Licensed · Mansfield
Licensed & Insured Financial Advisors in Mansfield, 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 Mansfield, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Casey L Mullins with a 5.0-star rating from 9 Google reviews and an RNM Score of 71/100. Also in the top tier: Guy Rodgers Private Wealth Strategies and Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®. The average rating across all listed financial advisors in Mansfield is 4.8 stars from 3 reviews per business on average.
Financial advisors in Mansfield 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
Edward Jones - Financial Advisor: Keith T Rogers, CFP®
Keith T Rogers stands out as a top-ranked advisor with a CFP® certification, offering comprehensive financial planning and a strong local reputation in Mansfield.
Most Reviewed
Edward Jones - Financial Advisor: Keith T Rogers, CFP®
A high number of reviews indicates broad client trust and consistent service quality, helping consumers gauge reliability.
When choosing a financial advisor in Mansfield, verify their credentials like CFP® and consider meeting multiple advisors to find one who aligns with your specific financial goals and communication style.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 9 Google reviews, this advisor is highly recommended.
1700 Robert Rd #102, Mansfield, TX 76063, USATrusted by clients with a perfect 5.0 rating from 7 reviews.
1105 Alexis Ct Suite 103, Mansfield, TX 76063, USAExceptional 5.0-star rating from 4 Google reviews for a Mansfield financial advisor.
560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USAFinancial Advisors Rankings in Mansfield, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Casey L Mullins1700 Robert Rd #102, Mansfield, TX 76063, USA | 5.0★ | 9 |
| #2 | Guy Rodgers Private Wealth Strategies1105 Alexis Ct Suite 103, Mansfield, TX 76063, USA | 5.0★ | 7 |
| #3 | Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®560 N Walnut Creek Dr # 120, Mansfield, TX 76063, USA | 5.0★ | 4 |
| #4 | Simmons Financial Services821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Richie Kelly II560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS®507 E Broad St, Mansfield, TX 76063, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Chris Ison, CFP®305 Regency Pkwy #201, Mansfield, TX 76063, USA | 5.0★ | 2 |
| #8 | Biltmore Financial Services717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA | 4.5★ | 2 |
| #9 | Northwestern Mutual Mansfield733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA | 3.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Keith T Rogers, CFP®1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Mansfield
Mansfield financial advisor with a perfect 5.0-star rating from early client reviews.
821 SW Alsbury Blvd suite e, Burleson, TX 76028, USA
Earns a perfect 5.0-star rating from its first Google reviews in Mansfield.
560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063, USA
Rated 5.0 stars from 3 reviews, this Mansfield, TX financial advisor is highly recommended.
507 E Broad St, Mansfield, TX 76063, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
305 Regency Pkwy #201, Mansfield, TX 76063, USA
Holds a strong 4.5-star rating from recent local client reviews.
717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX 76063, USA
A local financial advisor with a 3.0-star rating based on 2 Google reviews.
733 U.S. 287 Frontage Rd STE 305, Mansfield, TX 76063, USA
Earns a perfect 5.0-star rating from its first two Google reviews.
1710 Country Club Dr Suite 104, Mansfield, TX 76063, USA
5.0-star rating from a handful of local client reviews in Mansfield.
751 E Debbie Ln Suite 101, Mansfield, TX 76063, USA
No client reviews yet; consider contacting this Mansfield financial advisor directly.
215 E Debbie Ln, Mansfield, TX 76063, USA
New to Google reviews, so no customer ratings are available yet.
2500 E Broad St Suite 100, Mansfield, TX 76063, USA
A new financial advisor in Mansfield, TX with no customer reviews yet.
1831 E Broad St #210, Mansfield, TX 76063, USA
New to Google reviews; no customer ratings available yet to reference.
105 N 1st Ave, Mansfield, TX 76063, USA
This financial advisor currently has no customer reviews or ratings available.
705 E Broad St Suite 105, Mansfield, TX 76063, USA
A local financial advisor in Mansfield, TX with no customer reviews yet.
507 E Broad St, Mansfield, TX 76063, USA
This financial advisor has no Google reviews yet, offering a fresh start for clients.
1560 US-287 Ste 200, Mansfield, TX 76063, USA
A new financial advisor in Mansfield, TX, with no client reviews yet.
604 N Walnut Creek Dr, Mansfield, TX 76063, USA
This financial advisor in Mansfield has not yet received any Google reviews.
1302 Brynlee Ln, Mansfield, TX 76063, USA
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Financial Advisors in Mansfield, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Casey L Mullins | 71/100 | 5.0 ★ | 9 |
| 2 | Guy Rodgers Private Wealth Strategies | 70/100 | 5.0 ★ | 7 |
| 3 | Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP® | 67/100 | 5.0 ★ | 4 |
| 4 | Simmons Financial Services | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Richie Kelly II | 62/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Gene Tennison, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: Chris Ison, CFP® | 64/100 | 5.0 ★ | 2 |
| 8 | Biltmore Financial Services | 56/100 | 4.5 ★ | 2 |
| 9 | Northwestern Mutual Mansfield | 30/100 | 3.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Keith T Rogers, CFP® | 64/100 | 5.0 ★ | 2 |
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 Mansfield
What is a fiduciary financial advisor and why does it matter in Mansfield?
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 Mansfield, 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 Mansfield?
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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