Top Picks · Kyle
Best Financial Advisors in Kyle, TX
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As of June 2026, RatingsNearMe ranks 16 financial advisors in Kyle, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Apeiron Planning Partners with a 5.0-star rating from 29 Google reviews and an RNM Score of 88/100. Also in the top tier: Atlas Wealth Advisors and Elite Realty Advisors. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Financial advisors in Kyle, TX offer a range of services to help individuals and families plan for their financial future. Consumers should look for advisors with relevant certifications and experience when searching for a local financial advisor.
- ✓Advisors in Kyle provide retirement planning, investment management, and tax preparation services
- ✓Many local advisors are affiliated with national firms like Edward Jones
- ✓Consumers should research an advisor's qualifications, such as the Certified Financial Planner (CFP) designation
Best Overall
Edward Jones - Financial Advisor: Kevin M Spotts, CFP®|CEPA®
Kevin M Spotts stands out as the top-ranked advisor due to his dual CFP® and CEPA® certifications, indicating expertise in comprehensive financial planning and business owner advisory.
Most Reviewed
Edward Jones - Financial Advisor: Kevin M Spotts, CFP®|CEPA®
A high number of reviews suggests broad client experience and trust, which can help you gauge service consistency and satisfaction.
When choosing a financial advisor in Kyle, consider meeting with multiple advisors to compare their specialties, fee structures, and communication styles. Look for credentials like CFP® or AAMS® that align with your specific financial goals.
How to Choose a Financial Advisor in Kyle
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Kyle, TX area
- • Fee-only or fee-based compensation structure
- • Specialization in areas like retirement planning, tax optimization, or estate planning
Questions to ask
- • What is your educational and professional background?
- • How long have you been advising clients in the Kyle, TX market?
- • What is your investment philosophy and approach to portfolio management?
Red flags
- ⚠ Advisor who pressures you to make quick decisions or invest in complex products you don't understand
- ⚠ Advisor who claims they can consistently 'beat the market'
- ⚠ Advisor who does not disclose all fees and costs upfront
In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses or certifications. Verify an advisor's credentials and check for any disciplinary actions or complaints.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
10
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Kyle, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Apeiron Planning Partners10000 N Central Expy Ste 700, Dallas, TX 75231, USA | 5.0★ | 29 |
| #2 | Atlas Wealth Advisors10000 N Central Expy Ste 700, Dallas, TX 75231, USA | 5.0★ | 14 |
| #3 | Elite Realty Advisors401 W Center St UNIT B, Kyle, TX 78640, USA | 5.0★ | 33 |
| #4 | Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC550 Reserve St #190, Southlake, TX 76092, USA | — | — |
| #5 | Dahse Financial Group- Financial Advisor: Rob Dahse589 Farm to Market 1626 suite 301, Buda, TX 78610, USA | 5.0★ | 1 |
| #6 | e3 Wealth835 Main St BLDG 200, Buda, TX 78610, USA | 5.0★ | 4 |
| #7 | Edward Jones - Financial Advisor: Adam D Jolliff, AAMS®203 Railroad St Suite 1 B, Buda, TX 78610, USA | 4.0★ | 4 |
| #8 | Barton Financial Group, LLC107 S Main St Ste. A, Kyle, TX 78640, USA | 4.8★ | 20 |
| #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
550 Reserve St #190, Southlake, TX 76092, USA
589 Farm to Market 1626 suite 301, Buda, TX 78610, USA
203 Railroad St Suite 1 B, Buda, TX 78610, USA
203 Railroad St Suite 1 B, Buda, TX 78610, USA
251 N Farm to Market 1626 Bldg 1 Ste D, Buda, TX 78610, USA
1300 Dacy Ln #210, Kyle, TX 78640, USA
606 Main St, Buda, TX 78610, USA
142 Cimarron Park Loop # F, Buda, TX 78610, USA
4964, 1300 Dacy Ln #230, Kyle, TX 78640, USA
5420 Lyndon B Johnson Fwy suite 1300, Dallas, TX 75240, USA
100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
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Financial Advisors in Kyle, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Apeiron Planning Partners | 88/100 | 5.0 ★ | 29 |
| 2 | Atlas Wealth Advisors | 85/100 | 5.0 ★ | 14 |
| 3 | Elite Realty Advisors | 77/100 | 5.0 ★ | 33 |
| 4 | Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 5 | Dahse Financial Group- Financial Advisor: Rob Dahse | 74/100 | 5.0 ★ | 1 |
| 6 | e3 Wealth | 67/100 | 5.0 ★ | 4 |
| 7 | Edward Jones - Financial Advisor: Adam D Jolliff, AAMS® | 50/100 | 4.0 ★ | 4 |
| 8 | Barton Financial Group, LLC | 71/100 | 4.8 ★ | 20 |
| 9 | Edward Jones - Financial Advisor: Kevin M Spotts, CFP®|CEPA® | 69/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CEPA®|AAMS®|CRPC™|CRPS™ | 74/100 | 5.0 ★ | 9 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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