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Local Pros · Casselberry
Local Financial Advisors in Casselberry, TX
Locally owned and operated financial advisors serving Casselberry and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Casselberry, TX by verified customer ratings and review volume. The highest-rated is Prime Capital Financial with a 4.0-star rating from 4 verified reviews. Also in the top tier: Boda Financial Group, Inc. and Edward Jones - Financial Advisor: Nicole S Pugsley, CFP®|CEPA®. The average rating across all listed financial advisors in Casselberry is 4.7 stars from 16 reviews per business on average.
Financial advisors in Casselberry typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
16
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Prime Capital Financial
777 International Pkwy Ste 180, Flower Mound, TX 75022, USA
Boda Financial Group, Inc.
2201 Spinks Rd Suite 292, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Nicole S Pugsley, CFP®|CEPA®
870 Long Prairie Rd Ste 160, Flower Mound, TX 75022, USA
Financial Advisors Rankings in Casselberry, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Prime Capital Financial777 International Pkwy Ste 180, Flower Mound, TX 75022, USA | 4.0★ | 4 |
| #2 | Boda Financial Group, Inc.2201 Spinks Rd Suite 292, Flower Mound, TX 75022, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Nicole S Pugsley, CFP®|CEPA®870 Long Prairie Rd Ste 160, Flower Mound, TX 75022, USA | 5.0★ | 1 |
| #4 | GDS Wealth Management2910 Lakeside Village Blvd, Flower Mound, TX 75022, USA | 5.0★ | 187 |
| #5 | 323 Wealth Management LLC, Financial Advisor2201 Spinks Rd Suite 271, Flower Mound, TX 75022, USA | — | — |
| #6 | Messett Financial Advisors & Wealth Management1013 Long Prairie Rd Ste 102, Flower Mound, TX 75022, USA | 5.0★ | 4 |
| #7 | Broadridge Financial Services404 S Royal Ln, Coppell, TX 75019, USA | 3.4★ | 12 |
| #8 | Flourish Financial Planning1785 TX-26 Suite 200, Grapevine, TX 76051, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Len Chavez2604 Long Prairie Rd # 200, Flower Mound, TX 75022, USA | 5.0★ | 6 |
| #10 | Edward Jones - Financial Advisor: Mark D Edwards3301 Long Prairie Rd Suite 150, Flower Mound, TX 75022, USA | 4.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Casselberry
GDS Wealth Management
2910 Lakeside Village Blvd, Flower Mound, TX 75022, USA
323 Wealth Management LLC, Financial Advisor
2201 Spinks Rd Suite 271, Flower Mound, TX 75022, USA
Messett Financial Advisors & Wealth Management
1013 Long Prairie Rd Ste 102, Flower Mound, TX 75022, USA
Broadridge Financial Services
404 S Royal Ln, Coppell, TX 75019, USA
Flourish Financial Planning
1785 TX-26 Suite 200, Grapevine, TX 76051, USA
Edward Jones - Financial Advisor: Len Chavez
2604 Long Prairie Rd # 200, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Mark D Edwards
3301 Long Prairie Rd Suite 150, Flower Mound, TX 75022, USA
Visionary Financial by Shelly Dodge, Powered by Ameriprise
3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Don Brock
270 N Denton Tap Rd Ste 200, Coppell, TX 75019, USA
Team Financial Strategies
3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA
Professional Wealth Management Group
713 W Main St, Coppell, TX 75019, USA
Main Street Retirement Planning
779 W Main St, Coppell, TX 75019, USA
LPL Financial
413 W Bethel Rd Suite 203, Coppell, TX 75019, USA
Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®
3700 River Walk Dr #285, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Frank Rattan Jr, CFP®|CRPC™
400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA
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Frequently Asked Questions — Financial Advisors in Casselberry
What is a fiduciary financial advisor and why does it matter in Casselberry?
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 Casselberry, 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 Casselberry?
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 1, 2026.
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