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Best Financial Advisors in Kaufman, TX
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Kaufman, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Martinez Financial Group Strategies LLC with a 5.0-star rating from 11 Google reviews and an RNM Score of 72/100. Also in the top tier: Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS® and Edward Jones - Financial Advisor: Tasha N Cunningham. The average rating across all listed financial advisors in Kaufman is 4.6 stars from 7 reviews per business on average.
Financial advisors in Kaufman typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = 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 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Kaufman, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Martinez Financial Group Strategies LLC2129 Ocelot St, Crandall, TX 75114, USA | 5.0★ | 11 |
| #2 | Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®108 S Bois D'Arc St, Forney, TX 75126, USA | 3.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Tasha N Cunningham425 Pinson Rd A, Forney, TX 75126, USA | — | — |
| #4 | Smith Wealth Management - Smith Financial & Associates P.C.411 N McGraw St, Forney, TX 75126, USA | 4.7★ | 14 |
| #5 | Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®425 Pinson Rd A, Forney, TX 75126, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™182 S Collins Rd #100, Sunnyvale, TX 75182, USA | 5.0★ | 5 |
| #7 | Edward Jones - Financial Advisor: Sal Tejani129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA | 5.0★ | 1 |
| #8 | Slayton Wealth Management6710 Horizon Rd, Heath, TX 75032, USA | 5.0★ | 2 |
| #9 | Intirety Wealth Management209 W College St, Mesquite, TX 75149, USA | 5.0★ | 4 |
| #10 | Crestview Wealth Management6540 Alliance Dr #120, Rockwall, TX 75032, USA | 5.0★ | 15 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kaufman
411 N McGraw St, Forney, TX 75126, USA
425 Pinson Rd A, Forney, TX 75126, USA
182 S Collins Rd #100, Sunnyvale, TX 75182, USA
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
6540 Alliance Dr #120, Rockwall, TX 75032, USA
4232 Ridge Rd #102, Heath, TX 75032, USA
2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA
610 N Town E Blvd # 102, Mesquite, TX 75150, USA
613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
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Financial Advisors in Kaufman, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Martinez Financial Group Strategies LLC | 72/100 | 5.0 ★ | 11 |
| 2 | Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS® | 30/100 | 3.0 ★ | 2 |
| 3 | Edward Jones - Financial Advisor: Tasha N Cunningham | 3/100 | — | 0 |
| 4 | Smith Wealth Management - Smith Financial & Associates P.C. | 68/100 | 4.7 ★ | 14 |
| 5 | Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™ | 68/100 | 5.0 ★ | 5 |
| 7 | Edward Jones - Financial Advisor: Sal Tejani | 62/100 | 5.0 ★ | 1 |
| 8 | Slayton Wealth Management | 64/100 | 5.0 ★ | 2 |
| 9 | Intirety Wealth Management | 67/100 | 5.0 ★ | 4 |
| 10 | Crestview Wealth Management | 73/100 | 5.0 ★ | 15 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Kaufman
What is a fiduciary financial advisor and why does it matter in Kaufman?
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 Kaufman, 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 Kaufman?
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 9, 2026.
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