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As of May 2026, RatingsNearMe ranks 13 financial advisors in Rockwall, TX by verified customer ratings and review volume. The highest-rated is WealthMetrix with a 5.0-star rating from 4 verified reviews. Also in the top tier: OpenAir Advisers and Crestview Wealth Management. The average rating across all listed financial advisors in Rockwall is 4.7 stars from 6 reviews per business on average.
Financial advisors in Rockwall 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
13
Businesses listed
4.7★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
OpenAir Advisers
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
Crestview Wealth Management
6540 Alliance Dr #120, Rockwall, TX 75032, USA
Financial Advisors Rankings in Rockwall, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | WealthMetrix102 S Goliad St Suite 101, Rockwall, TX 75087, USA | 5.0★ | 4 |
| #2 | OpenAir Advisers1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA | 4.8★ | 24 |
| #3 | Crestview Wealth Management6540 Alliance Dr #120, Rockwall, TX 75032, USA | 5.0★ | 15 |
| #4 | Lifetime Wealth Management, P.C.560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #5 | Epstein & Kolacz Wealth Management2600 Ridge Rd, Rockwall, TX 75087, USA | 5.0★ | 2 |
| #6 | Northwestern Mutual - Rockwall2876 Ridge Rd, Rockwall, TX 75032, USA | 3.0★ | 2 |
| #7 | 1st Strategic Wealth Advisors759 Windsong Ln, Rockwall, TX 75032, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Price Buckley, CFP®1507 Airport Rd Ste 150, Rockwall, TX 75087, USA | 5.0★ | 8 |
| #9 | Slayton Wealth Management6710 Horizon Rd, Heath, TX 75032, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Kelly D Connel, CFP®603 White Hills Dr B, Rockwall, TX 75087, USA | 4.3★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rockwall
Lifetime Wealth Management, P.C.
560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA
Epstein & Kolacz Wealth Management
2600 Ridge Rd, Rockwall, TX 75087, USA
Northwestern Mutual - Rockwall
2876 Ridge Rd, Rockwall, TX 75032, USA
1st Strategic Wealth Advisors
759 Windsong Ln, Rockwall, TX 75032, USA
Edward Jones - Financial Advisor: Price Buckley, CFP®
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
Slayton Wealth Management
6710 Horizon Rd, Heath, TX 75032, USA
Edward Jones - Financial Advisor: Kelly D Connel, CFP®
603 White Hills Dr B, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS®
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Tom Hosey, CEPA®|AAMS®
1507 Airport Rd Ste 150, Rockwall, TX 75087, USA
Edward Jones - Financial Advisor: Jake Lazorko
738 Justin Rd, Rockwall, TX 75087, USA
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Frequently Asked Questions — Financial Advisors in Rockwall
What is a fiduciary financial advisor and why does it matter in Rockwall?
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 Rockwall, 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 Rockwall?
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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