Laurels

Best Financial Advisors in Frisco

2022

We scored 37 Financial Advisors in Frisco, TX and Picked the Top 15

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: December 28, 2021

Bell Financial Group

Finance Planning

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.

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

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(972) 608-0873 Website

Biggs Wealth Team

Retirement Planning

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.

2601 Network Blvd., Suite 101
Frisco, TX 75034

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(972) 987-1087 Website

Brindle & Bay Wealth Management

Retirement Planning
Certified Financial Planner (CFP)

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.

5899 Preston Rd., Suite 1103
Frisco, TX 75034

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(214) 988-9178 Website

Exencial Wealth Advisors

Estate Planning
Financial Planning

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.

2601 Network Boulevard, Suite 400
Frisco, TX 75034

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(972) 985-7162 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frisco Financial Planning, LLC

Estate Planning
Financial Planning

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.

Frisco, TX

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(469) 248-6237 Website

Krishna Wealth Planning

Financial Planning
Tax Planning

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.

5900 S Lake Forest Dr Ste 300
McKinney, TX 75070

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(214) 901-7526 Website

OverShare Advice and Planning, LLC

Certified Financial Planner (CFP)

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.

Frisco Square Blvd, Ste 400
Frisco, TX 75034

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(469) 777-6559 Website

QuadCap Wealth Management

Estate Planning
Financial Planning
Tax Preparation
Tax Planning

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.

7790 Main Street
Frisco, TX 75033

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(972) 818-2400 Website

Retirement Investment Advisors, Inc.

Retirement Planning
Finance Planning

Since its inception in 1990, 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 1987, founder Joseph Bowie has extensive experience in designing well-diversified investment portfolios for individuals and families with high net worth.

9300 John Hickman Pkwy. Suite 504
Frisco, TX 75035

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(972) 377-2850 Website

Simple Shade Wealth Management of Raymond James

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

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.

6303 Cowboys Way Suite 425
Frisco, TX 75034

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(469) 476-3669 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Southwestern Investment Group

Finance Planning

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.

2601 Network Blvd, Ste 101
Frisco, TX 75034

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(972) 987-1634 Website

Swan Capital Financial Planning

Certified Financial Planner (CFP)

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.

6303 Frisco Square Blvd #354
Frisco, TX 75034

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(972) 833-8887 Website

Waits Financial Group

Financial Planning

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.

7110 Pecan Street
Frisco, TX 75034

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(972) 581-3072 Website

Wave Wealth Management

Certified Financial Planner (CFP)

Wave Wealth Management guides clients in the Frisco metro with financial concerns. The firm aims to offer wealth management services that stray from traditional investment strategies. It provides an array of services including executive compensation, investment management, tax planning, and estate planning. The advisors also provide financial protection for families via life insurance that complements savings and provides tax savings for beneficiaries. Wave Wealth Management's president and founder, Ben Jones, has a BS in Personal Financial Planning degree.

7000 Parkwood Blvd. Suite G300
Frisco, TX 75034

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(972) 954-4100 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

WealthCare Financial

Retirement Planning
Certified Financial Planner (CFP)

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.

8501 Wade Boulevard Suite 1150
Frisco, TX 75034

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(469) 364-4620 Website

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