Verified · Desoto
Trusted Financial Advisors in Desoto, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Desoto have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 13 financial advisors in Desoto, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Heights Finance with a 5.0-star rating from 50 Google reviews and an RNM Score of 80/100. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
DeSoto, TX is home to a variety of financial advisor services, including investment management, tax preparation, and personal financial planning. Consumers should research local advisors' qualifications, services offered, and fees when selecting a financial advisor in the DeSoto area.
- ✓Investment management and wealth planning services
- ✓Tax preparation and financial services for individuals and businesses
- ✓Variety of local financial advisor options to choose from
How to Choose a Financial Advisor in Desoto
What to look for
- • Certified Financial Planner (CFP) or other relevant professional designations
- • Experience working with clients in the DeSoto, TX area
- • A clear, transparent fee structure
- • A focus on your long-term financial goals, not just short-term investments
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients in the DeSoto area?
Red flags
- ⚠ Pressure to make quick investment decisions
- ⚠ Lack of clear communication about risks and fees
- ⚠ Unwillingness to provide references or detailed information about their services
In Texas, financial advisors must be registered with the Texas State Securities Board and hold the appropriate licenses and insurance. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
13
Businesses listed
4.7★
Avg rating
10
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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 June 2026
All Financial Advisors in Desoto
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA
1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA
150 E Danieldale Rd, DeSoto, TX 75115, USA
229 S Hampton Rd, DeSoto, TX 75115, USA
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
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Financial Advisors in Desoto, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Heights Finance | 80/100 | 5.0 ★ | 50 |
| 2 | Massengill Financial Group | 71/100 | 4.9 ★ | 14 |
| 3 | PlainsCapital Bank | 63/100 | 4.4 ★ | 14 |
| 4 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS® | 56/100 | 4.5 ★ | 2 |
| 5 | Ambitious Consultations | 67/100 | 5.0 ★ | 4 |
| 6 | Trinity Enterprise & Financial Services | 39/100 | 2.9 ★ | 17 |
| 7 | Alex Byrd : Primerica - Financial Services | 68/100 | 5.0 ★ | 5 |
| 8 | James Braaten - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 9 | TD Professional Tax and Financial Services | 62/100 | 5.0 ★ | 1 |
| 10 | RGT Wealth Advisors | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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