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Same-Day Financial Advisors in Double Oak, TX
Can't wait a week? These financial advisors in Double Oak offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Double Oak, TX by verified customer ratings and review volume. The highest-rated is North Texas Wealth Management with a 5.0-star rating from 9 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Matt Clay and Riverchase Wealth Management, LLC. The average rating across all listed financial advisors in Double Oak is 4.9 stars from 6 reviews per business on average.
Financial advisors in Double Oak 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
20
Businesses listed
4.9★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
North Texas Wealth Management
4880 Long Prairie Rd, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Matt Clay
2913 Corporate Cir #200, Flower Mound, TX 75028, USA
Riverchase Wealth Management, LLC
3419 Cross Timbers Rd #105, Flower Mound, TX 75028, USA
Financial Advisors Rankings in Double Oak, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | North Texas Wealth Management4880 Long Prairie Rd, Flower Mound, TX 75028, USA | 5.0★ | 9 |
| #2 | Edward Jones - Financial Advisor: Matt Clay2913 Corporate Cir #200, Flower Mound, TX 75028, USA | 5.0★ | 1 |
| #3 | Riverchase Wealth Management, LLC3419 Cross Timbers Rd #105, Flower Mound, TX 75028, USA | — | — |
| #4 | Edward Jones - Financial Advisor: Randy Pope, CEPA®3111 Cross Timbers Rd Suite 150, Flower Mound, TX 75028, USA | 4.2★ | 5 |
| #5 | Merrill Lynch Wealth Management4281 Esplanade Pl, Flower Mound, TX 75028, USA | — | — |
| #6 | Visionary Financial by Shelly Dodge, Powered by Ameriprise3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA | — | — |
| #7 | Team Financial Strategies3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Mark D Edwards3301 Long Prairie Rd Suite 150, Flower Mound, TX 75022, USA | 4.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®3700 River Walk Dr #285, Flower Mound, TX 75028, USA | 5.0★ | 2 |
| #10 | Guardian Financial Management600 Parker Square Rd # 220, Flower Mound, TX 75028, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Double Oak
Edward Jones - Financial Advisor: Randy Pope, CEPA®
3111 Cross Timbers Rd Suite 150, Flower Mound, TX 75028, USA
Merrill Lynch Wealth Management
4281 Esplanade Pl, Flower Mound, TX 75028, USA
Visionary Financial by Shelly Dodge, Powered by Ameriprise
3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA
Team Financial Strategies
3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Mark D Edwards
3301 Long Prairie Rd Suite 150, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®
3700 River Walk Dr #285, Flower Mound, TX 75028, USA
Guardian Financial Management
600 Parker Square Rd # 220, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Frank Rattan Jr, CFP®|CRPC™
400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Len Chavez
2604 Long Prairie Rd # 200, Flower Mound, TX 75022, USA
Ross Powell, CFP®, CPA - Wealth Manager
1537 Shannon Dr, Lewisville, TX 75077, USA
Edward Jones - Financial Advisor: Jennifer L Gingrich
579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA
Messett Financial Advisors & Wealth Management
1013 Long Prairie Rd Ste 102, Flower Mound, TX 75022, USA
323 Wealth Management LLC, Financial Advisor
2201 Spinks Rd Suite 271, Flower Mound, TX 75022, USA
Boda Financial Group, Inc.
2201 Spinks Rd Suite 292, Flower Mound, TX 75022, USA
RFG Wealth Advisory
130 Old Town Blvd S # 100, Argyle, TX 76226, USA
Edward Jones - Financial Advisor: Nicole S Pugsley, CFP®|CEPA®
870 Long Prairie Rd Ste 160, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Kathy R Bauer, CEPA®|AAMS®
2925 Country Club Rd #101a, Denton, TX 76210, USA
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Frequently Asked Questions — Financial Advisors in Double Oak
What is a fiduciary financial advisor and why does it matter in Double Oak?
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 Double Oak, 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 Double Oak?
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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