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Real Reviews · Palmer
Top-Reviewed Financial Advisors in Palmer, TX
What are customers actually saying? Read verified reviews for financial advisors in Palmer — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Palmer, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP® with a 5.0-star rating from 1 Google reviews and an RNM Score of 62/100. Also in the top tier: Edward Jones - Financial Advisor: Arnie I Knecht and Edward Jones - Financial Advisor: Neal W Ballance. The average rating across all listed financial advisors in Palmer is 4.6 stars from 9 reviews per business on average.
Financial advisors in Palmer typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
9
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from one Google review, this local financial advisor offers trusted guidance.
371 Solon Rd Suite 300, Waxahachie, TX 75165, USANo reviews yet; offer informed guidance for your Lancaster financial needs.
1115 N Dallas Ave, Lancaster, TX 75146, USAA new financial advisor offering services in Lancaster, with no Google reviews yet.
1115 N Dallas Ave, Lancaster, TX 75146, USAFinancial Advisors Rankings in Palmer, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP®371 Solon Rd Suite 300, Waxahachie, TX 75165, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Arnie I Knecht1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Neal W Ballance1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #4 | Christopher Jordan - Regions Financial Advisor1425 N Dallas Ave, Lancaster, TX 75134, USA | — | — |
| #5 | Meraki Financial Service Group907 Birchwood Dr, Lancaster, TX 75146, USA | — | — |
| #6 | Diversified Financial Network1227 E Pleasant Run Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #7 | TD Professional Tax and Financial Services229 S Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #8 | Massengill Financial Group112 N Hampton Rd STE A3, DeSoto, TX 75115, USA | 4.9★ | 14 |
| #9 | Trinity Enterprise & Financial Services103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA | 2.9★ | 17 |
| #10 | Edward Jones - Financial Advisor: Jeremy Thompson4460 US-287 C, Midlothian, TX 76065, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Palmer
A Lancaster financial advisor with no customer reviews yet to share.
1425 N Dallas Ave, Lancaster, TX 75134, USA
Independent financial advisor in Lancaster, TX, with no customer reviews yet.
907 Birchwood Dr, Lancaster, TX 75146, USA
Rated 5.0 stars from a handful of Google reviews.
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
229 S Hampton Rd, DeSoto, TX 75115, USA
Rated 4.9 stars from 14 reviews, this DeSoto financial advisor is highly trusted.
112 N Hampton Rd STE A3, DeSoto, TX 75115, USA
Mixed 2.9-star rating across 17 Google reviews suggests inconsistent client experiences.
103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA
Rated 5.0 stars from 6 Google reviews, this Midlothian financial advisor is highly recommended.
4460 US-287 C, Midlothian, TX 76065, USA
Rated 5.0 stars from 4 reviews, this DeSoto financial advisor is highly recommended.
500 N Hampton Rd, DeSoto, TX 75115, USA
Trusted DeSoto financial advisor with a strong 4.5-star rating from client reviews.
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
This advisor has no ratings yet from 0 Google reviews.
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
A mixed three-star rating from two Google reviews reflects limited client feedback.
3335 Balomede Ave, Lancaster, TX 75134, USA
Rated 5.0 stars from 50 Google reviews, this DeSoto financial advisor is highly trusted.
1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA
5.0-star rating from 5 Google reviews highlights trusted local financial guidance.
1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA
Consistently rated 4.4 stars from 14 reviews by local clients.
2010 N Hampton Rd, DeSoto, TX 75115, USA
A local financial advisor in DeSoto, TX with no customer reviews yet.
150 E Danieldale Rd, DeSoto, TX 75115, USA
Exceptional 5.0-star rating from 6 reviews in Cedar Hill, TX.
641 Highlander, Midlothian, TX 76065, USA
Rated 5.0 stars from 4 Google reviews for financial guidance in Midlothian.
420 Hawkins Run Suite 100, Midlothian, TX 76065, USA
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Financial Advisors in Palmer, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP® | 62/100 | 5.0 ★ | 1 |
| 2 | Edward Jones - Financial Advisor: Arnie I Knecht | 3/100 | — | 0 |
| 3 | Edward Jones - Financial Advisor: Neal W Ballance | 3/100 | — | 0 |
| 4 | Christopher Jordan - Regions Financial Advisor | 3/100 | — | 0 |
| 5 | Meraki Financial Service Group | 3/100 | — | 0 |
| 6 | Diversified Financial Network | 62/100 | 5.0 ★ | 1 |
| 7 | TD Professional Tax and Financial Services | 62/100 | 5.0 ★ | 1 |
| 8 | Massengill Financial Group | 71/100 | 4.9 ★ | 14 |
| 9 | Trinity Enterprise & Financial Services | 39/100 | 2.9 ★ | 17 |
| 10 | Edward Jones - Financial Advisor: Jeremy Thompson | 69/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Palmer
What is a fiduciary financial advisor and why does it matter in Palmer?
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 Palmer, 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 Palmer?
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 10, 2026.
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