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Same-Day Financial Advisors in Mansfield, TX
Can't wait a week? These financial advisors in Mansfield offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Mansfield, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Casey L Mullins with a 5.0-star rating from 9 Google reviews and an RNM Score of 71/100. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Mansfield, TX is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services. Consumers in the area should research local advisors' credentials, services, and fees when selecting a financial advisor to work with.
- ✓Mansfield has several financial advisory firms and independent advisors
- ✓Local advisors provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research advisors' credentials, services, and fees when choosing a local financial advisor
How to Choose a Financial Advisor in Mansfield
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Mansfield, TX area
- • Fee-only compensation structure rather than commission-based
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Mansfield, TX clients?
Red flags
- ⚠ Overly aggressive or high-pressure sales tactics
- ⚠ Lack of transparency about fees and compensation
- ⚠ Recommending investments that seem too good to be true
In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses such as a Series 65 or Series 66 exam. It's important to verify an advisor's licensing and credentials before engaging their services.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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 | Simmons Financial Services821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®507 E Broad St, Mansfield, TX 76063, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Keith T Rogers, CFP®1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA | 5.0★ | 2 |
| #7 | Northwestern Mutual Mansfield733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA | 3.0★ | 2 |
| #8 | Biltmore Financial Services717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA | 4.5★ | 2 |
| #9 | Edward Jones - Financial Advisor: Chris Ison, CFP®305 Regency Pkwy #201, Mansfield, TX 76063, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Kyle Shelton, CFP®1560 US-287 Ste 200, Mansfield, TX 76063, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Mansfield
821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA
507 E Broad St, Mansfield, TX 76063, USA
1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA
733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA
717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA
305 Regency Pkwy #201, Mansfield, TX 76063, USA
1560 US-287 Ste 200, Mansfield, TX 76063, USA
751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA
1302 Brynlee Ln, Mansfield, TX 76063, USA
105 N 1st Ave, Mansfield, TX 76063, USA
560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063, USA
2500 E Broad St Suite 100, Mansfield, TX 76063, USA
705 E Broad St Suite 105, Mansfield, TX 76063, USA
507 E Broad St, Mansfield, TX 76063, USA
604 N Walnut Creek Dr, Mansfield, TX 76063, USA
215 E Debbie Ln, Mansfield, TX 76063, USA
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Financial Advisors in Mansfield, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Casey L Mullins | 71/100 | 5.0 ★ | 9 |
| 2 | Guy Rodgers Private Wealth Strategies | 70/100 | 5.0 ★ | 7 |
| 3 | Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP® | 67/100 | 5.0 ★ | 4 |
| 4 | Simmons Financial Services | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 6 | Edward Jones - Financial Advisor: Keith T Rogers, CFP® | 64/100 | 5.0 ★ | 2 |
| 7 | Northwestern Mutual Mansfield | 30/100 | 3.0 ★ | 2 |
| 8 | Biltmore Financial Services | 56/100 | 4.5 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Chris Ison, CFP® | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Kyle Shelton, CFP® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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