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Financial Advisors in Lakeway, TX — Free Estimates
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Lakeway, TX by verified customer ratings and review volume. The highest-rated is Wyntrill Financial with a 5.0-star rating from 71 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: EJ Rathburn II, CFP® and TJW Wealth. The average rating across all listed financial advisors in Lakeway is 4.9 stars from 9 reviews per business on average.
Financial advisors in Lakeway typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Lakeway, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wyntrill Financial2802 Flintrock Trace Suite 251, Austin, TX 78738, USA | 5.0★ | 71 |
| #2 | Edward Jones - Financial Advisor: EJ Rathburn II, CFP®11612 FM2244 Ste 125, Austin, TX 78738, USA | 5.0★ | 12 |
| #3 | TJW Wealth2806 Flintrock Trace, Lakeway, TX 78738, USA | 5.0★ | 6 |
| #4 | Hamilton Financial Planning, LLC1202 Lakeway Dr Suite 7, Austin, TX 78734, USA | 5.0★ | 3 |
| #5 | Financial Gravity Companies, Inc.2501 Ranch Rd 620 S Ste 110, Lakeway, TX 78734, USA | 5.0★ | 5 |
| #6 | Stream Wealth Partners103 Ranch Rd 620 S, Lakeway, TX 78734, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS®2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Colin J Tracy, CFP®|CEPA®2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA | 5.0★ | 2 |
| #9 | Merrill Lynch Wealth Management2951 Ranch Rd 620 S, Austin, TX 78738, USA | 4.0★ | 3 |
| #10 | Rincon Wealth Management1927 Lohmans Crossing Rd # 101, Lakeway, TX 78734, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lakeway
Hamilton Financial Planning, LLC
1202 Lakeway Dr Suite 7, Austin, TX 78734, USA
Financial Gravity Companies, Inc.
2501 Ranch Rd 620 S Ste 110, Lakeway, TX 78734, USA
Stream Wealth Partners
103 Ranch Rd 620 S, Lakeway, TX 78734, USA
Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS®
2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA
Edward Jones - Financial Advisor: Colin J Tracy, CFP®|CEPA®
2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA
Merrill Lynch Wealth Management
2951 Ranch Rd 620 S, Austin, TX 78738, USA
Rincon Wealth Management
1927 Lohmans Crossing Rd # 101, Lakeway, TX 78734, USA
Edward Jones - Financial Advisor: Guy A Weinhold, CFP®|AAMS®
12700 Hill Country Blvd #T-105, Bee Cave, TX 78738, USA
Edward Jones - Financial Advisor: Chris Dregits, CFP®
3503 Wild Cherry Dr Bldg 11, Lakeway, TX 78738, USA
Hilton Financial Group
409 Ringtail Stream Dr, Lakeway, TX 78738, USA
DESMO Wealth Advisors, LLC
111 Duck Lake Dr, Lakeway, TX 78734, USA
Edward Jones - Financial Advisor: Adam J Gafken, CFP®|CEPA®|AAMS®
1927 Lohmans Crossing Rd #100c, Lakeway, TX 78734, USA
Martin Wealth Management, LLC
312 Medical Pkwy, Lakeway, TX 78738, USA
Monarch Wealth Management
2806 Flintrock Trace, Lakeway, TX 78738, USA
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Frequently Asked Questions — Financial Advisors in Lakeway
What is a fiduciary financial advisor and why does it matter in Lakeway?
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 Lakeway, 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 Lakeway?
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: May 17, 2026.
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