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Same-Day Financial Advisors in Rowlett, TX
Can't wait a week? These financial advisors in Rowlett offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Rowlett, TX by verified customer ratings and review volume. The highest-rated is Mercer Advisors - Rockwall with a 4.6-star rating from 36 verified reviews. Also in the top tier: Blair Financial Advisors and DeWitt & Dunn, LLC. 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 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
4.3★
Avg rating
17
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Mercer Advisors - Rockwall
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA
Blair Financial Advisors
100 Lyndhurst Dr, Wylie, TX 75098, USA
DeWitt & Dunn, LLC
15455 Dallas Pkwy Suite 240, Addison, TX 75001, USA
Financial 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 | Blair Financial Advisors100 Lyndhurst Dr, Wylie, TX 75098, USA | 5.0★ | 47 |
| #3 | DeWitt & Dunn, LLC15455 Dallas Pkwy Suite 240, Addison, TX 75001, USA | 4.8★ | 49 |
| #4 | Rockwall Wealth Advisors697 E Interstate 30 STE 200, Rockwall, TX 75087, USA | 5.0★ | 10 |
| #5 | Nestegg Wealth Advisors5706 Rowlett Rd #200, Rowlett, TX 75089, USA | 3.7★ | 6 |
| #6 | Edward Jones - Financial Advisor: Skyler A Marchand3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Ryan Frank, AAMS®8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA | — | — |
| #8 | Cherry Financial Partners of North Texas, LLC3705 Lakeview Pkwy Ste 205, Rowlett, TX 75085, USA | 1.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Starla R Howell, CFP®2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA | 5.0★ | 2 |
| #10 | Patsy Gomez - Financial Advisor, Ameriprise Financial Services, LLC5320 Lakeview Pkwy, Rowlett, TX 75088, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rowlett
Rockwall Wealth Advisors
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
Nestegg Wealth Advisors
5706 Rowlett Rd #200, Rowlett, TX 75089, USA
Edward Jones - Financial Advisor: Skyler A Marchand
3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088, USA
Edward Jones - Financial Advisor: Ryan Frank, AAMS®
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
Cherry Financial Partners of North Texas, LLC
3705 Lakeview Pkwy Ste 205, Rowlett, TX 75085, USA
Edward Jones - Financial Advisor: Starla R Howell, CFP®
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
Patsy Gomez - Financial Advisor, Ameriprise Financial Services, LLC
5320 Lakeview Pkwy, Rowlett, TX 75088, USA
Edward Jones - Financial Advisor: Joseph Oreskovich
3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088, USA
Edward Jones - Financial Advisor: Sean Boulger
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
Dave Watson & Associates Llc
1309 Ridge Rd #200, Rowlett, TX 75088, USA
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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: May 17, 2026.
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