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Best Financial Advisors in Live Oak, TX
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As of July 2026, RatingsNearMe ranks 8 financial advisors in Live Oak, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Live Oak Investors - Private Wealth Mgmt with a 5.0-star rating from 3 Google reviews and an RNM Score of 66/100. Also in the top tier: David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC and Travis Hughes - Financial Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Live Oak is 5 stars from 3 reviews per business on average.
Financial advisors in Live Oak 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
8
Businesses listed
5★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from three Google reviews in Live Oak, TX.
114 Oak Park Dr, Boerne, TX 78006, USANo client reviews yet, so consider this starting point for financial guidance.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USAThis financial advisor in Live Oak has no Google reviews yet to help inform your choice.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USAFinancial Advisors Rankings in Live Oak, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Live Oak Investors - Private Wealth Mgmt114 Oak Park Dr, Boerne, TX 78006, USA | 5.0★ | 3 |
| #2 | David E Kunold - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
| #3 | Travis Hughes - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
| #4 | Bryan Drayton - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
| #5 | David Matthews - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
| #6 | RBFCU Investments Group - Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
| #7 | David E Stanley - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
| #8 | Caleb K Johnson - Financial Advisor, Ameriprise Financial Services, LLC1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Live Oak
A local financial advisor in Live Oak with no online client reviews yet.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
No ratings yet for this Live Oak financial advisor with 0 Google reviews.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
No ratings yet; this Live Oak financial advisor has no Google reviews to reference.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
Currently unrated with no reviews to reference for new clients.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
No reviews yet in Live Oak, so first impressions are still unwritten.
1 IKEA-RBFCU Pkwy, Live Oak, TX 78233, USA
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Financial Advisors in Live Oak, TX — Compared
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 Live Oak
What is a fiduciary financial advisor and why does it matter in Live Oak?
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 Live Oak, 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 Live Oak?
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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