Best Financial Advisors near Little Elm, TX
There are no firms listed in Little Elm itself yet; the 24 below are the closest options, from towns including Plano (8, 14 mi), Dallas (4, 29 mi) and Frisco (3, 7 mi).
1 open 24/7 · 3 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
John Wucinski, Cpa, CFP
- Job
- Future
- Form
Williams & Kunkel Cpas
- Strategies
- Payroll
- Realtor
Master Plan Tax Solutions
- Communicate
- Financial
- Season
On the Mark Money
- Portfolio
- Company
- Returns
Your Money Matters | Tax Preparation Office
- Patient
- Company
- Call
The 24 firms listed for Little Elm, 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: Little Elm, TX
23 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 1,479 reviews; 8 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and quality (76%). The topics that come up most in reviews of the firms on this page are "understanding" and "knowledge". 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), accounting services (2) and tax services (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 40 years. 1 offers urgent consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 18 list a public email and 6 take bookings online. 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 any financial advisers listed for Little Elm offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Eaton, Quenzer & Associate
- Quality
- Team
- Financial
Generational Group
Cain Watters & Associates
North Texas Wealth Management
- Future
- Sound
- Company
Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas
- Communication
- Financial
- Needs
Brindle & Bay Wealth Management
- Retirement Planning
- Advisor
- Educational
Gordon Oak Financial
- Confidence
- Understanding
- Tax
Five Rings Financial Texas
- Understanding
- The Future
- Education
Edwards & Associates
- Money
- Knowledge
- Dental
Benold Financial Planning
- Information
- Understanding
- Questions
Openair Advisers
- Future
- Team
- Retirement
RFG Wealth Advisory
- Market
- Management
- Plain Language
Assetbuilder
Sfmg Wealth Advisors
Chapwood Capital Investments
Prosper Financial Services
- Long-Term Care
- Benefits
- Law
Sofi Exploration
- Investors
- Income
- Integrity
Moss, Luse & Womble
- Dental
- Team
- Financial Planning
Why these companies made our list
What clients say about firms near Little Elm
- “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.