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Find The Best Financial Advisors in Mckinney, Texas

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 Mckinney is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mckinney & pick the one as per your needs

How To Find The Best Financial Advisors in Mckinney, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Mckinney, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 42 non-vetted financial advisors in Mckinney, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mckinney, Texas have an average of 21 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 Mckinney, Texas

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Neil Krishnaswamy

Krishna Wealth Planning LLC

5900 S Lake Forest Dr Suite 300

McKinney, TX 75070

214-901-7526

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972-755-9000

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Fisher Investments

Fisher Investments

6500 International Parkway

Plano, TX 75093

800-587-5512

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Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Zach Allen

Disciplined Advisors Group

17177 Preston Road
Suite 360

Dallas, TX 75248

214-545-3305

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Justin Gedlen

Disciplined Advisors Group

17177 Preston Road
Suite 360

Dallas, TX 75248

214-545-3310

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Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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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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Nick Lalonde

Third Act Wealth Management, LLC

8150 N Central Expy Ste 1420

Dallas, TX 75206

214-764-2095

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Glen Smith

GDS Wealth Management

2910 Lakeside Village Blvd

Flower Mound, TX 75022

469-212-8072

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Justin Hall

Good Life Asset Strategies, LLC

1401 Jones Street
Suite 210

Fort Worth, TX 76102

817-864-8560

Top Financial Advisor Firms in Mckinney, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
SCHUBERT & COMPANY, INC.
5900 S. Lake Forest Drive, Suite 280
Mckinney, TX, 75070
114702 $322,795,724 476 A percentage of AUM, Hourly charges, Fixed fees
WHEAT GIVENS FINANCIAL, LLC
8751 Collin Mckinney Parkway, Suite 903
Mckinney, TX, 75070
114258 $158,454,711 696 A percentage of AUM, Hourly charges, Fixed fees
KOPION ASSET MANAGEMENT, LLC
400 W. Louisiana Street,
Mckinney, TX, 75069-4444
152693 $126,737,880 17 A percentage of AUM

Additional Financial Advisors in Mckinney, Texas

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Encircle Wealth Advisors
Inquire with Encircle
8751 Collin McKinney Pkwy, Ste 301 McKinney, TX 75070 972-866-7969
Sam Thornal
Inquire with Sam
8751 Collin McKinney Pkwy, Ste 301 McKinney, TX 75070 972-866-7969
Kevin J Pittman
Inquire with Kevin
203 W Davis St, McKinney, TX 75069 214-592-8660
Dusti Calander
Inquire with Dusti
203 W Davis St, McKinney, TX 75069 214-548-4438
Global Integrity Finance LLC
Inquire with Global
321 N. Central Expressway, Suite 360 McKinney, TX 75070 214-548-5190
Wheat
Inquire with Wheat-Givens
6401 South Custer Road, Suite 2000 McKinney, TX 75070 214-385-2415
Life Path Wealth Advisors
Inquire with Life
6401 Eldorado Pkwy, Ste 336 McKinney, TX 75070 469-200-4708
City Electric Supply Mckinney
Inquire with City
2010 Redbud Blvd, Suite 200 McKinney, TX 75069 469-545-1268
Allstate Personal Financial Representative: James Leaderer
Inquire with Allstate
3128 Hudson Xing, Ste G1 McKinney, TX 75070 817-504-0424
James Schwartz
Inquire with James
8161 County Road 860, Suite 104 McKinney, TX 75071 972-516-1061

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