RatingsNearMeGet Free Quote

Pricing Guide · Mansfield

Financial Advisors Cost in Mansfield, TX — 2026 Price Guide

What should you pay for financial advisors in Mansfield? See real 2026 price ranges from local pros and get free quotes to compare.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Mansfield, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Casey L Mullins with a 5.0-star rating from 9 verified reviews. Also in the top tier: Guy Rodgers Private Wealth Strategies and Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®. The average rating across all listed financial advisors in Mansfield is 4.8 stars from 3 reviews per business on average.

Financial advisors in Mansfield 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

20

Businesses listed

4.8★

Avg rating

3

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Casey L Mullins

5.0(9 reviews)

1700 Robert Rd #102, Mansfield, TX 76063, USA

🥈

Guy Rodgers Private Wealth Strategies

5.0(7 reviews)

1105 Alexis Ct Suite 103, Mansfield, TX 76063, USA

🥉

Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®

5.0(4 reviews)

560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USA

Financial Advisors Rankings in Mansfield, TX

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Casey L Mullins1700 Robert Rd #102, Mansfield, TX 76063, USA5.09
#2Guy Rodgers Private Wealth Strategies1105 Alexis Ct Suite 103, Mansfield, TX 76063, USA5.07
#3Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USA5.04
#4Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®507 E Broad St, Mansfield, TX 76063, USA5.03
#5Edward Jones - Financial Advisor: Keith T Rogers, CFP®1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA5.02
#6Northwestern Mutual Mansfield733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA3.02
#7Biltmore Financial Services717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA4.52
#8Edward Jones - Financial Advisor: Chris Ison, CFP®305 Regency Pkwy #201, Mansfield, TX 76063, USA5.02
#9Edward Jones - Financial Advisor: Kyle Shelton, CFP®1560 US-287 Ste 200, Mansfield, TX 76063, USA
#10Edward Jones - Financial Advisor: David M Plumberg751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Mansfield

4

Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®

5.0· 3 reviews

507 E Broad St, Mansfield, TX 76063, USA

5

Edward Jones - Financial Advisor: Keith T Rogers, CFP®

5.0· 2 reviews

1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA

6

Northwestern Mutual Mansfield

3.0· 2 reviews

733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA

7

Biltmore Financial Services

4.5· 2 reviews

717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA

8

Edward Jones - Financial Advisor: Chris Ison, CFP®

5.0· 2 reviews

305 Regency Pkwy #201, Mansfield, TX 76063, USA

9

Edward Jones - Financial Advisor: Kyle Shelton, CFP®

· 0 reviews

1560 US-287 Ste 200, Mansfield, TX 76063, USA

10

Edward Jones - Financial Advisor: David M Plumberg

5.0· 2 reviews

751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA

11

Miller Premier Investment Planning, LLC

· 0 reviews

1302 Brynlee Ln, Mansfield, TX 76063, USA

12

Shawn Malley - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

105 N 1st Ave, Mansfield, TX 76063, USA

13

Edward Jones - Financial Advisor: Richie Kelly II

5.0· 1 reviews

560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063, USA

14

Bennett Wealth Advisors

· 0 reviews

1831 E Broad St #210, Mansfield, TX 76063, USA

15

Karen E Martin - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

2500 E Broad St Suite 100, Mansfield, TX 76063, USA

16

Edward Jones - Financial Advisor: Stephanie Woehr, CFP®

· 0 reviews

705 E Broad St Suite 105, Mansfield, TX 76063, USA

17

Edward Jones - Financial Advisor: Michael J Forrester

· 0 reviews

507 E Broad St, Mansfield, TX 76063, USA

18

Wouter J Stokman - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

604 N Walnut Creek Dr, Mansfield, TX 76063, USA

19

Rushing Scott Wealth Management LLC

· 0 reviews

215 E Debbie Ln, Mansfield, TX 76063, USA

20

Simmons Financial Services

5.0· 1 reviews

821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA

Data from Google Business listings
Updated regularly with real reviews
No obligation to contact
Free to compare

Get Free Quotes

We'll connect you with the top financial advisors in Mansfield, TX.

Free · No obligation · Local pros only

Frequently Asked Questions — Financial Advisors in Mansfield

What is a fiduciary financial advisor and why does it matter in Mansfield?

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 Mansfield, 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 Mansfield?

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.

Financial Advisors in Nearby Cities

Compare top-rated financial advisors in cities near you.

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.

More Home Services in Mansfield

Related Searches

About This Financial Advisors Directory — Mansfield, TX

This page lists and ranks 20 financial advisors serving Mansfield, TX as of May 2026. The average verified rating across all listings is 4.8 stars, with an average of 3 customer reviews per business. The top-ranked financial advisors in Mansfield by our algorithm is Edward Jones - Financial Advisor: Casey L Mullins (5.0 stars, 9 reviews). Financial advisors in Mansfield typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Mansfield: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Mansfield