Showing results near Celina

We don't have financial advisors listed specifically in Celina yet — these top-rated pros from Frisco serve your area and are available for calls and quotes today.

4.5+ Stars · Celina

Highly Rated Financial Advisors in Celina, TX

Only the best make this list. These financial advisors in Celina have earned 4.5+ star ratings from real customers — consistently.

As of July 2026, RatingsNearMe ranks 20 financial advisors in Celina, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Benold Financial Planning with a 5.0-star rating from 37 Google reviews and an RNM Score of 78/100. Also in the top tier: Texan Wealth and McKinney Wealth Management. The average rating across all listed financial advisors in Celina is 4.9 stars from 13 reviews per business on average.

Financial advisors in Celina typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Filter:

Local Market Snapshot

20

Businesses listed

4.9★

Avg rating

13

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(37 reviews)

Exceptional 5.0-star rating from 37 Google reviews for financial advisors in Frisco.

130 N Preston Rd, Prosper, TX 75078, USA
5.0(5 reviews)

Exceptional 5.0-star rating from 5 Google reviews in McKinney.

6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA
5.0(13 reviews)

A perfect 5.0-star rating from 13 Google reviews in McKinney, TX.

6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA

Financial Advisors Rankings in Celina, TX

#BusinessRatingReviews
#1Benold Financial Planning130 N Preston Rd, Prosper, TX 75078, USA5.037
#2Texan Wealth6951 Virginia Pkwy STE 207, McKinney, TX 75071, USA5.05
#3McKinney Wealth Management6928 Mediterranean Dr Suite 200, McKinney, TX 75072, USA5.013
#4Featured Wealth Management175 Ridge Rd STE 400, McKinney, TX 75071, USA5.01
#5Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA5.06
#6Yield Financial Advisors, Inc.6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA5.07
#7Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®1575 Heritage Dr STE 305, McKinney, TX 75069, USA5.03
#8Edward Jones - Financial Advisor: Chad Rainey, CFP®321 N Central Expy STE 300, McKinney, TX 75070, USA5.03
#9Libertas Financial Advisors9355 John W. Elliott Dr N25, Frisco, TX 75034, USA5.08
#10Edward Jones - Financial Advisor: Scott A Vedane, CFP®1833 W Hunt St Suite 100, McKinney, TX 75069, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Celina

4
5.0· 1 reviews

5.0 stars from Google reviews, reflecting exceptional client satisfaction in McKinney.

175 Ridge Rd STE 400, McKinney, TX 75071, USA

5
5.0· 6 reviews

Exceptional 5.0-star rating based on 6 Google reviews in McKinney.

3721 S Stonebridge Dr Ste 404, McKinney, TX 75070, USA

6
5.0· 7 reviews

McKinney financial advisor with a perfect 5.0-star rating from 7 reviews.

6633 Eldorado Pkwy Suite #430, McKinney, TX 75070, USA

7
5.0· 3 reviews

Top-rated financial advisor in Anderson with a perfect 5.0-star rating from initial reviews.

1575 Heritage Dr STE 305, McKinney, TX 75069, USA

8
5.0· 3 reviews

Rated 5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.

321 N Central Expy STE 300, McKinney, TX 75070, USA

9
5.0· 8 reviews

5.0-star rating from 8 Google reviews highlights exceptional client satisfaction.

9355 John W. Elliott Dr N25, Frisco, TX 75034, USA

10
5.0· 1 reviews

Rated 5.0 stars from one Google review.

1833 W Hunt St Suite 100, McKinney, TX 75069, USA

11
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, this McKinney financial advisor is highly recommended.

1833B W Hunt St Suite 201, McKinney, TX 75069, USA

12
5.0· 107 reviews

Trusted by over 100 clients with a perfect 5.0-star rating in Frisco.

8036 Preston Rd #601, Frisco, TX 75035, USA

13
5.0· 1 reviews

5.0 stars from 1 review, reflecting exceptional client satisfaction.

9191 Kyser Way #100, Frisco, TX 75033, USA

14
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, this McKinney financial advisor is highly regarded.

201 W Virginia St STE 102, McKinney, TX 75069, USA

15
5.0· 4 reviews

5.0★ rating from 4 Google reviews for a McKinney financial advisor.

203 W Davis St, McKinney, TX 75069, USA

16
4.7· 12 reviews

Trusted by clients with a strong 4.7-star rating from 12 reviews.

7000 Parkwood Blvd suite G300, Frisco, TX 75034, USA

17
4.5· 2 reviews

Trusted by clients with a strong 4.5-star rating across several reviews.

8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA

18
5.0· 6 reviews

5.0 stars from 6 reviews, reflecting consistently high client satisfaction in McKinney.

5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA

19
5.0· 13 reviews

Boasting a perfect 5.0-star rating from 13 Google reviews.

5060 Collin McKinney Pkwy Suite 103, McKinney, TX 75070, USA

20
4.0· 21 reviews

Trusted by clients with a solid 4.0-star rating from over 20 reviews.

9300 Wade Blvd, Frisco, TX 75035, USA

Data from Google Business listings
Updated regularly with real reviews
No obligation to contact
Free to compare

Get Free Quotes

We'll connect you with the top financial advisors in Celina, TX.

Free · No obligation · Local pros only

Financial Advisors in Celina, TX — Compared

#BusinessRNM ScoreRatingReviews
1Benold Financial Planning78/1005.0 ★37
2Texan Wealth80/1005.0 ★5
3McKinney Wealth Management84/1005.0 ★13
4Featured Wealth Management62/1005.0 ★1
5Edward Jones - Financial Advisor: Ryan C Aylor, AAMS®|CRPC™|CRPS™69/1005.0 ★6
6Yield Financial Advisors, Inc.70/1005.0 ★7
7Edward Jones - Financial Advisor: Scott E Anderson, CEPA®|CKA®66/1005.0 ★3
8Edward Jones - Financial Advisor: Chad Rainey, CFP®69/1005.0 ★3
9Libertas Financial Advisors70/1005.0 ★8
10Edward Jones - Financial Advisor: Scott A Vedane, CFP®65/1005.0 ★1

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

✨ New · AI Visibility

Get your business on AI — ChatGPT, Perplexity & Google AI

AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Celina to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.

Frequently Asked Questions — Financial Advisors in Celina

What is a fiduciary financial advisor and why does it matter in Celina?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Celina, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Celina?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

Financial Advisors in Nearby Cities

Compare top-rated financial advisors in cities near you.

How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.

More Home Services in Celina

Related Searches

About This Financial Advisors Directory — Celina, TX

This page lists and ranks 20 financial advisors serving Celina, TX as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 13 customer reviews per business. The top-ranked financial advisors in Celina by our algorithm is Benold Financial Planning (5.0 stars, 37 reviews). Financial advisors in Celina typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Celina: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Celina