Licensed · Keller
Licensed & Insured Financial Advisors in Keller, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Keller, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor with a 5.0-star rating from 30 Google reviews and an RNM Score of 89/100. Also in the top tier: Foundation Wealth Partners and Tower View Wealth Mangement. The average rating across all listed financial advisors in Keller is 5 stars from 7 reviews per business on average.
Financial advisors in Keller typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Tower View Wealth Mangement
Tower View Wealth Mangement stands out as the top-ranked advisor in Keller due to its strong reputation for comprehensive wealth management and client-focused service.
Most Reviewed
Tower View Wealth Mangement
A high review count indicates broad client trust and consistent satisfaction, making it a reliable choice for prospective clients.
When choosing a financial advisor in Keller, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Keller residents trust this financial advisor, earning a flawless 5.0★ rating from 30 reviews.
530 E Southlake Blvd Suite 180, Southlake, TX 76092, USAHolds an exceptional 5.0-star rating across dozens of Google reviews.
700 N Carroll Ave Suite 120, Southlake, TX 76092, USATop-rated financial advisor in Keller with a perfect 5.0 rating from 14 reviews.
300 Morrison Park Dr ste 110, Southlake, TX 76092, USAFinancial Advisors Rankings in Keller, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA | 5.0★ | 30 |
| #2 | Foundation Wealth Partners700 N Carroll Ave Suite 120, Southlake, TX 76092, USA | 5.0★ | 21 |
| #3 | Tower View Wealth Mangement300 Morrison Park Dr ste 110, Southlake, TX 76092, USA | 5.0★ | 14 |
| #4 | Edward Jones - Financial Advisor: Blake K Johnson, CFP®1762 Keller Pkwy Suite 200, Keller, TX 76248, USA | 5.0★ | 1 |
| #5 | Bluegrass Legacy Group118 Olive St, Keller, TX 76248, USA | 5.0★ | 26 |
| #6 | Pride Financial Advisors420 Charles St, Keller, TX 76248, USA | 5.0★ | 3 |
| #7 | Keener Financial Planning1692 Keller Pkwy, Keller, TX 76248, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Jason Fortune, CFP®1665 Keller Pkwy Suite 300, Keller, TX 76248, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Clayton Edwards1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA | 5.0★ | 4 |
| #10 | Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|CAP®|AAMS®360 Rufe Snow Dr Suite 600, Keller, TX 76248, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Keller
Earns a perfect 5.0-star rating from its handful of Google reviews.
1762 Keller Pkwy Suite 200, Keller, TX 76248, USA
Earns a perfect 5.0-star rating from dozens of local client reviews.
118 Olive St, Keller, TX 76248, USA
A trusted Keller financial advisor with a perfect 5.0-star rating from clients.
420 Charles St, Keller, TX 76248, USA
Exceptional 5.0-star rating based on 3 Google reviews from local clients.
1692 Keller Pkwy, Keller, TX 76248, USA
A local financial advisor in Keller with no reviews yet to reference.
1665 Keller Pkwy Suite 300, Keller, TX 76248, USA
5.0 stars from 4 reviews, reflecting exceptional client satisfaction in Keller, TX.
1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA
Earned a perfect 5.0-star rating from its first few Google reviews.
360 Rufe Snow Dr Suite 600, Keller, TX 76248, USA
Earned a perfect 5.0-star rating from its initial Google reviews.
1710 Rufe Snow Dr Suite 110, Keller, TX 76248, USA
Keller's 5.0-star financial advisor, rated by a few clients.
420 Johnson Rd Ste 202, Keller, TX 76248, USA
Trusted financial advisor in Keller with a perfect 5.0-star rating from clients.
440 Johnson Rd suite b, Keller, TX 76248, USA
Earned a perfect 5.0-star rating from a handful of Google reviews.
1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA
5.0-star rating from early clients in Keller, reflecting exceptional service.
5310 N Tarrant Pkwy Suite 120, Keller, TX 76244, USA
Trusted Keller financial advisor with a flawless 5.0★ rating from 2 reviews.
8821 Davis Blvd #420, Keller, TX 76248, USA
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Financial Advisors in Keller, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor | 89/100 | 5.0 ★ | 30 |
| 2 | Foundation Wealth Partners | 87/100 | 5.0 ★ | 21 |
| 3 | Tower View Wealth Mangement | 85/100 | 5.0 ★ | 14 |
| 4 | Edward Jones - Financial Advisor: Blake K Johnson, CFP® | 62/100 | 5.0 ★ | 1 |
| 5 | Bluegrass Legacy Group | 76/100 | 5.0 ★ | 26 |
| 6 | Pride Financial Advisors | 66/100 | 5.0 ★ | 3 |
| 7 | Keener Financial Planning | 66/100 | 5.0 ★ | 3 |
| 8 | Edward Jones - Financial Advisor: Jason Fortune, CFP® | 3/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: Clayton Edwards | 67/100 | 5.0 ★ | 4 |
| 10 | Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|CAP®|AAMS® | 64/100 | 5.0 ★ | 2 |
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 Keller
What is a fiduciary financial advisor and why does it matter in Keller?
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 Keller, 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 Keller?
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 4, 2026.
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