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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in WACO
#1
90
ACADEMY CAPITAL MANAGEMENT
WACO, TX · Since 1987
$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
79
DISCIPLINED INVESTORS, L.L.C.
WACO, TX · Since 2007
$942M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
76
JTS FUND ADVISORS, LLC
WACO, TX · Since 2019
$156M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
WINNACLE WEALTH, LLC
WACO, TX · Since 2024
$145M AUM5 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.