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Financial Planners in Burleson, TX: 2026 rankings

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

The short answer

  1. 1

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

  2. 3

    Most-reviewed: Neighborhood Credit Union, 328 Google reviews at 4.6★, the most of 146 ranked after The Phenix Group; ranked #3.

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

146 Burleson financial planners are ranked here by RFA Score, from eight published factors. 33 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.6★ across 146 rated firms.

Top 10 financial planners in Burleson 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 Burleson at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Phenix Group744.9★ (341)Fort Worth, 16 mi awayEveningsTop score
2Retirement Planners of America734.9★ (222)Fort Worth, 14 mi away——
3Neighborhood Credit Union714.6★ (328)Grand Prairie, 19 mi away—Most reviews
4Western Finance714.8★ (168)Cleburne, 15 mi awaySat—
5Paramount Tax & Bookkeeping Mansfield715.0★ (106)Mansfield, 13 mi away——
6Hybrid Financial LLC704.9★ (109)Fort Worth, 13 mi away——
7Oath - Fort Worth Estate Planning & Investment Attorneys695.0★ (79)Fort Worth, 13 mi away——
8Western Finance695.0★ (32)BurlesonSat—
9Neighborhood Credit Union694.5★ (308)Duncanville, 24 mi away——
10Qualitax & Business Services684.9★ (125)Grand Prairie, 22 mi away——

All 146 financial planners in Burleson, 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 Burleson

    #1 The Phenix Group

    Based in Fort Worth, 16 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

  4. #4 Western Finance

    Based in Cleburne, 15 mi away

    71/100RFA Score

    Ranked #4 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

  6. #6 Hybrid Financial LLC

    Based in Fort Worth, 13 mi away

    70/100RFA Score

    Ranked #6 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

  8. #8 Western Finance

    Based in Burleson

    69/100RFA Score

    Ranked #8 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

  11. #11 The Offices Of BriTri

    Based in Fort Worth, 16 mi away

    68/100RFA Score

    Ranked #11 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

  13. #13 TDECU Fort Worth

    Based in Fort Worth, 10 mi away

    66/100RFA Score

    Ranked #13 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

  14. #14 Frost Bank

    Based in Mansfield, 11 mi away

    65/100RFA Score

    Ranked #14 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

  15. #15 Clear Financial Network

    Based in Burleson

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.2★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    388 SW Johnson Ave, Burleson, TX 76028
    View profile for Clear Financial Network(817) 295-2236

  17. #17 LM Stamper, RICP®

    Based in Fort Worth, 15 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 8 AM–11 AM · Sun closed
    Address
    2421 W 7th St Ste 200, Fort Worth, TX 76107
    View profile for LM Stamper, RICP®

  23. #23 The MMI Group

    Based in Arlington, 15 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 8:30 AM–6 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    701 Highlander Blvd Ste 160, Arlington, TX 76015
    View profile for The MMI Group(817) 617-4515

  25. #25 Beacon Pointe Advisors

    Based in Fort Worth, 14 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    1408 Montgomery St, Fort Worth, TX 76107
    View profile for Beacon Pointe Advisors(817) 336-2000

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

financial planners in Burleson, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Strittmatter Wealth Management Group, LLC625.0★ (158)13 mi
27First Command623.9★ (29)11 mi
28Clarity Financial Group624.9★ (16)13 mi
29Lampados Financial Group625.0★ (14)13 mi
301st Prosperity Financial Services625.0★ (22)19 mi
31New Century Investments625.0★ (24)21 mi
32First Command Financial Advisor - Travis Evans625.0★ (11)11 mi
33Trajan Wealth614.9★ (21)21 mi
34Harris Financial Services615.0★ (5)3 mi
35Provision Retirement: Tony Rizzo, CFP615.0★ (18)19 mi
36First Command Financial Advisor - Eric Schuster, ChFC®615.0★ (9)11 mi
37Trajan Wealth615.0★ (10)13 mi
38Frost Bank613.5★ (35)14 mi
39Corneilous Cannon604.6★ (13)15 mi
40Stewardship Wealth Management605.0★ (9)13 mi
41Bank of America (with Drive-thru ATM)603.2★ (80)15 mi
42Frost Bank603.7★ (53)21 mi
43Fidelity Investments603.3★ (48)15 mi
44Aspen Wealth Management605.0★ (7)11 mi
45Bank of America (with Drive-thru ATM)602.5★ (93)2 mi
46Frost Bank604.3★ (29)23 mi
47Thirteen Twenty-Two Advisors605.0★ (9)14 mi
48Clearfork Wealth Management604.6★ (9)12 mi
49James C. Neathery & Associates Inc.605.0★ (7)11 mi
50Frost Bank603.6★ (23)15 mi

Also serving Burleson

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 Burleson
BusinessGoogle ratingDistance
Atwell Private Wealth ManagementIn Burleson
Azure Sky Financial Life PlanningIn Burleson
Edward Jones3.0★ (1)In Burleson
Edward Jones - Financial Advisor: Brianna D Wilson, AWMA®In Burleson
Edward Jones - Financial Advisor: David L Layman5.0★ (1)In Burleson
Edward Jones - Financial Advisor: David L Sykes, CEPA®|SE-AWMA®5.0★ (1)In Burleson
Edward Jones - Financial Advisor: Lynn H Bates Jr, AAMS®4.8★ (4)In Burleson
Edward Jones - Financial Advisor: Ricky C Estes II, CEPA®5.0★ (4)In Burleson
Edward Jones - Financial Advisor: Taylor FitzGibbon, CEPA®|AAMS®In Burleson
Edward Jones - Financial Advisor: Tris R FitzGibbon, AAMS®In Burleson
Financial Serenity - Ian Powell5.0★ (2)In Burleson
Frank Bugh Financial Advisor - Raymond James5.0★ (1)In Burleson
Go Biz Financial5.0★ (1)In Burleson
Midwestern FinancialIn Burleson
Overcash & Buell Inc.5.0★ (65)In Burleson
Simmons Financial Services5.0★ (1)In Burleson
Wealth Wave Training Center - Fort WorthIn Burleson
Wells Fargo Advisors3.0★ (2)In Burleson
Wells Fargo AdvisorsIn Burleson
Woodard Wealth Management4.7★ (3)In Burleson

How we ranked Burleson financial planners

We scored 146 Burleson 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 Burleson 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 Burleson: frequently asked questions

Which financial planner has the highest RFA Score in Burleson?

By RFA Score, the highest-ranked financial planner in Burleson, 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 Neighborhood Credit Union (#3) follow. We ranked 146 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Burleson?

RankedFinancialAdvisors ranks 146 financial planners serving Burleson, TX. 5 of them are based in Burleson; 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 Burleson work on weekends?

33 of 146 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#4), Western Finance (#8) and The Offices Of BriTri (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burleson financial planners have?

The median Google rating among 146 rated financial planners in Burleson is 4.6★, with a median of 11 reviews. The Phenix Group has the most, 341 reviews, and ranks #1. 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 Burleson count in this ranking?

Yes, if they are within 25 mi of the Burleson 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 Burleson 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 Burleson 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 Burleson

  1. November 2026: RFA Scores recalculated for 146 financial planners serving Burleson.

More financial planners and Burleson pages