Highest Rated · Desoto
Top-Rated Financial Advisors in Desoto, TX
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Desoto, TX by verified customer ratings and review volume. The highest-rated is Heights Finance with a 5.0-star rating from 50 verified reviews. Also in the top tier: Massengill Financial Group and PlainsCapital Bank. The average rating across all listed financial advisors in Desoto is 4.7 stars from 10 reviews per business on average.
Financial advisors in Desoto 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
13
Businesses listed
4.7★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Heights Finance
1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA
Massengill Financial Group
112 N Hampton Rd STE A3, DeSoto, TX 75115, USA
PlainsCapital Bank
2010 N Hampton Rd, DeSoto, TX 75115, USA
Financial Advisors Rankings in Desoto, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Heights Finance1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA | 5.0★ | 50 |
| #2 | Massengill Financial Group112 N Hampton Rd STE A3, DeSoto, TX 75115, USA | 4.9★ | 14 |
| #3 | PlainsCapital Bank2010 N Hampton Rd, DeSoto, TX 75115, USA | 4.4★ | 14 |
| #4 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA | 4.5★ | 2 |
| #5 | Ambitious Consultations500 N Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 4 |
| #6 | Trinity Enterprise & Financial Services103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA | 2.9★ | 17 |
| #7 | Alex Byrd : Primerica - Financial Services1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA | 5.0★ | 5 |
| #8 | James Braaten - Financial Advisor, Ameriprise Financial Services, LLC150 E Danieldale Rd, DeSoto, TX 75115, USA | — | — |
| #9 | TD Professional Tax and Financial Services229 S Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #10 | RGT Wealth Advisors5950 Sherry Ln # 600, Dallas, TX 75225, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Desoto
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
Ambitious Consultations
500 N Hampton Rd, DeSoto, TX 75115, USA
Trinity Enterprise & Financial Services
103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA
Alex Byrd : Primerica - Financial Services
1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA
James Braaten - Financial Advisor, Ameriprise Financial Services, LLC
150 E Danieldale Rd, DeSoto, TX 75115, USA
TD Professional Tax and Financial Services
229 S Hampton Rd, DeSoto, TX 75115, USA
RGT Wealth Advisors
5950 Sherry Ln # 600, Dallas, TX 75225, USA
Diversified Financial Network
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
Gulley's Financial Solutions LLC
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
WealthMetrix
16475 Dallas Pkwy #840, Addison, TX 75001, USA
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Frequently Asked Questions — Financial Advisors in Desoto
What is a fiduciary financial advisor and why does it matter in Desoto?
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 Desoto, 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 Desoto?
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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