Low Cost · Pflugerville
Cheap Financial Advisors in Pflugerville, TX — Best Prices
Compare financial advisors prices in Pflugerville to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of June 2026, RatingsNearMe ranks 7 financial advisors in Pflugerville, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Osbaldo Alonzo: Primerica - Financial Services with a 5.0-star rating from 7 Google reviews and an RNM Score of 70/100. Also in the top tier: Capital Advisors and Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®. The average rating across all listed financial advisors in Pflugerville is 4.5 stars from 7 reviews per business on average.
Financial advisors in Pflugerville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Pflugerville, TX is home to a variety of financial advisor services. Consumers can find advisors who offer investment management, retirement planning, and other personal finance guidance. When searching for a local financial advisor, it's important to consider their qualifications, services offered, and fees.
- ✓Pflugerville has several financial advisor firms and individual practitioners
- ✓Services include investment management, retirement planning, and personal finance guidance
- ✓Consumers should research an advisor's credentials, services, and fees when selecting a provider
How to Choose a Financial Advisor in Pflugerville
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Pflugerville area
- • Transparent fee structure and clear explanation of services
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Pflugerville clients?
Red flags
- ⚠ Pressure to make quick decisions or invest in complex products
- ⚠ Lack of clear communication about risks and fees
- ⚠ Unwillingness to provide detailed information about their background and qualifications
In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses, such as a Series 65 or 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
7
Businesses listed
4.5★
Avg rating
7
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Pflugerville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Osbaldo Alonzo: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 7 |
| #2 | Capital Advisors1505 Mangrum St, Pflugerville, TX 78660, USA | 4.1★ | 13 |
| #3 | Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | 4.4★ | 7 |
| #4 | Edward Jones - Financial Advisor: Dayna Chettouh, AAMS®305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA | 4.2★ | 5 |
| #5 | Edward Jones - Financial Advisor: Chris Davenport, AAMS®104 W Main St Suite D, Pflugerville, TX 78660, USA | — | — |
| #6 | Shanequa E Wilson: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Robert M Daggett, CEPA®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Pflugerville
305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA
104 W Main St Suite D, Pflugerville, TX 78660, USA
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA
1616 FM 685 Suite 102, Pflugerville, TX 78660, USA
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We'll connect you with the top financial advisors in Pflugerville, TX.
Financial Advisors in Pflugerville, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Osbaldo Alonzo: Primerica - Financial Services | 70/100 | 5.0 ★ | 7 |
| 2 | Capital Advisors | 57/100 | 4.1 ★ | 13 |
| 3 | Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS® | 59/100 | 4.4 ★ | 7 |
| 4 | Edward Jones - Financial Advisor: Dayna Chettouh, AAMS® | 54/100 | 4.2 ★ | 5 |
| 5 | Edward Jones - Financial Advisor: Chris Davenport, AAMS® | 3/100 | — | 0 |
| 6 | Shanequa E Wilson: Primerica - Financial Services | 62/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Robert M Daggett, CEPA® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Pflugerville
What is a fiduciary financial advisor and why does it matter in Pflugerville?
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 Pflugerville, 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 Pflugerville?
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: June 9, 2026.
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