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Financial Planners in Corpus Christi, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Corpus Christi: First Command Financial Advisor - Kyle Kruger, MBA, RFA Score 66/100; 5.0★ from 10 Google reviews.

  2. 20

    Most-reviewed: Bank of America Financial Center, 165 Google reviews at 2.2★, the most of 20 ranked; ranked #20.

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

20 Corpus Christi financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 20 rated firms.

Top 10 financial planners in Corpus Christi 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 Corpus Christi at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1First Command Financial Advisor - Kyle Kruger, MBA665.0★ (10)Corpus ChristiTop score
2Frost Bank663.9★ (17)Corpus Christi—
3Corpus Christi Financial Center655.0★ (8)Corpus Christi—
4Legamaro Financial Services654.6★ (9)Corpus Christi—
5Frost Bank653.3★ (20)Corpus Christi—
6First Command654.1★ (9)Corpus Christi—
7Cruger Financial Services645.0★ (6)Corpus Christi—
8Laguna Wealth Services645.0★ (5)Corpus Christi—
9Infantry Financial645.0★ (5)Corpus Christi—
10UHY644.8★ (75)Corpus Christi—

All 20 financial planners in Corpus Christi, 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.

  2. #2 Frost Bank

    Based in Corpus Christi

    66/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.9★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 17 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2302 Leopard St, Corpus Christi, TX 78408
    View profile for Frost Bank(800) 513-7678

  5. #5 Frost Bank

    Based in Corpus Christi

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.3★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    501 S Shoreline Blvd, Corpus Christi, TX 78401
    View profile for Frost Bank(800) 513-7678

  6. #6 First Command

    Based in Corpus Christi

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5702 S Staples St Suite F-3, Corpus Christi, TX 78413
    View profile for First Command(361) 283-6040

  7. #7 Cruger Financial Services

    Based in Corpus Christi

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    800 North Shoreline Blvd, North Suite 1210, Corpus Christi, TX 78401
    View profile for Cruger Financial Services(361) 866-8466

  10. #10 UHY

    Based in Corpus Christi

    64/100RFA Score

    Ranked #10 because of its Google rating and review volume: 4.8★ from 75 Google reviews.

    • 4.8★ from 75 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4101 S Alameda St, Corpus Christi, TX 78411
    View profile for UHY(361) 887-8916

  11. #11 Frost Bank

    Based in Portland, 7 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 11 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
    500 W Broadway Ave, Portland, TX 78374
    View profile for Frost Bank(800) 513-7678

  15. #15 Spotlight Financial

    Based in Corpus Christi

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    802 N Carancahua St Suite 220, Corpus Christi, TX 78401
    View profile for Spotlight Financial(361) 201-7655

  18. #18 PlainsCapital Bank

    Based in Corpus Christi

    55/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.4★ from 15 Google reviews, listed on Google as “Financial institution”.

    • 3.4★ from 15 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    400 S Padre Island Dr Ste 101, Corpus Christi, TX 78405
    View profile for PlainsCapital Bank(361) 939-5600

  19. #19 PlainsCapital Bank

    Based in Corpus Christi

    53/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial institution”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    500 N Shoreline Blvd Suite 200, Corpus Christi, TX 78401
    View profile for PlainsCapital Bank(361) 939-5604

Also serving Corpus Christi

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 Corpus Christi
BusinessGoogle ratingDistance
Coastal Financial on the Island5.0★ (3)In Corpus Christi
Corpus Christi Financial Group5.0★ (2)In Corpus Christi
Cynthia Greer: Primerica - Financial Services5.0★ (10)In Corpus Christi
Davidson Capital Management Inc.5.0★ (2)In Corpus Christi
Diana G Bost Inc5.0★ (2)In Corpus Christi
Edward Jones - Financial Advisor: Alan M Krockover, AAMS®4.3★ (6)In Corpus Christi
Edward Jones - Financial Advisor: Jessica Arredondo3.0★ (2)In Corpus Christi
Factoring Services Unlimited3.4★ (5)In Corpus Christi
First Command Financial Advisor - Dustin Bordelon, CMFA™5.0★ (2)In Corpus Christi
Heights Finance4.7★ (68)In Corpus Christi
Ironwood Finance, Inc.3.2★ (18)In Corpus Christi
Jason Rodriguez - Thrivent5.0★ (2)In Corpus Christi
Kemp Financial Services5.0★ (2)In Corpus Christi
MassMutual Financial Group Agent5.0★ (2)In Corpus Christi
Melissa Lara Financial5.0★ (3)In Corpus Christi
Merrill Lynch Wealth Management5.0★ (2)In Corpus Christi
New Chapter Financial Solutions LLC4.9★ (93)In Corpus Christi
Raymond James3.0★ (2)In Corpus Christi
Wells Fargo Advisors2.7★ (3)In Corpus Christi
Wells Fargo Advisors3.0★ (2)In Corpus Christi

How we ranked Corpus Christi financial planners

We scored 20 Corpus Christi 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 Corpus Christi 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 Corpus Christi: frequently asked questions

Which financial planner has the highest RFA Score in Corpus Christi?

By RFA Score, the highest-ranked financial planner in Corpus Christi, TX is First Command Financial Advisor - Kyle Kruger, MBA with an RFA Score of 66/100. It has 5.0★ from 10 Google reviews. Frost Bank (#2) and Corpus Christi Financial Center (#3) follow. We ranked 20 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Corpus Christi?

RankedFinancialAdvisors ranks 20 financial planners serving Corpus Christi, TX. 19 of them are based in Corpus Christi; 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 Corpus Christi work on weekends?

3 of 20 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Frost Bank (#11), The Enrichment Group, LLC (#17) and Bank of America Financial Center (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Corpus Christi financial planners have?

The median Google rating among 20 rated financial planners in Corpus Christi is 4.7★, with a median of 10 reviews. Bank of America Financial Center has the most, 165 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 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 Corpus Christi count in this ranking?

Yes, if they are within 25 mi of the Corpus Christi 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 Corpus Christi 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 Corpus Christi 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 Corpus Christi

  1. November 2026: RFA Scores recalculated for 20 financial planners serving Corpus Christi.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Corpus Christi pages

Financial planners near Corpus Christi