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Financial Planners in Kyle, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Kyle: Shamrock Finance, RFA Score 77/100; 4.9★ from 376 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: 49 Financial, 268 Google reviews at 5.0★, the most of 76 ranked after Shamrock Finance; ranked #3.

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

76 Kyle financial planners are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 76 rated firms.

Top 10 financial planners in Kyle 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 Kyle at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shamrock Finance774.9★ (376)San Marcos, 8 mi awaySatTop score
2Western Finance745.0★ (194)Lockhart, 14 mi awaySat—
349 Financial745.0★ (268)Austin, 18 mi away—Most reviews
4Strategic Capital - Wealth Management Austin715.0★ (109)Austin, 19 mi away——
5The Fox Alliance715.0★ (104)Austin, 18 mi away——
6Paramount Tax & Bookkeeping San Marcos704.9★ (45)San Marcos, 8 mi away——
7Barton Financial Group, LLC694.8★ (20)Kyle——
8Larry Bradford, CPA694.9★ (116)Austin, 24 mi away——
9Broadway Bank - Kyle Financial Center684.4★ (21)KyleSat—
10United Heritage Credit Union673.5★ (60)KyleSat—

All 76 financial planners in Kyle, 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 Kyle

    #1 Shamrock Finance

    Based in San Marcos, 8 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 376 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 376 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    101 W San Antonio St Ste D, San Marcos, TX 78666
    View profile for Shamrock Finance(512) 396-8833

  2. #2 Western Finance

    Based in Lockhart, 14 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 194 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 194 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    120 E Prairie Lea St, Lockhart, TX 78644
    View profile for Western Finance(512) 398-9082

  3. #3 49 Financial

    Based in Austin, 18 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 268 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 268 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3711 S MoPac Expy Bldg 1 Suite 150, Austin, TX 78746
    View profile for 49 Financial(512) 241-7341

  5. #5 The Fox Alliance

    Based in Austin, 18 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7500 Rialto Blvd Bldg. 1, Suite 230, Austin, TX 78735
    View profile for The Fox Alliance(512) 327-1000

  8. #8 Larry Bradford, CPA

    Based in Austin, 24 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 116 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 116 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4201 Hookbilled Kite Dr, Austin, TX 78738
    View profile for Larry Bradford, CPA(512) 402-0049

  14. #14 Echelon Financial

    Based in Austin, 21 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4201 Bee Caves Rd suite a-200, Austin, TX 78746
    View profile for Echelon Financial(512) 381-4500

  16. #16 Frost Bank

    Based in San Marcos, 10 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 28 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
    221 Wonder World Dr, San Marcos, TX 78666
    View profile for Frost Bank(800) 513-7678

  18. #18 BirdRock Wealth

    Based in Austin, 23 mi away

    64/100RFA Score

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

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Building II, 9433 Bee Caves Rd Ste 203, Austin, TX 78733
    View profile for BirdRock Wealth(512) 236-0071

  19. #19 Huntington Bank

    Based in Buda, 7 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.8★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1115A Main St, Buda, TX 78610
    View profile for Huntington Bank(512) 312-5600

  20. #20 Maslow Wealth Advisors

    Based in Austin, 19 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1601 S MoPac Expy #125d, Austin, TX 78746
    View profile for Maslow Wealth Advisors(512) 610-6930

  21. #21 e3 Wealth

    Based in Buda, 7 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    835 Main St Bldg 200, Buda, TX 78610
    View profile for e3 Wealth(512) 268-9220

  23. #23 Frost Bank

    Based in San Marcos, 8 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.6★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 8 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    231 N Guadalupe St Ste 110, San Marcos, TX 78666
    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 76 ranked financial planners here; the rest are on their profiles.

financial planners in Kyle, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)632.7★ (87)In Kyle
27Griffin Financial Group635.0★ (14)21 mi
28Century Management Financial Advisors634.4★ (21)21 mi
29Orchard Financial Group635.0★ (12)21 mi
30Benchmark Insurance Group Inc634.0★ (4)8 mi
31Maia Wealth625.0★ (7)16 mi
32Spring Line Wealth Partners625.0★ (15)25 mi
33NEST Financial625.0★ (10)21 mi
34Simplify Wealth Planning625.0★ (12)23 mi
354LIFE Wealth Advisors624.9★ (13)25 mi
36Divorce Financial Solutions615.0★ (7)20 mi
37Intentional Living FP615.0★ (11)25 mi
38United Heritage Credit Union614.1★ (20)24 mi
39Hackett Financial Group LLC, Scott G. Hackett CFP615.0★ (3)14 mi
40RBC Wealth Management Branch - Austin615.0★ (5)18 mi
41Fidelity Investments613.5★ (28)21 mi
42Northwestern Mutual - The Texas Financial Group - Austin615.0★ (6)20 mi
43Trajan Wealth615.0★ (5)18 mi
44Capitol Wealth Strategies615.0★ (5)20 mi
45Frost Bank613.3★ (39)21 mi
46Kestra Financial603.0★ (21)18 mi
47Lion Street Inc.604.0★ (8)21 mi
48Austin Wealth Management604.8★ (8)25 mi
49Legamaro Financial Services605.0★ (6)23 mi
50Bulldog Financial Group, LLC605.0★ (3)18 mi

Also serving Kyle

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 Kyle
BusinessGoogle ratingDistance
ATX Portfolio Advisors, LLC5.0★ (2)22 mi
Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)25 mi
Capital Strategies5.0★ (2)23 mi
Cerity Partners5.0★ (2)23 mi
Conviction Wealth Management LLC.5.0★ (2)21 mi
Dahse Financial Group- Financial Advisor: Rob Dahse4.5★ (2)8 mi
Edward Jones5.0★ (1)8 mi
Edward Jones - Financial Advisor: Julio Campos, AAMS®5.0★ (1)In Kyle
ENZI Wealth5.0★ (2)21 mi
Flashpoint Financial ServicesIn Kyle
Graystone Financial Services5.0★ (2)21 mi
Precise Protection GroupIn Kyle
Quartz Financial5.0★ (2)21 mi
Ruiz Financial Group & Money1.0★ (1)10 mi
SeedSafe Financial LLC5.0★ (2)20 mi
Subnani Investment Research, LLC5.0★ (2)23 mi
Thrivent: Melissa Knippa, CLU, ChFC, RICP5.0★ (1)13 mi
Tru Financial IncIn Kyle
Wealth Strategies Inc5.0★ (1)8 mi
Wells Fargo Advisors4.0★ (1)In Kyle

How we ranked Kyle financial planners

We scored 76 Kyle 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 Kyle 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 Kyle: frequently asked questions

Which financial planner has the highest RFA Score in Kyle?

By RFA Score, the highest-ranked financial planner in Kyle, TX is Shamrock Finance with an RFA Score of 77/100. It has 4.9★ from 376 Google reviews. It is open Saturdays until 1 PM. Western Finance (#2) and 49 Financial (#3) follow. We ranked 76 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Kyle?

RankedFinancialAdvisors ranks 76 financial planners serving Kyle, TX. 5 of them are based in Kyle; 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 Kyle work on weekends?

12 of 76 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Shamrock Finance (#1), Western Finance (#2) and Broadway Bank - Kyle Financial Center (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kyle financial planners have?

The median Google rating among 76 rated financial planners in Kyle is 5.0★, with a median of 12 reviews. Shamrock Finance has the most, 376 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 Kyle count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 76 financial planners serving Kyle.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Kyle pages