Best Value · Allen
Affordable Financial Advisors in Allen, TX
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As of May 2026, RatingsNearMe ranks 17 financial advisors in Allen, TX by verified customer ratings and review volume. The highest-rated is Rothrock Financial Group with a 5.0-star rating from 26 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS® and Foundation Wealth Partners. The average rating across all listed financial advisors in Allen is 4.8 stars from 7 reviews per business on average.
Financial advisors in Allen typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Rothrock Financial Group
550 S Watters Rd Suite 240, Allen, TX 75013, USA
Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS®
1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, USA
Foundation Wealth Partners
1373 N Greenville Ave, Allen, TX 75002, USA
Financial Advisors Rankings in Allen, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Rothrock Financial Group550 S Watters Rd Suite 240, Allen, TX 75013, USA | 5.0★ | 26 |
| #2 | Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS®1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, USA | 5.0★ | 21 |
| #3 | Foundation Wealth Partners1373 N Greenville Ave, Allen, TX 75002, USA | 5.0★ | 18 |
| #4 | Watters Creek Wealth Management - Ameriprise Financial Services, LLC700 Central Expy S #380, Allen, TX 75013, USA | 4.5★ | 2 |
| #5 | ACT Wealth Management, LLC900 W Bethany Dr STE 150, Allen, TX 75013, USA | 4.5★ | 8 |
| #6 | Cadence Financial Advisors550 S Watters Rd #232, Allen, TX 75013, USA | 5.0★ | 1 |
| #7 | New Dimensions Wealth Management, LLC550 S Watters Rd #242, Allen, TX 75013, USA | — | — |
| #8 | Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services, LLC945 Stockton Dr Unit 2100, Allen, TX 75013, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Ryan L Seibert700 Central Expy S #385, Allen, TX 75013, USA | 4.0★ | 2 |
| #10 | Vision Financial Planning301 N Allen Dr B, Allen, TX 75013, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Allen
Watters Creek Wealth Management - Ameriprise Financial Services, LLC
700 Central Expy S #380, Allen, TX 75013, USA
ACT Wealth Management, LLC
900 W Bethany Dr STE 150, Allen, TX 75013, USA
Cadence Financial Advisors
550 S Watters Rd #232, Allen, TX 75013, USA
New Dimensions Wealth Management, LLC
550 S Watters Rd #242, Allen, TX 75013, USA
Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
945 Stockton Dr Unit 2100, Allen, TX 75013, USA
Edward Jones - Financial Advisor: Ryan L Seibert
700 Central Expy S #385, Allen, TX 75013, USA
Vision Financial Planning
301 N Allen Dr B, Allen, TX 75013, USA
Ascend Financial Group LLC
700 Central Expy S Suit 400, Allen, TX 75013, USA
Abiding Wealth Partners
1101 Central Expy S Ste 175, Allen, TX 75013, USA
Edward Jones - Financial Advisor: John A Pittman, AAMS®|CRPC™
333 E Bethany Dr Ste A 130, Allen, TX 75002, USA
Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC
700 Central Expy S #380, Allen, TX 75013, USA
Atrium Financial Services
720 E Main St suite b, Allen, TX 75002, USA
Edward Jones - Financial Advisor: Bill Fruit, ChFC®|CEPA®
935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA
Edward Jones - Financial Advisor: Samantha L Hendricks, CRPC™
800 North Watters Road #170, Allen, TX 75013, USA
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Frequently Asked Questions — Financial Advisors in Allen
What is a fiduciary financial advisor and why does it matter in Allen?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Allen, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Allen?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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