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Affordable Financial Advisors in Anna, TX
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Anna, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA® with a 5.0-star rating from 3 Google reviews and an RNM Score of 66/100. Also in the top tier: Blake Wealth Management and Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Anna is 5 stars from 7 reviews per business on average.
Financial advisors in Anna typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated financial advisor in Anderson with a perfect 5.0-star rating from initial reviews.
1575 Heritage Dr STE 305, McKinney, TX 75069, USARated 5.0 stars from 2 Google reviews, this McKinney financial advisor is highly regarded.
201 W Virginia St STE 102, McKinney, TX 75069, USA5.0★ rating from 4 Google reviews for a McKinney financial advisor.
203 W Davis St, McKinney, TX 75069, USAFinancial Advisors Rankings in Anna, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA | 5.0★ | 3 |
| #2 | Blake Wealth Management201 W Virginia St STE 102, McKinney, TX 75069, USA | 5.0★ | 2 |
| #3 | Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC203 W Davis St, McKinney, TX 75069, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Scott A Vedane, CFP®1833 W Hunt St Suite 100, McKinney, TX 75069, USA | 5.0★ | 1 |
| #5 | Cole Wealth Management1833B W Hunt St Suite 201, McKinney, TX 75069, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA | 5.0★ | 3 |
| #7 | Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA | 5.0★ | 1 |
| #8 | Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA | 5.0★ | 5 |
| #9 | McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA | 5.0★ | 13 |
| #10 | Yield Financial Advisors, Inc.6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Anna
Rated 5.0 stars from one Google review.
1833 W Hunt St Suite 100, McKinney, TX 75069, USA
Rated 5.0 stars from 2 Google reviews, this McKinney financial advisor is highly recommended.
1833B W Hunt St Suite 201, McKinney, TX 75069, USA
Rated 5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
321 N Central Expy STE 300, McKinney, TX 75070, USA
5.0 stars from Google reviews, reflecting exceptional client satisfaction in McKinney.
175 Ridge Rd STE 400, McKinney, TX 75071, USA
Exceptional 5.0-star rating from 5 Google reviews in McKinney.
6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA
A perfect 5.0-star rating from 13 Google reviews in McKinney, TX.
6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA
McKinney financial advisor with a perfect 5.0-star rating from 7 reviews.
6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA
Exceptional 5.0-star rating from 37 Google reviews for financial advisors in Frisco.
130 N Preston Rd, Prosper, TX 75078, USA
5.0 stars from 6 reviews, reflecting consistently high client satisfaction in McKinney.
5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA
Boasting a perfect 5.0-star rating from 13 Google reviews.
5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA
Rated 5.0 stars from a handful of Google reviews in McKinney.
5900 S Lake Forest Dr STE 270, McKinney, TX 75070, USA
Earns a perfect 5.0-star rating from a dozen satisfied local clients.
5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, USA
Exceptional 5.0-star rating based on 6 Google reviews in McKinney.
3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA
5.0-star rated financial advisor in Allen, trusted across dozens of Google reviews.
1373 N Greenville Ave, Allen, TX 75002, USA
5.0 stars from early clients in Allen, TX.
945 Stockton Dr Unit 2100, Allen, TX 75013, USA
This business has not yet been rated, based on zero Google reviews.
935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA
Trusted by clients with a strong 4.5-star rating across several reviews.
8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA
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Financial Advisors in Anna, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA® | 66/100 | 5.0 ★ | 3 |
| 2 | Blake Wealth Management | 64/100 | 5.0 ★ | 2 |
| 3 | Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC | 79/100 | 5.0 ★ | 4 |
| 4 | Edward Jones - Financial Advisor: Scott A Vedane, CFP® | 65/100 | 5.0 ★ | 1 |
| 5 | Cole Wealth Management | 68/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Chad Rainey, CFP® | 69/100 | 5.0 ★ | 3 |
| 7 | Featured Wealth Management | 62/100 | 5.0 ★ | 1 |
| 8 | Texan Wealth | 80/100 | 5.0 ★ | 5 |
| 9 | McKinney Wealth Management | 84/100 | 5.0 ★ | 13 |
| 10 | Yield Financial Advisors, Inc. | 70/100 | 5.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Anna
What is a fiduciary financial advisor and why does it matter in Anna?
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 Anna, 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 Anna?
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: July 4, 2026.
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