Financial advisors in Round Rock, TX

25 match

Amy Norris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angel Escobedo
Financial advisor at Fiduciary Financial Advisors
Fiduciary Financial Advisors · $1.33B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna Popke
Financial advisor at Majestic Oak Financial, LLC
Majestic Oak Financial, LLC · $51.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Perry
Financial advisor at Perry Investment Management, LLC
Perry Investment Management, LLC · $27M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Fry
Financial advisor at Safe Landing Financial
Safe Landing Financial · $12.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Bessner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cybulski
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Larochelle
Financial advisor at RIA Wealth Advisors, LLC
RIA Wealth Advisors, LLC · $126.5M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Danny Morgan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donna Parker
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Issam Bakir
Financial advisor at Tnt Asset Management, LLC
Tnt Asset Management, LLC · $174.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Ridley
Financial advisor at Ridley Wealth Management
Ridley Wealth Management · $8.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacqueline Lapp-Lee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hickey
Financial advisor at Ubequity Wealth Management, LLC
Ubequity Wealth Management, LLC · $50.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Dvorak
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kent Hickey
Financial advisor at Ubequity Wealth Management, LLC
Ubequity Wealth Management, LLC · $50.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurence Egle
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Thomas
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Green
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Jacobsmeyer
Financial advisor at Argent Wealth Management, Inc.
Argent Wealth Management, Inc. · $172.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Wallace
Financial advisor at Thrifty Scotty Financial, LLC
Thrifty Scotty Financial, LLC · $4.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Parsons
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tarik Bakir
Financial advisor at Tnt Asset Management, LLC
Tnt Asset Management, LLC · $174.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trevor Bakir
Financial advisor at Tnt Asset Management, LLC
Tnt Asset Management, LLC · $174.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Yunny Dang
Financial advisor at Symphony Retirement Partners LLC
Symphony Retirement Partners LLC · $39.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Round Rock, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Round Rock, TX.

How this list works

Before you hire an advisor in Round Rock, TX