosperity Financial Services4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 23 |
| #2 | Provision Retirement: Tony Rizzo, CFP4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 18 |
| #3 | Edward Jones - Financial Advisor: Olia Bosovik, CFP®14241 Dallas Pkwy Suite 840, Dallas, TX 75254, USA | 5.0★ | 8 |
| #4 | Dignum Financial Partners4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA | 5.0★ | 4 |
| #5 | Steward Wealth Management26 Main St, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #6 | Wells Fargo Advisors5320 N Beach St, Haltom City, TX 76137, USA | — | — |
| #7 | EverSource Wealth Advisors Ft. Worth4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 1 |
| #8 | Baird Private Wealth Management550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA | — | — |
| #9 | CAPTRUST300 Throckmorton St #1450, Fort Worth, TX 76102, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Haltom City
4 Google reviews give this Haltom City financial advisor a perfect 5.0-star rating.
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Rated 5.0 stars by clients from 1 Google review.
26 Main St, Colleyville, TX 76034, USA
No reviews yet for this Haltom City financial advisor.
5320 N Beach St, Haltom City, TX 76137, USA
Top-rated financial advisor with a perfect 5.0-star rating from local clients.
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
Financial advisor in Haltom City with no customer reviews yet.
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
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Financial Advisors in Haltom City, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | 1st Prosperity Financial Services | 76/100 | 5.0 ★ | 23 |
| 2 | Provision Retirement: Tony Rizzo, CFP | 74/100 | 5.0 ★ | 18 |
| 3 | Edward Jones - Financial Advisor: Olia Bosovik, CFP® | 70/100 | 5.0 ★ | 8 |
| 4 | Dignum Financial Partners | 67/100 | 5.0 ★ | 4 |
| 5 | Steward Wealth Management | 62/100 | 5.0 ★ | 1 |
| 6 | Wells Fargo Advisors | 3/100 | — | 0 |
| 7 | EverSource Wealth Advisors Ft. Worth | 62/100 | 5.0 ★ | 1 |
| 8 | Baird Private Wealth Management | 3/100 | — | 0 |
| 9 | CAPTRUST | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Haltom City
What is a fiduciary financial advisor and why does it matter in Haltom City?
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 Haltom City, 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 Haltom City?
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: July 5, 2026.
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