Local Pros · Duncanville

Local Financial Advisors in Duncanville, TX

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

As of June 2026, RatingsNearMe ranks 15 financial advisors in Duncanville, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Frazier Financial Group with a 5.0-star rating from 51 Google reviews and an RNM Score of 83/100. Also in the top tier: Js Financial Tax and Eunice Bravo: Primerica - Financial Services. The average rating across all listed financial advisors in Duncanville is 4.6 stars from 11 reviews per business on average.

Financial advisors in Duncanville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Duncanville, TX is home to a variety of financial advisor services, including Primerica, Edward Jones, Raymond James, and independent firms. Consumers in the area can find advisors who offer investment management, retirement planning, and other personal finance services.

  • Duncanville has several well-established financial advisor firms and independent practitioners
  • Services offered include investment management, retirement planning, and other personal finance guidance
  • Consumers should research qualifications and services when selecting a local financial advisor

How to Choose a Financial Advisor in Duncanville

What to look for

  • Certified Financial Planner (CFP) or other relevant financial certifications
  • Experience working with clients in the Duncanville area
  • Fee-only compensation structure rather than commission-based
  • Fiduciary duty to act in the client's best interest

Questions to ask

  • What is your educational and professional background?
  • How long have you been advising clients in Duncanville?
  • How are you compensated, and do you have any conflicts of interest?

Red flags

  • Pressure to make quick decisions or invest in complex products
  • Lack of transparency about fees and costs
  • Unwillingness to provide references or client testimonials

In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.

Filter:

Local Market Snapshot

15

Businesses listed

4.6★

Avg rating

11

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

5.0(51 reviews)

Trusted by clients with a perfect 5.0-star rating from 51 reviews.

3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, USA
5.0(35 reviews)

Consistently rated 5.0 stars from 35 glowing client reviews in Duncanville.

2550 W Red Bird Ln #201, Dallas, TX 75237, USA

Financial Advisors Rankings in Duncanville, TX

#BusinessRatingReviews
#1Frazier Financial Group3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, USA5.051
#2Js Financial Tax2550 W Red Bird Ln #201, Dallas, TX 75237, USA5.035
#3Eunice Bravo: Primerica - Financial Services407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA5.04
#4Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA®105 S Main St, Cedar Hill, TX 75104, USA5.03
#5Raymond James & Associates222 E Wheatland Rd Ste 100, Duncanville, TX 75116, USA
#6William S Freemon Sr: Primerica - Financial Services407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA5.03
#7Edward Jones - Financial Advisor: Toby Bane415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA
#8Deborah Carter: Primerica - Financial Services407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA5.01
#9Edward Jones Investments - Financial Advisor - Melissa Stewart, CKA415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA
#10Financial institution407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA

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

All Financial Advisors in Duncanville

4
5.0· 3 reviews

Trusted by locals with a perfect 5.0-star rating from recent reviews.

105 S Main St, Cedar Hill, TX 75104, USA

5
· 0 reviews

No reviews yet; check back for client feedback on this Duncanville financial advisor.

222 E Wheatland Rd Ste 100, Duncanville, TX 75116, USA

6
5.0· 3 reviews

5.0 stars from 3 Google reviews for this Duncanville financial advisor.

407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA

7
· 0 reviews

New to Google reviews, with no customer ratings available yet.

415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA

8
5.0· 1 reviews

5.0-star rating from Google reviews reflects exceptional client satisfaction.

407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA

9
· 0 reviews

Listings currently show no customer reviews for this Duncanville financial advisor.

415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA

10
· 0 reviews

This financial advisor has no customer reviews yet, offering a fresh reputation.

407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA

11
5.0· 2 reviews

5.0-star rating from 2 Google reviews.

407 N Cedar Ridge Dr, Duncanville, TX 75116, USA

12
5.0· 2 reviews

Earns a perfect 5.0-star rating from 2 local Google reviews.

222 E Wheatland Rd, Duncanville, TX 75116, USA

13
2.6· 5 reviews

A local financial advisor with a 2.6-star rating based on 5 Google reviews.

423 W Wheatland Rd STE 102A, Duncanville, TX 75116, USA

14
· 0 reviews

A financial advisor in Duncanville with no online reviews yet.

791 W Wheatland Rd, Duncanville, TX 75116, USA

15
3.7· 3 reviews

3.7 stars from 3 reviews, indicating mixed client feedback on this advisor.

610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA

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

#BusinessRNM ScoreRatingReviews
1Frazier Financial Group83/1005.0 ★51
2Js Financial Tax81/1005.0 ★35
3Eunice Bravo: Primerica - Financial Services79/1005.0 ★4
4Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA®69/1005.0 ★3
5Raymond James & Associates7/1000
6William S Freemon Sr: Primerica - Financial Services78/1005.0 ★3
7Edward Jones - Financial Advisor: Toby Bane7/1000
8Deborah Carter: Primerica - Financial Services74/1005.0 ★1
9Edward Jones Investments - Financial Advisor - Melissa Stewart, CKA7/1000
10Financial institution3/1000

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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Frequently Asked Questions — Financial Advisors in Duncanville

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

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 Duncanville, 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 Duncanville?

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 10, 2026.

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About This Financial Advisors Directory — Duncanville, TX

This page lists and ranks 15 financial advisors serving Duncanville, TX as of June 2026. The average verified rating across all listings is 4.6 stars, with an average of 11 customer reviews per business. The top-ranked financial advisors in Duncanville by our algorithm is Frazier Financial Group (5.0 stars, 51 reviews). Financial advisors in Duncanville 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 Duncanville: 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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