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.
Local Market Snapshot
15
Businesses listed
4.6★
Avg rating
11
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a perfect 5.0-star rating from 51 reviews.
3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, USAConsistently rated 5.0 stars from 35 glowing client reviews in Duncanville.
2550 W Red Bird Ln #201, Dallas, TX 75237, USARated 5.0 stars from 4 glowing Google reviews in Duncanville.
407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USAFinancial Advisors Rankings in Duncanville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Frazier Financial Group3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, USA | 5.0★ | 51 |
| #2 | Js Financial Tax2550 W Red Bird Ln #201, Dallas, TX 75237, USA | 5.0★ | 35 |
| #3 | Eunice Bravo: Primerica - Financial Services407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA®105 S Main St, Cedar Hill, TX 75104, USA | 5.0★ | 3 |
| #5 | Raymond James & Associates222 E Wheatland Rd Ste 100, Duncanville, TX 75116, USA | — | — |
| #6 | William S Freemon Sr: Primerica - Financial Services407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Toby Bane415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA | — | — |
| #8 | Deborah Carter: Primerica - Financial Services407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA | 5.0★ | 1 |
| #9 | Edward Jones Investments - Financial Advisor - Melissa Stewart, CKA415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA | — | — |
| #10 | Financial 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
Trusted by locals with a perfect 5.0-star rating from recent reviews.
105 S Main St, Cedar Hill, TX 75104, USA
No reviews yet; check back for client feedback on this Duncanville financial advisor.
222 E Wheatland Rd Ste 100, Duncanville, TX 75116, USA
5.0 stars from 3 Google reviews for this Duncanville financial advisor.
407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA
New to Google reviews, with no customer ratings available yet.
415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA
5.0-star rating from Google reviews reflects exceptional client satisfaction.
407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA
Listings currently show no customer reviews for this Duncanville financial advisor.
415 W Danieldale Rd Suite 116, Duncanville, TX 75137, USA
This financial advisor has no customer reviews yet, offering a fresh reputation.
407 N Cedar Ridge Dr STE 100, Duncanville, TX 75116, USA
5.0-star rating from 2 Google reviews.
407 N Cedar Ridge Dr, Duncanville, TX 75116, USA
Earns a perfect 5.0-star rating from 2 local Google reviews.
222 E Wheatland Rd, Duncanville, TX 75116, USA
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
A financial advisor in Duncanville with no online reviews yet.
791 W Wheatland Rd, Duncanville, TX 75116, USA
3.7 stars from 3 reviews, indicating mixed client feedback on this advisor.
610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA
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Financial Advisors in Duncanville, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Frazier Financial Group | 83/100 | 5.0 ★ | 51 |
| 2 | Js Financial Tax | 81/100 | 5.0 ★ | 35 |
| 3 | Eunice Bravo: Primerica - Financial Services | 79/100 | 5.0 ★ | 4 |
| 4 | Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA® | 69/100 | 5.0 ★ | 3 |
| 5 | Raymond James & Associates | 7/100 | — | 0 |
| 6 | William S Freemon Sr: Primerica - Financial Services | 78/100 | 5.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: Toby Bane | 7/100 | — | 0 |
| 8 | Deborah Carter: Primerica - Financial Services | 74/100 | 5.0 ★ | 1 |
| 9 | Edward Jones Investments - Financial Advisor - Melissa Stewart, CKA | 7/100 | — | 0 |
| 10 | Financial institution | 3/100 | — | 0 |
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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