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Local Pros · Cross Roads

Local Financial Advisors in Cross Roads, TX

Locally owned and operated financial advisors serving Cross Roads and the surrounding area. Supporting local businesses means faster response and accountability.

As of July 2026, RatingsNearMe ranks 20 financial advisors in Cross Roads, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Primary Wealth Group with a 5.0-star rating from 6 Google reviews and an RNM Score of 69/100. Also in the top tier: Stevens Financial Services and Edward Jones - Financial Advisor: Delaine Moore. The average rating across all listed financial advisors in Cross Roads is 4.6 stars from 4 reviews per business on average.

Financial advisors in Cross Roads 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.

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Local Market Snapshot

20

Businesses listed

4.6★

Avg rating

4

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(6 reviews)

Exceptional 5.0-star rating from 6 Google reviews in Denton.

3000 Wind River Ln # 110, Denton, TX 76210, USA
5.0(3 reviews)

Exceptional 5.0-star rating from initial reviews in Denton, TX.

2735 Wind River Ln Ste 152, Denton, TX 76210, USA
4.8(13 reviews)

Rated 4.8 stars from 13 Google reviews for financial guidance in Denton.

2711 Shoreline Dr #101, Denton, TX 76210, USA

Financial Advisors Rankings in Cross Roads, TX

#BusinessRatingReviews
#1Primary Wealth Group3000 Wind River Ln # 110, Denton, TX 76210, USA5.06
#2Stevens Financial Services2735 Wind River Ln Ste 152, Denton, TX 76210, USA5.03
#3Edward Jones - Financial Advisor: Delaine Moore2711 Shoreline Dr #101, Denton, TX 76210, USA4.813
#4Clearfork Wealth Management - Ameriprise Financial Services, LLC2800 Shoreline Dr Ste 225, Denton, TX 76210, USA
#5Relevance Capital Management2556 Lillian Miller Pkwy #105, Denton, TX 76205, USA5.03
#6Cultivar Capital, Inc.421 E Hickory St #103, Denton, TX 76201, USA5.01
#7Raymond James Financial Services115 W College St, Denton, TX 76201, USA3.02
#8Edward Jones - Financial Advisor: Fred Smith, CFP®1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA5.01
#9Distinct Financial Solutions1212 Bent Oaks Ct Ste 200, Denton, TX 76210, USA
#10Edward Jones - Financial Advisor: Abe Nayfa, AAMS®324 Sunset St Suite 100, Denton, TX 76201, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Cross Roads

4
· 0 reviews

Financial advisor in Denton, TX, with no online reviews yet to reference.

2800 Shoreline Dr Ste 225, Denton, TX 76210, USA

5
5.0· 3 reviews

Exceptionally rated 5.0 stars across 3 glowing Google reviews in Denton.

2556 Lillian Miller Pkwy #105, Denton, TX 76205, USA

6
5.0· 1 reviews

Exceptional 5.0-star rating based on initial Google reviews in Denton.

421 E Hickory St #103, Denton, TX 76201, USA

7
3.0· 2 reviews

Holds a mixed 3.0-star rating from two Google reviews.

115 W College St, Denton, TX 76201, USA

8
5.0· 1 reviews

Top-rated Denton financial advisor with a perfect 5.0★ rating from 1 review.

1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA

9
· 0 reviews

A new local financial advisor in Denton with no customer reviews yet.

1212 Bent Oaks Ct Ste 200, Denton, TX 76210, USA

10
5.0· 1 reviews

5.0-star rating from a handful of Google reviews.

324 Sunset St Suite 100, Denton, TX 76201, USA

11
4.2· 5 reviews

A trusted choice with a solid 4.2-star rating based on 5 reviews.

211 Fort Worth Dr, Denton, TX 76201, USA

12
1.0· 1 reviews

Mixed 1.0-star rating from a single Google review.

502 W Oak St Suite 101, Denton, TX 76201, USA

13
5.0· 1 reviews

Rated 5.0 stars from several Google reviews, showing exceptional client satisfaction.

512 W Hickory St # 114, Denton, TX 76201, USA

14
· 0 reviews

This financial advisor in Denton has no customer reviews yet to help guide your choice.

320 Eagle Dr #101, Denton, TX 76201, USA

15
5.0· 3 reviews

Rated 5.0 stars from 3 Google reviews, this Denton financial advisor is highly regarded.

515 S Carroll Blvd, Denton, TX 76201, USA

16
5.0· 20 reviews

Rated 5.0 stars from 20 reviews, this Denton financial advisor is highly trusted.

519 S Carroll Blvd #107, Denton, TX 76201, USA

17
5.0· 4 reviews

Rated 5.0 stars from 4 reviews, this Denton financial advisor is highly recommended.

1801 Hinkle Dr #150, Denton, TX 76201, USA

18
5.0· 1 reviews

5.0-star rating from early clients signals trusted local financial guidance.

2925 Country Club Rd #101a, Denton, TX 76210, USA

19
5.0· 1 reviews

5.0 stars from 1 review, reflecting exceptional client satisfaction.

9191 Kyser Way #100, Frisco, TX 75033, USA

20
5.0· 3 reviews

Exceptional 5.0-star rating from three Google reviews in Frisco.

2440 Timber Ridge Dr, Frisco, TX 75034, USA

Data from Google Business listings
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Financial Advisors in Cross Roads, TX — Compared

#BusinessRNM ScoreRatingReviews
1Primary Wealth Group69/1005.0 ★6
2Stevens Financial Services66/1005.0 ★3
3Edward Jones - Financial Advisor: Delaine Moore69/1004.8 ★13
4Clearfork Wealth Management - Ameriprise Financial Services, LLC3/1000
5Relevance Capital Management66/1005.0 ★3
6Cultivar Capital, Inc.62/1005.0 ★1
7Raymond James Financial Services30/1003.0 ★2
8Edward Jones - Financial Advisor: Fred Smith, CFP®62/1005.0 ★1
9Distinct Financial Solutions3/1000
10Edward Jones - Financial Advisor: Abe Nayfa, AAMS®62/1005.0 ★1

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 Cross Roads

What is a fiduciary financial advisor and why does it matter in Cross Roads?

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 Cross Roads, 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 Cross Roads?

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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About This Financial Advisors Directory — Cross Roads, TX

This page lists and ranks 20 financial advisors serving Cross Roads, TX as of July 2026. The average verified rating across all listings is 4.6 stars, with an average of 4 customer reviews per business. The top-ranked financial advisors in Cross Roads by our algorithm is Primary Wealth Group (5.0 stars, 6 reviews). Financial advisors in Cross Roads typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Cross Roads: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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