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Global Wealth Advisors
“They provide sound financial advice, are available as needed for those critical decisions, and are truly committed to helping their clients achieve their financial goals.”
Best Financial Advisors in Lewisville, TX
24 firms listed · 5 in Lewisville · 1 open 24/7 · 4 open weekends · 20 rated 4.5+
Data verified October 21, 2026
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Keyz2freedom Tax & Financial Services
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Sanders Taxpro
“She takes care of me all the time for the last 6 years!”
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Financial Edge
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Terry Hill & Associates
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John Wucinski, Cpa, CFP
- Questions
- Expertise
- Form
“We conducted the entire thing via email and phone due to my work schedule, and John and Chris both were phenomenal in answering all of my questions, walking me through processes, and completing the return quickly.”
The 24 firms listed for Lewisville, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lewisville, TX
Of the 24 firms we list here, 5 are in Lewisville itself and 19 come from towns including Dallas (4, 21 mi), Frisco (3, 12 mi) and Plano (3, 14 mi). 21 of the firms on this page have a rating, from 4.3 to 5.0 across 1,182 reviews; 7 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (84%) and quality (71%). 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), accounting services (3), retirement planning (3), tax services (3) and estate planning (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 1 offers a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lewisville take financial planning bookings online?
9 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Williams & Kunkel Cpas
- Small Business
- Happy
- Realtor
“They have assisted us with: birth of children, death of loved ones, inheritance, buying/selling of homes and vehicles, w2s, 1099s, childcare and education deductions, home office and small business, charitable donations and deductions, and so much ...”
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Master Plan Tax Solutions
- Questions
- Confidence
- Season
“There is obvious interest in ensuring that every accounting decision & income tax reporting is accurate and of high quality, for both our personal financial dealings as well as our business activities with our commercial and residential rental proper...”
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On the Mark Money
- Retirement
- Knowledge
- Returns
“They consistently direct me toward high caliber short term and long term investment strategies while also keeping me abreast of the headwinds facing the economy and potentially my investments.”
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Your Money Matters | Tax Preparation Office
- Questions
- File
- Call
“A few years ago I used other tax service companies and sometimes the preparers didn't seem to know what they were doing and had to ask someone else questions, but with Ron, he knows exactly what the laws are right there and then, he's extremely knowl...”
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Retiresimply
- Team
- Confident
- Solid
“What really impressed us was the way you took the time to get a feeling for where we were in our journey towards retirement, at the depth of knowledge, lateral thinking and your common sense approach.”
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Cain Watters & Associates
“They have been with me from the start and have helped me navigate the purchase of my practice, they have saved me more money in the first few years that has literally paid for their services for my entire career, they have helped me to save money per...”
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Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas
- Questions
- Cost
- Needs
“They have been doing the tax work for me and my family for over a decade we continue to be very satisfied with the hard work and innovation of the firm, in particular Wendy Steinkamp and her team.”
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Badii Group Private Wealth Management
- Team
- Decision
- Strategy
“Kirk and his team at Badii Group Private Wealth Management are extremely knowledgeable at customizing wealth management plans, optimizing client outcomes and achieving financial goals, while offering the highest level of customer service.”
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Pro Capital Wealth Management
- Team
- Values
- Morals
“His depth of knowledge and attention to detail are only outshined by the genuine concern and proactive approach everyone on the Pro Capital team has taken towards helping us to, not just, advance our financial goals, but continue to achieve them as w...”
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Chessman Wealth Strategies
- Investments
- Faith
- Peace
“It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us ...”
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Brindle & Bay Wealth Management
- Team
- Questions
- Educational
“I have known Nick and Connie for 5 years before they started Stonebridge Financial and there is no one else i would trust with my finances other than Nick, and Connies is just wonderful to work with.”
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Dewitt & Dunn
- Team
- Goals
- Questions
“She and her Business Operations Manager, Lora Bowers, presented me with several options, and Cathy gave me excellent guidance in selecting an annuity that would safeguard my principal and yield very healthy returns while also providing short- and lon...”
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Gordon Oak Financial
- Goals
- Budgeting
- Tax
“Jeff helped me by tailoring a plan to work towards my future goals and explained the different aspects managing my personal finance (budgeting, cash, taxes, 401k, HSA, Roth, equity, etc) to me in a way where I could understand since I wasn't very wel...”
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Third Act Wealth Management
- Team
- Communication
- Tailor
“My portfolio grew nicely the next few years and when COVID turned the markets upside down, Nick was ready with a defensive strategy that limited my exposure and positioned my portfolio to grow as we came out of the COVID pandemic.”
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Meredithcpas
- Company
- Questions
- Advice
“All of the Meredith staff, with whom I have had the pleasure and privilege of working with, have always been exceptionally courteous, truly knowledgeable and tremendously helpful in serving all my accounting needs.”
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Five Rings Financial Texas
- Company
- Team
- The Future
“My wife and I a few years ago attended a class that was being hosted by five rings financial I learned things that I didn't know we followed up by having an appointment with Michelle Upton and she took great care and seeing what our needs were follow...”
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J. A. Garrison & Co. Certified Public Accountants
“We've been taking our taxes to Jay Garrison for over 20 years, he and his office has been a pleasure to work with.”
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Edwards & Associates
- Dental
- Data
- Money
“They are an incredible and honorable accounting firm with great skills in analyzing data, proficient in working with dental practices and in preparing financial documents, as well as business tax returns, among other services that they provide.”
Retirement Planning and Investment Management Services in Lewisville, TX Cost Estimates
Minimum cost
$1173
Maximum cost
$9968
National Average
$3519
Avg Per Hour Rates
$352
$2346
$6450
Fair price range is based on 425 cost profiles
Why these companies made our list
What clients say about firms in and near Lewisville
- “I wouldn't have my account anywhere else. Kris has managed my portfolio with care and excellence throughout the volatility of the last decade.” — client of Global Wealth Advisors
- “Jeff is timely, organized, and proactive as a financial planner and I'll be continuing to work with him again next year.” — client of Gordon Oak Financial
- “Nick took the time to understand what our future financial needs are and structured our portfolio to a plan to get us where we need to be when it’s time to retire.” — client of Brindle & Bay Wealth Management
- “Mark was very easy to work with and helped get my retirement plan into place.” — client of On the Mark Money
Excerpts from public reviews of the firms listed on this page.
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