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Top Picks · Mclendon Chisholm
Best Financial Advisors in Mclendon Chisholm, 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 Mclendon Chisholm, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Slayton Wealth Management with a 5.0-star rating from 2 Google reviews and an RNM Score of 64/100. Also in the top tier: Crestview Wealth Management and 1st Strategic Wealth Advisors. The average rating across all listed financial advisors in Mclendon Chisholm is 4.8 stars from 8 reviews per business on average.
Financial advisors in Mclendon Chisholm 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
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 2 Google reviews, reflecting exceptional early client satisfaction.
6710 Horizon Rd, Heath, TX 75032, USARockwall's top-rated financial advisor with a flawless 5.0-star rating from dozens of reviews.
6540 Alliance Dr #120, Rockwall, TX 75032, USAA new Rockwall financial advisor with no client reviews yet to reference.
759 Windsong Ln, Rockwall, TX 75032, USAFinancial Advisors Rankings in Mclendon Chisholm, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Slayton Wealth Management6710 Horizon Rd, Heath, TX 75032, USA | 5.0★ | 2 |
| #2 | Crestview Wealth Management6540 Alliance Dr #120, Rockwall, TX 75032, USA | 5.0★ | 15 |
| #3 | 1st Strategic Wealth Advisors759 Windsong Ln, Rockwall, TX 75032, USA | — | — |
| #4 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA®4232 Ridge Rd #102, Heath, TX 75032, USA | 5.0★ | 4 |
| #5 | Rockwall Wealth Advisors697 E Interstate 30 STE 200, Rockwall, TX 75087, USA | 5.0★ | 10 |
| #6 | Northwestern Mutual - Rockwall2876 Ridge Rd, Rockwall, TX 75032, USA | 3.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Kelly D Connel, CFP®603 White Hills Dr B, Rockwall, TX 75087, USA | 4.3★ | 3 |
| #8 | OpenAir Advisers1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA | 4.8★ | 24 |
| #9 | Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS®500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA | — | — |
| #10 | Epstein & Kolacz Wealth Management2600 Ridge Rd, Rockwall, TX 75087, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Mclendon Chisholm
Exceptional 5.0-star rating from 4 Google reviews for a Forney financial advisor.
4232 Ridge Rd #102, Heath, TX 75032, USA
5.0 stars from 10 Google reviews, reflecting exceptional local client satisfaction.
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
Rockwall financial advisor with a 3.0-star rating from 2 Google reviews.
2876 Ridge Rd, Rockwall, TX 75032, USA
Rockwall financial advisor with a solid 4.3-star rating from 3 reviews.
603 White Hills Dr B, Rockwall, TX 75087, USA
4.8 stars from 24 Google reviews, reflecting trusted local financial guidance.
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
No Google reviews yet for this Rockwall financial advisor.
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
Rockwall financial advisor with a perfect 5.0-star rating from 2 reviews.
2600 Ridge Rd, Rockwall, TX 75087, USA
Exceptional 5.0-star rating from early client reviews in Rockwall.
560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA
5.0-star rating from a handful of Google reviews in Rockwall, TX.
738 Justin Rd, Rockwall, TX 75087, USA
Earned a perfect 5.0-star rating from a handful of local client reviews.
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
Trusted by clients with a strong 4.6-star rating from 36 reviews.
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA
5.0-star rating from a single Google review.
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
Consistently earns perfect 5.0-star ratings from a handful of clients.
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
4.2 stars from 5 reviews, indicating solid local client satisfaction.
1309 Ridge Rd #200, Rowlett, TX 75088, USA
Rated 5.0 stars from 4 reviews in Rockwall, TX.
102 S Goliad St Suite 101, Rockwall, TX 75087, USA
Forney financial advisor with a strong 4.7-star rating from 14 Google reviews.
411 N McGraw St, Forney, TX 75126, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
425 Pinson Rd A, Forney, TX 75126, USA
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Financial Advisors in Mclendon Chisholm, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Slayton Wealth Management | 64/100 | 5.0 ★ | 2 |
| 2 | Crestview Wealth Management | 73/100 | 5.0 ★ | 15 |
| 3 | 1st Strategic Wealth Advisors | 3/100 | — | 0 |
| 4 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA® | 67/100 | 5.0 ★ | 4 |
| 5 | Rockwall Wealth Advisors | 83/100 | 5.0 ★ | 10 |
| 6 | Northwestern Mutual - Rockwall | 30/100 | 3.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Kelly D Connel, CFP® | 54/100 | 4.3 ★ | 3 |
| 8 | OpenAir Advisers | 72/100 | 4.8 ★ | 24 |
| 9 | Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS® | 3/100 | — | 0 |
| 10 | Epstein & Kolacz Wealth Management | 64/100 | 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 Mclendon Chisholm
What is a fiduciary financial advisor and why does it matter in Mclendon Chisholm?
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 Mclendon Chisholm, 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 Mclendon Chisholm?
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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