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Financial Advisors in Frisco, TX — Free Estimates
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Frisco, TX by verified customer ratings and review volume. The highest-rated is Preston Financial Group with a 5.0-star rating from 107 verified reviews. Also in the top tier: Trajan Wealth and Brindle & Bay Wealth Management. The average rating across all listed financial advisors in Frisco is 4.6 stars from 16 reviews per business on average.
Financial advisors in Frisco 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
4.6★
Avg rating
16
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Preston Financial Group
8036 Preston Rd #601, Frisco, TX 75035, USA
Trajan Wealth
5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA
Brindle & Bay Wealth Management
5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA
Financial Advisors Rankings in Frisco, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Preston Financial Group8036 Preston Rd #601, Frisco, TX 75035, USA | 5.0★ | 107 |
| #2 | Trajan Wealth5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA | 4.9★ | 51 |
| #3 | Brindle & Bay Wealth Management5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA | 5.0★ | 31 |
| #4 | Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA | 5.0★ | 8 |
| #5 | Benold Financial Planning130 N Preston Rd, Prosper, TX 75078, USA | 5.0★ | 37 |
| #6 | Retirement Investment Advisors, Inc.9300 John Hickman Pkwy STE 504, Frisco, TX 75035, USA | 1.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Ryan Hood, CFP®5899 Preston Rd Suite 702, Frisco, TX 75034, USA | 5.0★ | 1 |
| #8 | Purpose Wealth Partners6160 Warren Pkwy #100, Frisco, TX 75035, USA | 5.0★ | 16 |
| #9 | Cantrill Financial Group LLC2440 Timber Ridge Dr, Frisco, TX 75034, USA | 5.0★ | 3 |
| #10 | Brennan Wealth Advisors3201 Dallas Pkwy #710, Frisco, TX 75034, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Frisco
Libertas Financial Advisors
9355 John W. Elliott Dr N25, Frisco, TX 75034, USA
Benold Financial Planning
130 N Preston Rd, Prosper, TX 75078, USA
Retirement Investment Advisors, Inc.
9300 John Hickman Pkwy STE 504, Frisco, TX 75035, USA
Edward Jones - Financial Advisor: Ryan Hood, CFP®
5899 Preston Rd Suite 702, Frisco, TX 75034, USA
Purpose Wealth Partners
6160 Warren Pkwy #100, Frisco, TX 75035, USA
Cantrill Financial Group LLC
2440 Timber Ridge Dr, Frisco, TX 75034, USA
Brennan Wealth Advisors
3201 Dallas Pkwy #710, Frisco, TX 75034, USA
SageSpring Wealth Partners
2601 Network Blvd #101, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA®
2500 Legacy Dr Suite 212, Frisco, TX 75034, USA
Eagle Financial Group
9300 Wade Blvd, Frisco, TX 75035, USA
Wave Wealth Management
7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA
Merit Financial Advisors
2801 Network Blvd # 503, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: AJ Davis, AAMS®
2601 Network Blvd Suite 460, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
9191 Kyser Way #100, Frisco, TX 75033, USA
Northwestern Mutual - Frisco
2591 Dallas Pkwy, Frisco, TX 75034, USA
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Frequently Asked Questions — Financial Advisors in Frisco
What is a fiduciary financial advisor and why does it matter in Frisco?
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 Frisco, 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 Frisco?
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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