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Trusted Financial Advisors in Lakeside, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Lakeside have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Lakeside, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™ with a 5.0-star rating from 1 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Shelby M Jennings and Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™. The average rating across all listed financial advisors in Lakeside is 4.7 stars from 12 reviews per business on average.
Financial advisors in Lakeside 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
20
Businesses listed
4.7★
Avg rating
12
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™
8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA
Edward Jones - Financial Advisor: Shelby M Jennings
1341 Southeast Pkwy #104, Azle, TX 76020, USA
Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™
1341 Southeast Pkwy #104, Azle, TX 76020, USA
Financial Advisors Rankings in Lakeside, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Shelby M Jennings1341 Southeast Pkwy #104, Azle, TX 76020, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™1341 Southeast Pkwy #104, Azle, TX 76020, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Stonie Hamilton1341 Southeast Pkwy #101, Azle, TX 76020, USA | 5.0★ | 2 |
| #5 | Aligned Wealth Advisors5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA | 5.0★ | 2 |
| #6 | New Century Investments5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA | 5.0★ | 23 |
| #7 | Integrity Financial Group5748 Boat Club Rd, Fort Worth, TX 76179, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Adam A Driggers105 W Main St, Azle, TX 76020, USA | 5.0★ | 1 |
| #9 | Security Finance129 W Main St, Azle, TX 76020, USA | 4.6★ | 53 |
| #10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS®713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Lakeside
Edward Jones - Financial Advisor: Stonie Hamilton
1341 Southeast Pkwy #101, Azle, TX 76020, USA
Aligned Wealth Advisors
5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA
New Century Investments
5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA
Integrity Financial Group
5748 Boat Club Rd, Fort Worth, TX 76179, USA
Edward Jones - Financial Advisor: Adam A Driggers
105 W Main St, Azle, TX 76020, USA
Edward Jones - Financial Advisor: Robert S Anderson, AAMS®
713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA
Nathan C. Employee Benefits Specialist.
1209 N Saginaw Blvd G, Saginaw, TX 76179, USA
Wealth Strategy Advisors
3265 Lackland Rd, Fort Worth, TX 76116, USA
Wells Fargo Advisors
1329 N Saginaw Blvd, Saginaw, TX 76179, USA
Decidedly Wealth Management
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
Clearfork Financial Planning
4921 Camp Bowie Blvd, Fort Worth, TX 76107, USA
Dignum Financial Partners
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Beacon Pointe Advisors
1408 Montgomery St, Fort Worth, TX 76107, USA
Baird Private Wealth Management
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA
Brazos Wealth Advisors, L.L.C.
2833 Crockett St Ste 102, Fort Worth, TX 76107, USA
Clearfork Wealth Management
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109, USA
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Frequently Asked Questions — Financial Advisors in Lakeside
What is a fiduciary financial advisor and why does it matter in Lakeside?
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 Lakeside, 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 Lakeside?
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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