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Top Picks · Little Elm
Best Financial Advisors in Little Elm, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Little Elm, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® with a 5.0-star rating from 1 Google reviews and an RNM Score of 65/100. Also in the top tier: Cantrill Financial Group LLC and Libertas Financial Advisors. The average rating across all listed financial advisors in Little Elm is 4.8 stars from 14 reviews per business on average.
Financial advisors in Little Elm typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 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
14
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 1 review, reflecting exceptional client satisfaction.
9191 Kyser Way #100, Frisco, TX 75033, USAExceptional 5.0-star rating from three Google reviews in Frisco.
2440 Timber Ridge Dr, Frisco, TX 75034, USA5.0-star rating from 8 Google reviews highlights exceptional client satisfaction.
9355 John W. Elliott Dr N25, Frisco, TX 75034, USAFinancial Advisors Rankings in Little Elm, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®9191 Kyser Way #100, Frisco, TX 75033, USA | 5.0★ | 1 |
| #2 | Cantrill Financial Group LLC2440 Timber Ridge Dr, Frisco, TX 75034, USA | 5.0★ | 3 |
| #3 | Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA | 5.0★ | 8 |
| #4 | Wave Wealth Management7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA | 4.7★ | 12 |
| #5 | Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA®2500 Legacy Dr Suite 212, Frisco, TX 75034, USA | 3.7★ | 3 |
| #6 | Purpose Wealth Partners6160 Warren Pkwy #100, Frisco, TX 75035, USA | 5.0★ | 16 |
| #7 | Trajan Wealth5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA | 4.9★ | 51 |
| #8 | Edward Jones - Financial Advisor: Riley Anderson5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA | 3.7★ | 3 |
| #9 | Merit Financial Advisors4400 State Hwy 121 #200, Lewisville, TX 75056, USA | 5.0★ | 6 |
| #10 | Wells Fargo Advisors17 Cowboys Way Suite 500, Frisco, TX 75034, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Little Elm
Trusted by clients with a strong 4.7-star rating from 12 reviews.
7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA
A Frisco financial advisor with a 3.7-star rating based on 3 Google reviews.
2500 Legacy Dr Suite 212, Frisco, TX 75034, USA
Trusted by clients with a perfect 5.0-star rating from 16 Google reviews.
6160 Warren Pkwy #100, Frisco, TX 75035, USA
Trusted Frisco financial advisor with a perfect 4.9-star rating from 51 reviews.
5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA
A 3.7-star rating from 3 Google reviews suggests a mixed initial client experience.
5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA
Exceptional 5.0-star rating based on 6 Google reviews.
4400 State Hwy 121 #200, Lewisville, TX 75056, USA
A small but flawless 5.0-star rating from early clients in Frisco, TX.
17 Cowboys Way Suite 500, Frisco, TX 75034, USA
5.0 stars from two reviews, reflecting exceptional early client satisfaction.
2801 Network Blvd # 503, Frisco, TX 75034, USA
Consistently earns a perfect 5.0-star rating from its first six clients.
2601 Network Blvd Suite 460, Frisco, TX 75034, USA
Rated 5.0 stars from 3 Google reviews, this Frisco advisor is highly regarded.
2601 Network Blvd #101, Frisco, TX 75034, USA
A financial advisor in Frisco, TX, with no customer reviews yet.
3201 Dallas Pkwy #710, Frisco, TX 75034, USA
Rated 4.0 stars from 4 Google reviews, offering trusted financial guidance in Frisco.
3001 Dallas Pkwy #550, Frisco, TX 75034, USA
A trusted local financial advisor with no online reviews yet.
2600 Network Blvd #130, Frisco, TX 75034, USA
Rated 5.0 stars from one Google review, this Frisco financial advisor is highly regarded.
2591 Dallas Pkwy, Frisco, TX 75034, USA
5.0 stars from 31 reviews, reflecting exceptional client satisfaction in Frisco.
5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA
Rated 5.0 stars from one Google review, providing exceptional local financial guidance.
5899 Preston Rd Suite 702, Frisco, TX 75034, USA
Trusted by over 100 clients with a perfect 5.0-star rating in Frisco.
8036 Preston Rd #601, Frisco, TX 75035, USA
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Financial Advisors in Little Elm, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® | 65/100 | 5.0 ★ | 1 |
| 2 | Cantrill Financial Group LLC | 78/100 | 5.0 ★ | 3 |
| 3 | Libertas Financial Advisors | 70/100 | 5.0 ★ | 8 |
| 4 | Wave Wealth Management | 79/100 | 4.7 ★ | 12 |
| 5 | Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA® | 44/100 | 3.7 ★ | 3 |
| 6 | Purpose Wealth Partners | 85/100 | 5.0 ★ | 16 |
| 7 | Trajan Wealth | 90/100 | 4.9 ★ | 51 |
| 8 | Edward Jones - Financial Advisor: Riley Anderson | 44/100 | 3.7 ★ | 3 |
| 9 | Merit Financial Advisors | 81/100 | 5.0 ★ | 6 |
| 10 | Wells Fargo Advisors | 68/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Little Elm
What is a fiduciary financial advisor and why does it matter in Little Elm?
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 Little Elm, 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 Little Elm?
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: July 4, 2026.
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