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Financial Planners in Weatherford, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Weatherford: Western Finance, RFA Score 78/100; 4.9★ from 224 Google reviews; open Saturdays until 1 PM.

  2. 37

    Most-reviewed: Bank of America Financial Center, 149 Google reviews at 2.4★, the most of 38 ranked after Western Finance; ranked #37.

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

38 Weatherford financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 38 rated firms.

Top 10 financial planners in Weatherford 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 Weatherford at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance784.9★ (224)WeatherfordSatTop score
2Western Finance724.8★ (147)Mineral Wells, 18 mi awaySat—
3Exponential Advisors LLC685.0★ (9)Weatherford——
4Hutton Wealth Management675.0★ (8)Weatherford——
5KMFG Knight Miller Financial Group675.0★ (8)Weatherford——
6Bank of America Financial Center673.8★ (16)Weatherford——
7PlainsCapital Bank673.4★ (23)Weatherford——
8Forthright Financial Services665.0★ (5)Weatherford——
9Wealth Strategy Advisors665.0★ (27)Fort Worth, 21 mi away——
10New Century Investments655.0★ (24)Fort Worth, 22 mi away——

All 38 financial planners in Weatherford, 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 Weatherford

    #1 Western Finance

    Based in Weatherford

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 224 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 224 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1406 S Main St, Weatherford, TX 76086
    View profile for Western Finance(817) 599-5792

  2. #2 Western Finance

    Based in Mineral Wells, 18 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 147 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1100 SE 1st St Ste E, Mineral Wells, TX 76067
    View profile for Western Finance(940) 325-0725

  7. #7 PlainsCapital Bank

    Based in Weatherford

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 3.4★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 23 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1001 Santa Fe Dr, Weatherford, TX 76086
    View profile for PlainsCapital Bank(817) 598-5400

  10. #10 New Century Investments

    Based in Fort Worth, 22 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5740 Boat Club Rd Ste 100, Fort Worth, TX 76179
    View profile for New Century Investments(817) 238-6300

  11. #11 BentOak Capital

    Based in Weatherford

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    201 Fort Worth Hwy, Weatherford, TX 76086
    View profile for BentOak Capital(817) 550-6750

  14. #14 Beacon Pointe Advisors

    Based in Fort Worth, 25 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    1408 Montgomery St, Fort Worth, TX 76107
    View profile for Beacon Pointe Advisors(817) 336-2000

  15. #15 Lampados Financial Group

    Based in Fort Worth, 23 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Wed 9 AM–6 PM · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 12 AM–4 PM · Sun closed
    Address
    5049 Edwards Ranch Rd Ste 400, Fort Worth, TX 76109
    View profile for Lampados Financial Group(877) 558-8037

  17. #17 Gough Wealth Management

    Based in Benbrook, 12 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    313 FM 1187, Aledo, TX 76008
    View profile for Gough Wealth Management(817) 631-0816

  18. #18 First Command

    Based in Fort Worth, 24 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.9★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1 Firstcomm Dr, Fort Worth, TX 76109
    View profile for First Command(800) 443-2104

  23. #23 Aspen Wealth Management

    Based in Fort Worth, 24 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4200 S Hulen St #422, Fort Worth, TX 76109
    View profile for Aspen Wealth Management(817) 546-6353

All 38 financial planners

#1 to #25 are shown in full above. Here are #26 to #38, in RFA Score order; each links to its profile.

financial planners in Weatherford, ranks 26 to 38
RankBusinessRFA ScoreGoogle ratingDistance
26Cathedral Capital594.0★ (5)22 mi
279I Capital Group595.0★ (4)23 mi
28Principal Financial Group592.9★ (8)22 mi
29First Command Financial Advisor - Sophia Nickelson595.0★ (4)24 mi
30Merrill Lynch Wealth Management593.4★ (5)24 mi
31ClientFirst Wealth, Legacy & Estate Planning585.0★ (3)24 mi
32First Command Financial Advisor - Alex Tyler, CFP®585.0★ (3)24 mi
33Pinnacle Wealth Advisors585.0★ (3)24 mi
34Clifton Capital Advisors, LLC583.7★ (3)22 mi
35DFW Retirement Planners581.8★ (5)22 mi
36Rethink Wealth582.3★ (3)22 mi
37Bank of America Financial Center562.4★ (149)22 mi
38Clearfork Financial Planning535.0★ (4)24 mi

Also serving Weatherford

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 Weatherford
BusinessGoogle ratingDistance
Barron Wealth Strategies5.0★ (2)In Weatherford
Cox Financial Group4.7★ (22)In Weatherford
Day Wealth Management5.0★ (2)In Weatherford
Don Hubbard Investment Services1.0★ (1)In Weatherford
Edward Jones - Financial Advisor: Brian K Baker5.0★ (1)In Weatherford
Edward Jones - Financial Advisor: Cody Strait5.0★ (2)In Weatherford
Edward Jones - Financial Advisor: Donna J Alberts, CFP®|ChFC®|CEPA®5.0★ (3)In Weatherford
Edward Jones - Financial Advisor: Jay D CawthonIn Weatherford
Edward Jones - Financial Advisor: Mary H McDow5.0★ (1)In Weatherford
Edward Jones - Financial Advisor: Mike Smith, CFP®5.0★ (3)In Weatherford
Edward Jones - Financial Advisor: Shannon Clemons, CRPC™5.0★ (1)In Weatherford
Finances for a Friend5.0★ (3)In Weatherford
Kevin L Rojas: Primerica - Financial ServicesIn Weatherford
Mary Naumann - Thrivent3.0★ (2)In Weatherford
Philip Lapp - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Weatherford
Ponderosa Financial Group2.3★ (3)In Weatherford
Republic Finance3.8★ (13)In Weatherford
Springer Financial Services5.0★ (2)In Weatherford
Veritable Advisors - Ameriprise Financial Services, LLCIn Weatherford
White Buffalo Wealth - Raymond James5.0★ (1)In Weatherford

How we ranked Weatherford financial planners

We scored 38 Weatherford 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 Weatherford 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 Weatherford: frequently asked questions

Which financial planner has the highest RFA Score in Weatherford?

By RFA Score, the highest-ranked financial planner in Weatherford, TX is Western Finance with an RFA Score of 78/100. It has 4.9★ from 224 Google reviews. It is open Saturdays until 1 PM. Western Finance (#2) and Exponential Advisors LLC (#3) follow. We ranked 38 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Weatherford?

RankedFinancialAdvisors ranks 38 financial planners serving Weatherford, TX. 10 of them are based in Weatherford; 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 Weatherford work on weekends?

5 of 38 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Western Finance (#1), Western Finance (#2) and Lampados Financial Group (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Weatherford financial planners have?

The median Google rating among 38 rated financial planners in Weatherford is 5.0★, with a median of 8 reviews. Western Finance has the most, 224 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 Weatherford count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 38 financial planners serving Weatherford.

More financial planners and Weatherford pages