Local Pros · Keller
Local Financial Advisors in Keller, TX
Locally owned and operated financial advisors serving Keller and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Keller, TX by verified customer ratings and review volume. The highest-rated is ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor with a 5.0-star rating from 30 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
ReDefined Wealth Advisors - Independent Fiduciary Financial Advisor
530 E Southlake Blvd Suite 180, Southlake, TX 76092, USA
Foundation Wealth Partners
700 N Carroll Ave Suite 120, Southlake, TX 76092, USA
Tower View Wealth Mangement
300 Morrison Park Dr ste 110, Southlake, TX 76092, USA
Financial 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 | Keener Financial Planning1692 Keller Pkwy, Keller, TX 76248, USA | 5.0★ | 3 |
| #5 | Pride Financial Advisors420 Charles St, Keller, TX 76248, USA | 5.0★ | 3 |
| #6 | Bluegrass Legacy Group118 Olive St, Keller, TX 76248, USA | 5.0★ | 26 |
| #7 | Edward Jones - Financial Advisor: Blake K Johnson, CFP®1762 Keller Pkwy Suite 200, Keller, TX 76248, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|CAP®|AAMS®360 Rufe Snow Dr Suite 600, Keller, TX 76248, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Melissa S Miller1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Clayton Edwards1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Keller
Keener Financial Planning
1692 Keller Pkwy, Keller, TX 76248, USA
Pride Financial Advisors
420 Charles St, Keller, TX 76248, USA
Bluegrass Legacy Group
118 Olive St, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Blake K Johnson, CFP®
1762 Keller Pkwy Suite 200, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Sean Raich, CFP®|ChFC®|CEPA®|CAP®|AAMS®
360 Rufe Snow Dr Suite 600, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Melissa S Miller
1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Clayton Edwards
1675 N Tarrant Pkwy Bldg B, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Clayton Gibson
8821 Davis Blvd #420, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Will Killgo
420 Johnson Rd Ste 202, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Jeffery C Clements
1710 Rufe Snow Dr Suite 110, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS®
5310 N Tarrant Pkwy Suite 120, Keller, TX 76244, USA
DeVore Wealth Management
440 Johnson Rd suite b, Keller, TX 76248, USA
Edward Jones - Financial Advisor: Jason Fortune, CFP®
1665 Keller Pkwy Suite 300, Keller, TX 76248, USA
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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: May 17, 2026.
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