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Financial Advisors in Long Beach, TX — Free Estimates
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Long Beach, TX by verified customer ratings and review volume. The highest-rated is Phoenix Wealth Partners with a 5.0-star rating from 2 verified reviews. Also in the top tier: Actum Wealth Advisors, L.L.C. and Legacy Stone Family Wealth - Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Long Beach is 4.5 stars from 2 reviews per business on average.
Financial advisors in Long Beach 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
4.5★
Avg rating
2
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Phoenix Wealth Partners
4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA
Actum Wealth Advisors, L.L.C.
4120 W Interstate 20, Arlington, TX 76017, USA
Legacy Stone Family Wealth - Ameriprise Financial Services, LLC
2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA
Financial Advisors Rankings in Long Beach, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Phoenix Wealth Partners4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA | 5.0★ | 2 |
| #2 | Actum Wealth Advisors, L.L.C.4120 W Interstate 20, Arlington, TX 76017, USA | 5.0★ | 2 |
| #3 | Legacy Stone Family Wealth - Ameriprise Financial Services, LLC2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA | — | — |
| #4 | Rushing Scott Wealth Management LLC215 E Debbie Ln, Mansfield, TX 76063, USA | — | — |
| #5 | Edward Jones - Financial Advisor: David M Plumberg751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA | 5.0★ | 2 |
| #6 | Miller Premier Investment Planning, LLC1302 Brynlee Ln, Mansfield, TX 76063, USA | — | — |
| #7 | Jsa Financial Consultants Inc.3602 S Cooper St, Arlington, TX 76015, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Kyle Shelton, CFP®1560 US-287 Ste 200, Mansfield, TX 76063, USA | — | — |
| #9 | David Dick - Financial Advisor, Ameriprise Financial Services, LLC700 Highlander Blvd Ste 335, Arlington, TX 76015, USA | 5.0★ | 1 |
| #10 | Kuttin Wealth Management - Ameriprise Financial Services, LLC700 Highlander Blvd Ste 335, Arlington, TX 76015, USA | 1.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Long Beach
Rushing Scott Wealth Management LLC
215 E Debbie Ln, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: David M Plumberg
751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA
Miller Premier Investment Planning, LLC
1302 Brynlee Ln, Mansfield, TX 76063, USA
Jsa Financial Consultants Inc.
3602 S Cooper St, Arlington, TX 76015, USA
Edward Jones - Financial Advisor: Kyle Shelton, CFP®
1560 US-287 Ste 200, Mansfield, TX 76063, USA
David Dick - Financial Advisor, Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Kuttin Wealth Management - Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™
2907 Medlin Dr Suite 102, Arlington, TX 76015, USA
Guy Rodgers Private Wealth Strategies
1105 Alexis Ct Suite 103, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Keith T Rogers, CFP®
1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA
Wouter J Stokman - Financial Advisor, Ameriprise Financial Services, LLC
604 N Walnut Creek Dr, Mansfield, TX 76063, USA
Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®
560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Richie Kelly II
560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063, USA
Northwestern Mutual Mansfield
733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA
Biltmore Financial Services
717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA
Shawn Malley - Financial Advisor, Ameriprise Financial Services, LLC
105 N 1st Ave, Mansfield, TX 76063, USA
Family Wealth Life
1241 W Green Oaks Blvd, Arlington, TX 76013, USA
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Frequently Asked Questions — Financial Advisors in Long Beach
What is a fiduciary financial advisor and why does it matter in Long Beach?
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 Long Beach, 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 Long Beach?
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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