Same Day · Wylie
Same-Day Financial Advisors in Wylie, TX
Can't wait a week? These financial advisors in Wylie offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 12 financial advisors in Wylie, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Jal Dennis Group with a 4.6-star rating from 22 Google reviews and an RNM Score of 80/100. Also in the top tier: Edward Jones - Financial Advisor: Melissa Carlisle, CFP® and Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®. The average rating across all listed financial advisors in Wylie is 4.9 stars from 6 reviews per business on average.
Financial advisors in Wylie 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
Edward Jones - Financial Advisor: Paula R Hunt
Paula R Hunt is the top-ranked financial advisor in Wylie due to her exceptional client service and trusted reputation.
Most Reviewed
Edward Jones - Financial Advisor: Paula R Hunt
A high number of reviews indicates she has built strong, long-term client relationships and proven reliability.
When choosing a financial advisor in Wylie, consider scheduling consultations with multiple Edward Jones advisors to find the best fit for your specific financial goals and communication style. Each advisor brings unique expertise, so ask about their approach to retirement planning, investments, and estate planning.
Local Market Snapshot
12
Businesses listed
4.9★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a strong 4.6-star rating from 22 reviews.
601 Commerce St, Wylie, TX 75098, USAEarned a perfect 5.0-star rating from six Google reviews in Wylie, TX.
318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USAExceptional 5.0-star rating from four local Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USAFinancial Advisors Rankings in Wylie, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Jal Dennis Group601 Commerce St, Wylie, TX 75098, USA | 4.6★ | 22 |
| #2 | Edward Jones - Financial Advisor: Melissa Carlisle, CFP®318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA | 5.0★ | 6 |
| #3 | Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP®119 N Ballard Ave, Wylie, TX 75098, USA | 5.0★ | 4 |
| #4 | Edward Jones - Financial Advisor: Diana L Morrison2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Lincoln N Hirsch303 S S State Hwy 78 #202, Wylie, TX 75098, USA | — | — |
| #6 | Thrivent Financial for Lutherans113 N Ballard Ave, Wylie, TX 75098, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Josh Young303 S State Hwy 78 #202, Wylie, TX 75098, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Marty Kogel213 N Murphy Rd Ste 400, Murphy, TX 75094, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Matthew Spicer119 N Ballard Ave, Wylie, TX 75098, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Wylie
Rated 5.0 stars across a handful of Google reviews from local clients.
2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA
A new financial advisor in Wylie with 0 Google reviews, so no rating is available yet.
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
No reviews yet for this Wylie, TX financial advisor.
113 N Ballard Ave, Wylie, TX 75098, USA
This financial advisor in Wylie has no client reviews yet to reference.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA
Holds an exceptional 5.0-star rating across a handful of Google reviews.
213 N Murphy Rd Ste 400, Murphy, TX 75094, USA
This financial advisor has no online ratings yet, as they have no Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
A local financial advisor in Wylie, TX, with no customer reviews yet.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
2300 FM 544 Suite 250, Wylie, TX 75098, USA
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Financial Advisors in Wylie, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Jal Dennis Group | 80/100 | 4.6 ★ | 22 |
| 2 | Edward Jones - Financial Advisor: Melissa Carlisle, CFP® | 72/100 | 5.0 ★ | 6 |
| 3 | Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®|ABFP® | 70/100 | 5.0 ★ | 4 |
| 4 | Edward Jones - Financial Advisor: Diana L Morrison | 65/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Lincoln N Hirsch | 7/100 | — | 0 |
| 6 | Thrivent Financial for Lutherans | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Josh Young | 7/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA® | 64/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Marty Kogel | 68/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Matthew Spicer | 7/100 | — | 0 |
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 Wylie
What is a fiduciary financial advisor and why does it matter in Wylie?
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 Wylie, 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 Wylie?
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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