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Financial Advisors in Rosenberg, TX — Free Estimates
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As of May 2026, RatingsNearMe ranks 14 financial advisors in Rosenberg, TX by verified customer ratings and review volume. The highest-rated is Security Finance with a 5.0-star rating from 545 verified reviews. Also in the top tier: Western Finance and Regional Finance. The average rating across all listed financial advisors in Rosenberg is 4.9 stars from 77 reviews per business on average.
Financial advisors in Rosenberg 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
14
Businesses listed
4.9★
Avg rating
77
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Security Finance
4310 Avenue H Suite 67, Rosenberg, TX 77471, USA
Western Finance
4116 Avenue I, Rosenberg, TX 77471, USA
Regional Finance
3806 Avenue I #22, Rosenberg, TX 77471, USA
Financial Advisors Rankings in Rosenberg, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Security Finance4310 Avenue H Suite 67, Rosenberg, TX 77471, USA | 5.0★ | 545 |
| #2 | Western Finance4116 Avenue I, Rosenberg, TX 77471, USA | 4.9★ | 226 |
| #3 | Regional Finance3806 Avenue I #22, Rosenberg, TX 77471, USA | 4.5★ | 54 |
| #4 | Edward Jones - Financial Advisor: Dalyn Hoegemeyer, CFP®|AAMS®13400 TX-36 Ste 117, Needville, TX 77461, USA | 5.0★ | 5 |
| #5 | Edward Jones - Financial Advisor: Carly M Voyles24701 Southwest Fwy Suite 300, Rosenberg, TX 77471, USA | — | — |
| #6 | Siebert & Briggs Wealth Management Advisors, LLC3510 Avenue I, Rosenberg, TX 77471, USA | — | — |
| #7 | Kings Path Wealth Advisors1039 Imperial Blvd Suite 201, Sugar Land, TX 77498, USA | 5.0★ | 3 |
| #8 | Kevin J. Herne, CFP , ChFC2521 Avenue H, Rosenberg, TX 77471, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Danielle J Bily, CFP®|AAMS®|CRPS™503 FM359 Suite 140, Richmond, TX 77406, USA | 5.0★ | 4 |
| #10 | Edward Jones - Financial Advisor: Taylor Navel503 FM359 Suite 140, Richmond, TX 77406, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rosenberg
Edward Jones - Financial Advisor: Dalyn Hoegemeyer, CFP®|AAMS®
13400 TX-36 Ste 117, Needville, TX 77461, USA
Edward Jones - Financial Advisor: Carly M Voyles
24701 Southwest Fwy Suite 300, Rosenberg, TX 77471, USA
Siebert & Briggs Wealth Management Advisors, LLC
3510 Avenue I, Rosenberg, TX 77471, USA
Kings Path Wealth Advisors
1039 Imperial Blvd Suite 201, Sugar Land, TX 77498, USA
Kevin J. Herne, CFP , ChFC
2521 Avenue H, Rosenberg, TX 77471, USA
Edward Jones - Financial Advisor: Danielle J Bily, CFP®|AAMS®|CRPS™
503 FM359 Suite 140, Richmond, TX 77406, USA
Edward Jones - Financial Advisor: Taylor Navel
503 FM359 Suite 140, Richmond, TX 77406, USA
Edward Jones - Financial Advisor: Ruben W Hope III, AAMS®
503 FM359 Suite 140, Richmond, TX 77406, USA
At Your Service Group LLC
1013 7th St, Richmond, TX 77469, USA
Edward Jones - Financial Advisor: Ruben W Hope IV
503 FM359 Suite 140, Richmond, TX 77406, USA
Edward Jones - Financial Advisor: Nathan A Smith, CEPA®|AAMS®
19875 Southwest Fwy Suite 270, Sugar Land, TX 77479, USA
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Frequently Asked Questions — Financial Advisors in Rosenberg
What is a fiduciary financial advisor and why does it matter in Rosenberg?
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 Rosenberg, 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 Rosenberg?
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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