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Top Picks · Killeen
Best Financial Advisors in Killeen, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Killeen, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Cedarwood Financial Partners with a 5.0-star rating from 5 Google reviews and an RNM Score of 68/100. Also in the top tier: Empower Wealth and Tax, LLC - Georgetown and Edward Jones - Financial Advisor: Michael E Dosier, CFP®|AAMS®. The average rating across all listed financial advisors in Killeen is 5 stars from 8 reviews per business on average.
Financial advisors in Killeen 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.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Consistently earns a perfect 5.0-star rating from its local clients.
10156 Windy Pointe Dr, Temple, TX 76502, USARated 5.0 stars from one Google review for financial guidance in Georgetown.
4873 Williams Dr # 103, Georgetown, TX 78633, USAThis financial advisor has no customer reviews yet to help guide your choice.
4869 Williams Dr Building 1 Suite 101, Georgetown, TX 78633, USAFinancial Advisors Rankings in Killeen, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cedarwood Financial Partners10156 Windy Pointe Dr, Temple, TX 76502, USA | 5.0★ | 5 |
| #2 | Empower Wealth and Tax, LLC - Georgetown4873 Williams Dr # 103, Georgetown, TX 78633, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Michael E Dosier, CFP®|AAMS®4869 Williams Dr Building 1 Suite 101, Georgetown, TX 78633, USA | — | — |
| #4 | Edward Jones - Financial Advisor: Scott Murphy, CFP®|AAMS®4410 Williams Dr Suite 107, Georgetown, TX 78628, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Paul E Krause4112 Williams Dr Suite 106, Georgetown, TX 78628, USA | 5.0★ | 1 |
| #6 | Wells Fargo Advisors3727 Williams Dr, Georgetown, TX 78628, USA | 5.0★ | 3 |
| #7 | Wise Counsel Wealth Management1629 Rivery Blvd #102, Georgetown, TX 78628, USA | 5.0★ | 12 |
| #8 | Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA | 5.0★ | 12 |
| #9 | Edward Jones - Financial Advisor: Tammy Martinez, ChFC®711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA | 5.0★ | 5 |
| #10 | Edward Jones - Financial Advisor: Len Fischman, AAMS®100 River Hills Dr Ste 103, Georgetown, TX 78628, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Killeen
Top-rated Georgetown financial advisor with a perfect 5.0-star rating from clients.
4410 Williams Dr Suite 107, Georgetown, TX 78628, USA
Rated 5.0 stars from one review, this Georgetown financial advisor earns exceptional client feedback.
4112 Williams Dr Suite 106, Georgetown, TX 78628, USA
Top-rated Georgetown financial advisor with 5.0 stars from 3 reviews.
3727 Williams Dr, Georgetown, TX 78628, USA
5.0 stars from 12 reviews; highly rated Georgetown financial advisor.
1629 Rivery Blvd #102, Georgetown, TX 78628, USA
Proudly maintains a perfect 5.0-star rating from 12 local Google reviews.
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Earns a perfect 5.0-star rating from its first five Google reviews in Georgetown.
711 San Gabriel Village Blvd # 101, Georgetown, TX 78626, USA
Earns a perfect 5.0-star rating from its first four client reviews in Georgetown.
100 River Hills Dr Ste 103, Georgetown, TX 78628, USA
5.0 stars from 26 reviews, reflecting exceptional client satisfaction in Georgetown.
501 S Austin Ave #1220, Georgetown, TX 78626, USA
New to Google reviews, this Georgetown financial advisor has no client ratings yet.
501 S Austin Ave #1110, Georgetown, TX 78626, USA
This financial advisor has not yet received any Google reviews or ratings.
9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA
Earns a perfect 5.0-star rating from its early Google reviews in Georgetown.
116 W 8th St Suite 106, Georgetown, TX 78628, USA
Ranked 5.0 stars from multiple reviews, this Georgetown financial advisor is highly trusted.
102 W 8th St, Georgetown, TX 78626, USA
Known for exceptional 4.9-star service from 27 Google reviews in Georgetown.
1008 S Main St, Georgetown, TX 78626, USA
Rated 5.0 stars across 3 Google reviews in Georgetown, TX.
1104 S Rock St, Georgetown, TX 78626, USA
5.0-star rating from 2 Google reviews, reflecting exceptional client satisfaction.
9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA
No reviews yet; this Georgetown financial advisor has no customer feedback on Google.
3701 W State Hwy 29 #16202, Georgetown, TX 78628, USA
Rated 4.8 stars from 16 reviews, this Georgetown financial advisor is highly recommended.
1225 S I-35 Frontage Rd #125, Georgetown, TX 78626, USA
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Financial Advisors in Killeen, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Cedarwood Financial Partners | 68/100 | 5.0 ★ | 5 |
| 2 | Empower Wealth and Tax, LLC - Georgetown | 62/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: Michael E Dosier, CFP®|AAMS® | 3/100 | — | 0 |
| 4 | Edward Jones - Financial Advisor: Scott Murphy, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Paul E Krause | 62/100 | 5.0 ★ | 1 |
| 6 | Wells Fargo Advisors | 66/100 | 5.0 ★ | 3 |
| 7 | Wise Counsel Wealth Management | 72/100 | 5.0 ★ | 12 |
| 8 | Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™ | 72/100 | 5.0 ★ | 12 |
| 9 | Edward Jones - Financial Advisor: Tammy Martinez, ChFC® | 68/100 | 5.0 ★ | 5 |
| 10 | Edward Jones - Financial Advisor: Len Fischman, AAMS® | 67/100 | 5.0 ★ | 4 |
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 Killeen
What is a fiduciary financial advisor and why does it matter in Killeen?
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 Killeen, 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 Killeen?
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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