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Trusted Financial Advisors in Mckinney, TX

Trust matters when you're inviting a pro into your home or business. These financial advisors in Mckinney have earned it through hundreds of verified reviews.

As of May 2026, RatingsNearMe ranks 18 financial advisors in Mckinney, TX by verified customer ratings and review volume. The highest-rated is McKinney Wealth Management with a 5.0-star rating from 13 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

18

Businesses listed

5★

Avg rating

6

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

McKinney Wealth Management

5.0(13 reviews)

6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA

🥈

Cornerstone Wealth Group

5.0(24 reviews)

2106 E State Hwy 114 #101, Southlake, TX 76092, USA

🥉

Texan Wealth

5.0(5 reviews)

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
#4Cole Wealth Management1833B W Hunt St Suite 201, McKinney, TX 75069, USA5.02
#5Edward Jones - Financial Advisor: Scott A Vedane, CFP®1833 W Hunt St Suite 100, McKinney, TX 75069, USA5.01
#6Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC203 W Davis St, McKinney, TX 75069, USA5.04
#7Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA5.03
#8Edward Jones - Financial Advisor: Michael F Speanburg, CRPC5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA5.013
#9Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA5.01
#10Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA5.06

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

All Financial Advisors in Mckinney

4

Cole Wealth Management

5.0· 2 reviews

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

5

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

5.0· 1 reviews

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

6

Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 4 reviews

203 W Davis St, McKinney, TX 75069, USA

7

Edward Jones - Financial Advisor: Chad Rainey, CFP®

5.0· 3 reviews

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

8

Edward Jones - Financial Advisor: Michael F Speanburg, CRPC

5.0· 13 reviews

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

9

Featured Wealth Management

5.0· 1 reviews

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

10

Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™

5.0· 6 reviews

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

11

Wealth Enhancement Group

· 0 reviews

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

12

Krishna Wealth Planning

5.0· 12 reviews

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

13

Encircle Wealth Advisors - Ameriprise Financial Services, LLC

4.5· 2 reviews

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

14

Merrill Lynch Wealth Management

5.0· 2 reviews

6950 TPC Dr, McKinney, TX 75070, USA

15

Blake Wealth Management

5.0· 2 reviews

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

16

Perry Capital Group, LLC

5.0· 1 reviews

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

17

Yield Financial Advisors, Inc.

5.0· 7 reviews

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

18

Edward Jones - Financial Advisor: Brian Layman

5.0· 6 reviews

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

Data from Google Business listings
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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: May 17, 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 May 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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