Pricing Guide · Rosenberg

Financial Advisors Cost in Rosenberg, TX — 2026 Price Guide

What should you pay for financial advisors in Rosenberg? See real 2026 price ranges from local pros and get free quotes to compare.

As of July 2026, RatingsNearMe ranks 14 financial advisors in Rosenberg, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Security Finance with a 5.0-star rating from 545 Google reviews and an RNM Score of 88/100. Also in the top tier: Western Finance and Regional Finance. The average rating across all listed financial advisors in Rosenberg is 4.9 stars from 77 reviews per business on average.

Financial advisors in Rosenberg 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.

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Local Market Snapshot

14

Businesses listed

4.9★

Avg rating

77

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(545 reviews)

Rated 5.0 stars from over 500 Google reviews by local clients.

4310 Avenue H Suite 67, Rosenberg, TX 77471, USA
4.9(226 reviews)

Trusted by hundreds of clients, this advisor maintains a rare 4.9-star rating.

4116 Avenue I, Rosenberg, TX 77471, USA
4.5(54 reviews)

Earning 4.5 stars from 54 Google reviews, this Rosenberg financial advisor is highly trusted.

3806 Avenue I #22, Rosenberg, TX 77471, USA

Financial Advisors Rankings in Rosenberg, TX

#BusinessRatingReviews
#1Security Finance4310 Avenue H Suite 67, Rosenberg, TX 77471, USA5.0545
#2Western Finance4116 Avenue I, Rosenberg, TX 77471, USA4.9226
#3Regional Finance3806 Avenue I #22, Rosenberg, TX 77471, USA4.554
#4Edward Jones - Financial Advisor: Dalyn Hoegemeyer, CFP®|AAMS®13400 TX-36 Ste 117, Needville, TX 77461, USA5.05
#5Kings Path Wealth Advisors1039 Imperial Blvd Suite 201, Sugar Land, TX 77498, USA5.03
#6Siebert & Briggs Wealth Management Advisors, LLC3510 Avenue I, Rosenberg, TX 77471, USA
#7Kevin J. Herne, CFP , ChFC2521 Avenue H, Rosenberg, TX 77471, USA
#8Edward Jones - Financial Advisor: Ruben W Hope III, AAMS®503 FM359 Suite 140, Richmond, TX 77406, USA5.01
#9Edward Jones - Financial Advisor: Danielle J Bily, CFP®|AAMS®|CRPS™503 FM359 Suite 140, Richmond, TX 77406, USA5.04
#10Edward Jones - Financial Advisor: Carly M Voyles24701 Southwest Fwy Suite 300, Rosenberg, TX 77471, USA

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Rosenberg

4
5.0· 5 reviews

5.0-star rating from 5 reviews, showing exceptional client satisfaction in Rosenberg.

13400 TX-36 Ste 117, Needville, TX 77461, USA

5
5.0· 3 reviews

Exceptional 5.0-star rating based on three Google reviews from local clients.

1039 Imperial Blvd Suite 201, Sugar Land, TX 77498, USA

6
· 0 reviews

A local financial advisor in Rosenberg with no customer reviews yet.

3510 Avenue I, Rosenberg, TX 77471, USA

7
· 0 reviews

A Rosenberg financial advisor with no customer ratings or Google reviews yet.

2521 Avenue H, Rosenberg, TX 77471, USA

8
5.0· 1 reviews

Rated 5.0 stars from one Google review, reflecting strong early client satisfaction.

503 FM359 Suite 140, Richmond, TX 77406, USA

9
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews for exceptional financial guidance in Rosenberg.

503 FM359 Suite 140, Richmond, TX 77406, USA

10
· 0 reviews

No reviews yet for this Rosenberg financial advisor, so consider requesting a reference.

24701 Southwest Fwy Suite 300, Rosenberg, TX 77471, USA

11
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews in Rosenberg, TX.

503 FM359 Suite 140, Richmond, TX 77406, USA

12
5.0· 3 reviews

Consistently earns perfect 5.0-star ratings from a handful of local clients.

503 FM359 Suite 140, Richmond, TX 77406, USA

13
5.0· 1 reviews

Exceptional 5.0-star rating based on a small number of Google reviews.

1013 7th St, Richmond, TX 77469, USA

14
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews for exceptional client service.

19875 Southwest Fwy Suite 270, Sugar Land, TX 77479, USA

Data from Google Business listings
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Financial Advisors in Rosenberg, TX — Compared

#BusinessRNM ScoreRatingReviews
1Security Finance88/1005.0 ★545
2Western Finance86/1004.9 ★226
3Regional Finance72/1004.5 ★54
4Edward Jones - Financial Advisor: Dalyn Hoegemeyer, CFP®|AAMS®68/1005.0 ★5
5Kings Path Wealth Advisors66/1005.0 ★3
6Siebert & Briggs Wealth Management Advisors, LLC3/1000
7Kevin J. Herne, CFP , ChFC3/1000
8Edward Jones - Financial Advisor: Ruben W Hope III, AAMS®62/1005.0 ★1
9Edward Jones - Financial Advisor: Danielle J Bily, CFP®|AAMS®|CRPS™67/1005.0 ★4
10Edward Jones - Financial Advisor: Carly M Voyles3/1000

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 Rosenberg

What is a fiduciary financial advisor and why does it matter in Rosenberg?

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 Rosenberg, 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 Rosenberg?

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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About This Financial Advisors Directory — Rosenberg, TX

This page lists and ranks 14 financial advisors serving Rosenberg, TX as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 77 customer reviews per business. The top-ranked financial advisors in Rosenberg by our algorithm is Security Finance (5.0 stars, 545 reviews). Financial advisors in Rosenberg typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Rosenberg: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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