Best Value · Katy
Affordable Financial Advisors in Katy, TX
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Katy, TX by verified customer ratings and review volume. The highest-rated is Luca Financial with a 5.0-star rating from 36 verified reviews. Also in the top tier: Clearwater Financial Group - Retirement Planning and Annuity Experts and McGee Wealth Management. The average rating across all listed financial advisors in Katy is 4.8 stars from 9 reviews per business on average.
Financial advisors in Katy 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
4.8★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Luca Financial
24285 Katy Fwy Suite 300, Katy, TX 77494, USA
Clearwater Financial Group - Retirement Planning and Annuity Experts
24285 Katy Fwy Suite 400-L, Katy, TX 77494, USA
McGee Wealth Management
848 Dominion Dr # 100, Katy, TX 77450, USA
Financial Advisors Rankings in Katy, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Luca Financial24285 Katy Fwy Suite 300, Katy, TX 77494, USA | 5.0★ | 36 |
| #2 | Clearwater Financial Group - Retirement Planning and Annuity Experts24285 Katy Fwy Suite 400-L, Katy, TX 77494, USA | 5.0★ | 24 |
| #3 | McGee Wealth Management848 Dominion Dr # 100, Katy, TX 77450, USA | 4.9★ | 21 |
| #4 | Edward Jones - Financial Advisor: Wesley J Blackmon, CFP®1501 East Ave, Katy, TX 77493, USA | 4.7★ | 12 |
| #5 | Edward Jones - Financial Advisor: Marcos S Helms, AAMS®|CRPC™24210 Westheimer Pkwy Suite 500, Katy, TX 77494, USA | 5.0★ | 10 |
| #6 | Creative Planning23226 Red River Dr 1st Floor, Katy, TX 77494, USA | 5.0★ | 18 |
| #7 | MVM Advisors LLC7043 Terrace Ridge, Katy, TX 77494, USA | 5.0★ | 2 |
| #8 | Wealth Enhancement Group23410 Grand Reserve Dr Suite 805, Katy, TX 77494, USA | 5.0★ | 2 |
| #9 | Graham Financial Group24658 Kingsland Blvd, Katy, TX 77494, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Shane P Theriot, CFP®633 E Fernhurst Dr Suite 1104, Katy, TX 77450, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Katy
Edward Jones - Financial Advisor: Wesley J Blackmon, CFP®
1501 East Ave, Katy, TX 77493, USA
Edward Jones - Financial Advisor: Marcos S Helms, AAMS®|CRPC™
24210 Westheimer Pkwy Suite 500, Katy, TX 77494, USA
Creative Planning
23226 Red River Dr 1st Floor, Katy, TX 77494, USA
MVM Advisors LLC
7043 Terrace Ridge, Katy, TX 77494, USA
Wealth Enhancement Group
23410 Grand Reserve Dr Suite 805, Katy, TX 77494, USA
Graham Financial Group
24658 Kingsland Blvd, Katy, TX 77494, USA
Edward Jones - Financial Advisor: Shane P Theriot, CFP®
633 E Fernhurst Dr Suite 1104, Katy, TX 77450, USA
McCaffrey Wealth Management
2717 Commercial Center Blvd Suite E204, Katy, TX 77494, USA
CRIS Financial
810 S Mason Rd STE 140, Katy, TX 77450, USA
Edward Jones - Financial Advisor: Lee R Chapman, CRPC™
814 East Ave B, Katy, TX 77493, USA
Flodder Financial Group
2770 FM 1463 #100, Katy, TX 77494, USA
Encompass Advisory Services
23114 Seven Meadows Pkwy, Katy, TX 77494, USA
Edward Jones - Financial Advisor: Pat Doucette
888 A Avenue D, Katy, TX 77493, USA
North Star Wealth Management Inc.
2717 Commercial Center Boulevard Cinco Ranch, suite e 200, Katy, TX 77494, USA
Blue Maple Financial
24275 Katy Fwy #215, Katy, TX 77494, USA
Edward Jones - Financial Advisor: Fortune Cobb, AAMS®|CRPC™
1322 Pin Oak Rd, Katy, TX 77494, USA
Roberts Wealth Management
440 Cobia Dr STE 2001, Katy, TX 77494, USA
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Frequently Asked Questions — Financial Advisors in Katy
What is a fiduciary financial advisor and why does it matter in Katy?
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 Katy, 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 Katy?
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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