10+ Years · Tomball
Experienced Financial Advisors in Tomball, TX
Experience matters. These financial advisors in Tomball have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Tomball, TX by verified customer ratings and review volume. The highest-rated is The Wehrly Group with a 4.9-star rating from 15 verified reviews. Also in the top tier: Magnolia Wealth and McLane Advisors. The average rating across all listed financial advisors in Tomball is 4.7 stars from 5 reviews per business on average.
Financial advisors in Tomball 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
16
Businesses listed
4.7★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
The Wehrly Group
17015 Seven Pines Dr, Spring, TX 77379, USA
Magnolia Wealth
8900 Eastloch Dr Unit #105, Spring, TX 77379, USA
McLane Advisors
14015 Park Dr Suites 104, 111, Tomball, TX 77377, USA
Financial Advisors Rankings in Tomball, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Wehrly Group17015 Seven Pines Dr, Spring, TX 77379, USA | 4.9★ | 15 |
| #2 | Magnolia Wealth8900 Eastloch Dr Unit #105, Spring, TX 77379, USA | 5.0★ | 10 |
| #3 | McLane Advisors14015 Park Dr Suites 104, 111, Tomball, TX 77377, USA | 4.6★ | 10 |
| #4 | Edward Jones - Financial Advisor: Todd Carlile425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA | — | — |
| #5 | Martin Wealth Management Team26830 Kuykendahl Rd Suite 102, Tomball, TX 77375, USA | — | — |
| #6 | CORE Integrated Wealth994 Village Square Dr Bldg 2 Suite C, Tomball, TX 77375, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: David L Crawford, CFP®26400 Kuykendahl Rd STE 250, Tomball, TX 77375, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Chad M Devens, CFP®|CEPA®|AAMS®16522 Avenplace Rd, Tomball, TX 77377, USA | 5.0★ | 1 |
| #9 | Petra Benefits Financial Services14015 Park Dr #107, Tomball, TX 77377, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Stephen L Hohl, AAMS®425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA | 4.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Tomball
Edward Jones - Financial Advisor: Todd Carlile
425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA
Martin Wealth Management Team
26830 Kuykendahl Rd Suite 102, Tomball, TX 77375, USA
CORE Integrated Wealth
994 Village Square Dr Bldg 2 Suite C, Tomball, TX 77375, USA
Edward Jones - Financial Advisor: David L Crawford, CFP®
26400 Kuykendahl Rd STE 250, Tomball, TX 77375, USA
Edward Jones - Financial Advisor: Chad M Devens, CFP®|CEPA®|AAMS®
16522 Avenplace Rd, Tomball, TX 77377, USA
Petra Benefits Financial Services
14015 Park Dr #107, Tomball, TX 77377, USA
Edward Jones - Financial Advisor: Stephen L Hohl, AAMS®
425 Holderrieth Blvd Ste 214, Tomball, TX 77375, USA
Edward Jones - Financial Advisor: Mason Laidley, AAMS®|CKA®
11023 Northpointe Blvd Ste A, Tomball, TX 77375, USA
Edward Jones - Financial Advisor: Glynn A Tolleson
26400 Kuykendahl Rd STE 250, Tomball, TX 77375, USA
Edward Jones - Financial Advisor: Kevin Martin, AAMS®
26830 Kuykendahl Rd Suite 102, Tomball, TX 77375, USA
SOS - Securing, Optimizing, & Satisfying Your Retirement Goals
14011 Park Dr Suite 115, Tomball, TX 77377, USA
Kevin Talley - Financial Advisor, Ameriprise Financial Services, LLC
8900 Eastloch Dr Bldg 135, Spring, TX 77379, USA
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Frequently Asked Questions — Financial Advisors in Tomball
What is a fiduciary financial advisor and why does it matter in Tomball?
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 Tomball, 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 Tomball?
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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