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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. 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


Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034



Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034



Jimmy Lee

LPL Financial

5700 Tennyson Parkway Suite 300

Plano, TX 75024



Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070



Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001



Justin Gedlen

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001



Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254



Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244



Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240



John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225



Bill Riley

Riley Private Client, LLC

700 N. Carroll, Suite 110

Southlake, TX 76092



Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201


List of Additional Financial Advisors in Frisco, Texas*

* Additional advisor listing is provided in partnership with Yext


FESS Financial

2595 Dallas Parkway
Suite 450

Frisco, TX 75034


Red River Wealth Advisors

6136 Frisco Square Blvd
Suite 400

Frisco, TX 75034


Clark Financial Group, LLC

6898 Lebanon Rd.
Suite 101

Frisco, TX 75034


Daniel Fombo

5899 Preston Rd
Suite 302

Frisco, TX 75034


Fantaye Hambisa


* 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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