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As of May 2026, RatingsNearMe ranks 20 financial advisors in Van Alstyne, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA® with a 5.0-star rating from 3 verified reviews. Also in the top tier: Blake Wealth Management and Edward Jones - Financial Advisor: Chad Rainey, CFP®. The average rating across all listed financial advisors in Van Alstyne is 5 stars from 7 reviews per business on average.

Financial advisors in Van Alstyne 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

7

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®

5.0(3 reviews)

1575 Heritage Dr STE 305, McKinney, TX 75069, USA

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Blake Wealth Management

5.0(2 reviews)

201 W Virginia St STE 102, McKinney, TX 75069, USA

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Edward Jones - Financial Advisor: Chad Rainey, CFP®

5.0(3 reviews)

321 N Central Expy STE 300, McKinney, TX 75070, USA

Financial Advisors Rankings in Van Alstyne, TX

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA5.03
#2Blake Wealth Management201 W Virginia St STE 102, McKinney, TX 75069, USA5.02
#3Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA5.03
#4Edward Jones - Financial Advisor: Scott A Vedane, CFP®1833 W Hunt St Suite 100, McKinney, TX 75069, USA5.01
#5Cole Wealth Management1833B W Hunt St Suite 201, McKinney, TX 75069, USA5.02
#6Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC203 W Davis St, McKinney, TX 75069, USA5.04
#7Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA5.01
#8Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA5.05
#9McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA5.013
#10Benold Financial Planning130 N Preston Rd, Prosper, TX 75078, USA5.037

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Van Alstyne

4

Edward Jones - Financial Advisor: Scott A Vedane, CFP®

5.0· 1 reviews

1833 W Hunt St Suite 100, McKinney, TX 75069, USA

5

Cole Wealth Management

5.0· 2 reviews

1833B W Hunt St Suite 201, McKinney, TX 75069, USA

6

Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 4 reviews

203 W Davis St, McKinney, TX 75069, USA

7

Featured Wealth Management

5.0· 1 reviews

175 Ridge Rd STE 400, McKinney, TX 75071, USA

8

Texan Wealth

5.0· 5 reviews

6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA

9

McKinney Wealth Management

5.0· 13 reviews

6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA

10

Benold Financial Planning

5.0· 37 reviews

130 N Preston Rd, Prosper, TX 75078, USA

11

Yield Financial Advisors, Inc.

5.0· 7 reviews

6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA

12

Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™

5.0· 6 reviews

3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA

13

Edward Jones - Financial Advisor: Brian Layman

5.0· 6 reviews

5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA

14

Edward Jones - Financial Advisor: Michael F Speanburg, CRPC

5.0· 13 reviews

5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA

15

Perry Capital Group, LLC

5.0· 1 reviews

5900 S Lake Forest Dr STE 270, McKinney, TX 75070, USA

16

Krishna Wealth Planning

5.0· 12 reviews

5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, USA

17

Foundation Wealth Partners

5.0· 18 reviews

1373 N Greenville Ave, Allen, TX 75002, USA

18

Encircle Wealth Advisors - Ameriprise Financial Services, LLC

4.5· 2 reviews

8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA

19

Wealth Enhancement Group

· 0 reviews

6950 TPC Dr Suite 110, McKinney, TX 75070, USA

20

Merrill Lynch Wealth Management

5.0· 2 reviews

6950 TPC Dr, McKinney, TX 75070, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Van Alstyne

What is a fiduciary financial advisor and why does it matter in Van Alstyne?

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 Van Alstyne, 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 Van Alstyne?

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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About This Financial Advisors Directory — Van Alstyne, TX

This page lists and ranks 20 financial advisors serving Van Alstyne, TX as of May 2026. The average verified rating across all listings is 5 stars, with an average of 7 customer reviews per business. The top-ranked financial advisors in Van Alstyne by our algorithm is Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA® (5.0 stars, 3 reviews). Financial advisors in Van Alstyne typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Van Alstyne: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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