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Real Reviews · Providence Village
Top-Reviewed Financial Advisors in Providence Village, TX
What are customers actually saying? Read verified reviews for financial advisors in Providence Village — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Providence Village, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® with a 5.0-star rating from 1 verified reviews. Also in the top tier: Primary Wealth Group and Stevens Financial Services. The average rating across all listed financial advisors in Providence Village is 4.6 stars from 6 reviews per business on average.
Financial advisors in Providence Village 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
4.6★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
9191 Kyser Way #100, Frisco, TX 75033, USA
Primary Wealth Group
3000 Wind River Ln # 110, Denton, TX 76210, USA
Stevens Financial Services
2735 Wind River Ln Ste 152, Denton, TX 76210, USA
Financial Advisors Rankings in Providence Village, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®9191 Kyser Way #100, Frisco, TX 75033, USA | 5.0★ | 1 |
| #2 | Primary Wealth Group3000 Wind River Ln # 110, Denton, TX 76210, USA | 5.0★ | 6 |
| #3 | Stevens Financial Services2735 Wind River Ln Ste 152, Denton, TX 76210, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Delaine Moore2711 Shoreline Dr #101, Denton, TX 76210, USA | 4.8★ | 13 |
| #5 | Clearfork Wealth Management - Ameriprise Financial Services, LLC2800 Shoreline Dr Ste 225, Denton, TX 76210, USA | — | — |
| #6 | Relevance Capital Management2556 Lillian Miller Pkwy #105, Denton, TX 76205, USA | 5.0★ | 3 |
| #7 | Cantrill Financial Group LLC2440 Timber Ridge Dr, Frisco, TX 75034, USA | 5.0★ | 3 |
| #8 | Cultivar Capital, Inc.421 E Hickory St #103, Denton, TX 76201, USA | 5.0★ | 1 |
| #9 | Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA | 5.0★ | 8 |
| #10 | Edward Jones - Financial Advisor: Fred Smith, CFP®1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Providence Village
Edward Jones - Financial Advisor: Delaine Moore
2711 Shoreline Dr #101, Denton, TX 76210, USA
Clearfork Wealth Management - Ameriprise Financial Services, LLC
2800 Shoreline Dr Ste 225, Denton, TX 76210, USA
Relevance Capital Management
2556 Lillian Miller Pkwy #105, Denton, TX 76205, USA
Cantrill Financial Group LLC
2440 Timber Ridge Dr, Frisco, TX 75034, USA
Cultivar Capital, Inc.
421 E Hickory St #103, Denton, TX 76201, USA
Libertas Financial Advisors
9355 John W. Elliott Dr N25, Frisco, TX 75034, USA
Edward Jones - Financial Advisor: Fred Smith, CFP®
1205 Bent Oaks Ct Suite 110, Denton, TX 76210, USA
Distinct Financial Solutions
1212 Bent Oaks Ct Ste 200, Denton, TX 76210, USA
Raymond James Financial Services
115 W College St, Denton, TX 76201, USA
Edward Jones - Financial Advisor: Abe Nayfa, AAMS®
324 Sunset St Suite 100, Denton, TX 76201, USA
Affiliated Advisors
211 Fort Worth Dr, Denton, TX 76201, USA
Edward Jones - Financial Advisor: Jill Breathitt, CRPC™
502 W Oak St Suite 101, Denton, TX 76201, USA
AVISCO FINANCIAL
512 W Hickory St # 114, Denton, TX 76201, USA
Stifel
320 Eagle Dr #101, Denton, TX 76201, USA
Allworth Financial
515 S Carroll Blvd, Denton, TX 76201, USA
Blair Financial Advisors
519 S Carroll Blvd #107, Denton, TX 76201, USA
Benold Financial Planning
130 N Preston Rd, Prosper, TX 75078, USA
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Frequently Asked Questions — Financial Advisors in Providence Village
What is a fiduciary financial advisor and why does it matter in Providence Village?
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 Providence Village, 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 Providence Village?
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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