Best Financial Advisors in Frisco, TX

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Frisco area.

Precision Tax and Bookkeeping Services

Precision Tax and Bookkeeping Services

(49)
For Individuals, Tax Problem Resolution, For Small Businesses
“My wife and I have been working with Rick for 3 years now and we have been very happy with the professionalism (not to mention patience) and excellent service he provides.”
In Business Since 2020
4823 Linda Ln, Frisco, TX
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Brindle & Bay Wealth Management

Brindle & Bay Wealth Management

(31)
  • Advisor
  • Learn
  • Future
“Not only are they very honest, fun, and personable, but they have been able to help us assess where we are financially and to plan and make smart money decisions concerning our future.”
In Business Since 2020
5899 Preston Rd Ste. 1103, Frisco, TX
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Hinckley Cook

Hinckley Cook

(8)
Tax Services, Business Services, Quickbooks Services
“Hinckly Cook has a friendly staff, who are always helpful/responsive!”
Accepts All Major Credit Cards
Licensed
Transparent Fees & Pricing
Free Initial Consultation
5850 Town and Country Blvd STE 1304, Frisco, TX
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The Tax Planning Pros

The Tax Planning Pros

(21)
Tax Preparation, Asset Protection, Wealth Preservation
“I was tremendously stressed trying to navigate the uncertain tax waters, but Jeff's expertise, organization, guidance, and calm demeanor reassured me and calmed my concerns.”
Family Business
IRS Certified
In Business Since 2017
6170 Research Rd #110, Frisco, TX
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The CJ Group

The CJ Group

(3)
Benefit Plan Audits, Community Service, Assurance Services
“They help me understand my financials in terms I understand.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1989
6801 Gaylord Pkwy #302, Frisco, TX
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Five Rings Financial Texas

Five Rings Financial Texas

(17)
  • Team
  • Education
  • Understanding
“Thanks to Jack Waldron and Five Rings Financial for really taking the time helping us get set up with retirement accounts and living benefit we never knew we could do such things as a small business.”
Family Business
In Business Since 2006
2591 Dallas Pkwy Ste. 300, Frisco, TX
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Nabors CPA Services

Nabors CPA Services

(3)
Individual Services, Business Services
“They are always accessible to answer questions”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2011
8765 Stockard Dr #404, Frisco, TX
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Infinity Credit and Financial Services

Infinity Credit and Financial Services

(6)
Debt Solutions, Credit Repair, Individual Retirement Planning
“When we ended our first Zoom meeting, I knew I had taken the first step towards gaining a clearer picture of where I stand as a special educator who is thinking about retiring.”
In Business Since 2018
2770 Main St #207, Frisco, TX
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Creme Wealth Team - Frisco Financial Planner

Creme Wealth Team - Frisco Financial Planner

(3)
Business Planning, Portfolio Analysis, Legacy Planning
“He has been a trusted advisor to our family for years and we have referred him to countless friends and family; knowing they will always receive the same fantastic level of service and care.”
CFP Certified
In Business Since 2019
2601 Network Blvd #101, Frisco, TX
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McCarthy, Rose & Mills

McCarthy, Rose & Mills

(3)
“My team and I enjoy working with MRM and they're very responsive to our needs.”
Accepts All Major Credit Cards
In Business Since 1990
3001 Dallas Pkwy #750, Frisco, TX
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Wave Wealth Management

Wave Wealth Management

(2)
“It s excelent”
In Business Since 2016
7000 Parkwood Blvd suite G300, Frisco, TX
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Tyler Nace - Raymond James

Tyler Nace - Raymond James

(1)
“From tax strategies to long-term investing, and from market highs to challenging environments, they have always been a calm voice of reason and a wise source of expertise.”
CFP, CFP Certified
In Business Since 2019
2601 Network Blvd #101, Frisco, TX
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Parry Financial

Parry Financial

(1)
“We worked with Jon to improve our families financial position and he was patient, attentive and offered specific valuable advice that improved our situation and advanced us towards our greater goals.”
In Business Since 2002
5850 Town and Country Blvd # 901, Frisco, TX
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Eagle Retirement Group

Eagle Retirement Group

Insurance Services, Family Services, Tax Services
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.”
In Business Since 1982
8372 Hillside Dr, Frisco, TX
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Taxlogix

Taxlogix

(9)
“Then, when the owner, Brad Cantrill himself, comes out with suitcases full of benevolence towards me like he did, my GREAT feedback became necessary though falling way short of the AMAZING EFFORT they gave me.”
In Business Since 2019
2440 Timber Ridge Dr suite 103a, Frisco, TX
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Mac McDowell - Raymond James

Mac McDowell - Raymond James

Services, Services
“When planning your financial future, many details regarding your money and your life's goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you ...”
Family Business
In Business Since 1998
6303 Cowboys Way Suite 425, Frisco, TX
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GB Financial Services

GB Financial Services

Education Planning, Accumulation, Retirement Planning
“Welcometo GB Financial Services, LLC, online. We are an independent, ®, we offer individualized services working only on your behalf. And, as a fee-based firm, our advice is impartial. If we help you increase your wealth by increasing your portfolio ...”
In Business Since 2006
5275 Town and Country Blvd #1422, Frisco, TX
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Jack Pryor CPA

Jack Pryor CPA

Tax Services, Business Services, Services For Quickbooks
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2020
6160 Warren Pkwy Suite 100, Frisco, TX
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H&L Tax Services

H&L Tax Services

(2)
“Very honest company, excellent communication, Highly recommended.”
In Business Since 2018
12220 Sand Castle Dr, Frisco, TX
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Exencial Wealth Advisors

Exencial Wealth Advisors

(1)
“Great & growing group of extremely capable advisors!”
In Business Since 1986
2601 Network Blvd #400, Frisco, TX
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Trevor Houston | CEO of Clearpath Wealth Strategies

Trevor Houston | CEO of Clearpath Wealth Strategies

(1)
“Always makes sure to answer your questions promptly and leaves you with a clear understanding of the next steps.”
In Business Since 2021
2600 Network Blvd #130, Frisco, TX
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Bell Financial Group

Bell Financial Group

“From cash flow management to insurance needs analysis, education funding to retirement income planning, our personalized strategies can help bring order to every aspect of your financial life.”
Licensed, BBB Rating: A+
In Business Since 1983
5850 Town and Country Blvd Ste 802, Frisco, TX
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Parish

Parish

Quickbooks Services, Tax Services, Family Office Services
“Parish PLLC is licensed in Texas and provides accounting, tax and family office services. The Firm offers a broad range of services for business owners, executives, and independent professionals. The Firm is professional, experienced, and affordable.”
Transparent Fees & Pricing
In Business Since 2018
6160 Warren Pkwy #100, Frisco, TX
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Red River Wealth Advisors

Red River Wealth Advisors

Tell A Friend
“Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements i...”
Offers Financing Options
In Business Since 2020
6136 Frisco Square Blvd Suite 400, Frisco, TX
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Retirement Planning and Investment Management Services in Frisco, TX Cost Estimates

Minimum cost
$1218
Maximum cost
$10347
National Average
$3652
Avg Per Hour Rates
$366
$2435
$6695
Typical price range is based on 290 cost profiles
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Average Cost $3652
Minimum cost $1218
Maximum cost $10347
Avg Per Hour Rates $366

Typical range $2435 to $6695 is based on 290 cost profiles.

Why these companies made our list

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