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Find The Best Financial Advisors in Frisco, Texas

Frisco, Texas, is an active, thriving city home to over 224,683 residents. With an average income of $58,000, the cost of living in the city is 1% higher than the national average. Therefore, it may be beneficial for Frisco residents to seek the help of a fiduciary financial advisor to make the most of their savings and increase the returns from their investments. Working with one of the 4,300 or more financial advisors in your region who are knowledgeable of your unique financial situation, and Frisco's financial laws could prove beneficial. makes finding top professional advisors in Frisco less intimidating. An advisor could help you make suitable retirement and investment strategies based on your needs.

How To Find The Best Financial Advisors in Frisco, Texas

Last Updated - 26-Mar-2023

If you’re looking for qualified financial advisors in Frisco, Texas, is a useful resource. We've compiled a list of the 12 vetted financial advisors and 31 non-vetted financial advisors in Frisco, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Frisco, Texas have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Frisco, Texas


Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034



Brian Hart

SageSpring Wealth Partners

2601 Network Blvd., Suite 101

Frisco, TX 75034



Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093



Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.

McKinney, TX 75070



Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093



Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001



Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244



John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225



Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022



Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225



Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206



Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201


Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
7790 Main Street, Frisco, TX 75033-4562
151490 $685,654,917 1116 A percentage of AUM
Fixed fees
2189 Broken Bend, Frisco, TX 75034
282472 $185,899,118 5 A percentage of AUM
6160 Warren Parkway, Suite 100 Frisco, TX 75034
146775 $118,064,085 121 A percentage of AUM
6136 Frisco Square Blvd., Ste 400 Frisco, TX 75034
173690 $0 0 A percentage of AUM

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Marla Johnston
Inquire with Marla
6160 Warren Pkwy, Ste 100 Frisco, TX 75034 972-731-2612
FESS Financial
Inquire with FESS
2595 Dallas Parkway, Suite 450 Frisco, TX 75034 972-377-9070
Clark Financial Group, LLC
Inquire with Clark
6898 Lebanon Rd., Suite 101 Frisco, TX 75034 469-287-5657
Lonny Landry
Inquire with Lonny
6735 Salt Cedar Way, Ste. 370 Frisco, TX 75034 817-554-1017
Allstate Personal Financial Representative: Eric Beitchman
Inquire with Allstate
2650 King Rd, Ste 200 Frisco, TX 75034 214-235-9500
Red River Wealth Advisors
Inquire with Red
6136 Frisco Square Blvd, Suite 400 Frisco, TX 75034 817-502-9822
Fantaye Hambisa
Inquire with Fantaye
12608 Skeeter Dr, Ste 2500-Dt Frisco, TX 75036 214-707-0493
Daniel Fombo
Inquire with Daniel
5899 Preston Rd, Suite 302 Frisco, TX 75034 513-807-2056
Maria Theresa Abellera
Inquire with Maria
6160 Warren Pkwy, Suite 100 Frisco, TX 75034 972-418-2969
Lina Shuai
Inquire with Lina
5667 Tiger Ln, Suite 104 Frisco, TX 75035 972-516-1061

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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