Licensed · Lancaster
Licensed & Insured Financial Advisors in Lancaster, 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 7 financial advisors in Lancaster, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is VMM with a 3.0-star rating from 2 Google reviews and an RNM Score of 30/100. Also in the top tier: Edward Jones - Financial Advisor: Drew Lancaster and Edward Jones - Financial Advisor: Neal W Ballance. The average rating across all listed financial advisors in Lancaster is 3 stars from 2 reviews per business on average.
Financial advisors in Lancaster 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.
Local Market Snapshot
7
Businesses listed
3★
Avg rating
2
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A mixed three-star rating from two Google reviews reflects limited client feedback.
3335 Balomede Ave, Lancaster, TX 75134, USANo reviews yet for this Lancaster, TX financial advisor.
8222 Douglas Ave #675, Dallas, TX 75225, USAA new financial advisor offering services in Lancaster, with no Google reviews yet.
1115 N Dallas Ave, Lancaster, TX 75146, USAFinancial Advisors Rankings in Lancaster, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | VMM3335 Balomede Ave, Lancaster, TX 75134, USA | 3.0★ | 2 |
| #2 | Edward Jones - Financial Advisor: Drew Lancaster8222 Douglas Ave #675, Dallas, TX 75225, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Neal W Ballance1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #4 | Meraki Financial Service Group907 Birchwood Dr, Lancaster, TX 75146, USA | — | — |
| #5 | Christopher Jordan - Regions Financial Advisor1425 N Dallas Ave, Lancaster, TX 75134, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Alex Lancaster3100 Monticello Ave Ste 860, Dallas, TX 75205, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Arnie I Knecht1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lancaster
Independent financial advisor in Lancaster, TX, with no customer reviews yet.
907 Birchwood Dr, Lancaster, TX 75146, USA
A Lancaster financial advisor with no customer reviews yet to share.
1425 N Dallas Ave, Lancaster, TX 75134, USA
A local financial advisor in Lancaster with no online reviews yet to reference.
3100 Monticello Ave Ste 860, Dallas, TX 75205, USA
No reviews yet; offer informed guidance for your Lancaster financial needs.
1115 N Dallas Ave, Lancaster, TX 75146, USA
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Financial Advisors in Lancaster, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | VMM | 30/100 | 3.0 ★ | 2 |
| 2 | Edward Jones - Financial Advisor: Drew Lancaster | 3/100 | — | 0 |
| 3 | Edward Jones - Financial Advisor: Neal W Ballance | 3/100 | — | 0 |
| 4 | Meraki Financial Service Group | 3/100 | — | 0 |
| 5 | Christopher Jordan - Regions Financial Advisor | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Alex Lancaster | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Arnie I Knecht | 3/100 | — | 0 |
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 Lancaster
What is a fiduciary financial advisor and why does it matter in Lancaster?
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 Lancaster, 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 Lancaster?
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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