Top Financial Advisors in Round Rock, TX

90 fee-only27 CFP certifiedMedian fee: 1.05% on $500K

Top Advisors in Round Rock

Median Advisor Fee

Round Rock1.05%
National1.15%
9% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only74.4%
Includes Commission25.6%

Top Credentials

CFP27 advisors
CFA1 advisors

Frequently Asked Questions

How much does a financial advisor cost in Round Rock?

The median advisory fee in Round Rock, TX is 1.05% of assets under management. This is 9% below the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Round Rock?

There are 90 fee-only financial advisors in Round Rock, TX, representing 74.4% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Round Rock financial advisor?

The most common professional designation among Round Rock advisors is the CFP (Certified Financial Planner), held by 27 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 121 Financial Advisors in Round Rock, TX (2026) | TrueAdvisor