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Same-Day Financial Advisors in Prosper, TX

Can't wait a week? These financial advisors in Prosper offer same-day or next-day appointments. Call now to check availability.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Prosper, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Benold Financial Planning with a 5.0-star rating from 37 Google reviews and an RNM Score of 78/100. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

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Local Market Snapshot

20

Businesses listed

4.7★

Avg rating

16

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

Financial Advisors Rankings in Prosper, TX

#BusinessRatingReviews
#1Benold Financial Planning130 N Preston Rd, Prosper, TX 75078, USA5.037
#2Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA5.05
#3McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA5.013
#4Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA5.08
#5Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA5.06
#6Preston Financial Group8036 Preston Rd #601, Frisco, TX 75035, USA5.0107
#7Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA5.01
#8Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®9191 Kyser Way #100, Frisco, TX 75033, USA5.01
#9Yield Financial Advisors, Inc.6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA5.07
#10Wave Wealth Management7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA4.712

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

All Financial Advisors in Prosper

4
5.0· 8 reviews

9355 John W. Elliott Dr N25, Frisco, TX 75034, USA

5
5.0· 6 reviews

3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA

6
5.0· 107 reviews

8036 Preston Rd #601, Frisco, TX 75035, USA

7
5.0· 1 reviews

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

8
5.0· 1 reviews

9191 Kyser Way #100, Frisco, TX 75033, USA

9
5.0· 7 reviews

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

10
4.7· 12 reviews

7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA

11
4.0· 21 reviews

9300 Wade Blvd, Frisco, TX 75035, USA

12
5.0· 31 reviews

5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA

13
5.0· 1 reviews

5899 Preston Rd Suite 702, Frisco, TX 75034, USA

14
4.5· 2 reviews

8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA

15
4.9· 51 reviews

5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA

16
5.0· 3 reviews

2440 Timber Ridge Dr, Frisco, TX 75034, USA

17
1.0· 1 reviews

9300 John Hickman Pkwy STE 504, Frisco, TX 75035, USA

18
· 0 reviews

6950 TPC Dr Suite 110, McKinney, TX 75070, USA

19
5.0· 2 reviews

6950 TPC Dr, McKinney, TX 75070, USA

20
5.0· 2 reviews

17 Cowboys Way Suite 500, Frisco, TX 75034, USA

Data from Google Business listings
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Financial Advisors in Prosper, TX — Compared

#BusinessRNM ScoreRatingReviews
1Benold Financial Planning78/1005.0 ★37
2Texan Wealth80/1005.0 ★5
3McKinney Wealth Management84/1005.0 ★13
4Libertas Financial Advisors70/1005.0 ★8
5Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™69/1005.0 ★6
6Preston Financial Group95/1005.0 ★107
7Featured Wealth Management62/1005.0 ★1
8Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®65/1005.0 ★1
9Yield Financial Advisors, Inc.70/1005.0 ★7
10Wave Wealth Management79/1004.7 ★12

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 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: June 10, 2026.

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About This Financial Advisors Directory — Prosper, TX

This page lists and ranks 20 financial advisors serving Prosper, TX as of June 2026. The average verified rating across all listings is 4.7 stars, with an average of 16 customer reviews per business. The top-ranked financial advisors in Prosper by our algorithm is Benold Financial Planning (5.0 stars, 37 reviews). Financial advisors in Prosper 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 Prosper: 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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