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Financial Advisors in San Marcos, TX — Free Estimates
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As of June 2026, RatingsNearMe ranks 18 financial advisors in San Marcos, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Shamrock Finance with a 4.9-star rating from 358 Google reviews and an RNM Score of 87/100. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Corey Wheeler
Corey Wheeler is consistently ranked as a top financial advisor in San Marcos for his personalized approach and strong client relationships.
Most Reviewed
Edward Jones - Financial Advisor: Corey Wheeler
A high number of reviews indicates a broad base of client experiences, helping consumers gauge overall satisfaction and reliability.
When choosing a financial advisor in San Marcos, consider scheduling initial consultations with a few advisors to compare their communication styles and fee structures. Focus on finding an advisor whose expertise aligns with your specific financial goals.
Local Market Snapshot
18
Businesses listed
4.6★
Avg rating
39
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a near-perfect 4.9-star rating in San Marcos.
101 W San Antonio St STE D, San Marcos, TX 78666, USAPraised by clients with a 4.6-star rating from nearly 100 reviews.
900 Bugg Ln Suite 114, San Marcos, TX 78666, USAExceptional 5.0-star rating from 5 Google reviews in San Marcos.
326 N LBJ Dr | Suite 191, San Marcos, TX 78666, USAFinancial 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 | Rich Salas: Primerica - Financial Services174 S Guadalupe St A STE 200, San Marcos, TX 78666, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Zachary G Whitley125 W McCarty Ln Suite 210, San Marcos, TX 78666, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Henry DeMatteis III, CFP®|CEPA®|CRPS™100 E San Marcos Blvd UNIT 160, San Marcos, CA 92069, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Christopher A Thomas, AAMS®|CRPC™300 S CM Allen Pkwy Suite 210, San Marcos, TX 78666, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Crystal L Dixon, AAMS®133 W San Antonio St Suite 300, San Marcos, TX 78666, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Cody S Dailey102 Wonder World Dr Ste 303, San Marcos, TX 78666, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Matthew L Zito1290 Wonder World Dr #1210, San Marcos, TX 78666, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in San Marcos
Earns perfect 5.0 stars from its first few client reviews in San Marcos.
174 S Guadalupe St A STE 200, San Marcos, TX 78666, USA
No reviews yet for this San Marcos financial advisor; check back soon.
125 W McCarty Ln Suite 210, San Marcos, TX 78666, USA
This financial advisor in San Marcos has no customer reviews yet.
100 E San Marcos Blvd UNIT 160, San Marcos, CA 92069, USA
No reviews yet for this San Marcos financial advisor.
300 S CM Allen Pkwy Suite 210, San Marcos, TX 78666, USA
No reviews yet; check back for client feedback on this San Marcos financial advisor.
133 W San Antonio St Suite 300, San Marcos, TX 78666, USA
Consistently rated 5.0 stars across 2 Google reviews.
102 Wonder World Dr Ste 303, San Marcos, TX 78666, USA
Earned a perfect 5.0-star rating from initial Google reviews.
1290 Wonder World Dr #1210, San Marcos, TX 78666, USA
Recently rated 1.0 stars from one Google review, indicating mixed feedback.
1920 Corporate Dr, San Marcos, TX 78666, USA
5.0-star rating from Google reviews, reflecting exceptional client satisfaction in San Marcos.
133 W San Antonio St Suite 300, San Marcos, TX 78666, USA
No reviews yet—using this San Marcos financial advisor comes without verified client feedback.
174 S Guadalupe St Ste. 200, San Marcos, TX 78666, USA
No reviews yet, so consider this a chance to be the first to share your experience.
407 S Stagecoach Trail Suite 109, San Marcos, TX 78666, USA
5.0★ rating from Google reviews reflects exceptional client satisfaction.
1800 Thibodo Rd #250, Vista, CA 92081, USA
Praised by clients for exceptional service with a perfect 5.0-star rating.
1920 Corporate Dr B202, San Marcos, TX 78666, USA
Rated 5.0 stars from 2 reviews for financial advising in San Marcos.
125 W McCarty Ln Suite 210, San Marcos, TX 78666, USA
A perfect 5.0-star rating from a single Google review.
210 N Edward Gary St Suite 108, San Marcos, TX 78666, USA
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Financial Advisors in San Marcos, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Shamrock Finance | 87/100 | 4.9 ★ | 358 |
| 2 | Regional Finance | 76/100 | 4.6 ★ | 90 |
| 3 | TruSpan Financial | | 68/100 | 5.0 ★ | 5 |
| 4 | Rich Salas: Primerica - Financial Services | 74/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Zachary G Whitley | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Henry DeMatteis III, CFP®|CEPA®|CRPS™ | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Christopher A Thomas, AAMS®|CRPC™ | 3/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Crystal L Dixon, AAMS® | 7/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: Cody S Dailey | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Matthew L Zito | 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 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: June 10, 2026.
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