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Pricing Guide · Pelican Bay
Financial Advisors Cost in Pelican Bay, TX — 2026 Price Guide
What should you pay for financial advisors in Pelican Bay? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Pelican Bay, TX by verified customer ratings and review volume. The highest-rated is Security Finance with a 4.6-star rating from 53 verified reviews. 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 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
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Financial 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 | New Century Investments5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA | 5.0★ | 23 |
| #8 | Aligned Wealth Advisors5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA | 5.0★ | 2 |
| #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 May 2026
All Financial Advisors in Pelican Bay
Edward Jones - Financial Advisor: Leon Williams, CEPA®|CRPC™
1341 Southeast Pkwy #104, Azle, TX 76020, USA
Edward Jones - Financial Advisor: Shelby M Jennings
1341 Southeast Pkwy #104, Azle, TX 76020, USA
Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™
8401 Jacksboro Hwy # 150, Lakeside, TX 76135, USA
New Century Investments
5740 Boat Club Rd Suite 100, Fort Worth, TX 76179, USA
Aligned Wealth Advisors
5740 Boat Club Rd Suite 101, Fort Worth, TX 76179, USA
Integrity Financial Group
5748 Boat Club Rd, Fort Worth, TX 76179, USA
Edward Jones - Financial Advisor: Robert S Anderson, AAMS®
713 W Bailey Boswell Rd Suite 200, Fort Worth, TX 76179, USA
Wells Fargo Advisors
1329 N Saginaw Blvd, Saginaw, TX 76179, USA
Nathan C. Employee Benefits Specialist.
1209 N Saginaw Blvd G, Saginaw, TX 76179, USA
Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS®
825 E Hwy 199 Ste 101, Springtown, TX 76082, USA
Provision Retirement: Tony Rizzo, CFP
4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USA
1st Prosperity Financial Services
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
EverSource Wealth Advisors Ft. Worth
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
Wells Fargo Advisors
5320 N Beach St, Haltom City, TX 76137, USA
Wealth Strategy Advisors
3265 Lackland Rd, Fort Worth, TX 76116, USA
Decidedly Wealth Management
6100 Camp Bowie Blvd Suite 24, Fort Worth, TX 76116, USA
Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS®
5310 N Tarrant Pkwy Suite 120, Keller, TX 76244, USA
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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: May 17, 2026.
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