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As of May 2026, RatingsNearMe ranks 9 financial advisors in Midlothian, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Jason B Mann with a 5.0-star rating from 2 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Jeremy Thompson and Edward Jones - Financial Advisor: Jonah A Segovia. The average rating across all listed financial advisors in Midlothian is 5 stars from 3 reviews per business on average.
Financial advisors in Midlothian 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
9
Businesses listed
5★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Jason B Mann
420 Hawkins Run Suite 100, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Jeremy Thompson
4460 US-287 C, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Jonah A Segovia
420 Hawkins Run Suite 100, Midlothian, TX 76065, USA
Financial Advisors Rankings in Midlothian, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jason B Mann420 Hawkins Run Suite 100, Midlothian, TX 76065, USA | 5.0★ | 2 |
| #2 | Edward Jones - Financial Advisor: Jeremy Thompson4460 US-287 C, Midlothian, TX 76065, USA | 5.0★ | 6 |
| #3 | Edward Jones - Financial Advisor: Jonah A Segovia420 Hawkins Run Suite 100, Midlothian, TX 76065, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Alan R Reese507 S 9th St, Midlothian, TX 76065, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Robert Segovia420 Hawkins Run Suite 100, Midlothian, TX 76065, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP®371 Solon Rd Suite 300, Waxahachie, TX 75165, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Daniel Francis420 Hawkins Run Suite 100, Midlothian, TX 76065, USA | — | — |
| #8 | Wells Fargo Advisors1177 N 9th St, Midlothian, TX 76065, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Gatlan L Turk, AAMS®132 N 8th St, Midlothian, TX 76065, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Midlothian
Edward Jones - Financial Advisor: Alan R Reese
507 S 9th St, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Robert Segovia
420 Hawkins Run Suite 100, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP®
371 Solon Rd Suite 300, Waxahachie, TX 75165, USA
Edward Jones - Financial Advisor: Daniel Francis
420 Hawkins Run Suite 100, Midlothian, TX 76065, USA
Wells Fargo Advisors
1177 N 9th St, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Gatlan L Turk, AAMS®
132 N 8th St, Midlothian, TX 76065, USA
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Frequently Asked Questions — Financial Advisors in Midlothian
What is a fiduciary financial advisor and why does it matter in Midlothian?
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 Midlothian, 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 Midlothian?
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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