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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Frisco is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Frisco & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Frisco?

Looking for a qualified financial advisor in Frisco? We can help you by narrowing down your options & listing the best financial advisors in Frisco as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Frisco near you with the list of certified and vetted Frisco financial advisors.

List of Qualified Financial Advisors in Frisco, Texas

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Kyle Shores

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

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Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Jimmy Lee

Jtl Wealth Parnters

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Justin Farris

Farris Capital Management Inc

15400 Knoll Trail Dr Suite 350

Dallas, TX 75248

214-525-2141

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092

972-800-2321

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

List of Additional Financial Advisors in Frisco, Texas*

* Additional advisor listing is provided in partnership with Yext

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Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®

9191 Kyser Way
Suite 100

Frisco, TX 75033
972-335-5101

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Edward Jones - Financial Advisor: Rob Farish, AAMS¿

5757 Main Street
Suite 206

Frisco, TX 75034
972-335-3020

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FESS Financial

2595 Dallas Parkway
Suite 450

Frisco, TX 75034
972-377-9070

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Red River Wealth Advisors

6136 Frisco Square Blvd
Suite 400

Frisco, TX 75034
817-502-9822

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Lina Shuai

972-516-1061

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Marla Johnston - Ameriprise Financial Services, LLC

6160 Warren Pkwy
Ste 100

Frisco, TX 75034
972-731-2612

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Clark Financial Group, LLC

6898 Lebanon Rd.
Suite 101

Frisco, TX 75034
469-287-5657

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Edward Jones - Financial Advisor: Kevin Rackers, CFP®|ChFC®|CLU®

2500 Legacy Drive
Suite 212

Frisco, TX 75034
972-335-9214

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Edward Jones - Financial Advisor: Milton H Bensten Jr

1125 Legacy Dr
Ste 330

Frisco, TX 75034
972-370-1520

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Allstate Personal Financial Representative: Eric Beitchman

2650 King Rd
Ste 200

Frisco, TX 75034
214-235-9500

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Edward Jones - Financial Advisor: Robert M Bookman

6449 Coit Road
Suite 110

Frisco, TX 75035
972-335-0347

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Lonny Landry - Gateway Mortgage Group

6735 Salt Cedar Way
Ste. 370

Frisco, TX 75034
817-554-1017

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Edward Jones - Financial Advisor: Scott K Smith, CFP®

2500 Legacy Drive
Suite 212

Frisco, TX 75034
972-335-9214

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Daniel Fombo

5899 Preston Rd
Suite 302

Frisco, TX 75034
513-807-2056

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Edward Jones - Financial Advisor: Stuart Snook

9300 John Hickman Pkwy
Ste 402

Frisco, TX 75035
214-618-8199

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Edward Jones - Financial Advisor: Craig Fylling

5566 Main St
Ste 204

Frisco, TX 75033
972-668-9649

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Fantaye Hambisa

214-707-0493

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Edward Jones - Financial Advisor: AJ Davis, AAMS¿

2601 Network Blvd
Suite 460

Frisco, TX 75034
972-335-3129

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Edward Jones - Financial Advisor: Rob Karimov

8501 Wade Blvd
Suite 1455

Frisco, TX 75034
469-353-2326

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Edward Jones - Financial Advisor: Richard Peoples II, CRPC®

5300 Town And Country Blvd
Suite 100

Frisco, TX 75034
972-335-8005

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Edward Jones - Financial Advisor: Ryan Hood, CFP®

5899 Preston Rd
Suite 702

Frisco, TX 75034
972-335-3542

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Edward Jones - Financial Advisor: Katherine Forquer, CRPC®

6842 Lebanon Rd
Ste 102

Frisco, TX 75034
972-370-3382

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Edward Jones - Financial Advisor: Sue Allen, CRPC®

8765 Stockard Drive
Suite 301

Frisco, TX 75034
972-335-3087

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Edward Jones - Financial Advisor: Jennifer Heckart, CRPC®

425 Old Newman Rd
Suite 404

Frisco, TX 75036
469-294-6846

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Edward Jones - Financial Advisor: Ed Dixon III

5566 Main St
Ste 204

Frisco, TX 75033
972-668-9649

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Edward Jones - Financial Advisor: Jason M Felsman, CRPC®

6735 Salt Cedar Way
Suite 130

Frisco, TX 75034
469-777-4856

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Edward Jones - Financial Advisor: Damion Robertson

4645 Wyndham Ln
Ste 100

Frisco, TX 75033
214-407-7995

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Edward Jones - Financial Advisor: Jon Nance, CFP®

5300 Town And Country Blvd
Suite 100

Frisco, TX 75034
972-335-8005

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Maria Theresa Abellera

6160 Warren Pkwy
Suite 100

Frisco, TX 75034
972-418-2969

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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