Local Pros · Universal City
Local Financial Advisors in Universal City, TX
Locally owned and operated financial advisors serving Universal City and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 5 financial advisors in Universal City, TX by verified customer ratings and review volume. The highest-rated is Universal Financial Group with a 5.0-star rating from 1 verified reviews. Also in the top tier: First Command Financial Advisor - Tim Gray and First Command Financial Advisor - Annette Medley. The average rating across all listed financial advisors in Universal City is 5 stars from 1 reviews per business on average.
Financial advisors in Universal City 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
5
Businesses listed
5★
Avg rating
1
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Universal Financial Group
14241 Dallas Pkwy, Dallas, TX 75254, USA
First Command Financial Advisor - Tim Gray
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
First Command Financial Advisor - Annette Medley
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
Financial Advisors Rankings in Universal City, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Universal Financial Group14241 Dallas Pkwy, Dallas, TX 75254, USA | 5.0★ | 1 |
| #2 | First Command Financial Advisor - Tim Gray2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | — | — |
| #3 | First Command Financial Advisor - Annette Medley2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | — | — |
| #4 | Katya L Thompson-Cantu - Financial Advisor, Ameriprise Financial Services, LLC12415 Old Converse Rd, Universal City, TX 78148, USA | — | — |
| #5 | First Command District Advisor - Jason Smith2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Universal City
Katya L Thompson-Cantu - Financial Advisor, Ameriprise Financial Services, LLC
12415 Old Converse Rd, Universal City, TX 78148, USA
First Command District Advisor - Jason Smith
2101 Pat Booker Rd STE 108, Universal City, TX 78148, USA
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Frequently Asked Questions — Financial Advisors in Universal City
What is a fiduciary financial advisor and why does it matter in Universal City?
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 Universal City, 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 Universal City?
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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