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Financial Advisors in Spring, TX — Free Estimates
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As of May 2026, RatingsNearMe ranks 9 financial advisors in Spring, TX by verified customer ratings and review volume. The highest-rated is Strategic Financial Advisors with a 5.0-star rating from 23 verified reviews. Also in the top tier: Concenture Wealth Management and Flashpoint Advisors. The average rating across all listed financial advisors in Spring is 5 stars from 9 reviews per business on average.
Financial advisors in Spring 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
9
Businesses listed
5★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Strategic Financial Advisors
21025 Spring Brook Plaza Dr, Spring, TX 77379, USA
Concenture Wealth Management
15377 Memorial Dr Suite 340, Houston, TX 77079, USA
Flashpoint Advisors
2219 Sawdust Rd STE 804, Spring, TX 77380, USA
Financial Advisors Rankings in Spring, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Strategic Financial Advisors21025 Spring Brook Plaza Dr, Spring, TX 77379, USA | 5.0★ | 23 |
| #2 | Concenture Wealth Management15377 Memorial Dr Suite 340, Houston, TX 77079, USA | 5.0★ | 22 |
| #3 | Flashpoint Advisors2219 Sawdust Rd STE 804, Spring, TX 77380, USA | 5.0★ | 8 |
| #4 | Edward Jones - Financial Advisor: Nick Muhlbauer, AAMS®1701 City Plaza Dr Suite 150, Spring, TX 77389, USA | 5.0★ | 1 |
| #5 | Milestone Group & Associates, LLC5220 Spring Valley Rd Suite 505, Dallas, TX 75254, USA | 5.0★ | 1 |
| #6 | Candor Wealth Management - Markus Byrd CFS5220 Spring Valley Rd Suite 505, Dallas, TX 75254, USA | 5.0★ | 1 |
| #7 | Springwood Financial Advisors4100 Spring Valley Rd #657, Dallas, TX 75244, USA | — | — |
| #8 | VisionPoint Advisory Group5001 Spring Valley Rd #200w, Dallas, TX 75244, USA | 5.0★ | 2 |
| #9 | Morales Financial, LLC.3422 Meadowlark Ln, Spring, TX 77388, USA | 4.7★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Spring
Edward Jones - Financial Advisor: Nick Muhlbauer, AAMS®
1701 City Plaza Dr Suite 150, Spring, TX 77389, USA
Milestone Group & Associates, LLC
5220 Spring Valley Rd Suite 505, Dallas, TX 75254, USA
Candor Wealth Management - Markus Byrd CFS
5220 Spring Valley Rd Suite 505, Dallas, TX 75254, USA
Springwood Financial Advisors
4100 Spring Valley Rd #657, Dallas, TX 75244, USA
Morales Financial, LLC.
3422 Meadowlark Ln, Spring, TX 77388, USA
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Frequently Asked Questions — Financial Advisors in Spring
What is a fiduciary financial advisor and why does it matter in Spring?
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 Spring, 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 Spring?
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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