Real Reviews · Schertz
Top-Reviewed Financial Advisors in Schertz, TX
What are customers actually saying? Read verified reviews for financial advisors in Schertz — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 15 financial advisors in Schertz, TX by verified customer ratings and review volume. The highest-rated is First Command Financial Advisor - Javier Nunez with a 5.0-star rating from 28 verified reviews. Also in the top tier: First Command Financial Advisor - Araceli Hernandez and First Command. The average rating across all listed financial advisors in Schertz is 4.9 stars from 10 reviews per business on average.
Financial advisors in Schertz 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
15
Businesses listed
4.9★
Avg rating
10
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
First Command Financial Advisor - Javier Nunez
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
First Command Financial Advisor - Araceli Hernandez
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
First Command
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Financial Advisors Rankings in Schertz, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | First Command Financial Advisor - Javier Nunez2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 5.0★ | 28 |
| #2 | First Command Financial Advisor - Araceli Hernandez2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 5.0★ | 20 |
| #3 | First Command2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 5.0★ | 17 |
| #4 | First Command Financial Advisor - Ili Mansfield2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 5.0★ | 16 |
| #5 | Edward Jones - Financial Advisor: Matthew C Bauer, AAMS®|CRPC™1 Commercial Pl Ste 101, Schertz, TX 78154, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Derrick Hall645 Woodland Oaks Dr Suite 100, Schertz, TX 78154, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Elsa Cranford, AAMS®19115 FM 2252 #6, Garden Ridge, TX 78266, USA | — | — |
| #8 | Spencer Crow - Edelman Financial Engines19026 Ridgewood Pkwy Suite 313, San Antonio, TX 78259, USA | 5.0★ | 4 |
| #9 | First Command Financial Advisor - Patrick Marshall2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 5.0★ | 2 |
| #10 | Joseph Reyes Consulting LLC816 Main St Suite E, Schertz, TX 78154, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Schertz
First Command Financial Advisor - Ili Mansfield
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Edward Jones - Financial Advisor: Matthew C Bauer, AAMS®|CRPC™
1 Commercial Pl Ste 101, Schertz, TX 78154, USA
Edward Jones - Financial Advisor: Derrick Hall
645 Woodland Oaks Dr Suite 100, Schertz, TX 78154, USA
Edward Jones - Financial Advisor: Elsa Cranford, AAMS®
19115 FM 2252 #6, Garden Ridge, TX 78266, USA
Spencer Crow - Edelman Financial Engines
19026 Ridgewood Pkwy Suite 313, San Antonio, TX 78259, USA
First Command Financial Advisor - Patrick Marshall
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Joseph Reyes Consulting LLC
816 Main St Suite E, Schertz, TX 78154, USA
Edward Jones - Financial Advisor: Matthew H Willemin
1 Commercial Pl Ste 101, Schertz, TX 78154, USA
First Command Financial Advisor - John Grigsby, CFP®
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
John Rodriguez - Financial Advisor, Ameriprise Financial Services, LLC
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
First Command Financial Advisor - Rob Brister
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
First Command Financial Advisor - Sid Frith, RICP®|MBA|CMFA™
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
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Frequently Asked Questions — Financial Advisors in Schertz
What is a fiduciary financial advisor and why does it matter in Schertz?
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 Schertz, 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 Schertz?
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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