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Top Picks · Red Oak
Best Financial Advisors in Red Oak, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Red Oak, 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 Red Oak is 4.6 stars from 10 reviews per business on average.
Financial advisors in Red Oak 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
10
Avg reviews
May 17, 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 Red Oak, 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 | Meraki Financial Service Group907 Birchwood Dr, Lancaster, TX 75146, USA | — | — |
| #5 | Ambitious Consultations500 N Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 4 |
| #6 | Diversified Financial Network1227 E Pleasant Run Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA | 4.5★ | 2 |
| #8 | Gulley's Financial Solutions LLC712 N Hampton Rd # 199, DeSoto, TX 75115, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Arnie I Knecht1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Neal W Ballance1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Red Oak
Meraki Financial Service Group
907 Birchwood Dr, Lancaster, TX 75146, USA
Ambitious Consultations
500 N Hampton Rd, DeSoto, TX 75115, USA
Diversified Financial Network
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
Gulley's Financial Solutions LLC
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Arnie I Knecht
1115 N Dallas Ave, Lancaster, TX 75146, USA
Edward Jones - Financial Advisor: Neal W Ballance
1115 N Dallas Ave, Lancaster, TX 75146, USA
Christopher Jordan - Regions Financial Advisor
1425 N Dallas Ave, Lancaster, TX 75134, USA
Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|RICP®
371 Solon Rd Suite 300, Waxahachie, TX 75165, USA
Heights Finance
1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA
Alex Byrd : Primerica - Financial Services
1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA
VMM
3335 Balomede Ave, Lancaster, TX 75134, USA
PlainsCapital Bank
2010 N Hampton Rd, DeSoto, TX 75115, USA
James Braaten - Financial Advisor, Ameriprise Financial Services, LLC
150 E Danieldale Rd, DeSoto, TX 75115, USA
Edward Jones - Financial Advisor: Jeremy Thompson
4460 US-287 C, Midlothian, TX 76065, USA
Edward Jones - Financial Advisor: Darryl L Fenton
110 East Belt Line Rd Suite 200, Cedar Hill, TX 75104, USA
Cardinal Financial Company, Limited Partnership
1421 N Hwy 67, Cedar Hill, TX 75104, USA
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Frequently Asked Questions — Financial Advisors in Red Oak
What is a fiduciary financial advisor and why does it matter in Red Oak?
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 Red Oak, 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 Red Oak?
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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