Licensed · Katy
Licensed & Insured Financial Advisors in Katy, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Katy, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Luca Financial with a 5.0-star rating from 36 Google reviews and an RNM Score of 78/100. Also in the top tier: Clearwater Financial Group - Retirement Planning and Annuity Experts and Creative Planning. The average rating across all listed financial advisors in Katy is 4.8 stars from 9 reviews per business on average.
Financial advisors in Katy 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
Roberts Wealth Management
Roberts Wealth Management stands out as the top-ranked advisor due to its strong local reputation and comprehensive wealth management services tailored to Katy residents.
Most Reviewed
Edward Jones - Financial Advisor: Fortune Cobb, AAMS®|CRPC™
High review counts matter because they reflect a large client base and consistent satisfaction, helping consumers gauge reliability and trustworthiness.
When choosing a financial advisor in Katy, verify credentials, fee structures, and whether the advisor specializes in areas that match your financial goals, such as retirement or estate planning.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a perfect 5.0-star rating from 36 reviews in Katy.
24285 Katy Fwy Suite 300, Katy, TX 77494, USAEarns a flawless 5.0-star rating from 24 local client reviews.
24285 Katy Fwy Suite 400-L, Katy, TX 77494, USAEarned a perfect 5.0-star rating from dozens of local client reviews.
23226 Red River Dr 1st Floor, Katy, TX 77494, USAFinancial Advisors Rankings in Katy, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Luca Financial24285 Katy Fwy Suite 300, Katy, TX 77494, USA | 5.0★ | 36 |
| #2 | Clearwater Financial Group - Retirement Planning and Annuity Experts24285 Katy Fwy Suite 400-L, Katy, TX 77494, USA | 5.0★ | 24 |
| #3 | Creative Planning23226 Red River Dr 1st Floor, Katy, TX 77494, USA | 5.0★ | 18 |
| #4 | Edward Jones - Financial Advisor: Fortune Cobb, AAMS®|CRPC™1322 Pin Oak Rd, Katy, TX 77494, USA | 4.5★ | 15 |
| #5 | Edward Jones - Financial Advisor: Wesley J Blackmon, CFP®1501 East Ave, Katy, TX 77493, USA | 4.7★ | 12 |
| #6 | Edward Jones - Financial Advisor: Lee R Chapman, CRPC™814 East Ave B, Katy, TX 77493, USA | 5.0★ | 7 |
| #7 | Edward Jones - Financial Advisor: Pat Doucette888 A Avenue D, Katy, TX 77493, USA | 4.0★ | 1 |
| #8 | McGee Wealth Management848 Dominion Dr # 100, Katy, TX 77450, USA | 4.9★ | 21 |
| #9 | McCaffrey Wealth Management2717 Commercial Center Blvd Suite E204, Katy, TX 77494, USA | 5.0★ | 11 |
| #10 | Edward Jones - Financial Advisor: Marcos S Helms, AAMS®|CRPC™24210 Westheimer Pkwy Suite 500, Katy, TX 77494, USA | 5.0★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Katy
A trusted 4.5-star financial advisor in Katy with dozens of client reviews.
1322 Pin Oak Rd, Katy, TX 77494, USA
Rated 4.7 stars from 12 Google reviews, this Katy financial advisor earns strong local trust.
1501 East Ave, Katy, TX 77493, USA
Rated 5.0 stars from 7 reviews, a top choice for financial guidance.
814 East Ave B, Katy, TX 77493, USA
Rated 4.0 stars from a handful of Google reviews.
888 A Avenue D, Katy, TX 77493, USA
Earned a stellar 4.9-star rating from over 20 local Google reviews.
848 Dominion Dr # 100, Katy, TX 77450, USA
Katy financial advisor with a perfect 5.0-star rating from 11 reviews.
2717 Commercial Center Blvd Suite E204, Katy, TX 77494, USA
5.0 stars from 10 Google reviews shows exceptional client satisfaction.
24210 Westheimer Pkwy Suite 500, Katy, TX 77494, USA
5.0★ rating from 2 reviews, reflecting exceptional client satisfaction.
7043 Terrace Ridge, Katy, TX 77494, USA
Rated 5.0 stars from 2 Google reviews in Katy, TX.
23410 Grand Reserve Dr Suite 805, Katy, TX 77494, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction in Katy.
810 S Mason Rd STE 140, Katy, TX 77450, USA
5.0-star rating from a small number of Google reviews.
633 E Fernhurst Dr Suite 1104, Katy, TX 77450, USA
5.0-star rating from a handful of Google reviews in Katy, TX.
24658 Kingsland Blvd, Katy, TX 77494, USA
This advisor has a 3.9-star rating based on 7 Google reviews.
2717 Commercial Center Boulevard Cinco Ranch, suite e 200, Katy, TX 77494, USA
5.0 stars from 7 reviews, reflecting consistent client satisfaction.
23114 Seven Meadows Pkwy, Katy, TX 77494, USA
Rated 5.0 stars from 3 Google reviews by local clients.
2770 FM 1463 #100, Katy, TX 77494, USA
5.0 stars from 2 reviews, reflecting exceptional early client feedback.
440 Cobia Dr STE 2001, Katy, TX 77494, USA
5.0-star rating from a few Google reviews, reflecting exceptional client satisfaction.
24275 Katy Fwy #215, Katy, TX 77494, USA
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Financial Advisors in Katy, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Luca Financial | 78/100 | 5.0 ★ | 36 |
| 2 | Clearwater Financial Group - Retirement Planning and Annuity Experts | 76/100 | 5.0 ★ | 24 |
| 3 | Creative Planning | 74/100 | 5.0 ★ | 18 |
| 4 | Edward Jones - Financial Advisor: Fortune Cobb, AAMS®|CRPC™ | 65/100 | 4.5 ★ | 15 |
| 5 | Edward Jones - Financial Advisor: Wesley J Blackmon, CFP® | 67/100 | 4.7 ★ | 12 |
| 6 | Edward Jones - Financial Advisor: Lee R Chapman, CRPC™ | 70/100 | 5.0 ★ | 7 |
| 7 | Edward Jones - Financial Advisor: Pat Doucette | 45/100 | 4.0 ★ | 1 |
| 8 | McGee Wealth Management | 73/100 | 4.9 ★ | 21 |
| 9 | McCaffrey Wealth Management | 72/100 | 5.0 ★ | 11 |
| 10 | Edward Jones - Financial Advisor: Marcos S Helms, AAMS®|CRPC™ | 71/100 | 5.0 ★ | 10 |
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 Katy
What is a fiduciary financial advisor and why does it matter in Katy?
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 Katy, 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 Katy?
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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