Financial Advisors · Frisco, TX/Updated June 13, 2026
The 9 Best Financial Advisors in Frisco, TX
Finding the right financial advisor can be daunting. Our rankings highlight the best in Frisco, based on real reviews and ratings.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent9 companies evaluated
cover story
★ Editor's ChoiceTrajan Wealth
96Score
Latest update · June 13, 2026: Initial ranking published. 9 Frisco-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
In Frisco, TX, choosing a financial advisor is more than just a numbers game. With only nine providers evaluated, there’s a noticeable disparity in their ratings and review counts, revealing a market still in its early stages of trust-building.
The leader, Trajan Wealth, shines with a remarkable 4.9-star rating from 54 reviews, while the others are still establishing their reputations. This ranking is built on a careful review of both star ratings and the volume of feedback, providing you with a clearer picture of what each advisor offers.
9financial advisors evaluated in Frisco
4.51average rating across the field
150customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To evaluate the financial advisors in Frisco, we analyzed a total of nine businesses, considering their star ratings and the number of reviews they received. Our approach ensures that no provider pays for placement, allowing for an unbiased ranking based solely on merit.
We refresh our evaluations monthly to capture any changes in ratings or new reviews. This way, you get the most current information to help you make an informed decision.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a rating of 4.9 from 54 reviews, Trajan Wealth is highly regarded for its personalized service and expertise in retirement planning. Clients appreciate the attention to detail and the team's commitment to helping them reach their financial goals. However, as with any firm, some may find the fees higher than expected for certain services.
Pros
Personalized financial planning
Strong focus on retirement strategies
Highly rated customer service
Cons
Potentially higher fees
Limited service offerings for younger clients
Best forRetirement planning and investment strategies
Brindle & Bay Wealth Management boasts a perfect 5.0 rating from 30 reviews, with clients praising their transparency and accessibility. They are particularly noted for their wealth management services tailored for families and individuals. However, their lower review count may mean they are still building a broader reputation. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is families seeking personalized wealth management. It serves Frisco, TX, with $150 to $400 per hour pricing, and the honest trade-offs are smaller client base and limited experience for complex financial situations.
Pros
Transparent pricing structure
Accessible and friendly advisors
Tailored approach to wealth management
Cons
Smaller client base
Limited experience for complex financial situations
Best forFamilies seeking personalized wealth management
Paramount Wealth Group has a 5.0 rating from 21 reviews, with clients highlighting their proactive communication and tailored investment strategies. They excel in providing financial advice for both individuals and businesses. A downside is the limited number of reviews compared to other top contenders, which may raise questions about their long-term reliability.
Pros
Proactive communication
Tailored investment strategies
Strong focus on client relationships
Cons
Limited review base
May not cater to very high net worth clients
Best forIndividuals and small businesses looking for tailored financial advice
Purpose Wealth Partners holds a 5.0 rating from 21 reviews, with clients appreciating their tailored approach to financial planning. They focus on helping clients align their wealth with their values. However, with only a handful of reviews, their reputation is still emerging. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking values-aligned financial planning. It serves Frisco, TX, with $150 to $400 per hour pricing, and the honest trade-offs are limited client feedback and newer firm in the area.
Pros
Values-based financial planning
Client-centered approach
Experienced team
Cons
Limited client feedback
Newer firm in the area
Best forClients seeking values-aligned financial planning
Wave Wealth Management has a 4.7 rating from 12 reviews. Clients often highlight their knowledgeable staff and tailored investment solutions. They are particularly good for those looking for a more hands-on approach to managing their wealth. However, their smaller review volume may indicate limited experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for hands-on wealth management. It serves Frisco, TX, with $200 to $450 per hour pricing, and the honest trade-offs are smaller review base and less established in the community.
Pros
Knowledgeable staff
Tailored investment strategies
Hands-on approach
Cons
Smaller review base
Less established in the community
Best forClients looking for hands-on wealth management
Tennyson Advisory Group holds a perfect 5.0 rating from 6 reviews, with clients praising their personalized attention and strategic insights. They are particularly well-suited for individuals seeking comprehensive financial advice. However, their limited review count raises concerns about their overall market presence. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is individuals seeking comprehensive financial advice. It serves Frisco, TX, with $150 to $400 per hour pricing, and the honest trade-offs are limited reviews and less known in the broader market.
Pros
Personalized attention
Strategic financial insights
Comprehensive advisory services
Cons
Limited reviews
Less known in the broader market
Best forIndividuals seeking comprehensive financial advice
Cantrill Financial Group LLC has a 5.0 rating from 3 reviews, with clients appreciating their attentive service and customized plans. However, the very low number of reviews means their overall reliability is still uncertain. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for customized financial planning. It serves Frisco, TX, with $150 to $400 per hour pricing, and the honest trade-offs are very limited reviews and unproven track record.
Pros
Attentive service
Customized financial plans
Experienced advisors
Cons
Very limited reviews
Unproven track record
Best forClients looking for customized financial planning
Merit Financial Advisors has a perfect 5.0 rating from 2 reviews, with clients noting their personalized service and attention to detail. Despite this, the extremely low review count raises questions about their experience and client satisfaction level. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking personalized financial advice. It serves Frisco, TX, with $150 to $400 per hour pricing, and the honest trade-offs are very limited reviews and uncertain reputation.
Pros
Personalized service
Attention to detail
Cons
Very limited reviews
Uncertain reputation
Best forClients seeking personalized financial advice
Retirement Investment Advisors, Inc. has a low rating of 1.0 from 1 review, which raises significant concerns about their service quality. Without a strong reputation or multiple reviews, they should be approached with caution. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is n/A. It serves Frisco, TX, with n/A pricing, and the honest trade-offs are very low rating and lack of positive feedback.
Selecting the right financial advisor requires careful consideration of their ratings, reviews, and your personal financial needs. Here are key factors to weigh in your decision.
Review Ratings
Look for advisors with high star ratings and a substantial number of reviews. This indicates a proven track record of client satisfaction.
Client Feedback
Pay attention to the content of the reviews. Specific comments about service quality, expertise, and responsiveness can guide your choice.
Service Specialties
Consider what specific financial services you need, such as retirement planning or investment management, and find advisors who specialize in those areas.
What it costs
What financial advisors cost in Frisco
The cost of financial advisory services in Frisco can vary widely based on the advisor’s expertise and the services offered. Here’s a general breakdown of pricing tiers.
Hourly Rate$150 to $400 per hour for one-on-one consultations.
Flat Fees$1,000 to $5,000 for specific services like financial planning or investment strategy development.
Assets Under ManagementTypically 0.5% to 1% of assets managed annually, depending on the total investment amount.
Retainer Fees$2,000 to $10,000 annually for ongoing advisory services.
Frequently asked questions
How much does financial advising cost in Frisco?
Financial advising fees in Frisco typically range from $150 to $500 per hour, depending on the advisor's experience and services offered.
What are the qualifications of financial advisors in Frisco?
Most financial advisors in Frisco hold certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), ensuring a level of professionalism.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Frisco residents: <strong>Trajan Wealth</strong>
Trajan Wealth leads with a stellar 4.9 rating from 54 reviews, reflecting solid client satisfaction. Following closely, Brindle & Bay Wealth Management holds a perfect 5 from 30 reviews, indicating exceptional service but with fewer client interactions. Paramount Wealth Group also scores 5 from 21 reviews, showcasing strong performance in a competitive field. Choose Trajan Wealth for proven results, especially if you value a well-established track record.
Cityvetted
