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Financial Planners in Spring, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Spring: Sarah Jones CPA, RFA Score 74/100; 5.0★ from 369 Google reviews.

  2. 6

    Most-reviewed: Western Finance, 209 Google reviews at 4.8★, the most of 178 ranked after Sarah Jones CPA; ranked #6.

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

178 Spring financial planners are ranked here by RFA Score, from eight published factors. 37 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.8★ across 178 rated firms.

Top 10 financial planners in Spring 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 Spring at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sarah Jones CPA745.0★ (369)Conroe, 20 mi away—Top score
2Western Finance734.9★ (170)Humble, 12 mi awaySat—
3Avion Wealth725.0★ (91)The Woodlands, 8 mi away——
4CW Advisors715.0★ (48)Spring——
5Thrivent Financial: Bruno Interlandi -715.0★ (63)Houston, 5 mi awaySat · Sun—
6Western Finance714.8★ (209)Conroe, 18 mi awaySatMost reviews
7Centric714.9★ (121)Cypress, 13 mi away——
8Retirement Planners of America, The Woodlands, Texas714.9★ (69)The Woodlands, 6 mi away——
9TDECU Spring Gosling704.4★ (75)SpringSat—
10Strategic Financial Advisors705.0★ (34)Spring——

All 178 financial planners in Spring, 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 Spring

    #1 Sarah Jones CPA

    Based in Conroe, 20 mi away

    74/100RFA 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 Humble, 12 mi away

    73/100RFA Score

    Ranked #2 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

  3. #3 Avion Wealth

    Based in The Woodlands, 8 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

  4. #4 CW Advisors

    Based in Spring

    71/100RFA Score

    Ranked #4 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

  6. #6 Western Finance

    Based in Conroe, 18 mi away

    71/100RFA Score

    Ranked #6 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

  7. #7 Centric

    Based in Cypress, 13 mi away

    71/100RFA 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

  9. #9 TDECU Spring Gosling

    Based in Spring

    70/100RFA Score

    Ranked #9 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

  14. #14 Vision Based Planning

    Based in The Woodlands, 11 mi away

    68/100RFA Score

    Ranked #14 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

  15. #15 Peirce Capital Management

    Based in The Woodlands, 8 mi away

    68/100RFA Score

    Ranked #15 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

  16. #16 Haynie

    Based in The Woodlands, 6 mi away

    68/100RFA Score

    Ranked #16 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

  17. #17 ANG Credit Solutions

    Based in Houston, 10 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 61 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    505 N Sam Houston Pkwy E #442, Houston, TX 77060
    View profile for ANG Credit Solutions(281) 843-1776

  20. #20 Abundo Wealth

    Based in Houston, 23 mi away

    67/100RFA Score

    Ranked #20 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

  22. #22 Community Resource Credit Union

    Based in Atascocita, 16 mi away

    67/100RFA Score

    Ranked #22 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

  23. #23 The Wehrly Group

    Based in Spring

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17015 Seven Pines Dr, Spring, TX 77379
    View profile for The Wehrly Group(281) 528-5760

  25. #25 Frost Bank

    Based in Spring

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2120 Spring Stuebner Rd Suite 630, Spring, TX 77389
    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 178 ranked financial planners here; the rest are on their profiles.

financial planners in Spring, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26LKJ Financial655.0★ (46)23 mi
27TaxAssist Advisors654.6★ (22)8 mi
28Serae Wealth – Independent wealth management offering personalized fiduciary services & long-term planning in The Woodlands.655.0★ (16)7 mi
29Priority Trust Credit Union653.9★ (64)10 mi
30Bankers Life654.6★ (10)In Spring
31Bank of America (with Drive-thru ATM)653.3★ (43)In Spring
32Safe Money with Scott Mann654.9★ (45)23 mi
33Rhame & Gorrell Wealth Management644.8★ (14)6 mi
34Frost Bank644.5★ (23)10 mi
35Bank of America (with Drive-thru ATM)643.4★ (95)6 mi
36Brian Mueller - Edelman Financial Engines644.9★ (12)6 mi
37Endurance Financial Planning, LLC - Timothy Fleming, MBA645.0★ (15)11 mi
38Financial Synergies Wealth Advisors645.0★ (32)23 mi
39Post Oak Private Wealth Advisors645.0★ (31)23 mi
40Willis Johnson Wealth645.0★ (33)23 mi
41Flood, Kallus, Yen & Gupta, PLLC635.0★ (5)In Spring
42Mark DiGiovanni - Edelman Financial Engines635.0★ (9)6 mi
43Seren Wealth Advisors635.0★ (27)22 mi
44Bank of America (with Drive-thru ATM)633.5★ (53)9 mi
45Creative Planning635.0★ (8)6 mi
46Catalano Financial635.0★ (8)7 mi
47Kimes Stephens & Webb CPA635.0★ (4)In Spring
48Hess Financial Coaching635.0★ (4)In Spring
49Legacy Capital635.0★ (8)7 mi
50Sunbelt Business Brokers634.8★ (4)In Spring

Also serving Spring

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 Spring
BusinessGoogle ratingDistance
Bellwether Advisory Group5.0★ (1)In Spring
Ebele Gunn - Thrivent5.0★ (2)In Spring
Edward Jones - Financial Advisor: Amy Ryba, AAMS®|CRPS™3.0★ (2)In Spring
Edward Jones - Financial Advisor: Carter J Scott5.0★ (4)In Spring
Edward Jones - Financial Advisor: Chadwick O Lee, CEPA®5.0★ (3)In Spring
Edward Jones - Financial Advisor: Chris Kohnhorst, CFP®4.0★ (4)In Spring
Edward Jones - Financial Advisor: Dustin Creager5.0★ (3)In Spring
Edward Jones - Financial Advisor: Lucas P Sealy, CEPA®|AAMS®5.0★ (2)In Spring
Edward Jones - Financial Advisor: Paul J Dimiceli II, AAMS®5.0★ (1)In Spring
Edward Jones - Financial Advisor: Rachael Hunt, AAMS®5.0★ (3)In Spring
Edward Jones - Financial Advisor: Ryan K Massey, WMCP®|CMFA®5.0★ (2)In Spring
Flashpoint Advisors5.0★ (8)In Spring
Insurance & Financial Services of Texas5.0★ (2)In Spring
JAF CPA5.0★ (10)In Spring
Leader's Financial Group3.0★ (2)In Spring
Magnolia Wealth5.0★ (12)In Spring
Provident Wealth Advisors LLC4.0★ (6)In Spring
Stability Partners Financial4.8★ (39)In Spring
The Factoring Lady LLC5.0★ (3)In Spring
Wells Fargo Advisors1.0★ (1)In Spring

How we ranked Spring financial planners

We scored 178 Spring 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 Spring 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 Spring: frequently asked questions

Which financial planner has the highest RFA Score in Spring?

By RFA Score, the highest-ranked financial planner in Spring, TX is Sarah Jones CPA with an RFA Score of 74/100. It has 5.0★ from 369 Google reviews. Western Finance (#2) and Avion Wealth (#3) follow. We ranked 178 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Spring?

RankedFinancialAdvisors ranks 178 financial planners serving Spring, TX. 11 of them are based in Spring; 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 Spring work on weekends?

37 of 178 ranked financial planners post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#2), Thrivent Financial: Bruno Interlandi - (#5) and Western Finance (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spring financial planners have?

The median Google rating among 178 rated financial planners in Spring 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 Spring count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 178 financial planners serving Spring.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Spring pages