Same Day · Pflugerville
Same-Day Financial Advisors in Pflugerville, TX
Can't wait a week? These financial advisors in Pflugerville offer same-day or next-day appointments. Call now to check availability.
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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Shanequa E Wilson: Primerica - Financial Services
Shanequa E Wilson is listed first among the top-ranked financial advisors in Pflugerville, indicating strong recognition and client trust.
Most Reviewed
Shanequa E Wilson: Primerica - Financial Services
A high review count often reflects a larger client base and more feedback, helping new clients gauge service quality and reliability.
When choosing a financial advisor in Pflugerville, consider scheduling initial consultations with multiple advisors to compare their services and fee structures. Also verify their credentials and experience to ensure they align with your financial goals.
Local Market Snapshot
7
Businesses listed
4.5★
Avg rating
7
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from seven Google reviews, this Pflugerville financial advisor is highly trusted.
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA4.1 stars from 13 local Google reviews reflects solid community trust.
1505 Mangrum St, Pflugerville, TX 78660, USATrusted by locals with a solid 4.4-star rating from 7 reviews.
1616 FM 685 Suite 102, Pflugerville, TX 78660, USAFinancial 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: Robert M Daggett, CEPA®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Chris Davenport, AAMS®104 W Main St Suite D, Pflugerville, TX 78660, USA | — | — |
| #7 | Shanequa E Wilson: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Pflugerville
4.2 stars from 5 Google reviews, offering financial guidance in Pflugerville.
305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA
No reviews yet; check back for client feedback on this Pflugerville financial advisor.
1616 FM 685 Suite 102, Pflugerville, TX 78660, USA
A new financial advisor in Pflugerville with no customer reviews yet.
104 W Main St Suite D, Pflugerville, TX 78660, USA
5.0 stars from 1 review, reflecting strong early client satisfaction.
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA
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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: Robert M Daggett, CEPA® | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Chris Davenport, AAMS® | 3/100 | — | 0 |
| 7 | Shanequa E Wilson: Primerica - Financial Services | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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