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We don't have financial advisors listed specifically in Murphy yet — these top-rated pros from Wylie serve your area and are available for calls and quotes today.

10+ Years · Murphy

Experienced Financial Advisors in Murphy, TX

Experience matters. These financial advisors in Murphy have years of proven work behind them — and the reviews to back it up.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Murphy, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Marty Kogel with a 5.0-star rating from 2 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Diana L Morrison and Edward Jones - Financial Advisor: Melissa Carlisle, CFP®. The average rating across all listed financial advisors in Murphy is 5 stars from 11 reviews per business on average.

Financial advisors in Murphy typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

20

Businesses listed

5★

Avg rating

11

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Marty Kogel

5.0(2 reviews)

213 N Murphy Rd Ste 400, Murphy, TX 75094, USA

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Edward Jones - Financial Advisor: Diana L Morrison

5.0(1 reviews)

2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA

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Edward Jones - Financial Advisor: Melissa Carlisle, CFP®

5.0(6 reviews)

318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA

Financial Advisors Rankings in Murphy, TX

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Marty Kogel213 N Murphy Rd Ste 400, Murphy, TX 75094, USA5.02
#2Edward Jones - Financial Advisor: Diana L Morrison2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA5.01
#3Edward Jones - Financial Advisor: Melissa Carlisle, CFP®318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA5.06
#4Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA5.02
#5Edward Jones - Financial Advisor: Paula R Hunt2300 FM 544 Suite 250, Wylie, TX 75098, USA5.02
#6Inspire Financial Group3513 Spectrum Blvd #200, Richardson, TX 75082, USA4.961
#7Jal Dennis Group601 Commerce St, Wylie, TX 75098, USA4.622
#8Edward Jones - Financial Advisor: Lincoln N Hirsch303 S S State Hwy 78 #202, Wylie, TX 75098, USA
#9Edward Jones - Financial Advisor: Josh Young303 S State Hwy 78 #202, Wylie, TX 75098, USA
#10Edward Jones - Financial Advisor: Chris Gallagher303 S State Hwy 78 #202, Wylie, TX 75098, USA

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

All Financial Advisors in Murphy

4

Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®

5.0· 2 reviews

505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA

5

Edward Jones - Financial Advisor: Paula R Hunt

5.0· 2 reviews

2300 FM 544 Suite 250, Wylie, TX 75098, USA

6

Inspire Financial Group

4.9· 61 reviews

3513 Spectrum Blvd #200, Richardson, TX 75082, USA

7

Jal Dennis Group

4.6· 22 reviews

601 Commerce St, Wylie, TX 75098, USA

8

Edward Jones - Financial Advisor: Lincoln N Hirsch

· 0 reviews

303 S S State Hwy 78 #202, Wylie, TX 75098, USA

9

Edward Jones - Financial Advisor: Josh Young

· 0 reviews

303 S State Hwy 78 #202, Wylie, TX 75098, USA

10

Edward Jones - Financial Advisor: Chris Gallagher

· 0 reviews

303 S State Hwy 78 #202, Wylie, TX 75098, USA

11

Gigi Lavergne, Financial Advisor, CEP, RICP

5.0· 1 reviews

675 Town Square Blvd #200, Garland, TX 75040, USA

12

T.R.I. Planning - Taxes, Retirement, Insurance

5.0· 8 reviews

675 Town Square Blvd #200, Garland, TX 75040, USA

13

Libertas Financial Partners LLC

5.0· 48 reviews

245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA

14

Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 4 reviews

3610 Shire Blvd Ste 212, Richardson, TX 75082, USA

15

Edward Jones - Financial Advisor: Matthew Spicer

· 0 reviews

119 N Ballard Ave, Wylie, TX 75098, USA

16

Thrivent Financial for Lutherans

· 0 reviews

113 N Ballard Ave, Wylie, TX 75098, USA

17

Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®

5.0· 4 reviews

119 N Ballard Ave, Wylie, TX 75098, USA

18

Community Wealth Advisors

5.0· 4 reviews

109 N Ballard Ave, Wylie, TX 75098, USA

19

Edward Jones - Financial Advisor: CasSandra Harris

5.0· 1 reviews

375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA

20

Edward Jones - Financial Advisor: Antonio Caufield, AAMS®

5.0· 3 reviews

375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Murphy

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

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 Murphy, 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 Murphy?

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 1, 2026.

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About This Financial Advisors Directory — Murphy, TX

This page lists and ranks 20 financial advisors serving Murphy, TX as of June 2026. The average verified rating across all listings is 5 stars, with an average of 11 customer reviews per business. The top-ranked financial advisors in Murphy by our algorithm is Edward Jones - Financial Advisor: Marty Kogel (5.0 stars, 2 reviews). Financial advisors in Murphy 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 Murphy: 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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