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4.5+ Stars · Celina
Highly Rated Financial Advisors in Celina, TX
Only the best make this list. These financial advisors in Celina have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Celina, TX by verified customer ratings and review volume. The highest-rated is Benold Financial Planning with a 5.0-star rating from 37 verified reviews. Also in the top tier: Texan Wealth and McKinney Wealth Management. The average rating across all listed financial advisors in Celina is 4.9 stars from 13 reviews per business on average.
Financial advisors in Celina 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
4.9★
Avg rating
13
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Benold Financial Planning
130 N Preston Rd, Prosper, TX 75078, USA
McKinney Wealth Management
6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA
Financial Advisors Rankings in Celina, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Benold Financial Planning130 N Preston Rd, Prosper, TX 75078, USA | 5.0★ | 37 |
| #2 | Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA | 5.0★ | 5 |
| #3 | McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA | 5.0★ | 13 |
| #4 | Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA | 5.0★ | 6 |
| #6 | Yield Financial Advisors, Inc.6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA | 5.0★ | 7 |
| #7 | Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA | 5.0★ | 3 |
| #9 | Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA | 5.0★ | 8 |
| #10 | Edward Jones - Financial Advisor: Scott A Vedane, CFP®1833 W Hunt St Suite 100, McKinney, TX 75069, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Celina
Featured Wealth Management
175 Ridge Rd STE 400, McKinney, TX 75071, USA
Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™
3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA
Yield Financial Advisors, Inc.
6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA
Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®
1575 Heritage Dr STE 305, McKinney, TX 75069, USA
Edward Jones - Financial Advisor: Chad Rainey, CFP®
321 N Central Expy STE 300, McKinney, TX 75070, USA
Libertas Financial Advisors
9355 John W. Elliott Dr N25, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Scott A Vedane, CFP®
1833 W Hunt St Suite 100, McKinney, TX 75069, USA
Preston Financial Group
8036 Preston Rd #601, Frisco, TX 75035, USA
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
9191 Kyser Way #100, Frisco, TX 75033, 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
Wave Wealth Management
7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA
Encircle Wealth Advisors - Ameriprise Financial Services, LLC
8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, 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
Eagle Financial Group
9300 Wade Blvd, Frisco, TX 75035, USA
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Frequently Asked Questions — Financial Advisors in Celina
What is a fiduciary financial advisor and why does it matter in Celina?
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 Celina, 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 Celina?
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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