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Same-Day Financial Advisors in Sachse, TX
Can't wait a week? These financial advisors in Sachse offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Sachse, TX by verified customer ratings and review volume. The highest-rated is T.R.I. Planning - Taxes, Retirement, Insurance with a 5.0-star rating from 8 verified reviews. Also in the top tier: Gigi Lavergne, Financial Advisor, CEP, RICP and Edward Jones - Financial Advisor: CasSandra Harris. The average rating across all listed financial advisors in Sachse is 5 stars from 12 reviews per business on average.
Financial advisors in Sachse 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
5★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
T.R.I. Planning - Taxes, Retirement, Insurance
675 Town Square Blvd #200, Garland, TX 75040, USA
Gigi Lavergne, Financial Advisor, CEP, RICP
675 Town Square Blvd #200, Garland, TX 75040, USA
Edward Jones - Financial Advisor: CasSandra Harris
375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA
Financial Advisors Rankings in Sachse, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | T.R.I. Planning - Taxes, Retirement, Insurance675 Town Square Blvd #200, Garland, TX 75040, USA | 5.0★ | 8 |
| #2 | Gigi Lavergne, Financial Advisor, CEP, RICP675 Town Square Blvd #200, Garland, TX 75040, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: CasSandra Harris375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Antonio Caufield, AAMS®375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA | 5.0★ | 3 |
| #5 | Libertas Financial Partners LLC245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA | 5.0★ | 48 |
| #6 | Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Diana L Morrison2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Melissa Carlisle, CFP®318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA | 5.0★ | 6 |
| #9 | Edward Jones - Financial Advisor: Paula R Hunt2300 FM 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Marty Kogel213 N Murphy Rd Ste 400, Murphy, TX 75094, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sachse
Edward Jones - Financial Advisor: Antonio Caufield, AAMS®
375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA
Libertas Financial Partners LLC
245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA
Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Diana L Morrison
2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Melissa Carlisle, CFP®
318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA
Edward Jones - Financial Advisor: Paula R Hunt
2300 FM 544 Suite 250, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Marty Kogel
213 N Murphy Rd Ste 400, Murphy, TX 75094, USA
Edward Jones - Financial Advisor: Josh Young
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Lincoln N Hirsch
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Chris Gallagher
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Thrivent Financial for Lutherans
113 N Ballard Ave, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Matthew Spicer
119 N Ballard Ave, Wylie, TX 75098, USA
Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®
119 N Ballard Ave, Wylie, TX 75098, USA
Inspire Financial Group
3513 Spectrum Blvd #200, Richardson, TX 75082, USA
Edward Jones - Financial Advisor: Ryan Frank, AAMS®
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
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Frequently Asked Questions — Financial Advisors in Sachse
What is a fiduciary financial advisor and why does it matter in Sachse?
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 Sachse, 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 Sachse?
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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