Real Reviews · Kyle
Top-Reviewed Financial Advisors in Kyle, TX
What are customers actually saying? Read verified reviews for financial advisors in Kyle — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 16 financial advisors in Kyle, TX by verified customer ratings and review volume. The highest-rated is Elite Realty Advisors with a 5.0-star rating from 33 verified reviews. Also in the top tier: Apeiron Planning Partners and Barton Financial Group, LLC. The average rating across all listed financial advisors in Kyle is 4.8 stars from 10 reviews per business on average.
Financial advisors in Kyle typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
10
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Elite Realty Advisors
401 W Center St UNIT B, Kyle, TX 78640, USA
Apeiron Planning Partners
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Barton Financial Group, LLC
107 S Main St Ste. A, Kyle, TX 78640, USA
Financial Advisors Rankings in Kyle, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Elite Realty Advisors401 W Center St UNIT B, Kyle, TX 78640, USA | 5.0★ | 33 |
| #2 | Apeiron Planning Partners10000 N Central Expy Ste 700, Dallas, TX 75231, USA | 5.0★ | 29 |
| #3 | Barton Financial Group, LLC107 S Main St Ste. A, Kyle, TX 78640, USA | 4.8★ | 20 |
| #4 | Wealth Strategies Inc142 Cimarron Park Loop # F, Buda, TX 78610, USA | 5.0★ | 1 |
| #5 | Simonet Financial Group, LLC4964, 1300 Dacy Ln #230, Kyle, TX 78640, USA | 4.5★ | 8 |
| #6 | Atlas Wealth Advisors10000 N Central Expy Ste 700, Dallas, TX 75231, USA | 5.0★ | 14 |
| #7 | Northwestern Mutual Investment Services, LLC: Kyle Phelps Wick5420 Lyndon B Johnson Fwy suite 1300, Dallas, TX 75240, USA | 4.3★ | 6 |
| #8 | Kyle Clift - RBC Wealth Management Financial Advisor100 Crescent Ct Suite 1500, Dallas, TX 75201, USA | 5.0★ | 4 |
| #9 | Edward Jones - Financial Advisor: Kevin M Spotts, CFP®|CEPA®203 Railroad St Suite 1 B, Buda, TX 78610, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CEPA®|AAMS®|CRPC™|CRPS™251 N Farm to Market 1626 Bldg 1 Ste D, Buda, TX 78610, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kyle
Wealth Strategies Inc
142 Cimarron Park Loop # F, Buda, TX 78610, USA
Atlas Wealth Advisors
10000 N Central Expy Ste 700, Dallas, TX 75231, USA
Northwestern Mutual Investment Services, LLC: Kyle Phelps Wick
5420 Lyndon B Johnson Fwy suite 1300, Dallas, TX 75240, USA
Kyle Clift - RBC Wealth Management Financial Advisor
100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
Edward Jones - Financial Advisor: Kevin M Spotts, CFP®|CEPA®
203 Railroad St Suite 1 B, Buda, TX 78610, USA
Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CEPA®|AAMS®|CRPC™|CRPS™
251 N Farm to Market 1626 Bldg 1 Ste D, Buda, TX 78610, USA
e3 Wealth
835 Main St BLDG 200, Buda, TX 78610, USA
Edward Jones - Financial Advisor: Adam D Jolliff, AAMS®
203 Railroad St Suite 1 B, Buda, TX 78610, USA
Edward Jones - Financial Advisor: Julio Campos, AAMS®
1300 Dacy Ln #210, Kyle, TX 78640, USA
Ron Ernst - Associate Financial Advisor, Ameriprise Financial Services, LLC
606 Main St, Buda, TX 78610, USA
Dahse Financial Group- Financial Advisor: Rob Dahse
589 Farm to Market 1626 suite 301, Buda, TX 78610, USA
Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC
550 Reserve St #190, Southlake, TX 76092, USA
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Frequently Asked Questions — Financial Advisors in Kyle
What is a fiduciary financial advisor and why does it matter in Kyle?
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 Kyle, 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 Kyle?
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: June 1, 2026.
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