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Financial Planners in Conroe, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Conroe: Sarah Jones CPA, RFA Score 79/100; 5.0★ from 369 Google reviews.

  2. 25

    Most-reviewed: Bank of America (with Drive-thru ATM), 215 Google reviews at 2.8★, the most of 77 ranked after Sarah Jones CPA; ranked #25.

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

77 Conroe financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 77 rated firms.

Most of this list also appears on the Financial planners in The Woodlands ranking. See Financial planners in The Woodlands

Top 10 financial planners in Conroe 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 Conroe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sarah Jones CPA795.0★ (369)Conroe—Top score
2Western Finance764.8★ (209)ConroeSat—
3Avion Wealth725.0★ (91)The Woodlands, 10 mi away——
4Retirement Planners of America, The Woodlands, Texas704.9★ (69)The Woodlands, 11 mi away——
5Vision Based Planning695.0★ (49)The Woodlands, 11 mi away——
6CW Advisors695.0★ (48)Spring, 12 mi away——
7Centric694.9★ (121)Cypress, 24 mi away——
8Peirce Capital Management685.0★ (38)The Woodlands, 11 mi away——
9Haynie684.8★ (40)The Woodlands, 11 mi away——
10Thrivent Financial: Bruno Interlandi -675.0★ (63)Houston, 21 mi awaySat · Sun—

All 77 financial planners in Conroe, 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 Conroe

    #1 Sarah Jones CPA

    Based in Conroe

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 369 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 369 Google reviews
    Hours
    Mon–Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1336 League Line Rd Ste 300, Conroe, TX 77304
    View profile for Sarah Jones CPA(936) 228-2231

  2. #2 Western Finance

    Based in Conroe

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 209 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 209 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2017 N Frazier St Ste G8B, Conroe, TX 77301
    View profile for Western Finance(936) 756-5177

  3. #3 Avion Wealth

    Based in The Woodlands, 10 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 91 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2829 Technology Forest Blvd #300, The Woodlands, TX 77381
    View profile for Avion Wealth(281) 528-1200

  5. #5 Vision Based Planning

    Based in The Woodlands, 11 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    8111 Ashlane Way #219, The Woodlands, TX 77382
    View profile for Vision Based Planning(713) 338-0401

  6. #6 CW Advisors

    Based in Spring, 12 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2170 Buckthorne Pl Ste 260, Spring, TX 77380
    View profile for CW Advisors(713) 893-5635

  7. #7 Centric

    Based in Cypress, 24 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 121 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 121 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    12549 Louetta Rd, Cypress, TX 77429
    View profile for Centric(832) 810-7000

  8. #8 Peirce Capital Management

    Based in The Woodlands, 11 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4840 W Panther Creek Dr #210, The Woodlands, TX 77381
    View profile for Peirce Capital Management(281) 858-3524

  9. #9 Haynie

    Based in The Woodlands, 11 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 40 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    10055 Grogans Mill Rd Ste 300, The Woodlands, TX 77380
    View profile for Haynie(281) 918-4962

  12. #12 Frost Bank

    Based in Conroe

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.8★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 27 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
    2200 N Frazier St Suite 100, Conroe, TX 77303
    View profile for Frost Bank(800) 513-7678

  13. #13 TDECU Spring Gosling

    Based in Spring, 17 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 75 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
    5250 Farm to Market 2920 Ste E, Spring, TX 77388
    View profile for TDECU Spring Gosling(800) 839-1154

  17. #17 Serae Wealth – Independent wealth management offering personalized fiduciary services & long-term planning in The Woodlands.

    Based in The Woodlands, 10 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1780 Hughes Landing Blvd Ste 280, The Woodlands, TX 77380
    View profile for Serae Wealth – Independent wealth management offering personalized fiduciary services & long-term planning in The Woodlands.(281) 612-6200

  23. #23 TaxAssist Advisors

    Based in Tomball, 16 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 22 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    23211 Kuykendahl Rd Ste C, Tomball, TX 77375
    View profile for TaxAssist Advisors(281) 721-9781

How we ranked Conroe financial planners

We scored 77 Conroe 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 Conroe 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 Conroe: frequently asked questions

Which financial planner has the highest RFA Score in Conroe?

By RFA Score, the highest-ranked financial planner in Conroe, TX is Sarah Jones CPA with an RFA Score of 79/100. It has 5.0★ from 369 Google reviews. Western Finance (#2) and Avion Wealth (#3) follow. We ranked 77 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Conroe?

RankedFinancialAdvisors ranks 77 financial planners serving Conroe, TX. 10 of them are based in Conroe; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Conroe work on weekends?

14 of 77 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#2), Thrivent Financial: Bruno Interlandi - (#10) and Frost Bank (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Conroe financial planners have?

The median Google rating among 77 rated financial planners in Conroe is 4.8★, with a median of 14 reviews. Sarah Jones CPA has the most, 369 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 Conroe count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 77 financial planners serving Conroe.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Conroe pages