Areas served: Frisco, TX and surrounding Collin and Denton Counties
Frisco's rapid growth from 33,000 residents in 2000 to over 200,000 today has created a diverse financial advisory landscape serving both established wealth and newly affluent professionals. The city's concentration of corporate relocations, particularly in the Dallas North Tollway corridor, has attracted advisors specializing in executive compensation, stock options, and retirement rollovers. Local firms range from independent fee-only planners to representatives of national wirehouses, with notable concentrations near The Star in Frisco and along Preston Road.
GDS Wealth Management is a fee-only fiduciary financial advisory firm in Flower Mound serving clients with $1M+ in investable assets. Led by Glen Smith with over 20 years of experience, the firm provides personalized financial planning, investment management, and legacy planning designed around each client's goals and values. With a 99% client retention rate and $1.84B in assets under management, GDS focuses on building trust-based relationships and delivering clear guidance through complex financial decisions.
Strittmatter Wealth Management Group is a fiduciary financial advisory firm serving individuals, families, and business owners in the Fort Worth area. Led by CEO and Chief Investment Officer Josh Strittmatter, the firm offers comprehensive wealth management including financial planning, investment management, tax strategy, estate planning, business planning, and employee benefits consulting. They distinguish themselves through personalized planning that considers the complete financial picture, ongoing financial education, and a collaborative team approach focused on building long-term client relationships.
Preston Financial Group is a Frisco-based accounting and financial services firm specializing in bookkeeping, tax preparation, payroll management, and real estate accounting for small businesses and individuals. Led by Mason, the firm offers hands-on guidance and acts as an unofficial CFO for clients, helping them understand cash flow, profit margins, and tax planning while finding practical ways to save money. With over a decade of experience across multiple industries, Preston Financial Group is known for accessibility, clear communication, and long-term partnerships that help businesses grow with confidence.
Mills Wealth Advisors is an independent financial planning firm in Southlake serving busy families, business owners, and individuals across North Texas for over 25 years. Led by a team of CFP® professionals and CPAs with 56 years of combined experience, they provide comprehensive wealth management, retirement planning, tax strategy, exit planning, and investment advisory services with a fiduciary mindset. Their Financial Clarity Process helps clients develop customized plans tailored to their unique goals, and their Lifetime Income Planning Process specifically addresses ensuring portfolios last throughout retirement.
Nexus One Financial Advisors is a Plano-based financial advisory firm offering comprehensive wealth management and investment guidance tailored to clients' values and financial goals. They provide integrated financial strategies covering multiple aspects of financial planning, supported by weekly market insights, expert analysis, and ongoing client engagement through educational events and resources. Their holistic approach helps clients build clarity and confidence across their complete financial picture.
Blair Financial Advisors is an independent financial advisory firm based in Wylie, TX, serving clients throughout the Dallas-Fort Worth area. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual client needs. The firm is known for personalized service and a client-focused approach to wealth management.
Cremé Wealth is a fee-only financial advisory firm in Plano serving North Dallas professionals, pre-retirees, and entrepreneurs. They provide comprehensive wealth planning including investment management, retirement planning, estate coordination, tax-aware strategies, and business succession planning. Operating as a fiduciary with transparent asset-based fees and no commissions, they offer a family office experience with integrated legal, tax, and investment support to help clients align their wealth with their values.
North Texas Wealth Management is a financial planning firm founded in 1968 that specializes in personalized wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors including Mike Crews, Rob Cody, and a collaborative team, they provide comprehensive financial guidance through life transitions, tax management, and disciplined investment execution. With over 50 years of experience, $1B+ in client assets, and a 99% client retention rate, they focus on building multi-generational wealth through structured planning and proactive guidance tailored to each client's evolving goals.
Thompson Financial & CO is an independent financial advisory firm based in Richardson that specializes in personalized wealth management and financial planning for individuals and families. Led by experienced advisors, they offer comprehensive services including retirement planning, investment management, and tax-efficient strategies tailored to each client's unique goals. The firm is committed to transparent, client-focused advice designed to help clients build and preserve wealth over the long term.
Brindle & Bay Wealth Management is an independent financial advisory firm in Frisco specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. Led by experienced advisors, they focus on personalized strategies tailored to each client's unique financial goals, whether building wealth, planning for retirement, or managing complex portfolios. The firm emphasizes a consultative approach to help clients make informed decisions about their financial future.
Ivy Wealth is a financial advisory firm based in Dallas that provides comprehensive wealth management and financial planning services. The team works with clients to develop personalized investment strategies, retirement planning, and overall financial goals. They focus on delivering tailored advice to help clients build and preserve wealth.
Stansell Wealth Planning is an independent financial planning firm in Plano specializing in comprehensive wealth management for individuals and families. They offer retirement planning, investment management, estate planning, tax planning, risk management, and college savings strategies—all centered around creating a personalized financial plan to reduce money-related stress and build long-term confidence. Their approach includes 401(k) reviews, Social Security optimization, tax-conscious investing, and coordination with estate attorneys and CPAs.
Dawson Private Wealth is a financial advisory firm based in Allen, TX, offering comprehensive wealth management and financial planning services to individuals and families. Operating under the Raymond James platform, they provide personalized investment management, retirement planning, and wealth strategy tailored to each client's goals and circumstances.
Chessman Wealth Strategies is an independent financial advisory firm based in Dallas specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on principles of fiduciary responsibility, the firm provides personalized guidance on retirement planning, portfolio management, and wealth preservation to help clients build and protect their financial futures.
Purpose Wealth Partners is a Frisco-based financial advisory firm with over 40 years of industry experience, specializing in comprehensive wealth management for families and business owners. They offer custom-built strategies encompassing retirement planning, tax planning, investment management, estate planning, and business owner solutions, taking a holistic approach to preserve and grow wealth tax-efficiently. Known for long-term client relationships that often span generations, they combine strategic financial guidance with personalized service, regular portfolio updates, and educational programs to support clients through every phase of life.
McKinney Wealth Management is a financial advisory firm in McKinney, Texas serving clients throughout the Dallas area with comprehensive wealth planning and investment management. The firm helps individuals and families build and protect their financial futures through personalized strategies tailored to their unique goals and circumstances. Their team brings professional expertise to retirement planning, investment portfolio management, insurance solutions, and overall financial strategy.
Trajan Wealth is a financial advisory firm in Frisco specializing in comprehensive wealth management, investment planning, and retirement strategy for individuals and business owners. The firm provides personalized financial guidance through fee-based planning and ongoing portfolio management, helping clients build and protect their wealth with a fiduciary approach.
Boulevard Place Wealth is a financial advisory firm led by Carlton Bryant, offering personalized retirement planning, investment management, and wealth protection strategies. With nearly a decade of experience in financial services and a background in corporate banking and business ownership, Carlton provides comprehensive financial guidance including infinite banking, annuities, trusts, and tax-free retirement planning. The firm serves both individuals and business owners across multiple states, focusing on long-term financial goals and tailored strategies to protect and grow wealth.
Beacon Pointe Advisors is a Plano-based financial advisory firm offering comprehensive financial planning, investment management, and wealth management services to individuals, families, business owners, and entrepreneurs throughout the Dallas-Fort Worth area. Led by CFP-certified Managing Directors with over 20+ years of experience each, the firm specializes in helping clients prepare for retirement, plan estates, grow generational wealth, and navigate major life transitions. They have particular expertise serving high-net-worth clients, professionals, women going through life milestones, and those seeking personalized, collaborative wealth management.
Rockwall Wealth Advisors is an independent, fee-only wealth management firm serving high net worth and ultra high net worth individuals, families, and business owners in the Rockwall area. They provide comprehensive financial planning, investment management, and retirement analysis using a fiduciary standard and goal-based approach. Their services include tax optimization strategies, Social Security planning, estate planning, and personalized portfolio construction designed around each client's unique objectives rather than benchmark-chasing.
Libertas Financial Advisors is an independent financial planning firm in Frisco serving clients who want comprehensive wealth management with a focus on stewardship and legacy building. Led by CEO Jeremy Patton and a team with combined decades of financial services experience, they offer financial planning, investment management, insurance analysis, retirement planning, and estate planning services. Their client-first approach emphasizes personal discovery of your financial mission and goals to create customized strategies for financial independence and protection.
Texas Financial Advisors is an independent financial advisory firm serving the Dallas area with comprehensive wealth management and financial planning services. The team helps clients build and protect their assets through personalized investment strategies, retirement planning, and comprehensive financial guidance tailored to individual goals and circumstances.
Wave Wealth Management is an independent financial advisory firm based in Frisco that helps clients build and preserve wealth through personalized investment strategies and comprehensive financial planning. The team focuses on retirement planning, investment management, and long-term wealth strategies tailored to each client's unique goals and circumstances.
Merit Financial Advisors is a wealth management and financial planning firm in Lewisville serving high-net-worth individuals, families, and business owners. Led by CPFA®, CRC®, and CRPC® certified advisors, they offer comprehensive financial planning, wealth management, retirement planning, investment management, estate planning, insurance planning, tax optimization, and business financial planning. Their team specializes in managing complex portfolios, preserving wealth across generations, and guiding clients through major life transitions.
Hilltop Securities Inc. is a Dallas-based financial services firm offering investment management, wealth advisory, and securities services to individual and institutional clients. With over 50 years of industry experience, they provide personalized financial strategies designed to help clients build and protect their wealth through comprehensive portfolio management and professional guidance.
The Clift Group at RBC Wealth Management is led by Kevin Clift, CIMA®, CPFA®, a Managing Director with over 33 years of investment experience. The team specializes in comprehensive wealth management for individuals and institutional clients, including retirement planning, education funding, legacy planning, and income stream creation. Recognized as a NAPA Top DC Advisor Team for multiple years, they manage over $100 million in defined contribution assets and provide professional investment strategy, asset allocation, and ongoing performance monitoring.
SFMG Wealth Advisors is a fee-only wealth management firm based in Plano, serving executives, entrepreneurs, and established professionals across the Dallas area. They provide comprehensive financial planning including investment management, cash flow projections, estate planning coordination, and insurance guidance—with advisors compensated solely by client fees, never by product sales or commissions. Their approach emphasizes personalized service, analytical rigor, and partnership through every life event.
Cetera Advisor Networks LLC is a financial advisory firm serving the Dallas-Fort Worth area from their Merit Drive office. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. The firm operates as part of the Cetera network, leveraging established industry expertise and resources.
Steward Wealth Management is an independent financial advisory firm based in Colleyville serving the Dallas-Fort Worth area. They provide comprehensive wealth management, investment management, and financial planning services to help clients build and preserve their wealth. The firm focuses on personalized strategies tailored to individual client goals and circumstances.
GDS Wealth Management is the top-ranked financial advisor in the Frisco area with a Lantern Score of 85.22/100 and a 5-star rating from 187 reviews. They specialize in serving high-net-worth individuals with $1M+ in investable assets and are led by Glen Smith, who has over 20 years of experience in personalized financial planning and wealth preservation.
Preston Financial Group (Lantern Score 84.70/100) is ideal for business owners, offering specialized services including bookkeeping, tax preparation, and CFO-level guidance. For business owners seeking exit strategies and comprehensive wealth management, Strittmatter Wealth Management Group (Lantern Score 85.04/100) and Mills Wealth Advisors (Lantern Score 83.94/100) are also excellent choices based on their expertise and client focus.
Several top-ranked firms specialize in retirement planning: North Texas Wealth Management (Lantern Score 83.33/100) has been serving retirees since 1968 and specializes in personalized retirement planning. Mills Wealth Advisors (Lantern Score 83.94/100) and Creme Wealth (Lantern Score 83.33/100) both focus on pre-retirees and retirees managing lifetime income and retirement transitions.
GDS Wealth Management (Lantern Score 85.22/100) is top-ranked for high-net-worth families, specifically serving clients with $1M+ in investable assets seeking wealth preservation and legacy planning. Brindle & Bay Wealth Management (Lantern Score 82.25/100), located in Frisco, also specializes in comprehensive wealth management for high-net-worth individuals and families.
Creme Wealth (Lantern Score 83.33/100) in Plano specializes in values-aligned investing for faith-driven investors and also offers family office services for high-net-worth families. Nexus One Financial Advisors (Lantern Score 83.91/100) in Plano provides comprehensive wealth management tailored to clients' personal values and financial goals.
None of the 29 financial advisors in the Frisco area are open on weekends. All firms operate during standard business hours, so you'll need to contact them during the week to schedule consultations and appointments.