4.5+ Stars · Leander
Highly Rated Financial Advisors in Leander, TX
Only the best make this list. These financial advisors in Leander have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 8 financial advisors in Leander, TX by verified customer ratings and review volume. The highest-rated is Ankerstar Wealth with a 5.0-star rating from 22 verified reviews. Also in the top tier: Ocean Financial LLC and Edward Jones - Financial Advisor: Joe Brown. The average rating across all listed financial advisors in Leander is 5 stars from 9 reviews per business on average.
Financial advisors in Leander 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
8
Businesses listed
5★
Avg rating
9
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Joe Brown
9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA
Financial Advisors Rankings in Leander, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Ankerstar Wealth3835 Co Rd 175 #840, Leander, TX 78641, USA | 5.0★ | 22 |
| #2 | Ocean Financial LLC432 Acuff Ln, Leander, TX 78641, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Joe Brown9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Leslie O Die, CFP®|ChFC®9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Greg Rollo, CFP®|CEPA®1908 S Bagdad Rd Suite A, Leander, TX 78641, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Craig T Moore1640 Highland Falls Dr #801, Leander, TX 78641, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Sean Mathis, CFP®|AAMS®2629 Palmera Ridge Blvd Bldg 1, Suite 104, Leander, TX 78641, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Nathaniel J Funk, CFP®|CEPA®|AAMS®1640 Highland Falls Dr #801, Leander, TX 78641, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Leander
Edward Jones - Financial Advisor: Leslie O Die, CFP®|ChFC®
9025 W State Hwy 29 Suite Of2-201, Liberty Hill, TX 78642, USA
Edward Jones - Financial Advisor: Greg Rollo, CFP®|CEPA®
1908 S Bagdad Rd Suite A, Leander, TX 78641, USA
Edward Jones - Financial Advisor: Craig T Moore
1640 Highland Falls Dr #801, Leander, TX 78641, USA
Edward Jones - Financial Advisor: Sean Mathis, CFP®|AAMS®
2629 Palmera Ridge Blvd Bldg 1, Suite 104, Leander, TX 78641, USA
Edward Jones - Financial Advisor: Nathaniel J Funk, CFP®|CEPA®|AAMS®
1640 Highland Falls Dr #801, Leander, TX 78641, USA
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Frequently Asked Questions — Financial Advisors in Leander
What is a fiduciary financial advisor and why does it matter in Leander?
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 Leander, 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 Leander?
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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