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10+ Years · Pantego
Experienced Financial Advisors in Pantego, TX
Experience matters. These financial advisors in Pantego have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Pantego, 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: Mike Allen with a 5.0-star rating from 2 Google reviews and an RNM Score of 64/100. Also in the top tier: Family Wealth Life and Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™. The average rating across all listed financial advisors in Pantego is 4.7 stars from 4 reviews per business on average.
Financial advisors in Pantego typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
4
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from a handful of Google reviews.
1811 W Park Row Dr Suite C, Arlington, TX 76013, USAEarns a perfect 5.0-star rating from a handful of local client reviews.
1241 W Green Oaks Blvd, Arlington, TX 76013, USA4.3 stars from 4 Google reviews, indicating solid local client satisfaction.
2907 Medlin Dr Suite 102, Arlington, TX 76015, USAFinancial Advisors Rankings in Pantego, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Mike Allen1811 W Park Row Dr Suite C, Arlington, TX 76013, USA | 5.0★ | 2 |
| #2 | Family Wealth Life1241 W Green Oaks Blvd, Arlington, TX 76013, USA | 5.0★ | 3 |
| #3 | Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™2907 Medlin Dr Suite 102, Arlington, TX 76015, USA | 4.3★ | 4 |
| #4 | Jsa Financial Consultants Inc.3602 S Cooper St, Arlington, TX 76015, USA | 5.0★ | 1 |
| #5 | Ivy League Wealth Management, LLC721 UTA Blvd, Arlington, TX 76013, USA | 5.0★ | 6 |
| #6 | Legacy Stone Family Wealth - Ameriprise Financial Services, LLC2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA | — | — |
| #7 | Actum Wealth Advisors, L.L.C.4120 W Interstate 20, Arlington, TX 76017, USA | 5.0★ | 2 |
| #8 | Baker Financial Services1415 W Randol Mill Rd, Arlington, TX 76012, USA | — | — |
| #9 | Ross Wealth Group1325 W Randol Mill Rd #100, Arlington, TX 76012, USA | 4.7★ | 9 |
| #10 | Phoenix Wealth Partners4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Pantego
Earned a perfect 5.0-star rating from clients in Arlington.
3602 S Cooper St, Arlington, TX 76015, USA
A 5.0-star rating from 6 reviews highlights consistently exceptional client service.
721 UTA Blvd, Arlington, TX 76013, USA
This financial advisor in Arlington currently has no online ratings or reviews.
2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA
5.0-star rating from 2 Google reviews for financial advising in Arlington.
4120 W Interstate 20, Arlington, TX 76017, USA
A new Arlington financial advisor with no client reviews yet, so consider scheduling a consultation.
1415 W Randol Mill Rd, Arlington, TX 76012, USA
Trusted by clients with a strong 4.7-star average from 9 reviews.
1325 W Randol Mill Rd #100, Arlington, TX 76012, USA
Earns a perfect 5.0-star rating from its first two Google reviews.
4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA
Rated 5.0 stars from 5 Google reviews, this Arlington advisor is highly recommended.
301 S Center St # 420, Arlington, TX 76010, USA
Mixed feedback from 1 review, resulting in a 1.0-star rating.
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Rated 5.0 stars from one Google review, this Arlington financial advisor is highly regarded.
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Earns a perfect 5.0-star rating from its first five Google reviews.
1521 N Cooper St Suite 130, Arlington, TX 76011, USA
Trusted by clients with a strong 4.5-star rating from 6 Google reviews.
1701 E Lamar Blvd, Arlington, TX 76006, USA
Rated 5.0 stars from a handful of Google reviews in Fort Worth.
5601 Bridge St #410, Fort Worth, TX 76112, USA
Rated 5.0 stars from a handful of client reviews in Fort Worth.
5601 Bridge St STE 300, Fort Worth, TX 76112, USA
5.0-star rating from 17 Google reviews for a trusted Arlington financial advisor.
2000 E Lamar Blvd #600, Arlington, TX 76006, USA
Consistently earns a perfect 5.0-star rating from its first four Google reviews.
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
This advisor has no Google reviews yet, so client feedback is unavailable.
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
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Financial Advisors in Pantego, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Mike Allen | 64/100 | 5.0 ★ | 2 |
| 2 | Family Wealth Life | 66/100 | 5.0 ★ | 3 |
| 3 | Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™ | 55/100 | 4.3 ★ | 4 |
| 4 | Jsa Financial Consultants Inc. | 62/100 | 5.0 ★ | 1 |
| 5 | Ivy League Wealth Management, LLC | 69/100 | 5.0 ★ | 6 |
| 6 | Legacy Stone Family Wealth - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 7 | Actum Wealth Advisors, L.L.C. | 64/100 | 5.0 ★ | 2 |
| 8 | Baker Financial Services | 3/100 | — | 0 |
| 9 | Ross Wealth Group | 66/100 | 4.7 ★ | 9 |
| 10 | Phoenix Wealth Partners | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Pantego
What is a fiduciary financial advisor and why does it matter in Pantego?
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 Pantego, 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 Pantego?
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: July 4, 2026.
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