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Local Pros · Kerrville

Local Financial Advisors in Kerrville, TX

Locally owned and operated financial advisors serving Kerrville and the surrounding area. Supporting local businesses means faster response and accountability.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Kerrville, TX by verified customer ratings and review volume. The highest-rated is Western Finance with a 4.9-star rating from 117 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Guy R Overby, CKA® and Talarico and Associates. The average rating across all listed financial advisors in Kerrville is 4.7 stars from 12 reviews per business on average.

Financial advisors in Kerrville 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

4.7★

Avg rating

12

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Western Finance

4.9(117 reviews)

1406 Sidney Baker St, Kerrville, TX 78028, USA

🥈

Edward Jones - Financial Advisor: Guy R Overby, CKA®

5.0(2 reviews)

2210 Bandera Hwy Ste A, Kerrville, TX 78028, USA

🥉

Talarico and Associates

5.0(1 reviews)

2210 Bandera Hwy Suite H, Kerrville, TX 78028, USA

Financial Advisors Rankings in Kerrville, TX

#BusinessRatingReviews
#1Western Finance1406 Sidney Baker St, Kerrville, TX 78028, USA4.9117
#2Edward Jones - Financial Advisor: Guy R Overby, CKA®2210 Bandera Hwy Ste A, Kerrville, TX 78028, USA5.02
#3Talarico and Associates2210 Bandera Hwy Suite H, Kerrville, TX 78028, USA5.01
#4Texas Hill Country Advisors929 Barnett St, Kerrville, TX 78028, USA5.03
#5Edward Jones - Financial Advisor: Kendall N Davison, AAMS®712 Hill Country Dr Ste #201, Kerrville, TX 78028, USA5.01
#6Edward Jones - Financial Advisor: Joyce D Mechler, AAMS®301 Earl Garrett St, Kerrville, TX 78028, USA4.54
#7Edward Jones - Financial Advisor: Bryon Mein339 W Water St, Kerrville, TX 78028, USA5.03
#8Stevens Wealth Management1400 Water St, Kerrville, TX 78028, USA5.02
#9Edward Jones - Financial Advisor: Zach Riffett, CFP®|ChFC®713 Sidney Baker St, Kerrville, TX 78028, USA3.02
#10Finley Financial Services874 Harper Rd # 109, Kerrville, TX 78028, USA5.01

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

All Financial Advisors in Kerrville

4

Texas Hill Country Advisors

5.0· 3 reviews

929 Barnett St, Kerrville, TX 78028, USA

5

Edward Jones - Financial Advisor: Kendall N Davison, AAMS®

5.0· 1 reviews

712 Hill Country Dr Ste #201, Kerrville, TX 78028, USA

6

Edward Jones - Financial Advisor: Joyce D Mechler, AAMS®

4.5· 4 reviews

301 Earl Garrett St, Kerrville, TX 78028, USA

7

Edward Jones - Financial Advisor: Bryon Mein

5.0· 3 reviews

339 W Water St, Kerrville, TX 78028, USA

8

Stevens Wealth Management

5.0· 2 reviews

1400 Water St, Kerrville, TX 78028, USA

9

Edward Jones - Financial Advisor: Zach Riffett, CFP®|ChFC®

3.0· 2 reviews

713 Sidney Baker St, Kerrville, TX 78028, USA

10

Finley Financial Services

5.0· 1 reviews

874 Harper Rd # 109, Kerrville, TX 78028, USA

11

The Collum Group - Ameriprise Financial Services, LLC

· 0 reviews

301 Junction Hwy Ste 249, Kerrville, TX 78028, USA

12

True North Advisors

· 0 reviews

200 Earl Garrett St #202, Kerrville, TX 78028, USA

13

Danny Dean - Thrivent

3.7· 3 reviews

819 Water St, Kerrville, TX 78028, USA

14

Mein Wealth Management

· 0 reviews

337 W Water St, Kerrville, TX 78028, USA

15

Raymond James - Sage Investment Advice

5.0· 2 reviews

320 TX-39, Ingram, TX 78025, USA

16

Morgan Stanley Financial Advisors

· 0 reviews

1304 Junction Hwy #300, Kerrville, TX 78028, USA

17

Dawn Collum - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

301 Junction Hwy Ste 249, Kerrville, TX 78028, USA

18

Edward Jones - Financial Advisor: Grant S Mein

· 0 reviews

1234 Bandera Hwy, Kerrville, TX 78028, USA

19

Guadalupe Investments & Advisory Services

· 0 reviews

953 Myrta St, Kerrville, TX 78028, USA

20

Mossman Financial Solutions, LLC.

· 0 reviews

961 Water St, Kerrville, TX 78028, USA

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

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

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 Kerrville, 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 Kerrville?

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 — Kerrville, TX

This page lists and ranks 20 financial advisors serving Kerrville, TX as of May 2026. The average verified rating across all listings is 4.7 stars, with an average of 12 customer reviews per business. The top-ranked financial advisors in Kerrville by our algorithm is Western Finance (4.9 stars, 117 reviews). Financial advisors in Kerrville 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 Kerrville: 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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