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Highest Rated · New Hope

Top-Rated Financial Advisors in New Hope, TX

Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.

As of May 2026, RatingsNearMe ranks 20 financial advisors in New Hope, TX by verified customer ratings and review volume. The highest-rated is Blake Wealth Management with a 5.0-star rating from 2 verified reviews. Also in the top tier: Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC and Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®. The average rating across all listed financial advisors in New Hope is 5 stars from 5 reviews per business on average.

Financial advisors in New Hope 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

5★

Avg rating

5

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Blake Wealth Management

5.0(2 reviews)

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

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

5.0(4 reviews)

203 W Davis St, McKinney, TX 75069, USA

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Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®

5.0(3 reviews)

1575 Heritage Dr STE 305, McKinney, TX 75069, USA

Financial Advisors Rankings in New Hope, TX

#BusinessRatingReviews
#1Blake Wealth Management201 W Virginia St STE 102, McKinney, TX 75069, USA5.02
#2Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC203 W Davis St, McKinney, TX 75069, USA5.04
#3Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA5.03
#4Edward Jones - Financial Advisor: Scott A Vedane, CFP®1833 W Hunt St Suite 100, McKinney, TX 75069, USA5.01
#5Cole Wealth Management1833B W Hunt St Suite 201, McKinney, TX 75069, USA5.02
#6Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA5.03
#7Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA5.01
#8Edward Jones - Financial Advisor: Brian Layman5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA5.06
#9Edward Jones - Financial Advisor: Michael F Speanburg, CRPC5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA5.013
#10Perry Capital Group, LLC5900 S Lake Forest Dr STE 270, McKinney, TX 75070, USA5.01

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

All Financial Advisors in New Hope

4

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

5.0· 1 reviews

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

5

Cole Wealth Management

5.0· 2 reviews

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

6

Edward Jones - Financial Advisor: Chad Rainey, CFP®

5.0· 3 reviews

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

7

Featured Wealth Management

5.0· 1 reviews

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

8

Edward Jones - Financial Advisor: Brian Layman

5.0· 6 reviews

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

9

Edward Jones - Financial Advisor: Michael F Speanburg, CRPC

5.0· 13 reviews

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

10

Perry Capital Group, LLC

5.0· 1 reviews

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

11

Krishna Wealth Planning

5.0· 12 reviews

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

12

Foundation Wealth Partners

5.0· 18 reviews

1373 N Greenville Ave, Allen, TX 75002, USA

13

McKinney Wealth Management

5.0· 13 reviews

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

14

Texan Wealth

5.0· 5 reviews

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

15

Yield Financial Advisors, Inc.

5.0· 7 reviews

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

16

Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

945 Stockton Dr Unit 2100, Allen, TX 75013, USA

17

Atrium Financial Services

5.0· 1 reviews

720 E Main St suite b, Allen, TX 75002, USA

18

Edward Jones - Financial Advisor: Bill Fruit, ChFC®|CEPA®

· 0 reviews

935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013, USA

19

Vision Financial Planning

5.0· 1 reviews

301 N Allen Dr B, Allen, TX 75013, USA

20

Edward Jones - Financial Advisor: Samantha L Hendricks, CRPC™

5.0· 1 reviews

800 North Watters Road #170, Allen, TX 75013, USA

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

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

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 New Hope, 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 New Hope?

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 — New Hope, TX

This page lists and ranks 20 financial advisors serving New Hope, TX as of May 2026. The average verified rating across all listings is 5 stars, with an average of 5 customer reviews per business. The top-ranked financial advisors in New Hope by our algorithm is Blake Wealth Management (5.0 stars, 2 reviews). Financial advisors in New Hope 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 New Hope: 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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