Best Value · Round Rock
Affordable Financial Advisors in Round Rock, TX
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Round Rock, TX by verified customer ratings and review volume. The highest-rated is Sparks Strategic Wealth with a 5.0-star rating from 12 verified reviews. Also in the top tier: Anchored Strategic Advisors and Edward Jones - Financial Advisor: Shawn Parsons, CFP®. The average rating across all listed financial advisors in Round Rock is 4.9 stars from 3 reviews per business on average.
Financial advisors in Round Rock 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
16
Businesses listed
4.9★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Sparks Strategic Wealth
1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681, USA
Anchored Strategic Advisors
1000 Gattis School Rd #230, Round Rock, TX 78664, USA
Edward Jones - Financial Advisor: Shawn Parsons, CFP®
307 E Main St, Round Rock, TX 78664, USA
Financial Advisors Rankings in Round Rock, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sparks Strategic Wealth1 Chisholm Trail Rd Suite #450, Round Rock, TX 78681, USA | 5.0★ | 12 |
| #2 | Anchored Strategic Advisors1000 Gattis School Rd #230, Round Rock, TX 78664, USA | 5.0★ | 9 |
| #3 | Edward Jones - Financial Advisor: Shawn Parsons, CFP®307 E Main St, Round Rock, TX 78664, USA | 5.0★ | 4 |
| #4 | Clifton Myers Financial Adv208 W Bagdad Ave, Round Rock, TX 78664, USA | 5.0★ | 1 |
| #5 | Michael Navarro - Associate Financial Advisor, Ameriprise Financial Services, LLC2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA | 5.0★ | 1 |
| #6 | Argent Wealth Management Inc2251 Double Creek Dr, Round Rock, TX 78664, USA | 5.0★ | 1 |
| #7 | Rebecca Robinson - Financial Advisor, Ameriprise Financial Services, LLC2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA | — | — |
| #8 | Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Gary Thomas, CFP®|CEPA®|AAMS®|CRPC™3401 Royal Vista Blvd #101, Round Rock, TX 78681, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Danny E Morgan, CFP®1830 Round Rock Ave #200, Round Rock, TX 78681, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Round Rock
Clifton Myers Financial Adv
208 W Bagdad Ave, Round Rock, TX 78664, USA
Michael Navarro - Associate Financial Advisor, Ameriprise Financial Services, LLC
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA
Argent Wealth Management Inc
2251 Double Creek Dr, Round Rock, TX 78664, USA
Rebecca Robinson - Financial Advisor, Ameriprise Financial Services, LLC
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA
Stephen Carter - Financial Advisor, Ameriprise Financial Services, LLC
2851 Joe Dimaggio Blvd bldg 8 ste 16, Round Rock, TX 78665, USA
Edward Jones - Financial Advisor: Gary Thomas, CFP®|CEPA®|AAMS®|CRPC™
3401 Royal Vista Blvd #101, Round Rock, TX 78681, USA
Edward Jones - Financial Advisor: Danny E Morgan, CFP®
1830 Round Rock Ave #200, Round Rock, TX 78681, USA
Chisholm Trail Financial Group
109 S Harris St suite 220, Round Rock, TX 78664, USA
Guardian Financial Wealth Management
3309 Forest Creek Dr #103, Round Rock, TX 78664, USA
Edward Jones - Financial Advisor: Heath Walz, CRPC™
1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA
Financial Integrated Solutions
3010 E Old Settlers Blvd, Round Rock, TX 78665, USA
Edward Jones - Financial Advisor: Cathy Kohn
1 Chisholm Trail Rd #4100, Round Rock, TX 78681, USA
Edward Jones - Financial Advisor: Rich Fikani
503 E Palm Valley Blvd Ste 110, Round Rock, TX 78664, USA
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Frequently Asked Questions — Financial Advisors in Round Rock
What is a fiduciary financial advisor and why does it matter in Round Rock?
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 Round Rock, 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 Round Rock?
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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