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Best Financial Advisors in Frisco, TX

Our Recommended Top 16

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Frisco Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

38Reviewed

29Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Frisco, TX
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Frisco, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Frisco? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

9300 John Hickman Pkwy. Suite 504, Frisco, TX 75035

Expertise.com Rating

Why choose this provider?

Business Description Since its inception in 1991, Retirement Investment Advisors, Inc. has been providing fiduciary investment advising services for retiring individuals in Frisco and neighboring areas. Its financial advisors, who hold Certified Financial Planner designations, help clients with portfolio reviews, risk management, IRA and other investment accounts opening, and tax planning. In the financial industry since 2009, Frisco-resident Chad A. Rudy has extensive experience in designing well-diversified investment portfolios for individuals and families with high net worth.

  • Estate Planning
  • Tax Planning
  • Private Wealth Advisor

Frisco Square Blvd, Ste 400, Frisco, TX 75034

Why choose this provider?

OverShare Advice and Planning, LLC, is a financial advisory firm serving clients in Frisco and the surrounding areas. It offers a full range of financial planning services, including cash flow and saving, risk management, investment planning, estate planning, and debt management. It also assists customers with insurance review, portfolio construction, and structured account rebalancing. Mike Kurz, the company's CEO, served as a president of the North Texas Investment Management Consultants Association Chapter and has earned the CIMA, CPWA, and CFP designations.

  • Certified Financial Planner (CFP)

6303 Cowboys Way Suite 425, Frisco, TX 75034

Expertise.com Rating

Why choose this provider?

Simple Shade Wealth Management of Raymond James helps the residents of Frisco plan their financial future. The firm applies behavioral finance principles to assist clients in making the right financial decisions. It offers a wealth management plan that is based on rational analysis and a client’s financial profile to help them pursue their objectives. The firm’s managing director, Robert D. Pearson, has more than 25 years of experience. He is a Chartered Retirement Planning Counselor.

  • Certified Financial Planner (CFP)
  • Wealth Management
  • Chartered Financial Analyst (CFA)

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

Expertise.com Rating

Review Sources

Google
5.0 (9)

Why choose this provider?

Krishna Wealth Planning provides families and individuals in Frisco with financial tools to help them achieve a desirable future. Its financial planning process considers clients' families, goals, and risk tolerance. The agency guides individuals in managing debts and in determining retirement income sources. Its integrated planning process covers education funding, insurance, and wealth transfer. It also helps with investment management, designing a custom portfolio, and cash management plan. Neil Krishnaswamy is a CFP affiliated with The National Association of Personal Financial Advisors and XY Planning Network.

  • Tax Planning
  • Financial Planning

2601 Network Blvd, Ste 101, Frisco, TX 75034

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Southwestern Investment Group delivers financial solutions to individuals and businesses in Frisco and the surrounding communities. The company helps clients with their retirement planning, tax planning, and investment management. It guides business owners as they go through equitable transitions. The company proffers advice to retirees and pre-retirees regarding social security timing. The Cremé Wealth Team is a member of the Southwestern Investment Group. It subscribes to a team-based approach for its services, working with attorneys and accountants to deliver solutions appropriate to clients' needs.

  • Finance Planning

7790 Main Street, Frisco, TX 75033

Expertise.com Rating

Why choose this provider?

QuadCap Wealth Management is a firm serving Frisco. Its areas of practice include estate, legacy, retirement, and tax planning. Other services include employee benefits and portfolio management. It assists clients in developing plans that help them achieve their financial goals, including constructing portfolios and advising them on potential risks through asset allocation and proper diversification. Prior to founding the company, David J. Blair served as vice president of financial counseling at Ayco Company and has spoken on financial topics at investor conferences.

  • Estate Planning
  • Tax Planning
  • Tax Preparation

2601 Network Blvd., Suite 101, Frisco, TX 75034

Expertise.com Rating

Why choose this provider?

Biggs Wealth Team is an independent financial advisory firm that provides services to clients in Frisco and the surrounding areas. It offers guidance in various matters, such as tax filing, retirement planning, divorce-related financial analysis and advice, and college planning. In addition, the company's wealth preservation services include insurance analysis and solutions, investment portfolio analysis, estate planning, and charitable giving. Biggs Wealth Team has been helping individuals manage wealth since 2002. Its vice president, Benjamin Biggs, is a Certified Divorce Financial Analyst.

  • Retirement Planning

5899 Preston Rd., Suite 1103, Frisco, TX 75034

Expertise.com Rating

Review Sources

Google
5.0 (27)

Why choose this provider?

Brindle & Bay Wealth Management is a company that provides financial planning services in Frisco. Its process starts with an assessment of a client's financial situation, current investments, and risk tolerance profile. The financial plan is then subjected to stress testing to find areas for improvement, and frequent check-ins are conducted. Nick Davis, the firm's founder and Certified Financial Planner, helps individuals and families by creating written and tracked plans which he finds as a good money spending strategy.

  • Certified Financial Planner (CFP)
  • Retirement Planning

Frisco, TX

Why choose this provider?

Frisco Financial Planning, LLC, is an all-virtual firm that advises clients in the metro regarding investments, education funding, retirement planning, insurance, and estate planning. It offers fiduciary financial guidance with a Bible-based perspective. John Gay, the firm's owner and operator, is a Certified Kingdom Advisor, whose training is focused on guiding Christians about the possession and stewardship of money. Gay, who also holds a CFP certification, provides individuals with the option to manage their financial accounts or delegate the task to him.

  • Estate Planning
  • Financial Planning

8501 Wade Boulevard Suite 1150, Frisco, TX 75034

Expertise.com Rating

Why choose this provider?

Serving the Frisco area, WealthCare Financial helps people obtain financial freedom. The firm serves business owners and select individuals through holistic wealth planning. Its approach involves identifying future visions, assessing risks, freely accessing funds, managing assets, and extending the visions. The firm’s offerings include education, retirement, estate, investment, and tax planning. WealthCare Financial also provides business and succession planning services. Founder, Jeffrey L. Watson, is a CFP who has amassed over 24 years of experience.

  • Certified Financial Planner (CFP)
  • Retirement Planning

2601 Network Boulevard, Suite 400, Frisco, TX 75034

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

For over 10 years, Exencial Wealth Advisors has been helping Frisco clients. It educates individuals through the financial planning process and advises on areas like retirement. The company also provides debt management services. Its other service area is investment management, and it has experience with various asset types, including mutual funds and bonds. With its philosophy of "Evaluate, Execute, Evolve," the company has grown to manage over $4 billion in assets. Craig Wezenski, the company's business development director, has over two decades of industry experience.

  • Estate Planning
  • Financial Planning

7110 Pecan Street, Frisco, TX 75034

Why choose this provider?

Waits Financial Group is a wealth management firm that serves individuals and businesses in Frisco and the surrounding areas. Its team of financial advisors guides clients in the areas of investment, management, insurance plans, retirement planning, asset allocation, and charitable giving while taking note of the client's unique needs, risk tolerance, and tax efficiency. In the financial industry for more than 22 years, firm President Casey Waits has been named a Five Star Wealth Manager in the Texas Monthly Magazine publication for five consecutive years.

  • Financial Planning

6303 Frisco Square Blvd #354, Frisco, TX 75034

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

Swan Capital Financial Planning assists individuals and families in Frisco with achieving their financial goals through wealth management and financial planning services. The firm works with its clients in developing strategies and solutions that allow them to secure financial independence, early retirement, and dependable income in retirement. Its founder, Christopher Swan, is a Certified Financial Planner. In his more than 11 years of industry experience, he has worked with thousands of clients in implementing financial plans.

  • Certified Financial Planner (CFP)

5850 Town and Country Blvd., Ste 802, Frisco, TX 75034

Expertise.com Rating

Review Sources

Facebook
5.0 (80)

Why choose this provider?

Bell Financial Group serves clients in Frisco and the surrounding areas. Since its foundation in 1979, the firm has been providing personalized advice to clients, helping them achieve financial stability. Its services include cash flow management, insurance needs analysis, education funding, and retirement income planning. Prior to developing and implementing strategies, its advisors assess clients' financial situations and determine their priorities. Founding partner Roger Bell holds the AIF designation. He worked as a high school teacher and coach for 11 years.

  • Finance Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Frisco, TXFree Consultation
Retirement Investment Advisors, Inc.
9300 John Hickman Pkwy. Suite 504, Frisco, TX 75035
OverShare Advice and Planning, LLC
Frisco Square Blvd, Ste 400, Frisco, TX 75034
Simple Shade Wealth Management of Raymond James
6303 Cowboys Way Suite 425, Frisco, TX 75034
Krishna Wealth Planning
5900 S Lake Forest Dr Ste 300, McKinney, TX 75070
Southwestern Investment Group
2601 Network Blvd, Ste 101, Frisco, TX 75034
QuadCap Wealth Management, LLC
7790 Main Street, Frisco, TX 75033
Biggs Wealth Team
2601 Network Blvd., Suite 101, Frisco, TX 75034
Brindle & Bay Wealth Management
5899 Preston Rd., Suite 1103, Frisco, TX 75034
Frisco Financial Planning, LLC
Frisco, TX
WealthCare Financial
8501 Wade Boulevard Suite 1150, Frisco, TX 75034
Exencial Wealth Advisors
2601 Network Boulevard, Suite 400, Frisco, TX 75034
Waits Financial Group
7110 Pecan Street, Frisco, TX 75034
Swan Capital Financial Planning
6303 Frisco Square Blvd #354, Frisco, TX 75034
Bell Financial Group
5850 Town and Country Blvd., Ste 802, Frisco, TX 75034

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the benefits of having a retirement financial planner in Frisco?

    A retirement financial planner in Frisco offers several benefits, including early investment opportunities, increased confidence, reduced stress, tax advantages, and potential cost savings on long-term care insurance. Individuals can optimize their retirement plans and improve their financial and psychological well-being by working with a planner. It's best to seek advice from an expert to proceed.

  • What are the services provided by a Frisco business financial advisor?

    A financial advisor for business owners in Frisco can provide specialized assistance in various areas, including risk management, retirement planning, and tax planning. They can aid in identifying and addressing potential business risks, devise personalized retirement strategies specifically tailored to business owners, and explore tax options, which may involve employer retirement plans and donor-advised funds.

  • How do you move your assets in Frisco?

    In Frisco, assets are typically transferred directly from one custodian to another. The process involves opening a new account with the preferred custodian and completing asset transfer forms to facilitate the movement of assets. A simple deposit into the brokerage account can be accomplished through checks or wire transfers for cash assets.

  • What is the importance of estate planning in Frisco?

    Estate planning is vital in Frisco as it is intricately linked with retirement planning. It involves strategizing the distribution of amassed assets after one's passing, spanning property, investments, and personal belongings. This practice ensures the well-being of loved ones and the fulfillment of individual wishes. The benefits of estate planning include streamlined beneficiary designations, vital legal tools for incapacity, tax mitigation, and preventing court disputes over assets. Unlike retirement planning, estate planning focuses on posthumous asset management, encompassing trusts and wills.

  • Why do you need tax planning in Frisco?

    Navigating your tax liability effectively requires expertise, which is where tax planning services in Frisco prove invaluable. These services extend beyond a seasonal task, encompassing a year-round evaluation of how taxes intersect with your comprehensive financial strategy. Tax planning, in general, is an ongoing necessity for optimizing your economic outlook.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.