Top Picks · San Marcos
Best Financial Advisors in San Marcos, TX
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As of May 2026, RatingsNearMe ranks 18 financial advisors in San Marcos, TX by verified customer ratings and review volume. The highest-rated is Shamrock Finance with a 4.9-star rating from 358 verified reviews. Also in the top tier: Regional Finance and TruSpan Financial |. The average rating across all listed financial advisors in San Marcos is 4.6 stars from 39 reviews per business on average.
Financial advisors in San Marcos 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
18
Businesses listed
4.6★
Avg rating
39
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Shamrock Finance
101 W San Antonio St STE D, San Marcos, TX 78666, USA
Regional Finance
900 Bugg Ln Suite 114, San Marcos, TX 78666, USA
TruSpan Financial |
326 N LBJ Dr | Suite 191, San Marcos, TX 78666, USA
Financial Advisors Rankings in San Marcos, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Shamrock Finance101 W San Antonio St STE D, San Marcos, TX 78666, USA | 4.9★ | 358 |
| #2 | Regional Finance900 Bugg Ln Suite 114, San Marcos, TX 78666, USA | 4.6★ | 90 |
| #3 | TruSpan Financial |326 N LBJ Dr | Suite 191, San Marcos, TX 78666, USA | 5.0★ | 5 |
| #4 | Edward Jones - Financial Advisor: Cody S Dailey102 Wonder World Dr Ste 303, San Marcos, TX 78666, USA | 5.0★ | 2 |
| #5 | Ruiz Financial Group & Money1920 Corporate Dr, San Marcos, TX 78666, USA | 1.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Christopher A Thomas, AAMS®|CRPC™300 S CM Allen Pkwy Suite 210, San Marcos, TX 78666, USA | — | — |
| #7 | Edward Jones133 W San Antonio St Suite 300, San Marcos, TX 78666, USA | 5.0★ | 1 |
| #8 | Rich Gibbens: Primerica - Financial Svcs174 S Guadalupe St Ste. 200, San Marcos, TX 78666, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Crystal L Dixon, AAMS®133 W San Antonio St Suite 300, San Marcos, TX 78666, USA | — | — |
| #10 | Rich Salas: Primerica - Financial Services174 S Guadalupe St A STE 200, San Marcos, TX 78666, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Marcos
Edward Jones - Financial Advisor: Cody S Dailey
102 Wonder World Dr Ste 303, San Marcos, TX 78666, USA
Ruiz Financial Group & Money
1920 Corporate Dr, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Christopher A Thomas, AAMS®|CRPC™
300 S CM Allen Pkwy Suite 210, San Marcos, TX 78666, USA
Rich Gibbens: Primerica - Financial Svcs
174 S Guadalupe St Ste. 200, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Crystal L Dixon, AAMS®
133 W San Antonio St Suite 300, San Marcos, TX 78666, USA
Rich Salas: Primerica - Financial Services
174 S Guadalupe St A STE 200, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Matthew L Zito
1290 Wonder World Dr #1210, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Jason Fischer
407 S Stagecoach Trail Suite 109, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Zachary G Whitley
125 W McCarty Ln Suite 210, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Henry DeMatteis III, CFP®|CEPA®|CRPS™
100 E San Marcos Blvd UNIT 160, San Marcos, CA 92069, USA
Edward Jones - Financial Advisor: Mark J Mertsoc, CFP®
1800 Thibodo Rd #250, Vista, CA 92081, USA
Edward Jones - Financial Advisor: Jason L Dixon, CFP®
1920 Corporate Dr B202, San Marcos, TX 78666, USA
Northwestern Mutual - San Marcos
210 N Edward Gary St Suite 108, San Marcos, TX 78666, USA
Edward Jones - Financial Advisor: Corey Wheeler
125 W McCarty Ln Suite 210, San Marcos, TX 78666, USA
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Frequently Asked Questions — Financial Advisors in San Marcos
What is a fiduciary financial advisor and why does it matter in San Marcos?
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 San Marcos, 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 San Marcos?
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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