Best Value · Coppell
Affordable Financial Advisors in Coppell, TX
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As of May 2026, RatingsNearMe ranks 18 financial advisors in Coppell, TX by verified customer ratings and review volume. The highest-rated is Advisor's Resource Company with a 5.0-star rating from 2 verified reviews. Also in the top tier: Value Financial Services - Estate, Financial & Tax Planning and Broadridge Financial Services. The average rating across all listed financial advisors in Coppell is 4.7 stars from 5 reviews per business on average.
Financial advisors in Coppell 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
18
Businesses listed
4.7★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Advisor's Resource Company
446 Houston St, Coppell, TX 75019, USA
Value Financial Services - Estate, Financial & Tax Planning
645 Deforest Rd, Coppell, TX 75019, USA
Broadridge Financial Services
404 S Royal Ln, Coppell, TX 75019, USA
Financial Advisors Rankings in Coppell, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Advisor's Resource Company446 Houston St, Coppell, TX 75019, USA | 5.0★ | 2 |
| #2 | Value Financial Services - Estate, Financial & Tax Planning645 Deforest Rd, Coppell, TX 75019, USA | 5.0★ | 2 |
| #3 | Broadridge Financial Services404 S Royal Ln, Coppell, TX 75019, USA | 3.4★ | 12 |
| #4 | Avantax Wealth Management3200 Olympus Blvd, Coppell, TX 75019, USA | 2.9★ | 19 |
| #5 | Edward Jones - Financial Advisor: Tim Coolman445 S Denton Tap Rd #120, Coppell, TX 75019, USA | 5.0★ | 1 |
| #6 | R A Financial Planning - Ameriprise Financial Services, LLC580 S Denton Tap Rd #120, Coppell, TX 75019, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC®220 S Denton Tap Rd Ste 205, Coppell, TX 75019, USA | 5.0★ | 8 |
| #8 | LPL Financial413 W Bethel Rd Suite 203, Coppell, TX 75019, USA | — | — |
| #9 | Professional Wealth Management Group713 W Main St, Coppell, TX 75019, USA | — | — |
| #10 | CFO4Life735 Plaza Blvd #100, Coppell, TX 75019, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Coppell
Edward Jones - Financial Advisor: Tim Coolman
445 S Denton Tap Rd #120, Coppell, TX 75019, USA
R A Financial Planning - Ameriprise Financial Services, LLC
580 S Denton Tap Rd #120, Coppell, TX 75019, USA
Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC®
220 S Denton Tap Rd Ste 205, Coppell, TX 75019, USA
LPL Financial
413 W Bethel Rd Suite 203, Coppell, TX 75019, USA
Professional Wealth Management Group
713 W Main St, Coppell, TX 75019, USA
Ricardo Roberto - RA FINANCIAL
580 S Denton Tap Rd #120, Coppell, TX 75019, USA
Main Street Retirement Planning
779 W Main St, Coppell, TX 75019, USA
Sequoia Private Wealth Management
8951 Cypress Waters Blvd #160, Coppell, TX 75019, USA
Edward Jones - Financial Advisor: Ahmed Lakhani, CFP®
546 E Sandy Lake Rd Ste 140, Coppell, TX 75019, USA
Edward Jones - Financial Advisor: Don Brock
270 N Denton Tap Rd Ste 200, Coppell, TX 75019, USA
Edward Jones - Financial Advisor: Brooke Bradley, CFP®|CRPC™
870 S Denton Tap Rd Suite 190, Coppell, TX 75019, USA
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Frequently Asked Questions — Financial Advisors in Coppell
What is a fiduciary financial advisor and why does it matter in Coppell?
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 Coppell, 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 Coppell?
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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