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Best Value · Euless

Affordable Financial Advisors in Euless, TX

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As of May 2026, RatingsNearMe ranks 14 financial advisors in Euless, TX by verified customer ratings and review volume. The highest-rated is KPC Financial Solutions with a 4.5-star rating from 15 verified reviews. Also in the top tier: Yam Bahadur Routh: Primerica - Financial Services and Dhruba Raj Giri: Primerica - Financial Services. The average rating across all listed financial advisors in Euless is 4.8 stars from 17 reviews per business on average.

Financial advisors in Euless 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

14

Businesses listed

4.8★

Avg rating

17

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

KPC Financial Solutions

4.5(15 reviews)

300 Morrison Park Dr Suite 130, Southlake, TX 76092, USA

🥈

Yam Bahadur Routh: Primerica - Financial Services

5.0(2 reviews)

1001 W Euless Blvd STE 206, Euless, TX 76040, USA

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Dhruba Raj Giri: Primerica - Financial Services

5.0(81 reviews)

1001 W Euless Blvd STE 206, Euless, TX 76040, USA

Financial Advisors Rankings in Euless, TX

#BusinessRatingReviews
#1KPC Financial Solutions300 Morrison Park Dr Suite 130, Southlake, TX 76092, USA4.515
#2Yam Bahadur Routh: Primerica - Financial Services1001 W Euless Blvd STE 206, Euless, TX 76040, USA5.02
#3Dhruba Raj Giri: Primerica - Financial Services1001 W Euless Blvd STE 206, Euless, TX 76040, USA5.081
#4Summit Private Wealth Management4008 Gateway Dr Ste 120, Colleyville, TX 76034, USA5.01
#5Financial 3607167 Colleyville Blvd #102, Colleyville, TX 76034, USA5.02
#6MomentUs Wealth Management - Ameriprise Financial Services, LLC1608 Airport Fwy, Bedford, TX 76022, USA5.02
#7Sullivan Financial Partners141 Countryside Ct Suite 100, Southlake, TX 76092, USA5.046
#8ALL GOOD FINANCIAL SERVICES LLC230 Vine St, Euless, TX 76040, USA3.811
#9Heritage Retirement Advisors607 Cheek-Sparger Rd #150, Colleyville, TX 76034, USA5.06
#10Mercer Advisors - Fort Worth - Colleyville26 Main St, Colleyville, TX 76034, USA

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

All Financial Advisors in Euless

4

Summit Private Wealth Management

5.0· 1 reviews

4008 Gateway Dr Ste 120, Colleyville, TX 76034, USA

5

Financial 360

5.0· 2 reviews

7167 Colleyville Blvd #102, Colleyville, TX 76034, USA

6

MomentUs Wealth Management - Ameriprise Financial Services, LLC

5.0· 2 reviews

1608 Airport Fwy, Bedford, TX 76022, USA

7

Sullivan Financial Partners

5.0· 46 reviews

141 Countryside Ct Suite 100, Southlake, TX 76092, USA

8

ALL GOOD FINANCIAL SERVICES LLC

3.8· 11 reviews

230 Vine St, Euless, TX 76040, USA

9

Heritage Retirement Advisors

5.0· 6 reviews

607 Cheek-Sparger Rd #150, Colleyville, TX 76034, USA

10

Mercer Advisors - Fort Worth - Colleyville

· 0 reviews

26 Main St, Colleyville, TX 76034, USA

11

Strategic Wealth Management LLC

· 0 reviews

2812 Bedford Rd #200, Bedford, TX 76021, USA

12

Rick Solt CFP®, AWMA®, AAMS, ChFC-Financial Advisor-Edward Jones

5.0· 2 reviews

414 N Main St #121, Euless, TX 76039, USA

13

WorthPointe Financial Planners

· 0 reviews

1600 Airport Fwy #372, Bedford, TX 76022, USA

14

Kyle Appling - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

2120 Central Dr, Bedford, TX 76021, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Euless

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

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 Euless, 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 Euless?

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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About This Financial Advisors Directory — Euless, TX

This page lists and ranks 14 financial advisors serving Euless, TX as of May 2026. The average verified rating across all listings is 4.8 stars, with an average of 17 customer reviews per business. The top-ranked financial advisors in Euless by our algorithm is KPC Financial Solutions (4.5 stars, 15 reviews). Financial advisors in Euless 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 Euless: 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.

Request Free Quotes — Top-Rated Financial Advisors in Euless