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We don't have financial advisors listed specifically in Racine yet — these top-rated pros from Round Rock serve your area and are available for calls and quotes today.
10+ Years · Racine
Experienced Financial Advisors in Racine, TX
Experience matters. These financial advisors in Racine have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Racine, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Danny E Morgan, CFP® with a 5.0-star rating from 2 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Dustin McCain, CFP®|AAMS® and Tuyyo Planning Group, LLC. The average rating across all listed financial advisors in Racine is 4.9 stars from 15 reviews per business on average.
Financial advisors in Racine typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
15
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Danny E Morgan, CFP®
1830 Round Rock Ave #200, Round Rock, TX 78681, USA
Edward Jones - Financial Advisor: Dustin McCain, CFP®|AAMS®
11900 W Parmer Ln Ste 125, Cedar Park, TX 78613, USA
Tuyyo Planning Group, LLC
13317 Perthshire St, Austin, TX 78729, USA
Financial Advisors Rankings in Racine, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Danny E Morgan, CFP®1830 Round Rock Ave #200, Round Rock, TX 78681, USA | 5.0★ | 2 |
| #2 | Edward Jones - Financial Advisor: Dustin McCain, CFP®|AAMS®11900 W Parmer Ln Ste 125, Cedar Park, TX 78613, USA | 4.2★ | 5 |
| #3 | Tuyyo Planning Group, LLC13317 Perthshire St, Austin, TX 78729, USA | 5.0★ | 29 |
| #4 | Edward Jones - Financial Advisor: Cathy Kohn1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA | 5.0★ | 1 |
| #5 | Sparks Strategic Wealth1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681, USA | 5.0★ | 12 |
| #6 | Edward Jones - Financial Advisor: Heath Walz, CRPC™1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA | 5.0★ | 1 |
| #7 | Chisholm Trail Financial Group109 S Harris St suite 220, Round Rock, TX 78664, USA | 5.0★ | 2 |
| #8 | Clifton Myers Financial Adv208 W Bagdad Ave, Round Rock, TX 78664, USA | 5.0★ | 1 |
| #9 | Trajan Wealth13809 Research Blvd Suite 500, Austin, TX 78750, USA | 5.0★ | 7 |
| #10 | Edward Jones - Financial Advisor: Shawn Parsons, CFP®307 E Main St, Round Rock, TX 78664, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Racine
Edward Jones - Financial Advisor: Cathy Kohn
1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA
Sparks Strategic Wealth
1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681, USA
Edward Jones - Financial Advisor: Heath Walz, CRPC™
1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA
Chisholm Trail Financial Group
109 S Harris St suite 220, Round Rock, TX 78664, USA
Clifton Myers Financial Adv
208 W Bagdad Ave, Round Rock, TX 78664, USA
Trajan Wealth
13809 Research Blvd Suite 500, Austin, TX 78750, USA
Edward Jones - Financial Advisor: Shawn Parsons, CFP®
307 E Main St, Round Rock, TX 78664, USA
Edward Jones - Financial Advisor: Gary Thomas, CFP®|CEPA®|AAMS®|CRPC™
3401 Royal Vista Blvd #101, Round Rock, TX 78681, USA
REAP Financial
9414 Anderson Mill Rd #100, Austin, TX 78729, USA
Edward Jones - Financial Advisor: Rich Fikani
503 E Palm Valley Blvd Ste 110, Round Rock, TX 78664, USA
Solstice Wealth (Formerly Art of Finance)
14205 N Mopac Expy 5th Floor, Austin, TX 78728, USA
Fort Wealth Management
7701 San Felipe Blvd, Austin, TX 78729, USA
Anchored Strategic Advisors
1000 Gattis School Rd #230, Round Rock, TX 78664, USA
Larson Financial Advisors
13625 Ronald Reagan Blvd #10-100, Cedar Park, TX 78613, USA
Coordinated Financial Group
200 E Cypress Creek Rd STE 105, Cedar Park, TX 78613, USA
True Financial Group: Wealth Management - Scott Brischke & Marie Freemyer
1464 E Whitestone Blvd suite 1601, Cedar Park, TX 78613, USA
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Frequently Asked Questions — Financial Advisors in Racine
What is a fiduciary financial advisor and why does it matter in Racine?
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 Racine, 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 Racine?
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 1, 2026.
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