Best Financial Advisors in Round Rock

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.8/5.0
Average Rating

Round Rock Financial Landscape

With a population of 109,821, Round Rock is part of the Austin metropolitan area, benefiting from its proximity to tech hubs. The economy is diverse, with strong growth in technology, healthcare, and retail.

Major industries
Technology, Healthcare, Retail
Population
1.0M (metro: 2.4M)
Median household income
$85,000
Unique needs
Round Rock requires tailored financial advice due to its rapid growth and unique economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Round Rock's economy has grown by 5% annually, driven by tech and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Round Rock is approximately $85,000, reflecting a growing affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Round Rock are increasingly focusing on tech investments and real estate planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Round Rock is 10% lower than the national average, making it attractive for families.
Real Estate Market
According to Zillow (2024), home prices in Round Rock have increased by 12% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), Round Rock's business climate is favorable, with low taxes and a supportive local government for startups.

Top 5 Financial Advisors in Round Rock

Edward Jones - Financial Advisor: Shawn Parsons, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Danny E Morgan, CFP®
★ ★ ★ ★ ★ 5
Chisholm Trail Financial Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Gary Thomas, CFP®|CEPA®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Guardian Financial Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Round Rock, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Round Rock-Specific Expertise
For Round Rock residents working in Technology, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Round Rock's tech focus needs diversification to mitigate downturns. Housing prices are rising, indicating bubble risks. Prepare for flooding and economic shifts.

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