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Same-Day Financial Advisors in Kingwood, TX
Can't wait a week? These financial advisors in Kingwood offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Kingwood, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Endurance Financial Planning, LLC - Timothy Fleming, MBA with a 5.0-star rating from 15 Google reviews and an RNM Score of 73/100. Also in the top tier: Edward Jones - Financial Advisor: Tom Stegner and Shank Wealth Management. The average rating across all listed financial advisors in Kingwood is 4.8 stars from 3 reviews per business on average.
Financial advisors in Kingwood typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Kingwood, TX is home to a variety of financial advisor services, including investment management, retirement planning, and tax preparation. Consumers in the area should research local advisors' qualifications, services offered, and fee structures when searching for a financial advisor to meet their needs.
- ✓Diverse range of financial advisor services available in Kingwood, TX
- ✓Consumers should research advisors' credentials and service offerings
- ✓Understand fee structures when selecting a local financial advisor
Best Overall
Endurance Financial Planning, LLC - Timothy Fleming, MBA
As an independent, fee-only fiduciary with an MBA, Endurance Financial Planning offers personalized, conflict-free advice that prioritizes client interests above all else.
Most Reviewed
Edward Jones - Financial Advisor: Jim Carranza, ChFC®|AAMS®
A high number of reviews reflects a broad client base and established trust, helping new clients gauge the advisor's reliability and service quality.
When choosing a financial advisor in Kingwood, verify their fiduciary status and fee structure, and read recent reviews to ensure their approach aligns with your financial goals and risk tolerance.
How to Choose a Financial Advisor in Kingwood
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Kingwood, TX area
- • A fee-only compensation model rather than commission-based
- • A fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • Can you provide references from current Kingwood-based clients?
- • How do you get paid, and what are your typical fees?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Limited experience working with clients in the Kingwood area
In Texas, financial advisors must be registered as investment advisor representatives and hold appropriate licenses and insurance. Be sure to verify their credentials and licensing status.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Kingwood, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Endurance Financial Planning, LLC - Timothy Fleming, MBA1525 Lakeville Dr Suite 135, Kingwood, TX 77339, USA | 5.0★ | 15 |
| #2 | Edward Jones - Financial Advisor: Tom Stegner4429 Town Center Pl, Kingwood, TX 77339, USA | 5.0★ | 4 |
| #3 | Shank Wealth Management2627 Chestnut Ridge Rd #260, Kingwood, TX 77339, USA | 4.7★ | 6 |
| #4 | MTR Financial Services, LLC900 Rockmead Dr # 151, Kingwood, TX 77339, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Trey Hill1546 Kingwood Dr, Kingwood, TX 77339, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management600 Rockmead Dr STE 100, Kingwood, TX 77339, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Jim Carranza, ChFC®|AAMS®855 Rockmead Dr Unit 405, Kingwood, TX 77339, USA | 5.0★ | 1 |
| #8 | Blakelock Financial Group1300 Stonehollow Dr, Kingwood, TX 77339, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Keaton M Uresti12 N Main St, Kingwood, TX 77339, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Colin Wong, CFP®2855 W Lake Houston Pkwy Suite 111, Kingwood, TX 77339, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kingwood
900 Rockmead Dr # 151, Kingwood, TX 77339, USA
1546 Kingwood Dr, Kingwood, TX 77339, USA
600 Rockmead Dr STE 100, Kingwood, TX 77339, USA
855 Rockmead Dr Unit 405, Kingwood, TX 77339, USA
12 N Main St, Kingwood, TX 77339, USA
2855 W Lake Houston Pkwy Suite 111, Kingwood, TX 77339, USA
22001 Northpark Dr STE 245, Kingwood, TX 77339, USA
855 Rockmead Dr Unit 701, Kingwood, TX 77339, USA
4501 Magnolia Cove Dr Ste 208, Kingwood, TX 77345, USA
1910 W Lake Houston Pkwy, Kingwood, TX 77339, USA
21383 Valley Ranch Blvd Suite 500, New Caney, TX 77357, USA
700 Rockmead Dr Suite 248, Kingwood, TX 77339, USA
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Financial Advisors in Kingwood, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Endurance Financial Planning, LLC - Timothy Fleming, MBA | 73/100 | 5.0 ★ | 15 |
| 2 | Edward Jones - Financial Advisor: Tom Stegner | 67/100 | 5.0 ★ | 4 |
| 3 | Shank Wealth Management | 64/100 | 4.7 ★ | 6 |
| 4 | MTR Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Trey Hill | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Wealth Management | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Jim Carranza, ChFC®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Blakelock Financial Group | 3/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: Keaton M Uresti | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Colin Wong, CFP® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Kingwood
What is a fiduciary financial advisor and why does it matter in Kingwood?
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 Kingwood, 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 Kingwood?
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.
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: June 9, 2026.
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