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We don't have financial advisors listed specifically in Joshua yet — these top-rated pros from Burleson serve your area and are available for calls and quotes today.

Low Cost · Joshua

Cheap Financial Advisors in Joshua, TX — Best Prices

Compare financial advisors prices in Joshua to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Joshua, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Tris R FitzGibbon, CEPA®|AAMS®. Also in the top tier: Maverick Wealth Management and Atwell Private Wealth Management. The average rating across all listed financial advisors in Joshua is 4.4 stars from 19 reviews per business on average.

Financial advisors in Joshua 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

20

Businesses listed

4.4★

Avg rating

19

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Tris R FitzGibbon, CEPA®|AAMS®

(0 reviews)

1351 SW Wilshire Blvd #102, Burleson, TX 76028, USA

🥈

Maverick Wealth Management

4.1(9 reviews)

255 Elk Dr d, Burleson, TX 76028, USA

🥉

Atwell Private Wealth Management

(0 reviews)

279 W Hidden Creek Pkwy Suite 1201, Burleson, TX 76028, USA

Financial Advisors Rankings in Joshua, TX

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Tris R FitzGibbon, CEPA®|AAMS®1351 SW Wilshire Blvd #102, Burleson, TX 76028, USA
#2Maverick Wealth Management255 Elk Dr d, Burleson, TX 76028, USA4.19
#3Atwell Private Wealth Management279 W Hidden Creek Pkwy Suite 1201, Burleson, TX 76028, USA
#4Chisholm Wealth Management1308 NW John Jones Dr, Burleson, TX 76028, USA5.09
#5Simmons Financial Services821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA5.01
#6Clear Financial Network388 SW Johnson Ave, Burleson, TX 76028, USA4.220
#7Edward Jones - Financial Advisor: Lynn H Bates Jr, AAMS®115 NW Newton Dr E, Burleson, TX 76028, USA4.84
#8Axis Financial251 SW Wilshire Blvd Suite 124-525, Burleson, TX 76028, USA5.0177
#9Edward Jones - Financial Advisor: Brianna D Wilson, AWMA®232 NW Tarrant Ave #108, Burleson, TX 76028, USA
#10Financial Serenity - Ian Powell124 S Main St #223, Burleson, TX 76028, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Joshua

4

Chisholm Wealth Management

5.0· 9 reviews

1308 NW John Jones Dr, Burleson, TX 76028, USA

5

Simmons Financial Services

5.0· 1 reviews

821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA

6

Clear Financial Network

4.2· 20 reviews

388 SW Johnson Ave, Burleson, TX 76028, USA

7

Edward Jones - Financial Advisor: Lynn H Bates Jr, AAMS®

4.8· 4 reviews

115 NW Newton Dr E, Burleson, TX 76028, USA

8

Axis Financial

5.0· 177 reviews

251 SW Wilshire Blvd Suite 124-525, Burleson, TX 76028, USA

9

Edward Jones - Financial Advisor: Brianna D Wilson, AWMA®

· 0 reviews

232 NW Tarrant Ave #108, Burleson, TX 76028, USA

10

Financial Serenity - Ian Powell

5.0· 2 reviews

124 S Main St #223, Burleson, TX 76028, USA

11

Edward Jones - Financial Advisor: Kharla Sowells, SE-AWMA®

· 0 reviews

113 NE Johnson Ave #900, Burleson, TX 76028, USA

12

Sharpe Wealth Management LLC

5.0· 19 reviews

124 S Main St Suite 212, Burleson, TX 76028, USA

13

Woodard Wealth Management

4.7· 3 reviews

240 E Renfro St #202, Burleson, TX 76028, USA

14

Edward Jones

3.0· 1 reviews

B & G Blvd, Burleson, TX 76028, USA

15

Edward Jones - Financial Advisor: Ricky C Estes II, CEPA®

1.0· 1 reviews

312 E Renfro St Ste 103, Burleson, TX 76028, USA

16

Frank Bugh Financial Advisor - Raymond James

5.0· 1 reviews

295 E Renfro St Ste 309, Burleson, TX 76028, USA

17

First Finance Cleburne

4.4· 7 reviews

1200 W Henderson St Suite J, Cleburne, TX 76033, USA

18

Rodney C Fowler, LPL Financial

· 0 reviews

214 N Ridgeway Dr, Cleburne, TX 76033, USA

19

Edward Jones - Financial Advisor: Alyssa A Dotson

4.5· 2 reviews

217 N Ridgeway Dr #100, Cleburne, TX 76033, USA

20

AgTrust Farm Credit

5.0· 26 reviews

210 N Ridgeway Dr, Cleburne, TX 76033, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Joshua

What is a fiduciary financial advisor and why does it matter in Joshua?

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 Joshua, 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 Joshua?

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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About This Financial Advisors Directory — Joshua, TX

This page lists and ranks 20 financial advisors serving Joshua, TX as of May 2026. The average verified rating across all listings is 4.4 stars, with an average of 19 customer reviews per business. The top-ranked financial advisors in Joshua by our algorithm is Edward Jones - Financial Advisor: Tris R FitzGibbon, CEPA®|AAMS®. Financial advisors in Joshua typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Joshua: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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