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Financial Planners in Baytown, TX: 2026 rankings

86 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Baytown: Western Finance, RFA Score 75/100; 4.7★ from 172 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Wilson Wealth Advisors - Ameriprise Financial Services, LLC, 309 Google reviews at 5.0★, the most of 86 ranked; ranked #2.

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

86 Baytown financial planners are ranked here by RFA Score, from eight published factors. 32 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.3★ across 86 rated firms.

Top 10 financial planners in Baytown 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 planners in Baytown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance754.7★ (172)BaytownSatTop score
2Wilson Wealth Advisors - Ameriprise Financial Services, LLC745.0★ (309)Webster, 16 mi away—Most reviews
3Community Resource Credit Union744.6★ (161)BaytownSat—
4Community Resource Credit Union734.4★ (161)BaytownSat—
5Western Finance734.9★ (186)Pasadena, 14 mi awaySat—
6Solis Income Tax Preparation704.8★ (179)Houston, 20 mi away——
7Western Finance704.9★ (170)Humble, 24 mi awaySat—
8Community Resource Credit Union704.5★ (51)BaytownSat—
9TDECU Baytown693.9★ (94)BaytownSat—
10Petrus Retirement Planning684.9★ (117)Houston, 23 mi away——

All 86 financial planners in Baytown, 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 Baytown

    #1 Western Finance

    Based in Baytown

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 172 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 172 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3402 N Main St, Baytown, TX 77521
    View profile for Western Finance(281) 422-8719

  5. #5 Western Finance

    Based in Pasadena, 14 mi away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 186 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 186 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1717 Shaver St, Pasadena, TX 77502
    View profile for Western Finance(713) 477-0912

  7. #7 Western Finance

    Based in Humble, 24 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 170 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8840 Will Clayton Pkwy Ste C, Humble, TX 77338
    View profile for Western Finance(281) 319-5365

  9. #9 TDECU Baytown

    Based in Baytown

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.9★ from 94 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 94 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
    6011 Garth Rd, Baytown, TX 77521
    View profile for TDECU Baytown(800) 839-1154

  12. #12 Abundo Wealth

    Based in Houston, 25 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 78 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    3217 Montrose Blvd Ste 228, #5, Houston, TX 77006
    View profile for Abundo Wealth

  13. #13 Haywood Wealth Management

    Based in Houston, 14 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 38 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 7 AM–12 PM · Sun closed
    Address
    2625 Bay Area Blvd Ste 120, Houston, TX 77058
    View profile for Haywood Wealth Management(281) 848-2566

  15. #15 Community Resource Credit Union

    Based in Atascocita, 22 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.2★ from 159 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 159 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    6903 Atascocita Road, Atascocita, TX 77346
    View profile for Community Resource Credit Union(281) 422-3611

  17. #17 Frost Bank

    Based in Baytown

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 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
    3426 Garth Rd, Baytown, TX 77521
    View profile for Frost Bank(800) 513-7678

  19. #19 Frost Bank

    Based in Pasadena, 12 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.3★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 31 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
    3201 East Sam Houston Pkwy S, Pasadena, TX 77505
    View profile for Frost Bank(800) 513-7678

  20. #20 Bankers Life

    Based in Webster, 16 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.1★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    711 W Bay Area Blvd Ste 300, Webster, TX 77598
    View profile for Bankers Life(281) 333-9793

  21. #21 TDECU Pasadena Preston

    Based in Pasadena, 12 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 136 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 136 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
    322 Preston Ave, Pasadena, TX 77503
    View profile for TDECU Pasadena Preston(800) 839-1154

  24. #24 Frost Bank

    Based in Webster, 16 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.1★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 32 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
    234 W NASA Pkwy, Webster, TX 77598
    View profile for Frost Bank(800) 513-7678

Financial planners 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 86 ranked financial planners here; the rest are on their profiles.

financial planners in Baytown, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26TDECU La Porte624.4★ (8)7 mi
27Frost Bank624.9★ (15)17 mi
28Burrows Capital Advisors614.7★ (14)16 mi
29Bank of America Financial Center614.1★ (31)20 mi
30Frost Bank614.3★ (12)13 mi
31Bank of America (with Drive-thru ATM)612.4★ (159)In Baytown
32WealthCreate614.6★ (21)23 mi
33Edward A Mireles, Financial Advisor, Edward Jones Investments605.0★ (16)23 mi
34Bank of America (with Drive-thru ATM)603.5★ (73)21 mi
35First Command Financial Advisor - Oscar Romero, RICP®|MBA605.0★ (8)15 mi
36Fidelity Investments603.3★ (51)17 mi
37Frost Bank604.1★ (28)23 mi
38Selah Financial Services, Inc.604.1★ (14)17 mi
39Blum and White Wealth Management605.0★ (8)16 mi
40Bank of America (with Drive-thru ATM)602.9★ (146)14 mi
41Frost Bank605.0★ (6)14 mi
42Presidio Financial595.0★ (7)16 mi
43First Command Financial Advisor - Chris Hughes595.0★ (6)15 mi
44Houston Bay Area - Thrivent595.0★ (6)15 mi
45My Retirement Edge LLC595.0★ (6)15 mi
46Frost Bank594.1★ (9)16 mi
47Edelman Financial Engines594.1★ (7)15 mi
48Bank of America (with Drive-thru ATM)592.7★ (74)12 mi
49McGuff Financial - Pearland Financial Planner595.0★ (10)23 mi
50Frost Bank594.5★ (15)25 mi

Also serving Baytown

20 more financial planners 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 planners serving Baytown
BusinessGoogle ratingDistance
Alex Vo - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Baytown
Bay Area Asset Management5.0★ (2)In Baytown
Edward Jones5.0★ (1)In Baytown
Edward Jones - Financial Advisor: Aric E Boullion, CFP®|CEPA®|AAMS®5.0★ (3)In Baytown
Edward Jones - Financial Advisor: Blake M Cather, CFP®|ChFC®|CEPA®|AAMS®|CRPC™5.0★ (3)In Baytown
Edward Jones - Financial Advisor: Eric R Holland, CEPA®|AAMS®|CKA®5.0★ (4)In Baytown
Edward Jones - Financial Advisor: Holly R McCreight, CFP®|CRPC™5.0★ (2)In Baytown
Edward Jones - Financial Advisor: Jonathan S Ahearn, CFP®In Baytown
Edward Jones - Financial Advisor: Justin R Connell, CFP®|ChFC®|CEPA®5.0★ (3)In Baytown
Edward Jones - Financial Advisor: Matthew Seale, CFP®|ChFC®|AAMS®5.0★ (1)In Baytown
Edward Jones - Financial Advisor: Roy Salas, ChFC®|CRPC™5.0★ (4)In Baytown
Edward Jones - Financial Advisor: Travis J Gaynor, CFP®|CEPA®|AAMS®|CRPC™3.7★ (3)In Baytown
First Command Financial Advisor - Rey Martinez5.0★ (2)In Baytown
Jennifer Marcontell - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Baytown
M White Financial ServicesIn Baytown
Marcontell Wealth Management - Ameriprise Financial Services, LLC5.0★ (1)In Baytown
Republic Finance4.3★ (9)In Baytown
Texas Capital Management5.0★ (7)In Baytown
Trevor Fanus5.0★ (1)In Baytown
Wells Fargo Advisors1.7★ (3)In Baytown

How we ranked Baytown financial planners

We scored 86 Baytown financial planners 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 Baytown 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Baytown: frequently asked questions

Which financial planner has the highest RFA Score in Baytown?

By RFA Score, the highest-ranked financial planner in Baytown, TX is Western Finance with an RFA Score of 75/100. It has 4.7★ from 172 Google reviews. It is open Saturdays until 1 PM. Wilson Wealth Advisors - Ameriprise Financial Services, LLC (#2) and Community Resource Credit Union (#3) follow. We ranked 86 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Baytown?

RankedFinancialAdvisors ranks 86 financial planners serving Baytown, TX. 9 of them are based in Baytown; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Baytown work on weekends?

32 of 86 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#1), Community Resource Credit Union (#3) and Community Resource Credit Union (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Baytown financial planners have?

The median Google rating among 86 rated financial planners in Baytown is 4.3★, with a median of 17 reviews. Wilson Wealth Advisors - Ameriprise Financial Services, LLC has the most, 309 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Baytown count in this ranking?

Yes, if they are within 25 mi of the Baytown city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Baytown ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Baytown 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 planners 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 Baytown

  1. November 2026: RFA Scores recalculated for 86 financial planners serving Baytown.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Baytown pages