Showing results near Pelican Bay
We don't have financial advisors listed specifically in Pelican Bay yet — these top-rated pros from Azle serve your area and are available for calls and quotes today.
Top Picks · Pelican Bay
Best Financial Advisors in Pelican Bay, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Pelican Bay, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Security Finance with a 4.6-star rating from 53 Google reviews and an RNM Score of 77/100. Also in the top tier: Edward Jones - Financial Advisor: Adam A Driggers and Edward Jones - Financial Advisor: Stonie Hamilton. The average rating across all listed financial advisors in Pelican Bay is 4.7 stars from 13 reviews per business on average.
Financial advisors in Pelican Bay 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
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Praised by dozens of local clients, this Azle advisor holds a strong 4.6-star rating.
129 W Main St, Azle, TX 76020, USAExceptional 5.0-star rating based on early client reviews in Azle.
105 W Main St, Azle, TX 76020, USARated 5.0 stars from two Google reviews, this Azle financial advisor earns exceptional local trust.
1341 Southeast Pkwy #101, Azle, TX 76020, USAFinancial Advisors Rankings in Pelican Bay, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Security Finance129 W Main St, Azle, TX 76020, USA | 4.6★ | 53 |
| #2 | Edward Jones - Financial Advisor: Adam A Driggers105 W Main St, Azle, TX 76020, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Stonie Hamilton1341 Southeast Pkwy #101, Azle, TX 76020, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™1341 Southeast Pkwy #104, Azle, TX 76020, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Shelby M Jennings1341 Southeast Pkwy #104, Azle, TX 76020, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA | 5.0★ | 1 |
| #7 | Aligned Wealth Advisors5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA | 5.0★ | 2 |
| #8 | New Century Investments5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA | 5.0★ | 23 |
| #9 | Integrity Financial Group5748 Boat Club Rd, Fort Worth, TX 76179, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS®713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Pelican Bay
Exceptional 5.0-star rating from two Google reviews.
1341 Southeast Pkwy #104, Azle, TX 76020, USA
This local financial advisor has no online reviews yet to help guide your choice.
1341 Southeast Pkwy #104, Azle, TX 76020, USA
5.0★ rating from 1 review, reflecting exceptional client satisfaction.
8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA
Rated 5.0 stars from two Google reviews, this Saginaw financial advisor is highly regarded.
5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA
Trusted by clients for exceptional service, with a perfect 5.0 rating from 23 reviews.
5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA
Financial advisor in Saginaw with no online reviews yet; check back for ratings.
5748 Boat Club Rd, Fort Worth, TX 76179, USA
Exceptional 5.0-star rating from three Google reviews in Saginaw.
713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA
One star rating from a single review indicates mixed client feedback.
1329 N Saginaw Blvd, Saginaw, TX 76179, USA
5.0 stars from 47 reviews, reflecting exceptional client satisfaction in Saginaw, TX.
1209 N Saginaw Blvd G, Saginaw, TX 76179, USA
Boasting a perfect 5.0-star rating from multiple Google reviews.
825 E Hwy 199 Ste 101, Springtown, TX 76082, USA
Top-rated financial advisor in Haltom City with a perfect 5.0-star score from 18 reviews.
4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USA
Top-rated financial advisor with a perfect 5.0-star rating from local clients.
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
5.0-star rated financial advisor with 23 reviews in Haltom City, TX.
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
No reviews yet for this Haltom City financial advisor.
5320 N Beach St, Haltom City, TX 76137, USA
5.0 stars from 27 reviews, reflecting consistently exceptional client satisfaction.
3265 Lackland Rd, Fort Worth, TX 76116, USA
5.0 stars from 13 Google reviews for a Fort Worth financial advisor.
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
5.0-star rating from early clients in Keller, reflecting exceptional service.
5310 N Tarrant Pkwy Suite 120, Keller, TX 76244, USA
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Financial Advisors in Pelican Bay, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Security Finance | 77/100 | 4.6 ★ | 53 |
| 2 | Edward Jones - Financial Advisor: Adam A Driggers | 65/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: Stonie Hamilton | 68/100 | 5.0 ★ | 2 |
| 4 | Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™ | 68/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Shelby M Jennings | 7/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™ | 65/100 | 5.0 ★ | 1 |
| 7 | Aligned Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 8 | New Century Investments | 76/100 | 5.0 ★ | 23 |
| 9 | Integrity Financial Group | 3/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Robert S Anderson, AAMS® | 66/100 | 5.0 ★ | 3 |
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 Pelican Bay
What is a fiduciary financial advisor and why does it matter in Pelican Bay?
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 Pelican Bay, 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 Pelican Bay?
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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