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Verified · Pantego
Trusted Financial Advisors in Pantego, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Pantego have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Pantego, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Mike Allen with a 5.0-star rating from 2 verified reviews. 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 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
4.7★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Mike Allen
1811 W Park Row Dr Suite C, Arlington, TX 76013, USA
Family Wealth Life
1241 W Green Oaks Blvd, Arlington, TX 76013, USA
Edward Jones - Financial Advisor: Jamil Ahmed, CFP®|CIMA®|CEPA®|CAP®|AAMS®|CRPC™|CRPS™
2907 Medlin Dr Suite 102, Arlington, TX 76015, USA
Financial 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 May 2026
All Financial Advisors in Pantego
Jsa Financial Consultants Inc.
3602 S Cooper St, Arlington, TX 76015, USA
Ivy League Wealth Management, LLC
721 UTA Blvd, Arlington, TX 76013, USA
Legacy Stone Family Wealth - Ameriprise Financial Services, LLC
2340 W Interstate 20 Ste 214, Arlington, TX 76017, USA
Actum Wealth Advisors, L.L.C.
4120 W Interstate 20, Arlington, TX 76017, USA
Baker Financial Services
1415 W Randol Mill Rd, Arlington, TX 76012, USA
Ross Wealth Group
1325 W Randol Mill Rd #100, Arlington, TX 76012, USA
Phoenix Wealth Partners
4606 Park Springs Blvd Suite 140, Arlington, TX 76017, USA
Callaway Financial Services
301 S Center St # 420, Arlington, TX 76010, USA
David Dick - Financial Advisor, Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Kuttin Wealth Management - Ameriprise Financial Services, LLC
700 Highlander Blvd Ste 335, Arlington, TX 76015, USA
Edward Jones - Financial Advisor: Jack D Webb, CRPC™
1521 N Cooper St Suite 130, Arlington, TX 76011, USA
JDG Wealth Management Group, LLC
1701 E Lamar Blvd, Arlington, TX 76006, USA
JCF Financial Advisory
5601 Bridge St #410, Fort Worth, TX 76112, USA
EA Wealth Management
5601 Bridge St STE 300, Fort Worth, TX 76112, USA
Trajan Wealth
2000 E Lamar Blvd #600, Arlington, TX 76006, USA
Khadia Michel - Financial Advisor, Ameriprise Financial Services, LLC
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
Inclusive Wealth Management - Ameriprise Financial Services, LLC
2221 E Lamar Blvd Ste 220, Arlington, TX 76006, USA
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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: May 17, 2026.
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