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Find 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 Best Financial Advisors & Planners in Mckinney?

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

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

List of Qualified Financial Advisors in Mckinney, Texas

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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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Brian Hart

SageSpring Wealth Partners

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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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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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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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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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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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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Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

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Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469-212-8072

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee 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 Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone 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

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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