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Local Financial Advisors in Anna, TX
Locally owned and operated financial advisors serving Anna and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Anna, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA® with a 5.0-star rating from 3 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®
1575 Heritage Dr STE 305, McKinney, TX 75069, USA
Blake Wealth Management
201 W Virginia St STE 102, McKinney, TX 75069, USA
Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC
203 W Davis St, McKinney, TX 75069, USA
Financial 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 May 2026
All Financial Advisors in Anna
Edward Jones - Financial Advisor: Scott A Vedane, CFP®
1833 W Hunt St Suite 100, McKinney, TX 75069, USA
Edward Jones - Financial Advisor: Chad Rainey, CFP®
321 N Central Expy STE 300, McKinney, TX 75070, USA
Featured Wealth Management
175 Ridge Rd STE 400, McKinney, TX 75071, USA
McKinney Wealth Management
6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA
Yield Financial Advisors, Inc.
6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA
Benold Financial Planning
130 N Preston Rd, Prosper, TX 75078, USA
Edward Jones - Financial Advisor: Brian Layman
5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA
Edward Jones - Financial Advisor: Michael F Speanburg, CRPC
5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA
Krishna Wealth Planning
5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, USA
Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™
3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA
Foundation Wealth Partners
1373 N Greenville Ave, Allen, TX 75002, USA
Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
945 Stockton Dr Unit 2100, Allen, TX 75013, USA
Edward Jones - Financial Advisor: Bill Fruit, ChFC®|CEPA®
935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA
Encircle Wealth Advisors - Ameriprise Financial Services, LLC
8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA
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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: May 17, 2026.
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