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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!
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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
214-901-7526
Top Financial Advisor Firms in Mckinney, 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 Mckinney, 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 |
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