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Top Picks · Heath
Best Financial Advisors in Heath, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Heath, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA® with a 5.0-star rating from 4 Google reviews and an RNM Score of 67/100. Also in the top tier: Slayton Wealth Management and Crestview Wealth Management. The average rating across all listed financial advisors in Heath is 4.6 stars from 7 reviews per business on average.
Financial advisors in Heath 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.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 4 Google reviews for a Forney financial advisor.
4232 Ridge Rd #102, Heath, TX 75032, USA5.0 stars from 2 Google reviews, reflecting exceptional early client satisfaction.
6710 Horizon Rd, Heath, TX 75032, USARockwall's top-rated financial advisor with a flawless 5.0-star rating from dozens of reviews.
6540 Alliance Dr #120, Rockwall, TX 75032, USAFinancial Advisors Rankings in Heath, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA®4232 Ridge Rd #102, Heath, TX 75032, USA | 5.0★ | 4 |
| #2 | Slayton Wealth Management6710 Horizon Rd, Heath, TX 75032, USA | 5.0★ | 2 |
| #3 | Crestview Wealth Management6540 Alliance Dr #120, Rockwall, TX 75032, USA | 5.0★ | 15 |
| #4 | 1st Strategic Wealth Advisors759 Windsong Ln, Rockwall, TX 75032, USA | — | — |
| #5 | Mercer Advisors - Rockwall2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA | 4.6★ | 36 |
| #6 | Northwestern Mutual - Rockwall2876 Ridge Rd, Rockwall, TX 75032, USA | 3.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Starla R Howell, CFP®2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA | 5.0★ | 2 |
| #8 | Rockwall Wealth Advisors697 E Interstate 30 STE 200, Rockwall, TX 75087, USA | 5.0★ | 10 |
| #9 | Lifetime Wealth Management, P.C.560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA | 5.0★ | 1 |
| #10 | Epstein & Kolacz Wealth Management2600 Ridge Rd, Rockwall, TX 75087, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Heath
A new Rockwall financial advisor with no client reviews yet to reference.
759 Windsong Ln, Rockwall, TX 75032, USA
Trusted by clients with a strong 4.6-star rating from 36 reviews.
2095 Summer Lee Dr Suite M200, Rockwall, TX 75032, USA
Rockwall financial advisor with a 3.0-star rating from 2 Google reviews.
2876 Ridge Rd, Rockwall, TX 75032, USA
Earned a perfect 5.0-star rating from a handful of local client reviews.
2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
5.0 stars from 10 Google reviews, reflecting exceptional local client satisfaction.
697 E Interstate 30 STE 200, Rockwall, TX 75087, USA
Exceptional 5.0-star rating from early client reviews in Rockwall.
560 E Interstate 30 Ste 110, Rockwall, TX 75087, USA
Rockwall financial advisor with a perfect 5.0-star rating from 2 reviews.
2600 Ridge Rd, Rockwall, TX 75087, USA
Rockwall financial advisor with a solid 4.3-star rating from 3 reviews.
603 White Hills Dr B, Rockwall, TX 75087, USA
No Google reviews yet for this Rockwall financial advisor.
500 Turtle Cove Blvd Suite 100, Rockwall, TX 75087, USA
4.8 stars from 24 Google reviews, reflecting trusted local financial guidance.
1131 W Yellow Jacket Ln, Rockwall, TX 75087, USA
4.2 stars from 5 reviews, indicating solid local client satisfaction.
1309 Ridge Rd #200, Rowlett, TX 75088, USA
Forney financial advisor with a strong 4.7-star rating from 14 Google reviews.
411 N McGraw St, Forney, TX 75126, USA
5.0-star rating from a handful of Google reviews in Rockwall, TX.
738 Justin Rd, Rockwall, TX 75087, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
425 Pinson Rd A, Forney, TX 75126, USA
No reviews yet; consider this a new advisor to research in Forney.
425 Pinson Rd A, Forney, TX 75126, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
Consistently rated 3.0 stars from a limited number of client reviews.
108 S Bois D'Arc St, Forney, TX 75126, USA
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Financial Advisors in Heath, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®|CKA® | 67/100 | 5.0 ★ | 4 |
| 2 | Slayton Wealth Management | 64/100 | 5.0 ★ | 2 |
| 3 | Crestview Wealth Management | 73/100 | 5.0 ★ | 15 |
| 4 | 1st Strategic Wealth Advisors | 3/100 | — | 0 |
| 5 | Mercer Advisors - Rockwall | 83/100 | 4.6 ★ | 36 |
| 6 | Northwestern Mutual - Rockwall | 30/100 | 3.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Starla R Howell, CFP® | 64/100 | 5.0 ★ | 2 |
| 8 | Rockwall Wealth Advisors | 83/100 | 5.0 ★ | 10 |
| 9 | Lifetime Wealth Management, P.C. | 62/100 | 5.0 ★ | 1 |
| 10 | Epstein & Kolacz Wealth Management | 64/100 | 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 Heath
What is a fiduciary financial advisor and why does it matter in Heath?
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 Heath, 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 Heath?
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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