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Top Rated Financial Advisors in Cedar Park, Texas

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Cedar Park, Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Cedar Park, Texas with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Cedar Park, Texas near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Craig Larson

Larson Financial Advisors
Chartered Life Underwriter (CLU®), CLU®
Craig Larson, a financial fiduciary, provides financial services to clients in the Cedar Park, Texas area. Craig holds a Chartered Life Underwriter (CLU®), CLU® certification. Craig has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab / TD Ameritrade

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Spencer Corzine

AVH Invest
CFP®
Spencer Corzine, a financial fiduciary, provides financial services to clients in the Cedar Park, Texas area. Spencer holds a CFP® certification. Spencer has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    National Financial Services

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Jerry McIlhon

Beck Capital Management LLC
Investment Advisor
Jerry McIlhon, a financial fiduciary, provides financial services to clients in the Austin, Texas area. Jerry holds a Investment Advisor certification. Jerry has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Financial Planning for Businesses

    Name(s) of Custodian(s):
    Fidelity Institutional

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Kay Russell

Edelman Financial Engines, LLC
AAMS®
Kay Russell, a financial fiduciary, provides financial services to clients in the Austin, Texas area. Kay holds a AAMS® certification. Kay has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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U.S. Capital Wealth Advisors, LLC

CFP®
U.S. Capital Wealth Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Austin, Texas area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Quotient Wealth Partners

CPA, CFP®, CFA®
Quotient Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the San Antonio, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

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