Verified · Lakeway
Trusted Financial Advisors in Lakeway, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Lakeway have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Lakeway, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Wyntrill Financial with a 5.0-star rating from 71 Google reviews and an RNM Score of 82/100. Also in the top tier: Edward Jones - Financial Advisor: EJ Rathburn II, CFP® and TJW Wealth. The average rating across all listed financial advisors in Lakeway is 4.9 stars from 9 reviews per business on average.
Financial advisors in Lakeway 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
Hilton Financial Group
Hilton Financial Group stands out as the top-ranked advisor in Lakeway due to its strong reputation for personalized wealth management and client-focused service.
Most Reviewed
Hilton Financial Group
A high review count indicates broad client trust and consistent satisfaction, making it a reliable choice for prospective clients.
When choosing a financial advisor in Lakeway, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Proudly maintains a perfect 5.0-star rating across 71 local client reviews.
2802 Flintrock Trace Suite 251, Austin, TX 78738, USAExceptional 5.0-star rating based on 12 Google reviews from local clients.
11612 FM2244 Ste 125, Austin, TX 78738, USARated 5.0 stars from 6 Google reviews, this Lakeway financial advisor earns exceptional client trust.
2806 Flintrock Trace, Lakeway, TX 78738, USAFinancial Advisors Rankings in Lakeway, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wyntrill Financial2802 Flintrock Trace Suite 251, Austin, TX 78738, USA | 5.0★ | 71 |
| #2 | Edward Jones - Financial Advisor: EJ Rathburn II, CFP®11612 FM2244 Ste 125, Austin, TX 78738, USA | 5.0★ | 12 |
| #3 | TJW Wealth2806 Flintrock Trace, Lakeway, TX 78738, USA | 5.0★ | 6 |
| #4 | Edward Jones - Financial Advisor: Guy A Weinhold, CFP®|AAMS®12700 Hill Country Blvd #T-105, Bee Cave, TX 78738, USA | 5.0★ | 1 |
| #5 | Lakeview Retirement Planning20308 State Hwy 71 #4, Spicewood, TX 78669, USA | 5.0★ | 1 |
| #6 | Hamilton Financial Planning, LLC1202 Lakeway Dr Suite 7, Austin, TX 78734, USA | 5.0★ | 3 |
| #7 | Stream Wealth Partners103 Ranch Rd 620 S, Lakeway, TX 78734, USA | 5.0★ | 3 |
| #8 | Merrill Lynch Wealth Management2951 Ranch Rd 620 S, Austin, TX 78738, USA | 4.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS®2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA | — | — |
| #10 | Hilton Financial Group409 Ringtail Stream Dr, Lakeway, TX 78738, USA | 4.8★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lakeway
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
12700 Hill Country Blvd #T-105, Bee Cave, TX 78738, USA
5.0★ rating from a small number of Google reviews in Lakeway, TX.
20308 State Hwy 71 #4, Spicewood, TX 78669, USA
5.0 stars from 3 Google reviews; clients report exceptional service.
1202 Lakeway Dr Suite 7, Austin, TX 78734, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
103 Ranch Rd 620 S, Lakeway, TX 78734, USA
Consistently rated 4.0 stars by a few local clients in Lakeway.
2951 Ranch Rd 620 S, Austin, TX 78738, USA
This financial advisor has no Google reviews yet, so their reputation is unrated.
2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA
4.8 stars from 4 reviews, reflecting strong client satisfaction.
409 Ringtail Stream Dr, Lakeway, TX 78738, USA
Rated 5.0 stars by a small number of local clients in Lakeway.
3503 Wild Cherry Dr Bldg 11, Lakeway, TX 78738, USA
This financial advisor in Lakeway currently has no online reviews or ratings.
1927 Lohmans Crossing Rd #100c, Lakeway, TX 78734, USA
Top-rated local financial advisor with a perfect 5.0 rating from several clients.
2802 Flintrock Trace B103, Austin, TX 78738, USA
Rated 5.0 stars from 5 Google reviews, this Lakeway financial advisor is highly regarded.
2501 Ranch Rd 620 S Ste 110, Lakeway, TX 78734, USA
No ratings yet, as this Lakeway financial advisor has no Google reviews.
111 Duck Lake Dr, Lakeway, TX 78734, USA
This advisor has no online ratings yet, as they have no Google reviews.
1927 Lohmans Crossing Rd # 101, Lakeway, TX 78734, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
2121 Lohmans Crossing Rd #506, Lakeway, TX 78734, USA
No Google reviews yet for this Lakeway financial advisor.
2806 Flintrock Trace, Lakeway, TX 78738, USA
This financial advisor has no online reviews yet to reference.
312 Medical Pkwy, Lakeway, TX 78738, USA
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Financial Advisors in Lakeway, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wyntrill Financial | 82/100 | 5.0 ★ | 71 |
| 2 | Edward Jones - Financial Advisor: EJ Rathburn II, CFP® | 76/100 | 5.0 ★ | 12 |
| 3 | TJW Wealth | 72/100 | 5.0 ★ | 6 |
| 4 | Edward Jones - Financial Advisor: Guy A Weinhold, CFP®|AAMS® | 65/100 | 5.0 ★ | 1 |
| 5 | Lakeview Retirement Planning | 65/100 | 5.0 ★ | 1 |
| 6 | Hamilton Financial Planning, LLC | 66/100 | 5.0 ★ | 3 |
| 7 | Stream Wealth Partners | 66/100 | 5.0 ★ | 3 |
| 8 | Merrill Lynch Wealth Management | 49/100 | 4.0 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS® | 3/100 | — | 0 |
| 10 | Hilton Financial Group | 64/100 | 4.8 ★ | 4 |
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 Lakeway
What is a fiduciary financial advisor and why does it matter in Lakeway?
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 Lakeway, 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 Lakeway?
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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