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Financial Advisors in Rendon, TX: 2026 rankings

317 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Rendon: The Phenix Group, RFA Score 74/100; 4.9★ from 341 Google reviews; open evenings.

  2. 20

    Most-reviewed: American Consumer Credit Counseling, Inc., 611 Google reviews at 5.0★, the most of 317 ranked; ranked #20.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

317 Rendon financial advisors are ranked here by RFA Score, from eight published factors. 67 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 5.0★ across 317 rated firms.

Top 10 financial advisors in Rendon at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Rendon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Phenix Group744.9★ (341)Fort Worth, 13 mi awayEveningsTop score
2Retirement Planners of America724.9★ (222)Fort Worth, 13 mi away——
3Strittmatter Wealth Management Group, LLC725.0★ (158)Fort Worth, 13 mi away——
4Juana Montalvo - ALLIANCE Credit Union725.0★ (239)Fort Worth, 18 mi away——
5Paramount Tax & Bookkeeping Mansfield725.0★ (106)Mansfield, 8 mi away——
6Neighborhood Credit Union714.6★ (328)Grand Prairie, 13 mi away——
7FranFund704.8★ (160)Fort Worth, 15 mi away——
8Hybrid Financial LLC704.9★ (109)Fort Worth, 13 mi away——
9Oath - Fort Worth Estate Planning & Investment Attorneys705.0★ (79)Fort Worth, 13 mi away——
10Qualitax & Business Services694.9★ (125)Grand Prairie, 17 mi away——

All 317 financial advisors in Rendon, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Rendon

    #1 The Phenix Group

    Based in Fort Worth, 13 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 341 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 341 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat–Sun closed
    Address
    5601 Bridge St STE 300, Fort Worth, TX 76112
    View profile for The Phenix Group(682) 710-2011

  7. #7 FranFund

    Based in Fort Worth, 15 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 160 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 160 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    6100 Western Pl #1000, Fort Worth, TX 76107
    View profile for FranFund(817) 730-4500

  8. #8 Hybrid Financial LLC

    Based in Fort Worth, 13 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 109 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2:30 PM · Sat–Sun closed
    Address
    1701 River Run #703, Fort Worth, TX 76107
    View profile for Hybrid Financial LLC(682) 262-1270

  11. #11 Western Finance

    Based in Cleburne, 20 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 168 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 168 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1652-F W Henderson St, Cleburne, TX 76033
    View profile for Western Finance(817) 645-0383

  13. #13 The Offices Of BriTri

    Based in Fort Worth, 13 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.5★ from 133 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 133 Google reviews
    Hours
    Mon 10:30 AM–7 PM · Tue 11 AM–7:30 PM · Wed–Thu 10:30 AM–7 PM · Fri 10 AM–7:30 PM · Sat 10 AM–4 PM · Sun 12 PM–4 PM
    Address
    4833 Brentwood Stair Rd #151, Fort Worth, TX 76103
    View profile for The Offices Of BriTri(469) 254-2425

  15. #15 Western Finance

    Based in Burleson, 6 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    251 SW Wilshire Blvd STE 120, Burleson, TX 76028
    View profile for Western Finance(254) 834-4394

  17. #17 Frost Bank

    Based in Mansfield, 6 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 49 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1000 N Walnut Creek Dr, Mansfield, TX 76063
    View profile for Frost Bank(800) 513-7678

  21. #21 Tenet Financial Group

    Based in Weatherford, 22 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 78 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 78 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    109 Larson Ln #200, Aledo, TX 76008
    View profile for Tenet Financial Group(817) 381-8907

  23. #23 TDECU Fort Worth

    Based in Fort Worth, 9 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 109 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4312 Town Center Dr, Fort Worth, TX 76115
    View profile for TDECU Fort Worth(800) 839-1154

  25. #25 Mills Wealth Advisors

    Based in Southlake, 25 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1207 S White Chapel Blvd #150, Southlake, TX 76092
    View profile for Mills Wealth Advisors(817) 591-7022

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 317 ranked financial advisors here; the rest are on their profiles.

financial advisors in Rendon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26PRIMERICA655.0★ (21)10 mi
27LM Stamper, RICP®655.0★ (27)14 mi
28James Watkins Jr: Primerica - Financial Services654.9★ (25)12 mi
29Lendmore Capital654.9★ (40)19 mi
30The MMI Group655.0★ (20)10 mi
31SDO CPA: Tax Preparation, Accounting, & Bookkeeping654.8★ (49)20 mi
32Wealth Strategy Advisors655.0★ (27)15 mi
33HLP Credit Solutions654.5★ (22)8 mi
34Cedarwood Financial Partners655.0★ (32)18 mi
35Carson Enterprise (Retirement Education Center)655.0★ (18)10 mi
36Clear Financial Network644.2★ (21)6 mi
37Crystal Hall: Primerica - Financial Services645.0★ (31)19 mi
38Decidedly Wealth Management645.0★ (22)15 mi
39Chadwick Financial - Wealth Management and Income Solutions645.0★ (41)23 mi
40Infinity Investment Strategies645.0★ (23)17 mi
41Chisholm Wealth Management645.0★ (11)8 mi
421st and Last Stop Financial645.0★ (20)15 mi
43Beacon Pointe Advisors645.0★ (18)14 mi
44Josh Murray: Primerica - Financial Services645.0★ (27)19 mi
45Lilian Quach: Primerica - Financial Services645.0★ (9)6 mi
46Clarity Financial Group644.9★ (16)12 mi
471st Prosperity Financial Services635.0★ (22)18 mi
48Trajan Wealth634.9★ (21)16 mi
49Argo Retirement Advisors634.8★ (26)18 mi
50Lampados Financial Group635.0★ (14)13 mi

Also serving Rendon

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Rendon
BusinessGoogle ratingDistance
Actum Wealth Advisors, L.L.C.5.0★ (2)8 mi
Aundrei Jones: Primerica - Financial Services5.0★ (2)6 mi
Bond Bookkeeping & Advisory5.0★ (2)6 mi
Edward Jones - Financial Advisor: Alex D Permenter3.0★ (2)11 mi
Edward Jones - Financial Advisor: Charlie Blauvelt, ChFC®|AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Chris Ison, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Stephanie Woehr, CFP®5.0★ (2)6 mi
Financial Serenity - Ian Powell5.0★ (2)5 mi
First Investment Development Bank1.0★ (2)9 mi
K&Q Financial Group5.0★ (2)10 mi
Lone Star FinancialIn Rendon
Marlon Date: Primerica - Financial Services5.0★ (2)6 mi
Northwestern Mutual Mansfield3.0★ (2)7 mi
Omega Financial Fort Worth1.0★ (2)10 mi
Phoenix Wealth Partners5.0★ (2)8 mi
Pioneer Realty Capital, LLC3.0★ (2)10 mi
Red Iris LLCIn Rendon
Wells Fargo Advisors3.0★ (2)5 mi
Wells Fargo Advisors3.0★ (2)7 mi
William Loyd Moore Jr: Primerica - Financial Services5.0★ (2)6 mi

How we ranked Rendon financial advisors

We scored 317 Rendon financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Rendon data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Rendon: frequently asked questions

Which financial advisor has the highest RFA Score in Rendon?

By RFA Score, the highest-ranked financial advisor in Rendon, TX is The Phenix Group with an RFA Score of 74/100. It has 4.9★ from 341 Google reviews. It is open evenings. Retirement Planners of America (#2) and Strittmatter Wealth Management Group, LLC (#3) follow. We ranked 317 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Rendon?

RankedFinancialAdvisors ranks 317 financial advisors serving Rendon, TX. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Rendon work on weekends?

67 of 317 ranked financial advisors post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#11), The Offices Of BriTri (#13) and Western Finance (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rendon financial advisors have?

The median Google rating among 317 rated financial advisors in Rendon is 5.0★, with a median of 9 reviews. American Consumer Credit Counseling, Inc. has the most, 611 reviews, and ranks #20. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Rendon count in this ranking?

Yes, if they are within 25 mi of the Rendon city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Rendon ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Rendon a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Rendon

  1. November 2026: RFA Scores recalculated for 317 financial advisors serving Rendon.
  2. November 2026: 20 duplicate listings merged.

More financial advisors and Rendon pages