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Licensed · Glenn Heights

Licensed & Insured Financial Advisors in Glenn Heights, TX

Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Glenn Heights, TX by verified customer ratings and review volume. The highest-rated is TD Professional Tax and Financial Services with a 5.0-star rating from 1 verified reviews. Also in the top tier: Trinity Enterprise & Financial Services and Massengill Financial Group. The average rating across all listed financial advisors in Glenn Heights is 4.5 stars from 11 reviews per business on average.

Financial advisors in Glenn Heights 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

20

Businesses listed

4.5★

Avg rating

11

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

TD Professional Tax and Financial Services

5.0(1 reviews)

229 S Hampton Rd, DeSoto, TX 75115, USA

🥈

Trinity Enterprise & Financial Services

2.9(17 reviews)

103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA

🥉

Massengill Financial Group

4.9(14 reviews)

112 N Hampton Rd STE A3, DeSoto, TX 75115, USA

Financial Advisors Rankings in Glenn Heights, TX

#BusinessRatingReviews
#1TD Professional Tax and Financial Services229 S Hampton Rd, DeSoto, TX 75115, USA5.01
#2Trinity Enterprise & Financial Services103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA2.917
#3Massengill Financial Group112 N Hampton Rd STE A3, DeSoto, TX 75115, USA4.914
#4Ambitious Consultations500 N Hampton Rd, DeSoto, TX 75115, USA5.04
#5Gulley's Financial Solutions LLC712 N Hampton Rd # 199, DeSoto, TX 75115, USA
#6Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA4.52
#7Diversified Financial Network1227 E Pleasant Run Rd, DeSoto, TX 75115, USA5.01
#8Heights Finance1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA5.050
#9Alex Byrd : Primerica - Financial Services1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA5.05
#10PlainsCapital Bank2010 N Hampton Rd, DeSoto, TX 75115, USA4.414

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

All Financial Advisors in Glenn Heights

4

Ambitious Consultations

5.0· 4 reviews

500 N Hampton Rd, DeSoto, TX 75115, USA

5

Gulley's Financial Solutions LLC

· 0 reviews

712 N Hampton Rd # 199, DeSoto, TX 75115, USA

6

Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®

4.5· 2 reviews

530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA

7

Diversified Financial Network

5.0· 1 reviews

1227 E Pleasant Run Rd, DeSoto, TX 75115, USA

8

Heights Finance

5.0· 50 reviews

1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA

9

Alex Byrd : Primerica - Financial Services

5.0· 5 reviews

1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA

10

PlainsCapital Bank

4.4· 14 reviews

2010 N Hampton Rd, DeSoto, TX 75115, USA

11

Edward Jones - Financial Advisor: Darryl L Fenton

· 0 reviews

110 East Belt Line Rd Suite 200, Cedar Hill, TX 75104, USA

12

James Braaten - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

150 E Danieldale Rd, DeSoto, TX 75115, USA

13

Cardinal Financial Company, Limited Partnership

· 0 reviews

1421 N Hwy 67, Cedar Hill, TX 75104, USA

14

Gold Financial Services

5.0· 31 reviews

1423 Hwy 67 #200, Cedar Hill, TX 75104, USA

15

Meraki Financial Service Group

· 0 reviews

907 Birchwood Dr, Lancaster, TX 75146, USA

16

VMM

3.0· 2 reviews

3335 Balomede Ave, Lancaster, TX 75134, USA

17

Edward Jones - Financial Advisor: Althea Washington

5.0· 1 reviews

610 Uptown Blvd 4th Fl Suite 4250, Cedar Hill, TX 75104, USA

18

Money Script Wealth Management, PLLC

3.7· 3 reviews

610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA

19

Breakthrough Investment Group

· 0 reviews

610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA

20

Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA®

5.0· 3 reviews

105 S Main St, Cedar Hill, TX 75104, USA

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

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

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 Glenn Heights, 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 Glenn Heights?

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 — Glenn Heights, TX

This page lists and ranks 20 financial advisors serving Glenn Heights, TX as of May 2026. The average verified rating across all listings is 4.5 stars, with an average of 11 customer reviews per business. The top-ranked financial advisors in Glenn Heights by our algorithm is TD Professional Tax and Financial Services (5.0 stars, 1 reviews). Financial advisors in Glenn Heights 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 Glenn Heights: 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.

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