Near You · Schertz
Financial Advisors Near You in Schertz, TX
Find financial advisors close to you in Schertz. All results are sorted by proximity and rated by real local customers.
As of June 2026, RatingsNearMe ranks 15 financial advisors in Schertz, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is First Command Financial Advisor - Javier Nunez with a 5.0-star rating from 28 Google reviews and an RNM Score of 88/100. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Schertz, TX is home to several experienced financial advisors who can assist individuals and families with investment planning, retirement strategies, and other financial services. Consumers in the area should look for advisors with relevant certifications and a track record of serving the local community.
- ✓Variety of financial advisors in Schertz, TX with diverse specialties
- ✓Advisors offer services such as investment management, retirement planning, and wealth management
- ✓Consumers should research advisors' credentials and experience when selecting a local provider
Best Overall
First Command Financial Advisor - Javier Nunez
Javier Nunez is consistently listed among the top-ranked advisors in Schertz, indicating strong client trust and recognized expertise.
Most Reviewed
First Command Financial Advisor - Javier Nunez
A higher number of reviews suggests a larger client base and more community feedback, which can help you gauge service consistency and reliability.
When choosing a financial advisor in Schertz, consider scheduling initial consultations with a few of these top-ranked professionals to compare their communication styles and fee structures. Always verify their credentials and fiduciary status to ensure they align with your financial goals.
How to Choose a Financial Advisor in Schertz
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Schertz, TX area
- • A clear, transparent fee structure
- • A focus on your long-term financial goals, not just short-term investments
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your typical fees?
- • Can you provide references from current Schertz, TX clients?
Red flags
- ⚠ Pressure to make quick investment decisions
- ⚠ Lack of clear communication about risks and fees
- ⚠ Unwillingness to provide details about their credentials and experience
In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses, such as a Series 65 or Series 66 license. Be sure to verify their credentials and licensing before engaging their services.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
10
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Known for exceptional 5.0-star service, this Schertz advisor has 28 glowing Google reviews.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USARated 5.0 stars from 20 Google reviews, this Schertz financial advisor is highly recommended.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA5.0 stars from 17 Google reviews, reflecting exceptional client satisfaction in Schertz.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USAFinancial 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 | Edward Jones - Financial Advisor: Matthew C Bauer, AAMS®|CRPC™1 Commercial Pl Ste 101, Schertz, TX 78154, USA | 5.0★ | 3 |
| #5 | First Command Financial Advisor - Ili Mansfield2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 5.0★ | 16 |
| #6 | Edward Jones - Financial Advisor: Elsa Cranford, AAMS®19115 FM 2252 #6, Garden Ridge, TX 78266, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Derrick Hall645 Woodland Oaks Dr Suite 100, Schertz, TX 78154, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Matthew H Willemin1 Commercial Pl Ste 101, Schertz, TX 78154, USA | — | — |
| #9 | First Command Financial Advisor - John Grigsby, CFP®2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | 4.3★ | 6 |
| #10 | Spencer Crow - Edelman Financial Engines19026 Ridgewood Pkwy Suite 313, San Antonio, TX 78259, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Schertz
Exceptional 5.0-star rating based on three Google reviews.
1 Commercial Pl Ste 101, Schertz, TX 78154, USA
Consistently earns 5.0 stars from over a dozen glowing client reviews.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
This financial advisor in Schertz has not yet received any Google reviews.
19115 FM 2252 #6, Garden Ridge, TX 78266, USA
No client reviews yet, so consider scheduling a consultation to learn more.
645 Woodland Oaks Dr Suite 100, Schertz, TX 78154, USA
A local financial advisor in Schertz, TX, with no customer reviews yet.
1 Commercial Pl Ste 101, Schertz, TX 78154, USA
Trusted by clients with a solid 4.3-star rating from 6 reviews.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Earns a perfect 5.0-star rating from its first four Google reviews.
19026 Ridgewood Pkwy Suite 313, San Antonio, TX 78259, USA
5.0 stars from initial Google reviews, earning trust in Schertz, TX.
816 Main St Suite E, Schertz, TX 78154, USA
Five-star rated financial advisor with 2 reviews in Schertz.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Rated 5.0 stars from 8 Google reviews, providing trusted financial guidance locally.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Exceptional 5.0-star rating from 8 Google reviews for this Schertz financial advisor.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
One client gave this Schertz advisor a perfect 5.0-star rating.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
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Financial Advisors in Schertz, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - Javier Nunez | 88/100 | 5.0 ★ | 28 |
| 2 | First Command Financial Advisor - Araceli Hernandez | 75/100 | 5.0 ★ | 20 |
| 3 | First Command | 74/100 | 5.0 ★ | 17 |
| 4 | Edward Jones - Financial Advisor: Matthew C Bauer, AAMS®|CRPC™ | 66/100 | 5.0 ★ | 3 |
| 5 | First Command Financial Advisor - Ili Mansfield | 74/100 | 5.0 ★ | 16 |
| 6 | Edward Jones - Financial Advisor: Elsa Cranford, AAMS® | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Derrick Hall | 3/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Matthew H Willemin | 3/100 | — | 0 |
| 9 | First Command Financial Advisor - John Grigsby, CFP® | 57/100 | 4.3 ★ | 6 |
| 10 | Spencer Crow - Edelman Financial Engines | 67/100 | 5.0 ★ | 4 |
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 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 10, 2026.
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