Best Financial Advisors in Round Rock

2022

We scored 33 Financial Advisors in Round Rock, TX and Picked the Top 7

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Round Rock Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: December 28, 2021

Retirement Planning
Certified Financial Planner (CFP)

Advanced Wealth Strategies Group is an investment group providing financial advisory services in Round Rock. It assists clients with managing assets, planning for retirement, establishing an estate plan, and calculating social security benefits. It also handles business planning concerns and helps both new and established business owners increase tax efficiency. In 1989, the firm was founded by John E. Levee, who provided clients with counsel through complex financial situations for over 20 years.

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310 West Main Avenue
Round Rock, TX 78664

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(512) 218-7993 Website

Certified Financial Planner (CFP)
Tax Planning

Established in 2003, Ankerstar Wealth is a Round Rock-based financial planning firm that helps clients maximize their wealth and financial independence. It offers various services, such as assistance with Money Guide Elite to help individuals manage their emergency, retirement, and college funds. Founder Steve Ankerstar provides custom wealth management plans to individuals by understanding their needs. Ankerstar, who has three decades of experience in financial and investment markets, performed pro bono works while serving the Air Force to assist veterans and their families.

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3038 Covington Pl
Round Rock, TX 78681

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(512) 937-6750 Website

Certified Financial Planner (CFP)

Headquartered in Round Rock, Chrisholm Trail Financial Group is a financial services firm catering to individuals and business owners in Texas. Its advisors and planners offer products and information to clients to help them build a comprehensive financial roadmap. The company covers various services, including retirement planning, estate conservation, and insurance protection. It also drafts investment and tax management strategies. The firm's president, Bruce Bessner, is a Certified Financial Planner with over 30 years of industry experience.

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109 South Harris Street
Round Rock, TX 78664

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(512) 671-7526 Website

Certified Financial Planner (CFP)

Leap Wealth Management, LLC, guides clients in Round Rock in setting finances towards achieving their goals. It advises individuals in managing cash flow to reach their objectives for the future like a comfortable retirement. They also manage individuals' investment 401(k) portfolios, implement strategies to mitigate financial risks, and plan their estate and assets. Founder Chris Leap is a CFP with 27 years of financial planning experience. He was recognized as a top financial adviser in Dallas-Fort Worth by D Magazine.

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1000 Heritage Center Circle
Round Rock, TX 78664

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(512) 920-0317 Website

Certified Financial Planner (CFP)

Established in 1991, Maxwell Locke & Ritter is a locally-owned and operated CPA firm with offices in Round Rock and Austin. The company offers audits, tax services, and due diligence services throughout Central Texas. Its affiliate, ML&R Wealth Management, provides personalized investment management services such as investment advisory and fiduciary compliance and support to help people achieve their financial goals. The firm supports over 290 nonprofit organizations and community-sponsored events outside of the business.

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401 Congress Avenue Suite 1100
Austin, TX 78701

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(512) 370-3200 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Certified Financial Planner (CFP)

Thrifty Scotty Financial is an investment management firm serving clients in Round Rock. It assists clients in reaching their financial goals through financial planning services, including income and spending balancing, debt management, retirement planning, and estate planning. The owner, Scotty Wallace, established the firm in 2018. He is an independent Certified Financial Planner who utilizes his experiences as a TV news reporter and professional pilot to help clients manage their finances. Scotty provides financial protection similar to the purpose of the establishment of Scottish clans.

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Austin, TX

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(972) 898-4644 Website

Retirement Planning
Certified Financial Planner (CFP)

TNT Financial Services, Inc., caters to clients in Round Rock. Its team helps individuals manage their assets so that they can meet current and future expenses. The company also assists with selecting insurance policies, setting up an estate, and planning for retirement with a stable income throughout a client's golden years. In addition, its team helps choose investments that suit a person's risk tolerance. One of its advisors, Sam Bakir, is a Certified Financial Planner with more than 30 years of business experience.

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105 E. Main St.
Round Rock, TX 78664

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(512) 255-1600 Website