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Find Top Financial Advisors in Round Rock


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Round Rock. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Round Rock

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Round Rock, Texas
Financial Advisor Office Location Phone Number
John Carey
Edelman Financial Engines, LLC
9050 N. Capital of TX Hwy Building 3,
Austin, TX  78759
(512) 490-0044
Craig Larson
Larson Financial Advisors
13625 Ronald Reagan Blvd,
Cedar Park, TX  78613
(512) 910-2722
Spencer Corzine
AVH Invest
500 E. Whitestone Blvd.,
Cedar Park, TX  78630
(877) 738-7018
Jerry McIlhon
Beck Capital Management LLC
2009 South Capital of TX Hwy #200,
Austin, TX  78746
(512) 345-6789
Phil Weinstein
Edelman Financial Engines, LLC
2500 West William Cannon Drive,
Austin, TX  78745
(512) 329-6620
Josh Renfro
First Allied Securities
5920 West William Cannon Drive,
Austin, TX  78749
(512) 327-1000

Information on Qualified Financial Advisors in Round Rock

Qualifications CRD# 1985806
FirmCRD# 104510
Series 7, 9, 10, 24, 27, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 9050 N. Capital of TX Hwy Building 3,
Suite 150,
Austin,
TX 
78759
Phone Number (512) 4900044

Joined Financial Engines in 2004. Began his career in the financial services industry in 1990. Successfully completed the Series 7, 9, 10, 24, 27, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Studied Economics and Finance at American University and Regis University. Married to Angi. They have two children.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 002026803
Series 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX 
78613
Phone Number (512) 9102722

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.



Qualifications CRD# 2940880
FirmCRD# 10205
Series 7, 24, 55, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX 
78630
Phone Number (877) 7387018

As a financial professional with over 20 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach. Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.

About AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.



Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 2009 South Capital of TX Hwy #200,
Austin,
TX 
78746
Phone Number (512) 3456789

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.



Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2500 West William Cannon Drive,
Suite 804,
Austin,
TX 
78745
Phone Number (512) 3296620

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counselor SM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of Missouri-Columbia. Married with two children. Phil enjoys golfing and traveling.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5774724


Office Location 5920 West William Cannon Drive,
Building 7 Suite 201,
Austin,
TX 
78749
Phone Number (512) 3271000

Josh Renfro is a Wealth Advisor at The Fox Alliance. He first entered the industry working in client services and financial planning. However, his desire to help families improve their financial well-being and create legacies inspired him to become a financial advisor. His approach is simple: to offer clients strategies that respect their financial goals. Before joining The Fox Alliance, Josh worked with Petra Benefits Financial Services, WCM Global Wealth, and Met Life. He holds securities licenses 7, 63, and 65 and received his Bachelor of Science in Business Administration and Finance from Thomas Edison State College. Outside of serving his clients he enjoys music, firearms, fishing, and outdoor sports.

About First Allied Securities

For more than three decades, We?ve focused our professional life on a single mission: to work closely with families and provide them the best direction, service and tools to help them build a secure and prosperous financial future. The Fox Alliance started as a one-man operation in 1986, and since then has turned into a full- fledged team of financial advisors with diverse backgrounds and more than 100 years of combined experience. We now have the privilege of serving hundreds of families throughout the country. Over the years, We?ve helped guide our clients through dramatic economic changes, from stock- market prosperity in the 1990s to the dot-com bubble in the early 2000s and most recently the devastating effects of the Great Recession. One thing has been constant through it all: Money is a powerful tool. It can bring a great deal of anxiety, or it can provide peace of mind. We?ve spent our live's witnessing the enormous impact a sound portfolio can have on the life of our clients. Sometimes, it literally kept their lives together when everything else around them failed. And with those experiences, We?ve learned that, more than anything else, our clients wanted and needed to trust that We were dedicated to their goals no matter what challenges we?d face together. We wholeheartedly embrace that trust. By focusing on the right financial principles,we can make an extraordinary difference in our clients? futures and, most important, help empower them to live better lives today.



List of Additional Financial Advisors in or around Round Rock, Texas
Parkhurst Consulting CPA PC Round Rock, TX