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Portfolio Size of 100K and above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Round Rock
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
21
non-vetted advisors in your local area. These financial advisors in
Round Rock, Texas
have an average of
27
years of experience.
NOTE: The list of financial
advisors in
Round Rock, Texas
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Round Rock, Texas.
| Qualified Financial Advisors in Round Rock, Texas | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Spencer Corzine
CFP® AVH INVEST 500 E. Whitestone Blvd., P.O. Box 1977, Cedar Park, TX 78630 |
25 | $180,000,000 | $100,000 | Fee-Based |
| Craig Larson
Chartered Life Underwriter (CLU®), CLU® LARSON FINANCIAL ADVISORS 13625 Ronald Reagan Blvd, Building 10 Suite 100, Cedar Park, TX 78613 |
32 | $60 million | $250,000 | Fee-Only |
| Ransom Adams
CFP® U.S. CAPITAL WEALTH ADVISORS, LLC 300 West 6th St, Suite 1900, Austin, TX 78701 |
15 | $110M | Not Specified | Fee-Only |
| Jerry McIlhon
Senior Investment Advisor BECK CAPITAL MANAGEMENT LLC 2009 South Capital of TX Hwy #200, Austin, TX 78746 |
29 | $46 million AUM | $250,000 | Fee-Based |
| Martin Shapiro Financial Services
Financial Advisor, CFP®, MSFS, CLU, ChFC®, CFP®, MSFS, CLU®, ChFC® MARTIN SHAPIRO FINANCIAL SERVICES 108 Wild Basin Road South Suite 250, Austin, TX 78746 |
37 | Not Specified | $100,000 | Fee-Based |
Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX
78630
Phone Number
512-588-2770
As a financial professional with over 23 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.
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX
78613
Phone Number
512-910-2722
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!).
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5333151
Firm CRD# 288199
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
300 West 6th St,
Suite 1900,
Austin,
TX
78701
Phone Number
512-342-0202
Ransom Adams, joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2018, he began his career in financial services almost fifteen years ago and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.
In his work with clients, Ransom is dedicated to understanding their needs, goals, and fears, which he believes is essential for creating an effective financial plan in which financial goals and life goals are aligned. He focuses on helping clients with investment allocation, estate planning, retirement planning, minimizing tax liability and the various financial complexities life brings. Ransom works collaboratively with estate planning attorneys and CPAs to ensure that the various efforts are coordinated for clients. Bottom line for Ransom…clients come first and his ultimate message is, “It’s your money and I want you to be happy and comfortable with where it is and what it’s doing.” Prior to joining Legacy One Financial Advisors, Ransom spent ten years as a Senior Wealth Manager at USAA. He holds a BS in financial planning from Texas Tech University, which offers one of the country's oldest planning programs. Ransom is an Eagle Scout and continues to be involved in scouting, and coaching youth sports. When not working, he enjoys travel and spending time with his wife and two boys.
We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients. U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions. Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 1730924
Series 6, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2009 South Capital of TX Hwy #200,
Austin,
TX
78746
Phone Number
512-345-6789
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.
Advisory Services Provided:
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
Firm CRD# 312942
Series 6, 7, 22, 24, 51, 63 SIE
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
108 Wild Basin Road South Suite 250,
Austin,
TX
78746
Phone Number
800-956-4782
We are a fee-based financial advisory firm based out of Orange County, CA with footprints in Austin and North Carolina. We are fiduciaries that build and implement custom financial plans based upon what is best for each individual client. We practice holistic financial planning so that we look at everything that affects your financial situation; taxes (both income and estate), retirement income planning, social securirty, investment planning, edcuation funding, estate planning, insurances and anything else that might impact you. We are passionate about our jobs and love what we do. We believe in educating our clients to a level of articulation above and beyond what is required, so that they fully understand every aspect of their financial plan. Primary offices located at: 500 N. State College Blvd. Suite 1100, Orange, CA 92868 Toll Free 800-956-4782 | John's cell 210-606-4653 | Fax 858-573-2581 Book an appointment using this Calendar link https://calendly.com/johnnywright/30min
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Round Rock, Texas (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| VANNOY ADVISORY GROUP, INC.
1000 Heritage Center Circle, Round Rock, TX 78664 |
$126,289,783 | 268 |
A percentage of AUM Fixed fees |
| GREENBELT INVESTMENT ADVISORS, LLC
100 E Main Street , Suite 101, Round Rock, TX 78664 |
$122,062,838 | 370 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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