Local Pros · Mansfield
Local Financial Advisors in Mansfield, TX
Locally owned and operated financial advisors serving Mansfield and the surrounding area. Supporting local businesses means faster response and accountability.
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
1700 Robert Rd #102, Mansfield, TX 76063, USA
Guy Rodgers Private Wealth Strategies
1105 Alexis Ct Suite 103, Mansfield, TX 76063, USA
Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®
560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USA
Financial Advisors Rankings in Mansfield, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Casey L Mullins1700 Robert Rd #102, Mansfield, TX 76063, USA | 5.0★ | 9 |
| #2 | Guy Rodgers Private Wealth Strategies1105 Alexis Ct Suite 103, Mansfield, TX 76063, USA | 5.0★ | 7 |
| #3 | Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®507 E Broad St, Mansfield, TX 76063, USA | 5.0★ | 3 |
| #5 | Edward Jones - Financial Advisor: Keith T Rogers, CFP®1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA | 5.0★ | 2 |
| #6 | Northwestern Mutual Mansfield733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA | 3.0★ | 2 |
| #7 | Biltmore Financial Services717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA | 4.5★ | 2 |
| #8 | Edward Jones - Financial Advisor: Chris Ison, CFP®305 Regency Pkwy #201, Mansfield, TX 76063, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Kyle Shelton, CFP®1560 US-287 Ste 200, Mansfield, TX 76063, USA | — | — |
| #10 | Edward Jones - Financial Advisor: David M Plumberg751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Mansfield
Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®
507 E Broad St, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Keith T Rogers, CFP®
1710 Country Club Dr Suite 104, 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
Edward Jones - Financial Advisor: Chris Ison, CFP®
305 Regency Pkwy #201, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Kyle Shelton, CFP®
1560 US-287 Ste 200, 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
Shawn Malley - Financial Advisor, Ameriprise Financial Services, LLC
105 N 1st Ave, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Richie Kelly II
560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063, USA
Bennett Wealth Advisors
1831 E Broad St #210, Mansfield, TX 76063, USA
Karen E Martin - Financial Advisor, Ameriprise Financial Services, LLC
2500 E Broad St Suite 100, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Stephanie Woehr, CFP®
705 E Broad St Suite 105, Mansfield, TX 76063, USA
Edward Jones - Financial Advisor: Michael J Forrester
507 E Broad St, Mansfield, TX 76063, USA
Wouter J Stokman - Financial Advisor, Ameriprise Financial Services, LLC
604 N Walnut Creek Dr, Mansfield, TX 76063, USA
Rushing Scott Wealth Management LLC
215 E Debbie Ln, Mansfield, TX 76063, USA
Simmons Financial Services
821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA
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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.
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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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