Pricing Guide · Coppell
Financial Advisors Cost in Coppell, TX — 2026 Price Guide
What should you pay for financial advisors in Coppell? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Coppell, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Broadridge Financial Services with a 3.4-star rating from 12 Google reviews and an RNM Score of 57/100. Also in the top tier: Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC® and Advisor's Resource Company. The average rating across all listed financial advisors in Coppell is 4.7 stars from 5 reviews per business on average.
Financial advisors in Coppell 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.
Best Overall
Avantax Wealth Management
Avantax Wealth Management stands out as a top-ranked firm in Coppell due to its comprehensive tax-focused financial planning and strong local reputation.
Most Reviewed
Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC®
A higher review count often indicates a larger client base and more community trust, which can be a useful signal when choosing an advisor.
When selecting a financial advisor in Coppell, consider scheduling initial consultations with a few top-ranked advisors to compare their services, fees, and communication styles. Always verify their credentials and check for any disciplinary history through FINRA's BrokerCheck.
Local Market Snapshot
18
Businesses listed
4.7★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A 3.4-star rating based on 12 Google reviews indicates mixed client experiences.
404 S Royal Ln, Coppell, TX 75019, USAExceptional 5.0-star rating from 8 Google reviews in Coppell.
220 S Denton Tap Rd Ste 205, Coppell, TX 75019, USAHighly rated 5.0 stars by a small number of local clients in Coppell.
446 Houston St, Coppell, TX 75019, USAFinancial Advisors Rankings in Coppell, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Broadridge Financial Services404 S Royal Ln, Coppell, TX 75019, USA | 3.4★ | 12 |
| #2 | Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC®220 S Denton Tap Rd Ste 205, Coppell, TX 75019, USA | 5.0★ | 8 |
| #3 | Advisor's Resource Company446 Houston St, Coppell, TX 75019, USA | 5.0★ | 2 |
| #4 | Value Financial Services - Estate, Financial & Tax Planning645 Deforest Rd, Coppell, TX 75019, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Don Brock270 N Denton Tap Rd Ste 200, Coppell, TX 75019, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Brooke Bradley, CFP®|CRPC™870 S Denton Tap Rd Suite 190, Coppell, TX 75019, USA | — | — |
| #7 | LPL Financial413 W Bethel Rd Suite 203, Coppell, TX 75019, USA | — | — |
| #8 | Ricardo Roberto - RA FINANCIAL580 S Denton Tap Rd #120, Coppell, TX 75019, USA | 5.0★ | 1 |
| #9 | Edward Jones445 S Denton Tap Rd #120, Coppell, TX 75019, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Ahmed Lakhani, CFP®546 E Sandy Lake Rd Ste 140, Coppell, TX 75019, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Coppell
Highly rated 5.0 stars by clients in Coppell, based on 2 reviews.
645 Deforest Rd, Coppell, TX 75019, USA
Holds a perfect 5.0-star rating from a handful of Google reviews.
270 N Denton Tap Rd Ste 200, Coppell, TX 75019, USA
No reviews yet; contact this financial advisor in Coppell, TX to learn more.
870 S Denton Tap Rd Suite 190, Coppell, TX 75019, USA
No ratings yet for this Coppell financial advisor based on zero Google reviews.
413 W Bethel Rd Suite 203, Coppell, TX 75019, USA
Consistently earns perfect 5.0-star ratings from its clients in Coppell.
580 S Denton Tap Rd #120, Coppell, TX 75019, USA
5.0 stars from early clients in Coppell for trusted financial guidance.
445 S Denton Tap Rd #120, Coppell, TX 75019, USA
Rated 5.0 stars from 2 Google reviews, this local advisor is highly regarded.
546 E Sandy Lake Rd Ste 140, Coppell, TX 75019, USA
Rated 5.0 stars by clients, this financial advisor is highly recommended.
735 Plaza Blvd #100, Coppell, TX 75019, USA
A financial advisor in Coppell with no online reviews yet to reference.
779 W Main St, Coppell, TX 75019, USA
New to the area, this advisor has no customer reviews yet.
713 W Main St, Coppell, TX 75019, USA
A trusted financial advisor in Coppell, though new to online reviews.
921 Crestview Dr, Coppell, TX 75019, USA
This business has no online ratings or reviews yet, offering a fresh start for clients.
8951 Cypress Waters Blvd #160, Coppell, TX 75019, USA
A financial advisor in Coppell with a 2.9-star rating from 19 Google reviews.
3200 Olympus Blvd, Coppell, TX 75019, USA
A local financial advisor in Coppell with no customer reviews yet.
580 S Denton Tap Rd #120, Coppell, TX 75019, USA
Rated 5.0 stars on Google from a handful of reviews.
445 S Denton Tap Rd #120, Coppell, TX 75019, USA
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Financial Advisors in Coppell, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Broadridge Financial Services | 57/100 | 3.4 ★ | 12 |
| 2 | Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC® | 74/100 | 5.0 ★ | 8 |
| 3 | Advisor's Resource Company | 76/100 | 5.0 ★ | 2 |
| 4 | Value Financial Services - Estate, Financial & Tax Planning | 76/100 | 5.0 ★ | 2 |
| 5 | Edward Jones - Financial Advisor: Don Brock | 69/100 | 5.0 ★ | 3 |
| 6 | Edward Jones - Financial Advisor: Brooke Bradley, CFP®|CRPC™ | 7/100 | — | 0 |
| 7 | LPL Financial | 3/100 | — | 0 |
| 8 | Ricardo Roberto - RA FINANCIAL | 74/100 | 5.0 ★ | 1 |
| 9 | Edward Jones | 65/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Ahmed Lakhani, CFP® | 68/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Coppell
What is a fiduciary financial advisor and why does it matter in Coppell?
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 Coppell, 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 Coppell?
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.
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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.
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