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Best Value · Lucas
Affordable Financial Advisors in Lucas, TX
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Lucas, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Atrium Financial Services with a 5.0-star rating from 1 Google reviews and an RNM Score of 62/100. Also in the top tier: Foundation Wealth Partners and Edward Jones - Financial Advisor: Marty Kogel. The average rating across all listed financial advisors in Lucas is 4.9 stars from 13 reviews per business on average.
Financial advisors in Lucas 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
4.9★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Holds a perfect 5.0-star rating from initial Google reviews in Allen, TX.
720 E Main St suite b, Allen, TX 75002, USA5.0-star rated financial advisor in Allen, trusted across dozens of Google reviews.
1373 N Greenville Ave, Allen, TX 75002, USAHolds an exceptional 5.0-star rating across a handful of Google reviews.
213 N Murphy Rd Ste 400, Murphy, TX 75094, USAFinancial Advisors Rankings in Lucas, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Atrium Financial Services720 E Main St suite b, Allen, TX 75002, USA | 5.0★ | 1 |
| #2 | Foundation Wealth Partners1373 N Greenville Ave, Allen, TX 75002, USA | 5.0★ | 18 |
| #3 | Edward Jones - Financial Advisor: Marty Kogel213 N Murphy Rd Ste 400, Murphy, TX 75094, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Matthew Spicer119 N Ballard Ave, Wylie, TX 75098, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®119 N Ballard Ave, Wylie, TX 75098, USA | 5.0★ | 4 |
| #6 | Thrivent Financial for Lutherans113 N Ballard Ave, Wylie, TX 75098, USA | — | — |
| #7 | Community Wealth Advisors109 N Ballard Ave, Wylie, TX 75098, USA | 5.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Paula R Hunt2300 FM 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 2 |
| #9 | Jal Dennis Group601 Commerce St, Wylie, TX 75098, USA | 4.6★ | 22 |
| #10 | Edward Jones - Financial Advisor: Diana L Morrison2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lucas
This financial advisor has no online ratings yet, as they have no Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
Exceptional 5.0-star rating from four local Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
No reviews yet for this Wylie, TX financial advisor.
113 N Ballard Ave, Wylie, TX 75098, USA
A 5.0-star rating from 4 Google reviews reflects strong local client satisfaction.
109 N Ballard Ave, Wylie, TX 75098, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
2300 FM 544 Suite 250, Wylie, TX 75098, USA
Trusted by clients with a strong 4.6-star rating from 22 reviews.
601 Commerce St, Wylie, TX 75098, USA
Rated 5.0 stars across a handful of Google reviews from local clients.
2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA
Top-rated Plano financial advisor with a perfect 5.0-star rating from 74 reviews.
333 E Bethany Dr Ste I120, Allen, TX 75002, USA
Earns a perfect 5.0-star rating from its first four Google reviews.
333 E Bethany Dr Ste A 130, Allen, TX 75002, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA
A new financial advisor in Wylie with 0 Google reviews, so no rating is available yet.
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
A local financial advisor in Wylie, TX, with no customer reviews yet.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
This financial advisor in Wylie has no client reviews yet to reference.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Earns a perfect 5.0-star rating from its first few Google reviews in Allen.
301 N Allen Dr B, Allen, TX 75013, USA
Rowlett's top-rated financial advisor with 5.0 stars from 47 reviews.
100 Lyndhurst Dr, Wylie, TX 75098, USA
Earned a perfect 5.0-star rating from six Google reviews in Wylie, TX.
318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA
Serving Allen with a solid 4.0-star rating based on a few client reviews.
700 Central Expy S #380, Allen, TX 75013, USA
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Financial Advisors in Lucas, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Atrium Financial Services | 62/100 | 5.0 ★ | 1 |
| 2 | Foundation Wealth Partners | 74/100 | 5.0 ★ | 18 |
| 3 | Edward Jones - Financial Advisor: Marty Kogel | 68/100 | 5.0 ★ | 2 |
| 4 | Edward Jones - Financial Advisor: Matthew Spicer | 7/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP® | 70/100 | 5.0 ★ | 4 |
| 6 | Thrivent Financial for Lutherans | 3/100 | — | 0 |
| 7 | Community Wealth Advisors | 70/100 | 5.0 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Paula R Hunt | 68/100 | 5.0 ★ | 2 |
| 9 | Jal Dennis Group | 80/100 | 4.6 ★ | 22 |
| 10 | Edward Jones - Financial Advisor: Diana L Morrison | 65/100 | 5.0 ★ | 1 |
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 Lucas
What is a fiduciary financial advisor and why does it matter in Lucas?
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 Lucas, 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 Lucas?
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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