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Local services · Austin, TX/Updated June 13, 2026

The Best Financial Advisors in Austin, TX

Finding the right financial advisor can transform your financial future. Here are the best options in Austin, TX.

Editorially independent10 companies evaluated
cover story
★ Editor's Choice49 Financial
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Austin-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.

Choosing a financial advisor is a significant step in managing your finances effectively. In Austin, where the cost of living is rising, having expert guidance can help you navigate investments, retirement planning, and more. The right advisor can tailor strategies to your unique needs, ensuring your financial health.

We evaluated ten financial advisory firms in Austin based on client reviews, ratings, and service offerings. Our goal was to highlight those that stand out in delivering exceptional service and results. Each firm was assessed objectively, and no company paid for placement in this ranking.

10providers evaluated in Austin
4.94average rating across the field
636customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does this service cost in Austin? See the price breakdown →

Our top picks

At a glance · three categories
Editor's Choice
96Score

49 Financial

★★★★★5.0(270 reviews)

With a perfect rating of 5 from 270 reviews, 49 Financial stands out for its personalized approach and comprehensive financial planning.

Read full review
Best Value
95Score

Strategic Capital - Wealth Management Austin

★★★★★5.0(108 reviews)

Strategic Capital boasts a 5-star rating from 108 reviews, highlighting its commitment to client education and long-term wealth management.

Read full review
Most Reviewed
94Score

REAP Financial

★★★★★4.9(160 reviews)

REAP Financial holds a 4.9 rating from 160 reviews, showcasing its strong reputation and client satisfaction.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
49 Financial
49 Financial
Editor's Choice
96Score
5.0★★★★★
270Customized financial planning
2
95Score
5.0★★★★★
108Long-term wealth management
3
REAP Financial
REAP Financial
Most Reviewed
94Score
4.9★★★★★
160Holistic financial planning
4
92Score
5.0★★★★★
35Personalized investment strategies
5
91Score
4.9★★★★★
26Innovative financial strategies
6
89Score
4.8★★★★★
18Sustainable investing
7
88Score
5.0★★★★★
8Responsive and personalized service
8
86Score
4.8★★★★★
8Comprehensive wealth management
9
82Score
5.0★★★★★
2Tailored financial advice
10
80Score
5.0★★★★★
1Personalized attention
Methodology

How we evaluated all 10 providers.

To create this list, we analyzed various factors including customer ratings, the volume of reviews, and overall client satisfaction. We prioritize transparency and integrity in our evaluations, ensuring that our rankings reflect genuine user experiences.

Our rankings are updated monthly, allowing us to provide the most current information to consumers. We do not accept payment for placement, ensuring that our recommendations are based solely on merit.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

49 Financial

★★★★★5.0(270 reviews)
96Score

With a perfect rating of 5 from 270 reviews, 49 Financial stands out for its personalized approach and comprehensive financial planning. Clients praise their proactive communication and tailored strategies, making it ideal for those seeking customized financial solutions. However, with such a large client base, some may find the attention to detail varies.

Pros

  • Highly rated by clients
  • Personalized service
  • Proactive communication

Cons

  • Attention may vary with large clientele
  • Limited service offerings
Best forCustomized financial planning
Service areaAustin, TX
Typical pricing$150 to $400 per hour
2
Best Value

Strategic Capital - Wealth Management Austin

★★★★★5.0(108 reviews)
95Score

Strategic Capital boasts a 5-star rating from 108 reviews, highlighting its commitment to client education and long-term wealth management. Reviewers appreciate the transparent fee structure and the advisor's willingness to explain complex financial topics. The only drawback is a thinner review base compared to others, making it promising but unproven.

Pros

  • Transparent fees
  • Focus on education
  • Long-term planning

Cons

  • Thin review base
  • Less established
Best forLong-term wealth management
Service areaAustin, TX
Typical pricing$1,000 to $5,000 annually
3
Most Reviewed

REAP Financial

★★★★★4.9(160 reviews)
94Score

REAP Financial holds a 4.9 rating from 160 reviews, showcasing its strong reputation and client satisfaction. Customers commend the firm's holistic approach to financial planning, emphasizing retirement and investment strategies. However, the firm is relatively new, and some potential clients may prefer more established options. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is holistic financial planning. It serves Austin, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are relatively new and less established than top competitors.

Pros

  • Holistic financial planning
  • Strong client satisfaction
  • Good reputation

Cons

  • Relatively new
  • Less established than top competitors
Best forHolistic financial planning
Service areaAustin, TX
Typical pricing$1,000 to $5,000 annually
4

Archer Investment Management

★★★★★5.0(35 reviews)
92Score

Archer Investment Management has earned a 5-star rating from 35 reviews, reflecting its dedication to personalized investment strategies. Clients appreciate the hands-on approach and the advisor's expertise in navigating market fluctuations. A downside is the smaller client base, which might limit their resources for comprehensive services. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is personalized investment strategies. It serves Austin, TX, with $150 to $400 per hour pricing, and the honest trade-offs are smaller client base and limited resources.

Pros

  • Personalized investment strategies
  • Expertise in market navigation
  • Hands-on approach

Cons

  • Smaller client base
  • Limited resources
Best forPersonalized investment strategies
Service areaAustin, TX
Typical pricing$150 to $400 per hour
5

Solstice Wealth (Formerly Art of Finance)

★★★★★4.9(26 reviews)
91Score

With a 4.9 rating from 26 reviews, Solstice Wealth is praised for its innovative financial strategies and client-focused service. Clients report a positive experience with knowledgeable advisors who take the time to understand individual goals. However, the limited number of reviews raises questions about their long-term stability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is innovative financial strategies. It serves Austin, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are limited reviews and unproven track record.

Pros

  • Innovative strategies
  • Client-focused service
  • Knowledgeable advisors

Cons

  • Limited reviews
  • Unproven track record
Best forInnovative financial strategies
Service areaAustin, TX
Typical pricing$1,000 to $5,000 annually
6

Maslow Wealth Advisors

★★★★★4.8(18 reviews)
89Score

Maslow Wealth Advisors has a solid rating of 4.8 from 18 reviews, known for their focus on sustainable investing and ethical financial practices. Clients appreciate the firm’s dedication to aligning investments with personal values. The downside is the limited number of reviews, making it a less proven choice for some clients.

Pros

  • Focus on sustainable investing
  • Ethical practices
  • Alignment with personal values

Cons

  • Limited reviews
  • Less proven
Best forSustainable investing
Service areaAustin, TX
Typical pricing$150 to $400 per hour
7

Texas Financial Advisors

★★★★★5.0(8 reviews)
88Score

Texas Financial Advisors has a perfect rating of 5 from just 8 reviews, indicating a strong client satisfaction but a thin review base. Clients commend the firm’s responsiveness and personalized attention. However, the limited reviews may leave potential clients questioning the firm’s overall stability and experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is responsive and personalized service. It serves Austin, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are thin review base and limited experience.

Pros

  • Excellent client satisfaction
  • Responsive service
  • Personalized attention

Cons

  • Thin review base
  • Limited experience
Best forResponsive and personalized service
Service areaAustin, TX
Typical pricing$1,000 to $5,000 annually
8

Austin Wealth Management

★★★★★4.8(8 reviews)
86Score

Austin Wealth Management holds a 4.8 rating from 8 reviews and is recognized for its comprehensive wealth management services. Clients appreciate the detailed financial planning and retirement strategies offered. However, with such a small review base, potential clients may want to approach with caution. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is comprehensive wealth management. It serves Austin, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are small review base and less proven.

Pros

  • Comprehensive services
  • Detailed planning
  • Good retirement strategies

Cons

  • Small review base
  • Less proven
Best forComprehensive wealth management
Service areaAustin, TX
Typical pricing$1,000 to $5,000 annually
9

Cerity Partners

★★★★★5.0(2 reviews)
82Score

Cerity Partners has a 5-star rating from only 2 reviews, indicating a strong potential but lacking a substantial client base. Clients who have worked with them praise the personalized attention and tailored advice. However, the extremely low number of reviews makes it hard to fully endorse their services. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial advice. It serves Austin, TX, with $150 to $400 per hour pricing, and the honest trade-offs are very limited reviews and unproven track record.

Pros

  • Personalized attention
  • Tailored advice

Cons

  • Very limited reviews
  • Unproven track record
Best forTailored financial advice
Service areaAustin, TX
Typical pricing$150 to $400 per hour
10

Austin First Financial

★★★★★5.0(1 reviews)
80Score

Austin First Financial has a perfect rating of 5 from just 1 review, showcasing potential but raising concerns due to the lack of a review base. The client praised the advisor's attentiveness and understanding of their needs. However, with only one review, it is hard to assess the firm's reliability and overall service quality.

Pros

  • Excellent attentiveness
  • Understanding of client needs

Cons

  • Single review
  • Unproven stability
Best forPersonalized attention
Service areaAustin, TX
Typical pricing$150 to $400 per hour
Before you book

How to choose a financial advisor in Austin

Selecting the right financial advisor requires careful consideration of several factors. Here are some key points to guide your decision.

Assess Credentials

Look for advisors with relevant qualifications and experience in the financial field.

Understand Fee Structures

Inquire about how advisors charge for their services, whether it's a flat fee, commission, or hourly rate.

Check Reviews and References

Read client reviews and ask for references to gauge the advisor's reputation and reliability.

Evaluate Communication Style

Choose an advisor who communicates clearly and aligns with your financial goals and values.

What it costs

What financial advisors cost in Austin

The cost of financial advisory services in Austin can vary widely based on the advisor's experience and service provided. Here are typical pricing structures.

Hourly RateExpect to pay between $150 to $400 per hour for consultations.
Flat FeeAnnual flat fees can range from $1,000 to $5,000, depending on the complexity of your financial situation.
Percentage of Assets Under ManagementMany advisors charge 1% to 2% of the assets they manage on your behalf.
Commission-BasedSome advisors earn commissions on financial products they sell, which can vary significantly.

Frequently asked questions

How much does financial advising cost in Austin?

Financial advising costs vary widely. You can expect to pay between $150 to $400 per hour, or annual fees ranging from $1,000 to $5,000.

What should I look for in a financial advisor?

Look for credentials, fee structures, client reviews, and communication styles that align with your financial goals.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Austin homes: 49 Financial

The top three picks are 49 Financial, Strategic Capital, and REAP Financial. Each excels in client satisfaction and offers distinct advantages, making them the best choices for financial advisory services in Austin.