Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Georgetown, TX

Every SEC-registered financial advisor at a firm office in Georgetown who lists the Certified Financial Planner designation, A to Z.

32 CFP professionals work in Georgetown; the most are at Edward Jones (9). 21 are also registered broker representatives.

CFP advisors in Georgetown, A to Z

Every advisor in Georgetown →

Firms with the most CFP professionals in Georgetown

Edward Jones 9Raymond James & Associates, Inc. 3Sage Wealth Planning 3Cwm, LLC 2Wells Fargo Clearing Services, LLC 2Benold Financial Planning 1Capital Retirement Planning, LLC 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Growth Horizons Wealth Management LLC 1Inside Edge Capital Management, LLC 1Modern Financial Planning 1Osaic Wealth, Inc. 1Pfs Investments Inc. 1Precision Wealth Strategies, LLC 1

CFP advisors in other Texas cities

All of Texas →

Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22

Questions

How many CFP financial advisors are in Georgetown, TX?

32 SEC-registered investment adviser representatives at firm offices in Georgetown, Texas list the CFP designation; Edward Jones employs the most of them (9).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Georgetown?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.