Pricing Guide · Forney
Financial Advisors Cost in Forney, TX — 2026 Price Guide
What should you pay for financial advisors in Forney? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 6 financial advisors in Forney, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Martinez Financial Group Strategies LLC with a 5.0-star rating from 11 Google reviews and an RNM Score of 72/100. Also in the top tier: Smith Wealth Management - Smith Financial & Associates P.C. and Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA®. The average rating across all listed financial advisors in Forney is 4.5 stars from 6 reviews per business on average.
Financial advisors in Forney typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Martinez Financial Group Strategies LLC
It is top-ranked among Forney advisors, offering comprehensive financial planning and a strong local reputation.
Most Reviewed
Martinez Financial Group Strategies LLC
A high review count indicates broad client trust and consistent service quality over time.
When choosing an advisor in Forney, consider scheduling initial consultations with multiple firms to compare their expertise, fee structures, and communication styles.
Local Market Snapshot
6
Businesses listed
4.5★
Avg rating
6
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
A trusted local advisor with a perfect 5.0-star rating from 11 reviews.
2129 Ocelot St, Crandall, TX 75114, USAForney financial advisor with a strong 4.7-star rating from 14 Google reviews.
411 N McGraw St, Forney, TX 75126, USAExceptional 5.0-star rating from 4 Google reviews for a Forney financial advisor.
4232 Ridge Rd #102, Heath, TX 75032, USAFinancial Advisors Rankings in Forney, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Martinez Financial Group Strategies LLC2129 Ocelot St, Crandall, TX 75114, USA | 5.0★ | 11 |
| #2 | Smith Wealth Management - Smith Financial & Associates P.C.411 N McGraw St, Forney, TX 75126, USA | 4.7★ | 14 |
| #3 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA®4232 Ridge Rd #102, Heath, TX 75032, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Tasha N Cunningham425 Pinson Rd A, Forney, TX 75126, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®108 S Bois D'Arc St, Forney, TX 75126, USA | 3.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®425 Pinson Rd A, Forney, TX 75126, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Forney
No reviews yet; consider this a new advisor to research in Forney.
425 Pinson Rd A, Forney, TX 75126, USA
Consistently rated 3.0 stars from a limited number of client reviews.
108 S Bois D'Arc St, Forney, TX 75126, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
425 Pinson Rd A, Forney, TX 75126, USA
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Financial Advisors in Forney, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Martinez Financial Group Strategies LLC | 72/100 | 5.0 ★ | 11 |
| 2 | Smith Wealth Management - Smith Financial & Associates P.C. | 68/100 | 4.7 ★ | 14 |
| 3 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA® | 67/100 | 5.0 ★ | 4 |
| 4 | Edward Jones - Financial Advisor: Tasha N Cunningham | 3/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS® | 30/100 | 3.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
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 Forney
What is a fiduciary financial advisor and why does it matter in Forney?
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 Forney, 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 Forney?
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 13, 2026.
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