Best Financial Advisors in WACO, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$942M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WACO
#1
100
ACADEMY CAPITAL MANAGEMENT
WACO, TX · Since 1987
$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
95
DISCIPLINED INVESTORS, L.L.C.
WACO, TX · Since 2007
$942M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
95
JTS FUND ADVISORS, LLC
WACO, TX · Since 2019
$156M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
90
WINNACLE WEALTH, LLC
WACO, TX · Since 2024
$145M AUM5 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WACO?
The median advisory fee in WACO, TX is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.