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4.5+ Stars · Skokie
Highly Rated Financial Advisors in Skokie, TX
Only the best make this list. These financial advisors in Skokie have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Skokie, TX by verified customer ratings and review volume. The highest-rated is Kathryn Hoffeld - Financial Advisor, Ameriprise Financial Services, LLC. Also in the top tier: Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC and Edward Jones - Financial Advisor: Blake M Cather, CFP®|ChFC®|CEPA®|AAMS®|CRPC™. The average rating across all listed financial advisors in Skokie is 4.9 stars from 3 reviews per business on average.
Financial advisors in Skokie 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
20
Businesses listed
4.9★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Kathryn Hoffeld - Financial Advisor, Ameriprise Financial Services, LLC
1642 W Baker Rd Ste. A, Baytown, TX 77521, USA
Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC
1642 W Baker Rd A, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Blake M Cather, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
3711 Garth Rd Ste 120, Baytown, TX 77521, USA
Financial Advisors Rankings in Skokie, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Kathryn Hoffeld - Financial Advisor, Ameriprise Financial Services, LLC1642 W Baker Rd Ste. A, Baytown, TX 77521, USA | — | — |
| #2 | Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC1642 W Baker Rd A, Baytown, TX 77521, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Blake M Cather, CFP®|ChFC®|CEPA®|AAMS®|CRPC™3711 Garth Rd Ste 120, Baytown, TX 77521, USA | 5.0★ | 3 |
| #4 | M White Financial Services1300 Rollingbrook Dr #603, Baytown, TX 77521, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Jonathan S Ahearn, CFP®1300 Rollingbrook Dr Suite 607, Baytown, TX 77521, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Holly R McCreight, CFP®|CRPC™4518 N Main St Suite 200, Baytown, TX 77521, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Lindsey L Frazier, AAMS®4518 N Main St Suite 200, Baytown, TX 77521, USA | — | — |
| #8 | Bay Area Asset Management410 Schilling Ave, Baytown, TX 77520, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Aric E Boullion, CFP®|CEPA®|AAMS®|CRPC™1421 Massey Tompkins Rd, Baytown, TX 77521, USA | 5.0★ | 3 |
| #10 | Texas Capital Management256 Mable St, Baytown, TX 77520, USA | 4.5★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Skokie
M White Financial Services
1300 Rollingbrook Dr #603, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Jonathan S Ahearn, CFP®
1300 Rollingbrook Dr Suite 607, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Holly R McCreight, CFP®|CRPC™
4518 N Main St Suite 200, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Lindsey L Frazier, AAMS®
4518 N Main St Suite 200, Baytown, TX 77521, USA
Bay Area Asset Management
410 Schilling Ave, Baytown, TX 77520, USA
Edward Jones - Financial Advisor: Aric E Boullion, CFP®|CEPA®|AAMS®|CRPC™
1421 Massey Tompkins Rd, Baytown, TX 77521, USA
Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA®
8018 N Hwy 146 At, Redwood Dr Suite 5, Baytown, TX 77523, USA
Rockwell Wealth Management
317 W San Augustine St Suite A, Deer Park, TX 77536, USA
Lifestyle Financial Advisors
102 W Pasadena Blvd, Deer Park, TX 77536, USA
Edward Jones - Financial Advisor: Matthew D Spradley, AAMS®
3709 Center St Suite B, Deer Park, TX 77536, USA
Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC
2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA
Marcontell Wealth Management - Ameriprise Financial Services, LLC
2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA
Edward Jones - Financial Advisor: Justin R Connell, CFP®|ChFC®|CEPA®|AAMS®
9855B Eagle Dr Suite 100, Baytown, TX 77523, USA
Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS®
9855B Eagle Dr Suite 100, Baytown, TX 77523, USA
Edward Jones - Financial Advisor: Travis J Gaynor, CFP®|CEPA®|AAMS®|CRPC™
11340 Eagle Dr Suite 1, Mont Belvieu, TX 77523, USA
Edward Jones - Financial Advisor: Michael V Williams, RICP®
6021 Fairmont Pkwy # 160, Pasadena, TX 77505, USA
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Frequently Asked Questions — Financial Advisors in Skokie
What is a fiduciary financial advisor and why does it matter in Skokie?
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 Skokie, 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 Skokie?
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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