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4.5+ Stars · Wilmer
Highly Rated Financial Advisors in Wilmer, TX
Only the best make this list. These financial advisors in Wilmer have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Wilmer, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Neal W Ballance. Also in the top tier: Edward Jones - Financial Advisor: Arnie I Knecht and Christopher Jordan - Regions Financial Advisor. The average rating across all listed financial advisors in Wilmer is 4.6 stars from 15 reviews per business on average.
Financial advisors in Wilmer typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
15
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Neal W Ballance
1115 N Dallas Ave, Lancaster, TX 75146, USA
Edward Jones - Financial Advisor: Arnie I Knecht
1115 N Dallas Ave, Lancaster, TX 75146, USA
Christopher Jordan - Regions Financial Advisor
1425 N Dallas Ave, Lancaster, TX 75134, USA
Financial Advisors Rankings in Wilmer, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Neal W Ballance1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #2 | Edward Jones - Financial Advisor: Arnie I Knecht1115 N Dallas Ave, Lancaster, TX 75146, USA | — | — |
| #3 | Christopher Jordan - Regions Financial Advisor1425 N Dallas Ave, Lancaster, TX 75134, USA | — | — |
| #4 | Meraki Financial Service Group907 Birchwood Dr, Lancaster, TX 75146, USA | — | — |
| #5 | Diversified Financial Network1227 E Pleasant Run Rd, DeSoto, TX 75115, USA | 5.0★ | 1 |
| #6 | VMM3335 Balomede Ave, Lancaster, TX 75134, USA | 3.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA | 4.5★ | 2 |
| #8 | Gulley's Financial Solutions LLC712 N Hampton Rd # 199, DeSoto, TX 75115, USA | — | — |
| #9 | Massengill Financial Group112 N Hampton Rd STE A3, DeSoto, TX 75115, USA | 4.9★ | 14 |
| #10 | Ambitious Consultations500 N Hampton Rd, DeSoto, TX 75115, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Wilmer
Meraki Financial Service Group
907 Birchwood Dr, Lancaster, TX 75146, USA
Diversified Financial Network
1227 E Pleasant Run Rd, DeSoto, TX 75115, USA
VMM
3335 Balomede Ave, Lancaster, TX 75134, USA
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS®
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, USA
Gulley's Financial Solutions LLC
712 N Hampton Rd # 199, DeSoto, TX 75115, USA
Massengill Financial Group
112 N Hampton Rd STE A3, DeSoto, TX 75115, USA
Ambitious Consultations
500 N Hampton Rd, DeSoto, TX 75115, USA
Trinity Enterprise & Financial Services
103/105 N Hampton Rd Central Office, DeSoto, TX 75115, USA
TD Professional Tax and Financial Services
229 S Hampton Rd, DeSoto, TX 75115, USA
Heights Finance
1510 N Hampton Rd Suite 200, DeSoto, TX 75115, USA
Alex Byrd : Primerica - Financial Services
1636 N Hampton Rd SUITE 108, DeSoto, TX 75115, USA
James Braaten - Financial Advisor, Ameriprise Financial Services, LLC
150 E Danieldale Rd, DeSoto, TX 75115, USA
PlainsCapital Bank
2010 N Hampton Rd, DeSoto, TX 75115, USA
Frazier Financial Group
3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237, USA
Intirety Wealth Management
209 W College St, Mesquite, TX 75149, USA
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Frequently Asked Questions — Financial Advisors in Wilmer
What is a fiduciary financial advisor and why does it matter in Wilmer?
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 Wilmer, 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 Wilmer?
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 1, 2026.
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