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Top Picks · Ovilla
Best Financial Advisors in Ovilla, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Ovilla, TX by verified customer ratings and review volume. The highest-rated is TD Professional Tax and Financial Services with a 5.0-star rating from 1 verified reviews. Also in the top tier: Trinity Enterprise & Financial Services and Massengill Financial Group. The average rating across all listed financial advisors in Ovilla is 4.7 stars from 11 reviews per business on average.
Financial advisors in Ovilla 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
4.7★
Avg rating
11
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
TD Professional Tax and Financial Services
229 S Hampton Rd, DeSoto, TX 75115, USA
Trinity Enterprise & Financial Services
103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA
Massengill Financial Group
112 N Hampton Rd STE A3, DeSoto, TX 75115, USA
Financial Advisors Rankings in Ovilla, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | TD Professional Tax and Financial Services229 S Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #2 | Trinity Enterprise & Financial Services103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA | 2.9★ | 17 |
| #3 | Massengill Financial Group112 N Hampton Rd STE A3, DeSoto, TX 75115, USA | 4.9★ | 14 |
| #4 | Ambitious Consultations500 N Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Darryl L Fenton110 East Belt Line Rd Suite 200, Cedar Hill, TX 75104, USA | — | — |
| #6 | Gulley's Financial Solutions LLC712 N Hampton Rd # 199, DeSoto, TX 75115, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Jeremy Thompson4460 US-287 C, Midlothian, TX 76065, USA | 5.0★ | 6 |
| #8 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA | 4.5★ | 2 |
| #9 | Edward Jones - Financial Advisor: Althea Washington610 Uptown Blvd 4th Fl Suite 4250, Cedar Hill, TX 75104, USA | 5.0★ | 1 |
| #10 | Money Script Wealth Management, PLLC610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Ovilla
Ambitious Consultations
500 N Hampton Rd, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Darryl L Fenton
110 East Belt Line Rd Suite 200, Cedar Hill, TX 75104, USA
Gulley's Financial Solutions LLC
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Jeremy Thompson
4460 US-287 C, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Althea Washington
610 Uptown Blvd 4th Fl Suite 4250, Cedar Hill, TX 75104, USA
Money Script Wealth Management, PLLC
610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA
Breakthrough Investment Group
610 Uptown Blvd ste 2000, Cedar Hill, TX 75104, USA
Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA®
105 S Main St, Cedar Hill, TX 75104, USA
Edward Jones - Financial Advisor: Stephanie S Reese
1111 W Belt Line Rd Suite 100, Cedar Hill, TX 75104, USA
Diversified Financial Network
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Charles D Peyton, AAMS®
875 Straus Rd Suite 300, Cedar Hill, TX 75104, USA
Cardinal Financial Company, Limited Partnership
1421 N Hwy 67, Cedar Hill, TX 75104, USA
Gold Financial Services
1423 Hwy 67 #200, Cedar Hill, TX 75104, USA
Heights Finance
1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA
Wells Fargo Advisors
1177 N 9th St, Midlothian, TX 76065, USA
Hill Financial Group
641 Highlander, Midlothian, TX 76065, USA
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Frequently Asked Questions — Financial Advisors in Ovilla
What is a fiduciary financial advisor and why does it matter in Ovilla?
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 Ovilla, 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 Ovilla?
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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