Best Financial Advisors in Frisco, TX

The highest-rated Financial Planning & Wealth Management firms out of 386 vetted & reviewed in the Frisco area.

The Tax Planning Pros

The Tax Planning Pros

(18)
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
i
Precision Tax and Bookkeeping Services

Precision Tax and Bookkeeping Services

(20)
For Individuals, Tax Problem Resolution, For Small Businesses
“You do your part and he does his part which is impeccable tax preparation.”
In Business Since 2020
4823 Linda Ln, Frisco, TX
i
Brindle & Bay Wealth Management

Brindle & Bay Wealth Management

(20)
  • Team
  • Family
  • Understand
“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
i
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
i
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
i
Cremé Wealth Team - Raymond James

Cremé Wealth Team - Raymond James

(4)
Retirement Planning, Business Consulting, 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 Suite 101, Frisco, TX
i
Infinity Credit and Financial Services

Infinity Credit and Financial Services

(4)
Debt Solutions, Credit Repair, Individual Retirement Planning
“He is quick to respond to questions and schedule meetings as we work on our retirement strategies.”
In Business Since 2018
2770 Main St #207, Frisco, TX
i
Cantrill Financial Group

Cantrill Financial Group

(2)
Small Business Planning and Consulting, Income Distribution Planning, Retirement Planning
“We have been retired for over 3 years now and in that time his guidance has been extremely helpful and through his help, our investments continue to grow.”
In Business Since 2011
2440 Timber Ridge Dr Suite 103, Frisco, TX
i
McCarthy, Rose & Mills

McCarthy, Rose & Mills

(2)
“Brett Mills has been my accountant for 5 years now, and he has helped me navigate the many pitfalls of self-employment.”
Accepts All Major Credit Cards
In Business Since 1987
3001 Dallas Pkwy #750, Frisco, TX
i
Wave Wealth Management

Wave Wealth Management

(2)
“It s excelent”
In Business Since 2016
7000 Parkwood Blvd suite G300, Frisco, TX
i
Sofi Exploration

Sofi Exploration

(6)
  • Work
“I enjoy working for Sofi Exploration, its a professional and friendly office environment, we all work as a team.”
In Business Since 2017
Serving Frisco Area
i
Lone Oak Investment Group

Lone Oak Investment Group

(4)
“I have known and have invested with them for years and have always had great returns.”
In Business Since 2015
Serving Frisco Area
i
Swan Capital Financial Planning

Swan Capital Financial Planning

(4)
“He's very informative and takes the time to explain everything so it's easily understood.”
In Business Since 2020
Serving Frisco Area
i
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
i
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
i
New York Life: Neetu Patil

New York Life: Neetu Patil

(8)
“Excellent service and very helpful providing information in detailed manner”
2600 Network Blvd #130, Frisco, TX
i

Retirement Planning and Investment Management Services Estimated Cost in Frisco, TX 2023

Minimum cost
$1010
Maximum cost
$8585
National Average
$3030
Avg Per Hour Rates
$303
$2020
$5555
Fair price range based on 216 cost profiles
Click to copy
Successfully copied!
Average Cost $3030
Minimum cost $1010
Maximum cost $8585
Avg Per Hour Rates $303

Fair range $2020 to $5555 is based on 216 cost profiles.

Why these companies made our list

Is this page useful? Yes No
Back To Top