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Affordable Financial Advisors in Heath, TX
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Heath, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA® with a 5.0-star rating from 4 verified reviews. Also in the top tier: Slayton Wealth Management and Crestview Wealth Management. The average rating across all listed financial advisors in Heath is 4.6 stars from 7 reviews per business on average.
Financial advisors in Heath 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
7
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA®
4232 Ridge Rd #102, Heath, TX 75032, USA
Slayton Wealth Management
6710 Horizon Rd, Heath, TX 75032, USA
Crestview Wealth Management
6540 Alliance Dr #120, Rockwall, TX 75032, USA
Financial Advisors Rankings in Heath, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA®4232 Ridge Rd #102, Heath, TX 75032, USA | 5.0★ | 4 |
| #2 | Slayton Wealth Management6710 Horizon Rd, Heath, TX 75032, USA | 5.0★ | 2 |
| #3 | Crestview Wealth Management6540 Alliance Dr #120, Rockwall, TX 75032, USA | 5.0★ | 15 |
| #4 | 1st Strategic Wealth Advisors759 Windsong Ln, Rockwall, TX 75032, USA | — | — |
| #5 | Mercer Advisors - Rockwall2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA | 4.6★ | 36 |
| #6 | Northwestern Mutual - Rockwall2876 Ridge Rd, Rockwall, TX 75032, USA | 3.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Starla R Howell, CFP®2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA | 5.0★ | 2 |
| #8 | Rockwall Wealth Advisors697 E Interstate 30 STE 200, Rockwall, TX 75087, USA | 5.0★ | 10 |
| #9 | Lifetime Wealth Management, P.C.560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #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 June 2026
All Financial Advisors in Heath
1st Strategic Wealth Advisors
759 Windsong Ln, Rockwall, TX 75032, USA
Mercer Advisors - Rockwall
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA
Northwestern Mutual - Rockwall
2876 Ridge Rd, Rockwall, TX 75032, USA
Edward Jones - Financial Advisor: Starla R Howell, CFP®
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
Rockwall Wealth Advisors
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
Lifetime Wealth Management, P.C.
560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA
Epstein & Kolacz Wealth Management
2600 Ridge Rd, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Kelly D Connel, CFP®
603 White Hills Dr B, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS®
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
OpenAir Advisers
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
Dave Watson & Associates Llc
1309 Ridge Rd #200, Rowlett, TX 75088, USA
Smith Wealth Management - Smith Financial & Associates P.C.
411 N McGraw St, Forney, TX 75126, USA
Edward Jones - Financial Advisor: Jake Lazorko
738 Justin Rd, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®
425 Pinson Rd A, Forney, TX 75126, USA
Edward Jones - Financial Advisor: Tasha N Cunningham
425 Pinson Rd A, Forney, TX 75126, USA
Edward Jones - Financial Advisor: Sal Tejani
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®
108 S Bois D'Arc St, Forney, TX 75126, USA
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Frequently Asked Questions — Financial Advisors in Heath
What is a fiduciary financial advisor and why does it matter in Heath?
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 Heath, 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 Heath?
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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