Licensed · Grapevine
Licensed & Insured Financial Advisors in Grapevine, TX
Every financial advisors listed here carries proper licensing and insurance in TX. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 12 financial advisors in Grapevine, TX by verified customer ratings and review volume. The highest-rated is Vivid Financial Group with a 4.6-star rating from 9 verified reviews. Also in the top tier: Strait Financial and Edward Jones - Financial Advisor: Brad Storm. The average rating across all listed financial advisors in Grapevine is 4.8 stars from 3 reviews per business on average.
Financial advisors in Grapevine 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
12
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Vivid Financial Group
420 N Carroll Ave Suite 160, Southlake, TX 76092, USA
Strait Financial
410 E Northwest Hwy, Grapevine, TX 76051, USA
Edward Jones - Financial Advisor: Brad Storm
1301 Municipal Way Suite 140, Grapevine, TX 76051, USA
Financial Advisors Rankings in Grapevine, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Vivid Financial Group420 N Carroll Ave Suite 160, Southlake, TX 76092, USA | 4.6★ | 9 |
| #2 | Strait Financial410 E Northwest Hwy, Grapevine, TX 76051, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Brad Storm1301 Municipal Way Suite 140, Grapevine, TX 76051, USA | 5.0★ | 3 |
| #4 | Box Financial Advisors, LLC1600 W Northwest Hwy # 300, Grapevine, TX 76051, USA | 4.2★ | 5 |
| #5 | Flourish Financial Planning1785 TX-26 Suite 200, Grapevine, TX 76051, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®2200 Pool Rd Suite 101, Grapevine, TX 76051, USA | 5.0★ | 2 |
| #7 | Marshall L Felker - Financial Advisor, Ameriprise Financial Services, LLC214 E College St, Grapevine, TX 76051, USA | 5.0★ | 1 |
| #8 | LifeBranch Wealth Partners - Ameriprise Financial Services, LLC214 E College St, Grapevine, TX 76051, USA | — | — |
| #9 | Beacon Pointe Advisors601 S Main St Suite 201, Grapevine, TX 76051, USA | 5.0★ | 1 |
| #10 | Morgan Nichols - Private Wealth Advisor, Ameriprise Financial Services, LLC214 E College St, Grapevine, TX 76051, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Grapevine
Box Financial Advisors, LLC
1600 W Northwest Hwy # 300, Grapevine, TX 76051, USA
Flourish Financial Planning
1785 TX-26 Suite 200, Grapevine, TX 76051, USA
Edward Jones - Financial Advisor: Robyn L Scott, CFP®|AAMS®
2200 Pool Rd Suite 101, Grapevine, TX 76051, USA
Marshall L Felker - Financial Advisor, Ameriprise Financial Services, LLC
214 E College St, Grapevine, TX 76051, USA
LifeBranch Wealth Partners - Ameriprise Financial Services, LLC
214 E College St, Grapevine, TX 76051, USA
Beacon Pointe Advisors
601 S Main St Suite 201, Grapevine, TX 76051, USA
Morgan Nichols - Private Wealth Advisor, Ameriprise Financial Services, LLC
214 E College St, Grapevine, TX 76051, USA
Edward Jones - Financial Advisor: Andrew G Eure, CFP®|AAMS®
129 S Main St Suite 210, Grapevine, TX 76051, USA
Waterworth Wealth Advisors, LLC
1225 S Main St #103, Grapevine, TX 76051, USA
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Frequently Asked Questions — Financial Advisors in Grapevine
What is a fiduciary financial advisor and why does it matter in Grapevine?
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 Grapevine, 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 Grapevine?
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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