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Pricing Guide · Edmonds
Financial Advisors Cost in Edmonds, TX — 2026 Price Guide
What should you pay for financial advisors in Edmonds? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Edmonds, TX by verified customer ratings and review volume. The highest-rated is Lake Dallas Financial LLC with a 4.3-star rating from 6 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Jennifer L Gingrich and Edward Jones - Financial Advisor: David Goldmeyer. The average rating across all listed financial advisors in Edmonds is 4.7 stars from 3 reviews per business on average.
Financial advisors in Edmonds typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Lake Dallas Financial LLC
650 Edmonds Ln STE 100, Lewisville, TX 75067, USA
Edward Jones - Financial Advisor: Jennifer L Gingrich
579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA
Edward Jones - Financial Advisor: David Goldmeyer
113 N Poydras St Ste 203, Lewisville, TX 75057, USA
Financial Advisors Rankings in Edmonds, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Lake Dallas Financial LLC650 Edmonds Ln STE 100, Lewisville, TX 75067, USA | 4.3★ | 6 |
| #2 | Edward Jones - Financial Advisor: Jennifer L Gingrich579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: David Goldmeyer113 N Poydras St Ste 203, Lewisville, TX 75057, USA | 5.0★ | 3 |
| #4 | Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC417 Oakbend Dr #270, Lewisville, TX 75067, USA | — | — |
| #5 | Houston & Associates - Ameriprise Financial Services, LLC417 Oakbend Dr #270, Lewisville, TX 75067, USA | 1.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Frank Rattan Jr, CFP®|CRPC™400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA | 4.7★ | 3 |
| #7 | Guardian Financial Management600 Parker Square Rd # 220, Flower Mound, TX 75028, USA | 5.0★ | 6 |
| #8 | Greg Hanson - Financial Advisor, Ameriprise Financial Services, LLC2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA | — | — |
| #9 | Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA | 5.0★ | 2 |
| #10 | Envision Financial Solutions2785 Rockbrook Dr # 304, Lewisville, TX 75067, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Edmonds
Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC
417 Oakbend Dr #270, Lewisville, TX 75067, USA
Houston & Associates - Ameriprise Financial Services, LLC
417 Oakbend Dr #270, Lewisville, TX 75067, USA
Edward Jones - Financial Advisor: Frank Rattan Jr, CFP®|CRPC™
400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA
Guardian Financial Management
600 Parker Square Rd # 220, Flower Mound, TX 75028, USA
Greg Hanson - Financial Advisor, Ameriprise Financial Services, LLC
2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
Envision Financial Solutions
2785 Rockbrook Dr # 304, Lewisville, TX 75067, USA
Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Alyssa Wetterlund - Financial Advisor, Ameriprise Financial Services, LLC
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Clark & Associates - Ameriprise Financial Services, LLC
870 Hebron Pkwy Ste 702, Lewisville, TX 75057, USA
Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®
3700 River Walk Dr #285, Flower Mound, TX 75028, USA
Boda Financial Group, Inc.
2201 Spinks Rd Suite 292, Flower Mound, TX 75022, USA
Ross Powell, CFP®, CPA - Wealth Manager
1537 Shannon Dr, Lewisville, TX 75077, USA
Edward Jones - Financial Advisor: Len Chavez
2604 Long Prairie Rd # 200, Flower Mound, TX 75022, USA
Team Financial Strategies
3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA
Value Financial Services - Estate, Financial & Tax Planning
645 Deforest Rd, Coppell, TX 75019, USA
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Frequently Asked Questions — Financial Advisors in Edmonds
What is a fiduciary financial advisor and why does it matter in Edmonds?
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 Edmonds, 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 Edmonds?
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 1, 2026.
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