Highest Rated · Taylor
Top-Rated Financial Advisors in Taylor, TX
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 8 financial advisors in Taylor, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Western Finance with a 4.9-star rating from 374 Google reviews and an RNM Score of 87/100. Also in the top tier: Taylor Finance Company, LLC and R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Taylor is 5 stars from 64 reviews per business on average.
Financial advisors in Taylor 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.
Best Overall
Taylor Finance Company, LLC
Taylor Finance Company, LLC is the top-ranked advisor in Taylor, TX, indicating strong local reputation and client trust.
Most Reviewed
Edward Jones - Financial Advisor: Justin Taylor, ChFC®|AAMS®|CRPC™
A high number of reviews suggests broad client experience and reliable feedback for evaluating service quality.
When choosing a financial advisor in Taylor, consider both the advisor's credentials and the number of client reviews to gauge trustworthiness. Meeting with multiple advisors can help ensure their approach aligns with your financial goals.
Local Market Snapshot
8
Businesses listed
5★
Avg rating
64
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of Taylor clients with a near-perfect 4.9-star rating.
208 N Main St, Taylor, TX 76574, USAExceptional 5.0-star rating from 8 Google reviews for a Taylor financial advisor.
12100 Ford Rd b151, Farmers Branch, TX 75234, USA5.0-star rated financial advisor in Taylor, TX, based on a few local reviews.
1401 Precinct Line Rd, Hurst, TX 76053, USAFinancial Advisors Rankings in Taylor, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Western Finance208 N Main St, Taylor, TX 76574, USA | 4.9★ | 374 |
| #2 | Taylor Finance Company, LLC12100 Ford Rd b151, Farmers Branch, TX 75234, USA | 5.0★ | 8 |
| #3 | R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC1401 Precinct Line Rd, Hurst, TX 76053, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Joel A Bravo602 W 2nd St, Taylor, TX 76574, USA | 5.0★ | 1 |
| #5 | Michael Gates - Thrivent500 Drake Ln, Taylor, TX 76574, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Justin Taylor, ChFC®|AAMS®|CRPC™808 N Jefferson Ave, Mt Pleasant, TX 75455, USA | 5.0★ | 1 |
| #7 | Dovetail Wealth Management, LLC301 N Main St, Taylor, TX 76574, USA | 5.0★ | 1 |
| #8 | Taylor Private Wealth Management - Ameriprise Financial Services, LLC1401 Precinct Line Rd, Hurst, TX 76053, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Taylor
Exceptional 5.0-star rating from a handful of Google reviews.
602 W 2nd St, Taylor, TX 76574, USA
This advisor has no Google reviews yet, so client feedback is unavailable.
500 Drake Ln, Taylor, TX 76574, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
808 N Jefferson Ave, Mt Pleasant, TX 75455, USA
Earns a perfect 5.0-star rating from early client reviews in Taylor.
301 N Main St, Taylor, TX 76574, USA
A new financial advisor in Taylor, TX, not yet rated by customers.
1401 Precinct Line Rd, Hurst, TX 76053, USA
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Financial Advisors in Taylor, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Western Finance | 87/100 | 4.9 ★ | 374 |
| 2 | Taylor Finance Company, LLC | 82/100 | 5.0 ★ | 8 |
| 3 | R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 4 | Edward Jones - Financial Advisor: Joel A Bravo | 62/100 | 5.0 ★ | 1 |
| 5 | Michael Gates - Thrivent | 7/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Justin Taylor, ChFC®|AAMS®|CRPC™ | 65/100 | 5.0 ★ | 1 |
| 7 | Dovetail Wealth Management, LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Taylor Private Wealth Management - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
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 Taylor
What is a fiduciary financial advisor and why does it matter in Taylor?
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 Taylor, 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 Taylor?
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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