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Financial Planners in Tomball, TX: 2026 rankings

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

The short answer

  1. 1

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

  2. 4

    Most-reviewed: Western Finance, 209 Google reviews at 4.8★, the most of 127 ranked after Sarah Jones CPA; ranked #4.

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

127 Tomball financial planners are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 127 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 Tomball 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 Tomball at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sarah Jones CPA745.0★ (369)Conroe, 20 mi away—Top score
2Centric734.9★ (121)Cypress, 7 mi away——
3Avion Wealth715.0★ (91)The Woodlands, 10 mi away——
4Western Finance714.8★ (209)Conroe, 19 mi awaySatMost reviews
5Paramount Tax & Bookkeeping North Houston715.0★ (72)Cypress, 9 mi away——
6Retirement Planners of America, The Woodlands, Texas704.9★ (69)The Woodlands, 10 mi away——
7Western Finance704.9★ (170)Humble, 23 mi awaySat—
8Vision Based Planning705.0★ (49)The Woodlands, 7 mi away——
9Thrivent Financial: Bruno Interlandi -695.0★ (63)Houston, 11 mi awaySat · Sun—
10CW Advisors695.0★ (48)Spring, 9 mi away——

All 127 financial planners in Tomball, 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 Tomball

    #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 Centric

    Based in Cypress, 7 mi away

    73/100RFA Score

    Ranked #2 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

  3. #3 Avion Wealth

    Based in The Woodlands, 10 mi away

    71/100RFA 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 Western Finance

    Based in Conroe, 19 mi away

    71/100RFA Score

    Ranked #4 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 Western Finance

    Based in Humble, 23 mi away

    70/100RFA Score

    Ranked #7 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

  8. #8 Vision Based Planning

    Based in The Woodlands, 7 mi away

    70/100RFA Score

    Ranked #8 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

  10. #10 CW Advisors

    Based in Spring, 9 mi away

    69/100RFA Score

    Ranked #10 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

  12. #12 TDECU Spring Gosling

    Based in Spring, 7 mi away

    68/100RFA Score

    Ranked #12 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 Peirce Capital Management

    Based in The Woodlands, 8 mi away

    68/100RFA Score

    Ranked #14 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

  15. #15 Haynie

    Based in The Woodlands, 10 mi away

    67/100RFA Score

    Ranked #15 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 TaxAssist Advisors

    Based in Tomball

    67/100RFA Score

    Ranked #17 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

  19. #19 Frost Bank

    Based in Tomball

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 15 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
    14310 Farm to Market 2920, Tomball, TX 77377
    View profile for Frost Bank(800) 513-7678

  20. #20 ANG Credit Solutions

    Based in Houston, 17 mi away

    66/100RFA Score

    Ranked #20 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

  22. #22 TDECU Cypress Miramesa

    Based in Cypress, 15 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 81 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
    20510 West Rd Suite 1100, Cypress, TX 77433
    View profile for TDECU Cypress Miramesa(800) 839-1154

  23. #23 The Wehrly Group

    Based in Spring, 8 mi away

    64/100RFA 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

  24. #24 Serae Wealth – Independent wealth management offering personalized fiduciary services & long-term planning in The Woodlands.

    Based in The Woodlands, 10 mi away

    64/100RFA Score

    Ranked #24 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

How we ranked Tomball financial planners

We scored 127 Tomball 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 Tomball 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 Tomball: frequently asked questions

Which financial planner has the highest RFA Score in Tomball?

By RFA Score, the highest-ranked financial planner in Tomball, TX is Sarah Jones CPA with an RFA Score of 74/100. It has 5.0★ from 369 Google reviews. Centric (#2) and Avion Wealth (#3) follow. We ranked 127 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Tomball?

RankedFinancialAdvisors ranks 127 financial planners serving Tomball, TX. 2 of them are based in Tomball; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Tomball work on weekends?

27 of 127 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#4), Western Finance (#7) and Thrivent Financial: Bruno Interlandi - (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tomball financial planners have?

The median Google rating among 127 rated financial planners in Tomball is 4.9★, 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 Tomball count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 127 financial planners serving Tomball.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Tomball pages