WealthMetrixFinancial advisor in Rockwall, TX

Also ranked: #47 of 267 financial planners in Rockwall

WealthMetrix is a financial advisor at 102 S Goliad St Ste 101, Rockwall, TX 75087, ranked #36 of 420 financial advisors in Rockwall and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rockwall, TXUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (972) 267-7526 Website ↗

Key facts

Key facts about WealthMetrix
Address	102 S Goliad St Ste 101, Rockwall, TX 75087Get directions
Phone	(972) 267-7526
Website	mywealthmetrix.com
Hours	Monday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3 PM
Google rating	5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Rockwall and 11 towns within 25 miles: Rowlett, Wylie, Royse City, Sachse, Garland, Murphy, Forney, Mesquite, Plano, Richardson and Balch Springs.

Based in Rockwall, TXView on map

Opening hours

Opening hours for WealthMetrix
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 3 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about WealthMetrix

How is WealthMetrix ranked in Rockwall?

WealthMetrix is ranked #36 of 420 financial advisors in Rockwall by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WealthMetrix’s hours?

WealthMetrix is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthMetrix serve?

Serves Rockwall and 11 towns within 25 miles: Rowlett, Wylie, Royse City, Sachse, Garland, Murphy, Forney, Mesquite, Plano, Richardson and Balch Springs. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WealthMetrix?

WealthMetrix has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WealthMetrix?

Call WealthMetrix on (972) 267-7526. The business is at 102 S Goliad St Ste 101, Rockwall, TX 75087. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WealthMetrix compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
WealthMetrix (this business)	—	65	5.0 (5)	No	No
Sue Gordon Retirement Strategies	#34	65	4.9 (37)	No	No	15.0 mi
Peak American Investment Advisors	#35	65	4.9 (74)	No	No	22.4 mi
Creme Wealth - Plano Financial Planner	#37	64	5.0 (61)	No	No	23.4 mi

See all 420 ranked financial advisors in Rockwall