Pricing Guide · Sugar Land
Financial Advisors Cost in Sugar Land, TX — 2026 Price Guide
What should you pay for financial advisors in Sugar Land? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Sugar Land, TX by verified customer ratings and review volume. The highest-rated is Smart Financial Centre at Sugar Land with a 4.3-star rating from 6,594 verified reviews. Also in the top tier: FM Financial Services LLC and WJ Interests Financial Advisors - Wealth Management. The average rating across all listed financial advisors in Sugar Land is 4.9 stars from 354 reviews per business on average.
Financial advisors in Sugar Land 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
19
Businesses listed
4.9★
Avg rating
354
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Smart Financial Centre at Sugar Land
18111 Lexington Blvd, Sugar Land, TX 77479, USA
FM Financial Services LLC
77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX 77478, USA
WJ Interests Financial Advisors - Wealth Management
2333 Town Ctr Dr #100, Sugar Land, TX 77478, USA
Financial Advisors Rankings in Sugar Land, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Smart Financial Centre at Sugar Land18111 Lexington Blvd, Sugar Land, TX 77479, USA | 4.3★ | 6,594 |
| #2 | FM Financial Services LLC77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX 77478, USA | 5.0★ | 31 |
| #3 | WJ Interests Financial Advisors - Wealth Management2333 Town Ctr Dr #100, Sugar Land, TX 77478, USA | 5.0★ | 17 |
| #4 | Sugar Land Financial Advisors514 Brooks St, Sugar Land, TX 77478, USA | 5.0★ | 1 |
| #5 | Edelman Financial Engines1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA | 4.8★ | 5 |
| #6 | Trajan Wealth2245 Texas Dr #300, Sugar Land, TX 77478, USA | 4.9★ | 13 |
| #7 | Avidian Wealth Solutions - Sugar Land13131 Dairy Ashford Rd #150, Sugar Land, TX 77478, USA | 4.9★ | 10 |
| #8 | Fort Bend Financial Wealth Management800 Bonaventure Wy Suite 124, Sugar Land, TX 77479, USA | 5.0★ | 1 |
| #9 | Bert Boutte - Edelman Financial Engines1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA | 5.0★ | 12 |
| #10 | RBC Wealth Management Branch - Sugar Land2150 Town Square Pl Suite 310, Sugar Land, TX 77479, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sugar Land
Sugar Land Financial Advisors
514 Brooks St, Sugar Land, TX 77478, USA
Edelman Financial Engines
1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA
Trajan Wealth
2245 Texas Dr #300, Sugar Land, TX 77478, USA
Avidian Wealth Solutions - Sugar Land
13131 Dairy Ashford Rd #150, Sugar Land, TX 77478, USA
Fort Bend Financial Wealth Management
800 Bonaventure Wy Suite 124, Sugar Land, TX 77479, USA
Bert Boutte - Edelman Financial Engines
1600 Hwy 6 Suite 450, Sugar Land, TX 77478, USA
RBC Wealth Management Branch - Sugar Land
2150 Town Square Pl Suite 310, Sugar Land, TX 77479, USA
Roberts Wealth Management
1650 Hwy 6 STE 250, Sugar Land, TX 77478, USA
Merrill Lynch Wealth Management
13135 Dairy Ashford Rd Suite 450, Sugar Land, TX 77478, USA
Sweetwater Financial Advisors
4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Mark A Leifrig, CFP®|AAMS®
4610 Sweetwater Blvd Ste 210, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Ever A Ramirez, AAMS®|CRPC™
2735 Town Center Blvd N S, Sugar Land, TX 77479, USA
Edward Jones - Financial Advisor: Gabriel F Trevino, AAMS®
300 Promenade Wy Suite 190, Sugar Land, TX 77478, USA
Advanced Wealth and Retirement Planning Concepts
14090 Southwest Fwy #300, Sugar Land, TX 77478, USA
Edward Jones - Financial Advisor: Paul J Matatall, ChFC®|CLU®
12930 Dairy Ashford Rd SUITE 301, Sugar Land, TX 77478, USA
Verus Financial Group
14141 Southwest Fwy Suite 150, Sugar Land, TX 77478, USA
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Frequently Asked Questions — Financial Advisors in Sugar Land
What is a fiduciary financial advisor and why does it matter in Sugar Land?
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 Sugar Land, 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 Sugar Land?
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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