Areas served: McKinney, TX and surrounding Collin County
McKinney's financial advisory landscape reflects the city's rapid growth as one of the fastest-growing communities in North America, serving both longtime residents and newcomers building wealth in Collin County. The local market includes independent Registered Investment Advisors (RIAs), broker-dealer representatives, and hybrid firms offering services ranging from retirement planning to estate management. This directory provides detailed comparisons of McKinney financial advisors based on credential verification, fee transparency, investment philosophy, and areas of specialization.
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.
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.
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.
Benold Financial Planning is an independent financial advisory firm based in Prosper, TX, founded on the principle of putting clients' interests first. They specialize in comprehensive financial planning, investment management, and retirement strategy for individuals and families throughout the Dallas-Fort Worth area. Their fee-only, fiduciary approach ensures clients receive objective advice without conflicts of interest.
Torsten W Holmes is a Financial Advisor with Edward Jones in Allen, TX, specializing in retirement planning, estate & legacy strategies, wealth management, and divorce finances. With certifications as a Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®), Torsten works with clients to develop comprehensive financial strategies tailored to their goals. His team, including Associate Financial Advisor Gwen Fischer, is accepting new clients and offers personalized consultations to help with retirement savings, retirement income planning, charitable giving, and major financial life events.
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.
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.
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.
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.
Cole Wealth Management, based in McKinney, is a financial advisory firm that helps clients build and protect their wealth through comprehensive financial planning and investment management services. Operating under the Raymond James platform, they provide personalized guidance tailored to individual financial goals and circumstances. Their team focuses on delivering fiduciary-standard advice to help clients make informed decisions about their financial future.
Blake Wealth Management is a financial advisory firm based in McKinney that helps clients build and manage their wealth through personalized investment strategies and comprehensive financial planning. The firm works with individuals and families to develop tailored financial plans aligned with their long-term goals, including retirement planning, investment management, and wealth preservation strategies.
GDS Wealth Management is the top-ranked financial advisor serving the McKinney area with a Lantern Score of 85.22/100 and 5-star rating from 187 reviews. The fee-only fiduciary firm, led by Glen Smith with over 20 years of experience, specializes in serving high-net-worth individuals with $1M+ in investable assets and families focused on wealth preservation and legacy planning.
Several top-ranked firms specialize in business owner services: Mills Wealth Advisors (Lantern Score 83.94) offers exit planning for business owners, Creme Wealth (83.33) provides succession planning for entrepreneurs, and Benold Financial Planning (82.77) helps business owners manage wealth. Edward Jones - Torsten W Holmes (80.85) also specializes specifically in business exit planning with CEPA® certification.
GDS Wealth Management (Lantern Score 85.22) serves retirees managing investment portfolios, Mills Wealth Advisors (83.94) works with pre-retirees and retirees on lifetime income strategies, and Nexus One Financial Advisors (83.91) provides integrated financial planning across multiple life stages. All three firms have perfect 5-star ratings and extensive experience with retirement-focused clients.
For high-net-worth families seeking comprehensive strategies, consider Mills Wealth Advisors (Lantern Score 83.94) offering wealth strategy services, Creme Wealth (83.33) providing family office services, or GDS Wealth Management (85.22) specializing in legacy and wealth preservation. All three are fee-only fiduciary firms with 5-star ratings and extensive experience with affluent clients.
None of the 12 financial advisors in the McKinney area are open on weekends. All firms operate on standard business hours, so clients should plan to schedule appointments during weekday business hours.
Creme Wealth (Lantern Score 83.33) explicitly serves faith-driven investors seeking values-aligned portfolios as part of their comprehensive planning services. They also serve North Dallas professionals, pre-retirees, and entrepreneurs with a 5-star rating from 46 reviews.