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Emergency Financial Advisors in Fate, TX — Available 24/7
When you can't wait, these financial advisors in Fate offer emergency response. Call now — most respond within the hour.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Fate, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Price Buckley, CFP® with a 5.0-star rating from 8 Google reviews and an RNM Score of 70/100. Also in the top tier: Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS® and Edward Jones - Financial Advisor: Jake Lazorko. The average rating across all listed financial advisors in Fate is 4.7 stars from 8 reviews per business on average.
Financial advisors in Fate typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Consistently earns perfect 5.0-star ratings from a handful of clients.
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA5.0-star rating from a single Google review.
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA5.0-star rating from a handful of Google reviews in Rockwall, TX.
738 Justin Rd, Rockwall, TX 75087, USAFinancial Advisors Rankings in Fate, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Price Buckley, CFP®1507 Airport Rd Ste 150, Rockwall, TX 75087, USA | 5.0★ | 8 |
| #2 | Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS®1507 Airport Rd Ste 150, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Jake Lazorko738 Justin Rd, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #4 | OpenAir Advisers1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA | 4.8★ | 24 |
| #5 | WealthMetrix102 S Goliad St Suite 101, Rockwall, TX 75087, USA | 5.0★ | 4 |
| #6 | Dave Watson & Associates Llc1309 Ridge Rd #200, Rowlett, TX 75088, USA | 4.2★ | 5 |
| #7 | Edward Jones - Financial Advisor: Kelly D Connel, CFP®603 White Hills Dr B, Rockwall, TX 75087, USA | 4.3★ | 3 |
| #8 | Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS®500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA | — | — |
| #9 | Rockwall Wealth Advisors697 E Interstate 30 STE 200, Rockwall, TX 75087, USA | 5.0★ | 10 |
| #10 | Epstein & Kolacz Wealth Management2600 Ridge Rd, Rockwall, TX 75087, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Fate
4.8 stars from 24 Google reviews, reflecting trusted local financial guidance.
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
Rated 5.0 stars from 4 reviews in Rockwall, TX.
102 S Goliad St Suite 101, Rockwall, TX 75087, USA
4.2 stars from 5 reviews, indicating solid local client satisfaction.
1309 Ridge Rd #200, Rowlett, TX 75088, USA
Rockwall financial advisor with a solid 4.3-star rating from 3 reviews.
603 White Hills Dr B, Rockwall, TX 75087, USA
No Google reviews yet for this Rockwall financial advisor.
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
5.0 stars from 10 Google reviews, reflecting exceptional local client satisfaction.
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
Rockwall financial advisor with a perfect 5.0-star rating from 2 reviews.
2600 Ridge Rd, Rockwall, TX 75087, USA
Exceptional 5.0-star rating from early client reviews in Rockwall.
560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA
Rockwall's top-rated financial advisor with a flawless 5.0-star rating from dozens of reviews.
6540 Alliance Dr #120, Rockwall, TX 75032, USA
Rockwall financial advisor with a 3.0-star rating from 2 Google reviews.
2876 Ridge Rd, Rockwall, TX 75032, USA
5.0 stars from 2 Google reviews, reflecting exceptional early client satisfaction.
6710 Horizon Rd, Heath, TX 75032, USA
A new Rockwall financial advisor with no client reviews yet to reference.
759 Windsong Ln, Rockwall, TX 75032, USA
Earned a perfect 5.0-star rating from a handful of local client reviews.
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
Trusted by clients with a strong 4.6-star rating from 36 reviews.
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA
Exceptional 5.0-star rating from 4 Google reviews for a Forney financial advisor.
4232 Ridge Rd #102, Heath, TX 75032, USA
No reviews yet for this Rowlett financial advisor; check back soon for client feedback.
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
No local ratings yet; this Rowlett financial advisor has no Google reviews to reference.
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
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Financial Advisors in Fate, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Price Buckley, CFP® | 70/100 | 5.0 ★ | 8 |
| 2 | Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: Jake Lazorko | 62/100 | 5.0 ★ | 1 |
| 4 | OpenAir Advisers | 72/100 | 4.8 ★ | 24 |
| 5 | WealthMetrix | 79/100 | 5.0 ★ | 4 |
| 6 | Dave Watson & Associates Llc | 54/100 | 4.2 ★ | 5 |
| 7 | Edward Jones - Financial Advisor: Kelly D Connel, CFP® | 54/100 | 4.3 ★ | 3 |
| 8 | Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS® | 3/100 | — | 0 |
| 9 | Rockwall Wealth Advisors | 83/100 | 5.0 ★ | 10 |
| 10 | Epstein & Kolacz Wealth Management | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Fate
What is a fiduciary financial advisor and why does it matter in Fate?
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 Fate, 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 Fate?
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: July 4, 2026.
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