24/7 Emergency · Rowlett
Emergency Financial Advisors in Rowlett, TX — Available 24/7
When you can't wait, these financial advisors in Rowlett offer emergency response. Call now — most respond within the hour.
As of June 2026, RatingsNearMe ranks 13 financial advisors in Rowlett, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Mercer Advisors - Rockwall with a 4.6-star rating from 36 Google reviews and an RNM Score of 83/100. Also in the top tier: Rockwall Wealth Advisors and Nestegg Wealth Advisors. The average rating across all listed financial advisors in Rowlett is 4.3 stars from 17 reviews per business on average.
Financial advisors in Rowlett 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.
Best Overall
Nestegg Wealth Advisors
Nestegg Wealth Advisors stands out as the top-ranked firm due to its strong local reputation and comprehensive wealth management services tailored to Rowlett residents.
Most Reviewed
Edward Jones - Financial Advisor: Skyler A Marchand
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service consistency.
When choosing a financial advisor in Rowlett, consider scheduling initial consultations with at least two firms to compare their fee structures and investment philosophies. Also, verify each advisor's credentials and fiduciary status to ensure they are legally obligated to act in your best interest.
Local Market Snapshot
13
Businesses listed
4.3★
Avg rating
17
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a strong 4.6-star rating from 36 reviews.
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA5.0 stars from 10 Google reviews, reflecting exceptional local client satisfaction.
697 E Interstate 30 STE 200, Rockwall, TX 75087, USAA local financial advisor with 3.7 stars from 6 Google reviews.
5706 Rowlett Rd #200, Rowlett, TX 75089, USAFinancial Advisors Rankings in Rowlett, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Mercer Advisors - Rockwall2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA | 4.6★ | 36 |
| #2 | Rockwall Wealth Advisors697 E Interstate 30 STE 200, Rockwall, TX 75087, USA | 5.0★ | 10 |
| #3 | Nestegg Wealth Advisors5706 Rowlett Rd #200, Rowlett, TX 75089, USA | 3.7★ | 6 |
| #4 | DeWitt & Dunn, LLC15455 Dallas Pkwy Suite 240, Addison, TX 75001, USA | 4.8★ | 49 |
| #5 | Dave Watson & Associates Llc1309 Ridge Rd #200, Rowlett, TX 75088, USA | 4.2★ | 5 |
| #6 | Edward Jones - Financial Advisor: Sean Boulger8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Starla R Howell, CFP®2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA | 5.0★ | 2 |
| #8 | Blair Financial Advisors100 Lyndhurst Dr, Wylie, TX 75098, USA | 5.0★ | 47 |
| #9 | Edward Jones - Financial Advisor: Skyler A Marchand3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088, USA | 5.0★ | 1 |
| #10 | Cherry Financial Partners of North Texas, LLC3705 Lakeview Pkwy Ste 205, Rowlett, TX 75085, USA | 1.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Rowlett
Rated 4.8 stars from nearly 50 local client reviews.
15455 Dallas Pkwy Suite 240, Addison, TX 75001, USA
4.2 stars from 5 reviews, indicating solid local client satisfaction.
1309 Ridge Rd #200, Rowlett, TX 75088, USA
No reviews yet for this Rowlett financial advisor; check back soon for client feedback.
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
Earned a perfect 5.0-star rating from a handful of local client reviews.
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
Rowlett's top-rated financial advisor with 5.0 stars from 47 reviews.
100 Lyndhurst Dr, Wylie, TX 75098, USA
5.0-star rating from a handful of Google reviews.
3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088, USA
Mixed 1.0-star rating from a single Google review.
3705 Lakeview Pkwy Ste 205, Rowlett, TX 75085, USA
No local ratings yet; this Rowlett financial advisor has no Google reviews to reference.
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
This financial advisor in Rowlett has no online reviews yet to guide your decision.
5320 Lakeview Pkwy, Rowlett, TX 75088, USA
This financial advisor in Rowlett has not yet received any Google reviews.
3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088, USA
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Financial Advisors in Rowlett, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mercer Advisors - Rockwall | 83/100 | 4.6 ★ | 36 |
| 2 | Rockwall Wealth Advisors | 83/100 | 5.0 ★ | 10 |
| 3 | Nestegg Wealth Advisors | 58/100 | 3.7 ★ | 6 |
| 4 | DeWitt & Dunn, LLC | 76/100 | 4.8 ★ | 49 |
| 5 | Dave Watson & Associates Llc | 54/100 | 4.2 ★ | 5 |
| 6 | Edward Jones - Financial Advisor: Sean Boulger | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Starla R Howell, CFP® | 64/100 | 5.0 ★ | 2 |
| 8 | Blair Financial Advisors | 79/100 | 5.0 ★ | 47 |
| 9 | Edward Jones - Financial Advisor: Skyler A Marchand | 62/100 | 5.0 ★ | 1 |
| 10 | Cherry Financial Partners of North Texas, LLC | 14/100 | 1.0 ★ | 1 |
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 Rowlett
What is a fiduciary financial advisor and why does it matter in Rowlett?
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 Rowlett, 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 Rowlett?
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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