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Licensed · Highland Village
Licensed & Insured Financial Advisors in Highland Village, 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 20 financial advisors in Highland Village, TX by verified customer ratings and review volume. The highest-rated is Ross Powell, CFP®, CPA - Wealth Manager with a 5.0-star rating from 2 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Matt Clay and North Texas Wealth Management. The average rating across all listed financial advisors in Highland Village is 4.8 stars from 5 reviews per business on average.
Financial advisors in Highland Village 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
4.8★
Avg rating
5
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Ross Powell, CFP®, CPA - Wealth Manager
1537 Shannon Dr, Lewisville, TX 75077, USA
Edward Jones - Financial Advisor: Matt Clay
2913 Corporate Cir #200, Flower Mound, TX 75028, USA
North Texas Wealth Management
4880 Long Prairie Rd, Flower Mound, TX 75028, USA
Financial Advisors Rankings in Highland Village, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Ross Powell, CFP®, CPA - Wealth Manager1537 Shannon Dr, Lewisville, TX 75077, USA | 5.0★ | 2 |
| #2 | Edward Jones - Financial Advisor: Matt Clay2913 Corporate Cir #200, Flower Mound, TX 75028, USA | 5.0★ | 1 |
| #3 | North Texas Wealth Management4880 Long Prairie Rd, Flower Mound, TX 75028, USA | 5.0★ | 9 |
| #4 | Edward Jones - Financial Advisor: Jennifer L Gingrich579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA | 5.0★ | 2 |
| #5 | Merrill Lynch Wealth Management4281 Esplanade Pl, Flower Mound, TX 75028, USA | — | — |
| #6 | Guardian Financial Management600 Parker Square Rd # 220, Flower Mound, TX 75028, USA | 5.0★ | 6 |
| #7 | Edward Jones - Financial Advisor: Frank Rattan Jr, CFP®|CRPC™400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA | 4.7★ | 3 |
| #8 | Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®3700 River Walk Dr #285, Flower Mound, TX 75028, USA | 5.0★ | 2 |
| #9 | Lake Dallas Financial LLC650 Edmonds Ln STE 100, Lewisville, TX 75067, USA | 4.3★ | 6 |
| #10 | Riverchase Wealth Management, LLC3419 Cross Timbers Rd #105, Flower Mound, TX 75028, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Highland Village
Edward Jones - Financial Advisor: Jennifer L Gingrich
579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA
Merrill Lynch Wealth Management
4281 Esplanade Pl, Flower Mound, TX 75028, USA
Guardian Financial Management
600 Parker Square Rd # 220, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Frank Rattan Jr, CFP®|CRPC™
400 Parker Square Rd Suite 275, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Bill Collins, CFP®|AAMS®|AWMA®
3700 River Walk Dr #285, Flower Mound, TX 75028, USA
Lake Dallas Financial LLC
650 Edmonds Ln STE 100, Lewisville, TX 75067, USA
Riverchase Wealth Management, LLC
3419 Cross Timbers Rd #105, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: Randy Pope, CEPA®
3111 Cross Timbers Rd Suite 150, Flower Mound, TX 75028, USA
Team Financial Strategies
3505 Yucca Dr Suite #102, Flower Mound, TX 75028, USA
Edward Jones - Financial Advisor: David Goldmeyer
113 N Poydras St Ste 203, Lewisville, TX 75057, USA
Visionary Financial by Shelly Dodge, Powered by Ameriprise
3305 Long Prairie Rd STE 140, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Mark D Edwards
3301 Long Prairie Rd Suite 150, Flower Mound, TX 75022, USA
Edward Jones - Financial Advisor: Len Chavez
2604 Long Prairie Rd # 200, Flower Mound, TX 75022, USA
Primary Wealth Group
3000 Wind River Ln # 110, Denton, TX 76210, USA
Edward Jones - Financial Advisor: Delaine Moore
2711 Shoreline Dr #101, Denton, TX 76210, USA
Clearfork Wealth Management - Ameriprise Financial Services, LLC
2800 Shoreline Dr Ste 225, Denton, TX 76210, USA
323 Wealth Management LLC, Financial Advisor
2201 Spinks Rd Suite 271, Flower Mound, TX 75022, USA
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Frequently Asked Questions — Financial Advisors in Highland Village
What is a fiduciary financial advisor and why does it matter in Highland Village?
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 Highland Village, 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 Highland Village?
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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