Find a Financial Advisor in Frisco, TX

 

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We did the hard work of finding trustworthy partners in Frisco, TX.

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We Only Work With The Best Frisco Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Frisco, TX


  • Financial Advisor Close to Frisco, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Frisco, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Frisco, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Frisco financial advisors.
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How Retirement-Friendly is Frisco, TX?

  • Population: 177,020
  • % of Population 62 Years and Over: 10.4%
  • Average Home Value: $398,700
  • Average Monthly Housing Cost: $1,967
  • Average Household Income: $153,704
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Frisco, TX

 

BBAE ADVISORS LLC

Website

(972) 731-4305

2591 Dallas Parkway
Suite 300
Frisco, TX 75034

SEC#: 801-104469
Years in Business: 6 years

IMPACT SHARES

Website

(469) 442-8424

2189 Broken Bend

Frisco, TX 75034

SEC#: 801-112391
Years in Business: 3 years

QUADCAP WEALTH MANAGEMENT, LLC

Website

(972) 818-2400

7790 Main Street

Frisco, TX 75033

SEC#: 801-79483
Years in Business: 7 years

LETTER ADVISORS, LLC

Website

(714) 653-3697

11625 Custer Road
#110-248
Frisco, TX 75035

SEC#: 801-119551
Years in Business: 1 years

MERIT FINANCIAL GROUP, LLC

Website

(214) 423-4200

3001 Dallas Parkway
Suite 100
Frisco, TX 75034

SEC#: 801-67462
Years in Business: 14 years

TD AMERITRADE, INC.

Website

(214) 618-2742

6765 Winning Drive
Suite 825
Frisco, TX 75034

SEC#: 801-60469
Years in Business: 20 years

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Website

(214) 618-2742

6765 Winning Drive, Suite 825

Frisco, TX 75034

SEC#: 801-55501
Years in Business: 23 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(469) 522-4053

2440 Timber Ridge Dr
Suite 103
Frisco, TX 75034

SEC#: 801-80075
Years in Business: 7 years

PROSPERA FINANCIAL SERVICES, INC.

Website

(972) 581-3072

7110 Pecan

Frisco, TX 75034

SEC#: 801-65845
Years in Business: 15 years

 


Frisco, TX Financial Advisor FAQs

To see if a particular financial advisor is a fit for your needs, ask about his/her areas of expertise, previous experience, and length of time in the industry of financial advising.
If you're looking for a financial advisor in Frisco, TX, then ask some friends or family members who recommend people they've used on the topic to see if they can point you in the right direction.
There are two different ways to get paid. One is called a fee-only advisor who gets compensation from an ongoing fee charged on the assets under management. The other is through commissions for each investment they make on behalf of their clients.
The primary responsibility of a financial advisor is setting up an individualized plan for the person they're helping manage their finances by coming up with a budget that solves cash flow problems.