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Verified · Lucas
Trusted Financial Advisors in Lucas, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Lucas have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Lucas, TX by verified customer ratings and review volume. The highest-rated is Atrium Financial Services with a 5.0-star rating from 1 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Atrium Financial Services
720 E Main St suite b, Allen, TX 75002, USA
Foundation Wealth Partners
1373 N Greenville Ave, Allen, TX 75002, USA
Edward Jones - Financial Advisor: Marty Kogel
213 N Murphy Rd Ste 400, Murphy, TX 75094, USA
Financial 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 May 2026
All Financial Advisors in Lucas
Edward Jones - Financial Advisor: Matthew Spicer
119 N Ballard Ave, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®
119 N Ballard Ave, Wylie, TX 75098, USA
Thrivent Financial for Lutherans
113 N Ballard Ave, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Paula R Hunt
2300 FM 544 Suite 250, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Diana L Morrison
2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA
Dawson Private Wealth
333 E Bethany Dr Ste I120, Allen, TX 75002, USA
Edward Jones - Financial Advisor: John A Pittman, AAMS®|CRPC™
333 E Bethany Dr Ste A 130, Allen, TX 75002, USA
Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Lincoln N Hirsch
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Chris Gallagher
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Josh Young
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Vision Financial Planning
301 N Allen Dr B, Allen, TX 75013, USA
Blair Financial Advisors
100 Lyndhurst Dr, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Melissa Carlisle, CFP®
318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA
Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC
700 Central Expy S #380, Allen, TX 75013, USA
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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: May 17, 2026.
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