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

Austin Capital Asset Management

Austin Capital Asset Management

In Business Since 2011
Transparent Fees & Pricing
Dallas, TX · 29 mi from Little Elm
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John Wucinski, Cpa, CFP

John Wucinski, Cpa, CFP

(45)
  • Job
  • Future
  • Form
“I've used other CP As in the past who take a minimum of a week to prepare returns, one had to file an extension because they got too far behind in the rest of their work.”
Accepts All Major Credit Cards, Check
In Business Since 1992
BBB Rating: A+
Dallas, TX · 29 mi from Little Elm
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Williams & Kunkel Cpas

Williams & Kunkel Cpas

(47)
  • Strategies
  • Payroll
  • Realtor
“Williams & Kunkel CP As have been doing my taxes for the last 3 years now and I can honestly say that I am paying less in taxes and keeping more of my hard-earned money in my own pocket.”
Free Initial Consultation
In Business Since 2008
Accepts All Major Credit Cards
Flower Mound, TX · 15 mi from Little Elm
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Master Plan Tax Solutions

Master Plan Tax Solutions

(50)
  • Communicate
  • Financial
  • Season
“I've known Jeremy for 13 years and have started using Master Plan annually now for tax prep so that I can really enjoy my winter instead of having "doing my taxes" hanging over my head.”
In Business Since 2018
Transparent Fees & Pricing
Flower Mound, TX · 15 mi from Little Elm
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On the Mark Money

On the Mark Money

(44)
  • Portfolio
  • Company
  • 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.”
In Business Since 2012
Emergency Services
Plano, TX · 14 mi from Little Elm
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Your Money Matters | Tax Preparation Office

Your Money Matters | Tax Preparation Office

(49)
  • Patient
  • Company
  • Call
“We have been using his services for both our personal and LLC taxes and he is always on the lookout for any opportunity that we were not including or aware of.”
In Business Since 2010
Plano, TX · 14 mi from Little Elm
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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

Eaton, Quenzer & Associate

(49)
  • Quality
  • Team
  • Financial
“They provide materials that help me stay organized, and when I have questions, they respond immediately, listen carefully, and give me information that is clear, succinct and accurate.”
In Business Since 1986
Remote Consultations Available
Plano, TX · 14 mi from Little Elm
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Generational Group

Generational Group

(47)
“Did the conference again July 2023 and can only say this strengthens my determination to work with Generational at couple of opportunities I have to use their services.”
In Business Since 2009
Richardson, TX · 19 mi from Little Elm
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Cain Watters & Associates

Cain Watters & Associates

(46)
“I have been with Cain Watters for 15 years and they have helped me save money, save on taxes and grow my money in a safe way, protecting the down side.”
In Business Since 1999
Frisco, TX · 7 mi from Little Elm
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North Texas Wealth Management

North Texas Wealth Management

(21)
  • Future
  • Sound
  • Company
“Since the beginning they have made sound decisions on our investments and many of the investment strategies I new nothing about, yet they have paid off over the years.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2012
Licensed
Allen, TX · 16 mi from Little Elm
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Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas

Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas

(35)
  • Communication
  • Financial
  • Needs
“I met Kevin and not only he explained why i received cp2000 but also next correct coarse of action to respond to letter cp2000 along with amending tax.”
In Business Since 2004
Transparent Fees & Pricing
Mckinney, TX · 15 mi from Little Elm
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Brindle & Bay Wealth Management

Brindle & Bay Wealth Management

(31)
  • Retirement Planning
  • Advisor
  • Educational
“Honesty and integrity are very important to us in all areas but especially in dealing with our finances and we felt from the beginning that they definitely have those qualities.”
In Business Since 2020
Frisco, TX · 7 mi from Little Elm
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Gordon Oak Financial

Gordon Oak Financial

(40)
  • Confidence
  • Understanding
  • Tax
“When you express your financial goals he provides knowledgeable insights and lays out a step by step path with confidence on exactly how to achieve those goals so they are only a matter of when, not if, on achieving them.”
In Business Since 2020
Plano, TX · 14 mi from Little Elm
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Five Rings Financial Texas

Five Rings Financial Texas

(24)
  • Understanding
  • The Future
  • Education
“With education being their main focus, I am very thankful for the information I have received, which has allowed me to find the right protection and wealth growth strategies for me and my family.”
In Business Since 2006
Family Business
Frisco, TX · 7 mi from Little Elm
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Edwards & Associates

Edwards & Associates

(17)
  • Money
  • Knowledge
  • Dental
“Your contact was able to offer us a much superior package, their appraisal was more favorable and he is going to be able to close earlier than the contracted close date!”
Transparent Fees & Pricing
In Business Since 1990
Accepts All Major Credit Cards
Dallas, TX · 29 mi from Little Elm
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Benold Financial Planning

Benold Financial Planning

(26)
  • Information
  • Understanding
  • Questions
“Jordan did a great job of understanding my financial situation and providing targeted advice on how to move forward with savings, investments and retirement planning.”
Transparent Fees & Pricing
In Business Since 2019
CFP Certified
Prosper, TX · 8 mi from Little Elm
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Openair Advisers

Openair Advisers

(23)
  • Future
  • Team
  • Retirement
“I would recommend this firm to anyone looking for support in their financial futures.”
In Business Since 2019
Dallas, TX · 29 mi from Little Elm
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RFG Wealth Advisory

RFG Wealth Advisory

(20)
  • Market
  • Management
  • Plain Language
“I appreciate working with RFG as they help us stay current and organized with our planning from year to year and throughout the year as they stay ahead of they dynamics within the markets.”
In Business Since 2020
Free Initial Consultation
Argyle, TX · 16 mi from Little Elm
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Assetbuilder

Assetbuilder

(1)
“I had the pleasure of also having Asset Builder as a client of Idea Grove for about a year and thoroughly enjoyed getting to know the executive team during that time.”
Accepts Cash
In Business Since 2009
BBB Rating: A+
Plano, TX · 14 mi from Little Elm
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Sfmg Wealth Advisors

Sfmg Wealth Advisors

Accepts Check
In Business Since 1995
BBB Rating: A+
Plano, TX · 14 mi from Little Elm
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Chapwood Capital Investments

Chapwood Capital Investments

(11)
“Great Group of People, Dependable Folks who truly know what they are doing.”
In Business Since 2006
Remote Consultations Available
Plano, TX · 14 mi from Little Elm
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Prosper Financial Services

Prosper Financial Services

(24)
  • Long-Term Care
  • Benefits
  • Law
“You aren't just an account number, Garrett and his team get to know YOU and your needs and come up with financial planning solutions to fit your specific situation.”
In Business Since 2021
Prosper, TX · 8 mi from Little Elm
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Sofi Exploration

Sofi Exploration

(22)
  • Investors
  • Income
  • Integrity
“We haven't always made identical decisions (most of the time we have) but I have found them to always say what they were going to do and do what they say.”
In Business Since 2017
Prosper, TX · 8 mi from Little Elm
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Moss, Luse & Womble

Moss, Luse & Womble

(16)
  • Dental
  • Team
  • Financial Planning
“And we love Olivia as well, when Jason is not available she is always there to help me or our business with questions in regards to payroll, taxes, etc.”
In Business Since 2023
Plano, TX · 14 mi from Little Elm
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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.

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