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Financial Advisors in Prosper, TX — Free Estimates
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Prosper, TX by verified customer ratings and review volume. The highest-rated is Benold Financial Planning with a 5.0-star rating from 37 verified reviews. Also in the top tier: Texan Wealth and McKinney Wealth Management. The average rating across all listed financial advisors in Prosper is 4.7 stars from 16 reviews per business on average.
Financial advisors in Prosper 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
4.7★
Avg rating
16
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Benold Financial Planning
130 N Preston Rd, Prosper, TX 75078, USA
McKinney Wealth Management
6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA
Financial Advisors Rankings in Prosper, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Benold Financial Planning130 N Preston Rd, Prosper, TX 75078, USA | 5.0★ | 37 |
| #2 | Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA | 5.0★ | 5 |
| #3 | McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA | 5.0★ | 13 |
| #4 | Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA | 5.0★ | 8 |
| #5 | Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA | 5.0★ | 6 |
| #6 | Preston Financial Group8036 Preston Rd #601, Frisco, TX 75035, USA | 5.0★ | 107 |
| #7 | Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®9191 Kyser Way #100, Frisco, TX 75033, USA | 5.0★ | 1 |
| #9 | Yield Financial Advisors, Inc.6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA | 5.0★ | 7 |
| #10 | Wave Wealth Management7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA | 4.7★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Prosper
Libertas Financial Advisors
9355 John W. Elliott Dr N25, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™
3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA
Preston Financial Group
8036 Preston Rd #601, Frisco, TX 75035, USA
Featured Wealth Management
175 Ridge Rd STE 400, McKinney, TX 75071, USA
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
9191 Kyser Way #100, Frisco, TX 75033, USA
Yield Financial Advisors, Inc.
6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA
Wave Wealth Management
7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA
Eagle Financial Group
9300 Wade Blvd, Frisco, TX 75035, USA
Brindle & Bay Wealth Management
5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Ryan Hood, CFP®
5899 Preston Rd Suite 702, Frisco, TX 75034, USA
Encircle Wealth Advisors - Ameriprise Financial Services, LLC
8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA
Cantrill Financial Group LLC
2440 Timber Ridge Dr, Frisco, TX 75034, USA
Retirement Investment Advisors, Inc.
9300 John Hickman Pkwy STE 504, Frisco, TX 75035, USA
Wealth Enhancement Group
6950 TPC Dr Suite 110, McKinney, TX 75070, USA
Merrill Lynch Wealth Management
6950 TPC Dr, McKinney, TX 75070, USA
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Frequently Asked Questions — Financial Advisors in Prosper
What is a fiduciary financial advisor and why does it matter in Prosper?
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 Prosper, 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 Prosper?
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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