10+ Years · Allen
Experienced Financial Advisors in Allen, TX
Experience matters. These financial advisors in Allen have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Allen, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Rothrock Financial Group with a 5.0-star rating from 26 Google reviews and an RNM Score of 76/100. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Allen, TX is home to a variety of financial advisor services, including comprehensive financial planning, investment management, and retirement planning. Consumers in the area should research local advisors' credentials, services offered, and fee structures when selecting a financial advisor to meet their needs.
- ✓Comprehensive financial planning services available in Allen
- ✓Investment management and retirement planning offered by local advisors
- ✓Consumers should research advisor credentials and fee structures
Best Overall
Edward Jones - Financial Advisor: Ryan L Seibert
Consistently rated among the top in Allen, Ryan Seibert offers a personalized approach backed by a nationally trusted firm.
Most Reviewed
Edward Jones - Financial Advisor: Ryan L Seibert
A high number of reviews signals broad client engagement and provides a reliable sample of real customer experiences.
When choosing a financial advisor in Allen, consider both the firm's credentials and the advisor's local reputation; reading recent reviews can help gauge responsiveness and service quality.
How to Choose a Financial Advisor in Allen
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Allen, TX area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the right financial plan for my specific needs?
- • Can you provide references from other Allen, TX clients?
Red flags
- ⚠ Overly aggressive or high-pressure sales tactics
- ⚠ Lack of transparency around fees and compensation
- ⚠ Recommending investments they have a personal stake in
In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
7
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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 | Vision Financial Planning301 N Allen Dr B, Allen, TX 75013, USA | 5.0★ | 1 |
| #6 | ACT Wealth Management, LLC900 W Bethany Dr STE 150, Allen, TX 75013, USA | 4.5★ | 8 |
| #7 | Edward Jones - Financial Advisor: John A Pittman, AAMS®|CRPC™333 E Bethany Dr Ste A 130, Allen, TX 75002, USA | 5.0★ | 4 |
| #8 | Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC700 Central Expy S #380, Allen, TX 75013, USA | 4.0★ | 1 |
| #9 | Atrium Financial Services720 E Main St suite b, Allen, TX 75002, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Bill Fruit, ChFC®|CEPA®935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Allen
700 Central Expy S #380, Allen, TX 75013, USA
900 W Bethany Dr STE 150, Allen, TX 75013, USA
333 E Bethany Dr Ste A 130, Allen, TX 75002, USA
700 Central Expy S #380, Allen, TX 75013, USA
935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA
800 North Watters Road #170, Allen, TX 75013, USA
1101 Central Expy S Ste 175, Allen, TX 75013, USA
550 S Watters Rd #242, Allen, TX 75013, USA
945 Stockton Dr Unit 2100, Allen, TX 75013, USA
700 Central Expy S Suit 400, Allen, TX 75013, USA
700 Central Expy S #385, Allen, TX 75013, USA
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Financial Advisors in Allen, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Rothrock Financial Group | 76/100 | 5.0 ★ | 26 |
| 2 | Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS® | 75/100 | 5.0 ★ | 21 |
| 3 | Foundation Wealth Partners | 74/100 | 5.0 ★ | 18 |
| 4 | Watters Creek Wealth Management - Ameriprise Financial Services, LLC | 56/100 | 4.5 ★ | 2 |
| 5 | Vision Financial Planning | 62/100 | 5.0 ★ | 1 |
| 6 | ACT Wealth Management, LLC | 62/100 | 4.5 ★ | 8 |
| 7 | Edward Jones - Financial Advisor: John A Pittman, AAMS®|CRPC™ | 67/100 | 5.0 ★ | 4 |
| 8 | Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC | 45/100 | 4.0 ★ | 1 |
| 9 | Atrium Financial Services | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Bill Fruit, ChFC®|CEPA® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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