Low Cost · Baytown
Cheap Financial Advisors in Baytown, TX — Best Prices
Compare financial advisors prices in Baytown to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Baytown, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Texas Capital Management with a 4.5-star rating from 8 Google reviews and an RNM Score of 73/100. Also in the top tier: Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA® and Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Baytown is 4.8 stars from 3 reviews per business on average.
Financial advisors in Baytown typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jennifer Marcontell stands out as the top-ranked advisor due to her prestigious Private Wealth Advisor designation and affiliation with a leading national firm.
Most Reviewed
Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS®
High review counts indicate broad client satisfaction and a proven track record, which helps consumers gauge reliability.
When choosing a financial advisor in Baytown, consider both the advisor's credentials and client reviews, and ensure they offer services aligned with your specific financial goals.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.5 stars from 8 Google reviews, this local advisor is well-regarded.
256 Mable St, Baytown, TX 77520, USARecognized for a perfect 5.0-star rating from verified local clients.
8018 N Hwy 146 At, Redwood Dr Suite 5, Baytown, TX 77523, USARated 5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USAFinancial Advisors Rankings in Baytown, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Texas Capital Management256 Mable St, Baytown, TX 77520, USA | 4.5★ | 8 |
| #2 | Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA®8018 N Hwy 146 At, Redwood Dr Suite 5, Baytown, TX 77523, USA | 5.0★ | 4 |
| #3 | Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA | 5.0★ | 2 |
| #4 | Bay Area Asset Management410 Schilling Ave, Baytown, TX 77520, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS®9855B Eagle Dr Suite 100, Baytown, TX 77523, USA | 5.0★ | 1 |
| #6 | M White Financial Services1300 Rollingbrook Dr #603, Baytown, TX 77521, USA | — | — |
| #7 | Todd Swonke - Financial Advisor, Ameriprise Financial Services, LLC411 Miller St, Anahuac, TX 77514, USA | — | — |
| #8 | Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC1642 W Baker Rd A, Baytown, TX 77521, USA | — | — |
| #9 | Marcontell Wealth Management - Ameriprise Financial Services, LLC2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Travis J Gaynor, CFP®|CEPA®|AAMS®|CRPC™11340 Eagle Dr Suite 1, Mont Belvieu, TX 77523, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Baytown
Exceptional 5.0-star rating from 2 Google reviews for a Baytown financial advisor.
410 Schilling Ave, Baytown, TX 77520, USA
5.0-star rating from a handful of satisfied clients in Baytown.
9855B Eagle Dr Suite 100, Baytown, TX 77523, USA
Trusted local financial advisor in Baytown, TX, with no customer reviews yet.
1300 Rollingbrook Dr #603, Baytown, TX 77521, USA
New to Google reviews; contact this Baytown financial advisor to learn about their services.
411 Miller St, Anahuac, TX 77514, USA
A Baytown financial advisor with no customer reviews yet for you to consider.
1642 W Baker Rd A, Baytown, TX 77521, USA
Reliable financial guidance in Baytown, with no customer reviews yet to reference.
2830 North Farm to Market 565 Road Ste 600, Mont Belvieu, TX 77523, USA
A local financial advisor with a 3.7-star rating from 3 Google reviews.
11340 Eagle Dr Suite 1, Mont Belvieu, TX 77523, USA
No reviews yet; consider checking back for client feedback.
1642 W Baker Rd Ste. A, Baytown, TX 77521, USA
Exceptional 5.0-star rating from a small number of Google reviews.
4518 N Main St Suite 200, Baytown, TX 77521, USA
No ratings yet; this Baytown financial advisor is new to Google reviews.
4518 N Main St Suite 200, Baytown, TX 77521, USA
5.0★ rating from 3 reviews, reflecting exceptional client satisfaction.
9855B Eagle Dr Suite 100, Baytown, TX 77523, USA
Rated 5.0 stars from 3 reviews, this Baytown financial advisor is highly regarded.
1421 Massey Tompkins Rd, Baytown, TX 77521, USA
New to Google reviews; no client ratings available yet for this Baytown financial advisor.
1300 Rollingbrook Dr Suite 607, Baytown, TX 77521, USA
Rated 5.0 stars from 3 glowing Google reviews in Baytown.
3711 Garth Rd Ste 120, Baytown, TX 77521, USA
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Financial Advisors in Baytown, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Texas Capital Management | 73/100 | 4.5 ★ | 8 |
| 2 | Edward Jones - Financial Advisor: Eric R Holland, AAMS®|CKA® | 70/100 | 5.0 ★ | 4 |
| 3 | Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC | 76/100 | 5.0 ★ | 2 |
| 4 | Bay Area Asset Management | 76/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS® | 65/100 | 5.0 ★ | 1 |
| 6 | M White Financial Services | 15/100 | — | 0 |
| 7 | Todd Swonke - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 8 | Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 9 | Marcontell Wealth Management - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Travis J Gaynor, CFP®|CEPA®|AAMS®|CRPC™ | 47/100 | 3.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Baytown
What is a fiduciary financial advisor and why does it matter in Baytown?
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 Baytown, 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 Baytown?
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: July 4, 2026.
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