4.5+ Stars · Mckinney

Highly Rated Financial Advisors in Mckinney, TX

Only the best make this list. These financial advisors in Mckinney have earned 4.5+ star ratings from real customers — consistently.

As of June 2026, RatingsNearMe ranks 18 financial advisors in Mckinney, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is McKinney Wealth Management with a 5.0-star rating from 13 Google reviews and an RNM Score of 84/100. Also in the top tier: Cornerstone Wealth Group and Texan Wealth. The average rating across all listed financial advisors in Mckinney is 5 stars from 6 reviews per business on average.

Financial advisors in Mckinney 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.

Best Overall

Edward Jones - Financial Advisor: Scott A Vedane, CFP®

Scott A Vedane is a CFP® professional with a strong reputation for personalized financial planning and client trust in McKinney.

Most Reviewed

Edward Jones - Financial Advisor: Scott A Vedane, CFP®

A high number of reviews indicates broad client experience and proven reliability in the local market.

When choosing a financial advisor in McKinney, verify their credentials like CFP® and consider scheduling initial consultations to ensure their approach aligns with your financial goals.

Filter:

Local Market Snapshot

18

Businesses listed

5★

Avg rating

6

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

5.0(13 reviews)

A perfect 5.0-star rating from 13 Google reviews in McKinney, TX.

6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA
5.0(24 reviews)

Rated 5.0 stars from 24 reviews, this McKinney advisor is highly trusted by clients.

2106 E State Hwy 114 #101, Southlake, TX 76092, USA
5.0(5 reviews)

Exceptional 5.0-star rating from 5 Google reviews in McKinney.

6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA

Financial Advisors Rankings in Mckinney, TX

#BusinessRatingReviews
#1McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA5.013
#2Cornerstone Wealth Group2106 E State Hwy 114 #101, Southlake, TX 76092, USA5.024
#3Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA5.05
#4Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC203 W Davis St, McKinney, TX 75069, USA5.04
#5Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA5.03
#6Edward Jones - Financial Advisor: Brian Layman5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA5.06
#7Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA5.06
#8Cole Wealth Management1833B W Hunt St Suite 201, McKinney, TX 75069, USA5.02
#9Encircle Wealth Advisors - Ameriprise Financial Services, LLC8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA4.52
#10Merrill Lynch Wealth Management6950 TPC Dr, McKinney, TX 75070, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Mckinney

4
5.0· 4 reviews

5.0★ rating from 4 Google reviews for a McKinney financial advisor.

203 W Davis St, McKinney, TX 75069, USA

5
5.0· 3 reviews

Rated 5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.

321 N Central Expy STE 300, McKinney, TX 75070, USA

6
5.0· 6 reviews

5.0 stars from 6 reviews, reflecting consistently high client satisfaction in McKinney.

5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA

7
5.0· 6 reviews

Exceptional 5.0-star rating based on 6 Google reviews in McKinney.

3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA

8
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, this McKinney financial advisor is highly recommended.

1833B W Hunt St Suite 201, McKinney, TX 75069, USA

9
4.5· 2 reviews

Trusted by clients with a strong 4.5-star rating across several reviews.

8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA

10
5.0· 2 reviews

Exceptional 5.0-star rating from a small number of Google reviews in McKinney.

6950 TPC Dr, McKinney, TX 75070, USA

11
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, this McKinney financial advisor is highly regarded.

201 W Virginia St STE 102, McKinney, TX 75069, USA

12
5.0· 1 reviews

5.0 stars from Google reviews, reflecting exceptional client satisfaction in McKinney.

175 Ridge Rd STE 400, McKinney, TX 75071, USA

13
· 0 reviews

A new McKinney financial advisor with no client reviews yet.

6950 TPC Dr Suite 110, McKinney, TX 75070, USA

14
5.0· 1 reviews

Rated 5.0 stars from a handful of Google reviews in McKinney.

5900 S Lake Forest Dr STE 270, McKinney, TX 75070, USA

15
5.0· 1 reviews

Rated 5.0 stars from one Google review.

1833 W Hunt St Suite 100, McKinney, TX 75069, USA

16
5.0· 12 reviews

Earns a perfect 5.0-star rating from a dozen satisfied local clients.

5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, USA

17
5.0· 7 reviews

McKinney financial advisor with a perfect 5.0-star rating from 7 reviews.

6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA

18
5.0· 13 reviews

Boasting a perfect 5.0-star rating from 13 Google reviews.

5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA

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Financial Advisors in Mckinney, TX — Compared

#BusinessRNM ScoreRatingReviews
1McKinney Wealth Management84/1005.0 ★13
2Cornerstone Wealth Group76/1005.0 ★24
3Texan Wealth80/1005.0 ★5
4Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC79/1005.0 ★4
5Edward Jones - Financial Advisor: Chad Rainey, CFP®69/1005.0 ★3
6Edward Jones - Financial Advisor: Brian Layman69/1005.0 ★6
7Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™69/1005.0 ★6
8Cole Wealth Management68/1005.0 ★2
9Encircle Wealth Advisors - Ameriprise Financial Services, LLC56/1004.5 ★2
10Merrill Lynch Wealth Management64/1005.0 ★2

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 Mckinney

What is a fiduciary financial advisor and why does it matter in Mckinney?

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 Mckinney, 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 Mckinney?

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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About This Financial Advisors Directory — Mckinney, TX

This page lists and ranks 18 financial advisors serving Mckinney, TX as of June 2026. The average verified rating across all listings is 5 stars, with an average of 6 customer reviews per business. The top-ranked financial advisors in Mckinney by our algorithm is McKinney Wealth Management (5.0 stars, 13 reviews). Financial advisors in Mckinney typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Mckinney: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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