Best Financial Advisors in Frisco

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Frisco, TX

Business Description

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Bell Financial Group logo
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Bell Financial Group

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Biggs Wealth Team logo
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Biggs Wealth Team

2601 Network Blvd., Suite 101, Frisco, TX 75034
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  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Brindle & Bay Wealth Management logo
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Brindle & Bay Wealth Management

5899 Preston Rd., Suite 1103, Frisco, TX 75034
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (20)
Exencial Wealth Advisors logo
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Exencial Wealth Advisors

2601 Network Boulevard, Suite 400, Frisco, TX 75034
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  • Estate Planning
  • Financial Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Frisco Financial Planning, LLC logo
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Frisco Financial Planning, LLC

Frisco, TX
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  • Estate Planning
  • Financial Planning

Business Description

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.

Krishna Wealth Planning logo
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Krishna Wealth Planning

5900 S Lake Forest Dr Ste 300, McKinney, TX 75070
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  • Tax Planning
  • Financial Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (9)
OverShare Advice and Planning, LLC logo
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OverShare Advice and Planning, LLC

Frisco Square Blvd, Ste 400, Frisco, TX 75034
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  • Certified Financial Planner (CFP)

Business Description

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.

QuadCap Wealth Management, LLC logo
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QuadCap Wealth Management, LLC

7790 Main Street, Frisco, TX 75033
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  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Financial Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Retirement Investment Advisors, Inc. logo
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Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy. Suite 504, Frisco, TX 75035
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  • Retirement Planning
  • Finance Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Simple Shade Wealth Management of Raymond James logo
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Simple Shade Wealth Management of Raymond James

6303 Cowboys Way Suite 425, Frisco, TX 75034
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  • Certified Financial Planner (CFP)
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Southwestern Investment Group logo
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Southwestern Investment Group

2601 Network Blvd, Ste 101, Frisco, TX 75034
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  • Finance Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Swan Capital Financial Planning logo
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Swan Capital Financial Planning

6303 Frisco Square Blvd #354, Frisco, TX 75034
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)
Waits Financial Group logo
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Waits Financial Group

7110 Pecan Street, Frisco, TX 75034
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  • Financial Planning

Business Description

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.

Wave Wealth Management logo
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Wave Wealth Management

7000 Parkwood Blvd. Suite G300, Frisco, TX 75034
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
WealthCare Financial logo
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WealthCare Financial

8501 Wade Boulevard Suite 1150, Frisco, TX 75034
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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