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Same-Day Financial Advisors in Lavon, TX
Can't wait a week? These financial advisors in Lavon offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Lavon, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Blair Financial Advisors with a 5.0-star rating from 47 Google reviews and an RNM Score of 79/100. Also in the top tier: Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP® and Community Wealth Advisors. The average rating across all listed financial advisors in Lavon is 4.8 stars from 10 reviews per business on average.
Financial advisors in Lavon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
10
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rowlett's top-rated financial advisor with 5.0 stars from 47 reviews.
100 Lyndhurst Dr, Wylie, TX 75098, USAFinancial Advisors Rankings in Lavon, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Blair Financial Advisors100 Lyndhurst Dr, Wylie, TX 75098, USA | 5.0★ | 47 |
| #2 | Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®119 N Ballard Ave, Wylie, TX 75098, USA | 5.0★ | 4 |
| #3 | Community Wealth Advisors109 N Ballard Ave, Wylie, TX 75098, USA | 5.0★ | 4 |
| #4 | Thrivent Financial for Lutherans113 N Ballard Ave, Wylie, TX 75098, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Matthew Spicer119 N Ballard Ave, Wylie, TX 75098, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Chris Gallagher303 S State Hwy 78 #202, Wylie, TX 75098, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Josh Young303 S State Hwy 78 #202, Wylie, TX 75098, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Lincoln N Hirsch303 S S State Hwy 78 #202, Wylie, TX 75098, USA | — | — |
| #9 | WealthMetrix102 S Goliad St Suite 101, Rockwall, TX 75087, USA | 5.0★ | 4 |
| #10 | Jal Dennis Group601 Commerce St, Wylie, TX 75098, USA | 4.6★ | 22 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Lavon
119 N Ballard Ave, Wylie, TX 75098, USA
303 S State Hwy 78 #202, Wylie, TX 75098, USA
303 S State Hwy 78 #202, Wylie, TX 75098, USA
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
102 S Goliad St Suite 101, Rockwall, TX 75087, USA
Trusted by clients with a strong 4.6-star rating from 22 reviews.
601 Commerce St, Wylie, TX 75098, USA
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
2300 FM 544 Suite 250, Wylie, TX 75098, USA
738 Justin Rd, Rockwall, TX 75087, USA
4.8 stars from 24 Google reviews, reflecting trusted local financial guidance.
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
603 White Hills Dr B, Rockwall, TX 75087, USA
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
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Financial Advisors in Lavon, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Blair Financial Advisors | 79/100 | 5.0 ★ | 47 |
| 2 | Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP® | 70/100 | 5.0 ★ | 4 |
| 3 | Community Wealth Advisors | 70/100 | 5.0 ★ | 4 |
| 4 | Thrivent Financial for Lutherans | 3/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Matthew Spicer | 7/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Chris Gallagher | 7/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Josh Young | 7/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Lincoln N Hirsch | 7/100 | — | 0 |
| 9 | WealthMetrix | 79/100 | 5.0 ★ | 4 |
| 10 | Jal Dennis Group | 80/100 | 4.6 ★ | 22 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Lavon
What is a fiduciary financial advisor and why does it matter in Lavon?
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 Lavon, 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 Lavon?
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 10, 2026.
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