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Financial Planners in Allen, TX: 2026 rankings

318 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Allen: Cain Watters & Associates, RFA Score 73/100; 4.8★ from 166 Google reviews.

  2. 4

    Most-reviewed: GDS Wealth Management, 270 Google reviews at 5.0★, the most of 318 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

318 Allen financial planners are ranked here by RFA Score, from eight published factors. 55 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.6★ across 318 rated firms.

Top 10 financial planners in Allen at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Allen at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cain Watters & Associates734.8★ (166)Frisco, 9 mi away—Top score
2Dawson Private Wealth735.0★ (74)Allen——
3The Manning Group, Inc.734.9★ (147)Dallas, 11 mi away——
4GDS Wealth Management725.0★ (270)Flower Mound, 24 mi away—Most reviews
5EATON, QUENZER & ASSOCIATE, LLC724.9★ (93)Plano, 6 mi away——
6Nexus One Financial Advisors725.0★ (92)Plano, 8 mi away——
7North Texas Wealth Management725.0★ (58)Allen——
8DHL Wealth Management715.0★ (85)Richardson, 9 mi away——
9Neighborhood Credit Union704.5★ (149)Richardson, 10 mi away——
10America Debt Resolutions705.0★ (42)AllenSat · Evenings—

All 318 financial planners in Allen, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Allen

    #1 Cain Watters & Associates

    Based in Frisco, 9 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 166 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 166 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    17 Cowboys Way Ste 300, Frisco, TX 75034
    View profile for Cain Watters & Associates(972) 233-3323

  4. #4 GDS Wealth Management

    Based in Flower Mound, 24 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 270 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 270 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    2910 Lakeside Village Blvd, Flower Mound, TX 75022
    View profile for GDS Wealth Management(469) 212-8072

  8. #8 DHL Wealth Management

    Based in Richardson, 9 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2435 N Central Expy Suite 775, Richardson, TX 75080
    View profile for DHL Wealth Management(800) 402-8862

  10. #10 America Debt Resolutions

    Based in Allen

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Thu 8:45 AM–6:30 PM · Fri 9 AM–5 PM · Sat 10 AM–4 PM · Sun closed
    Address
    450 Century Pkwy Ste 250-282, Allen, TX 75013
    View profile for America Debt Resolutions(877) 350-3328

  13. #13 Inspire Financial Group

    Based in Richardson, 7 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 63 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3513 Spectrum Blvd #200, Richardson, TX 75082
    View profile for Inspire Financial Group(972) 470-0595

  15. #15 Creative Planning

    Based in Addison, 13 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Address
    15303 Dallas Pkwy Ste 460, Addison, TX 75001
    View profile for Creative Planning(972) 960-3780

  16. #16 Trajan Wealth

    Based in Frisco, 9 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5285 Dallas Pkwy Ste 410, Frisco, TX 75034
    View profile for Trajan Wealth(469) 579-3500

  18. #18 Gordon Oak Financial

    Based in Plano, 10 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6010 Spring Creek Pkwy, Plano, TX 75024
    View profile for Gordon Oak Financial(214) 326-0820

  21. #21 Blair Financial Advisors

    Based in Wylie, 11 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    100 Lyndhurst Dr, Wylie, TX 75098
    View profile for Blair Financial Advisors(940) 484-9288

  22. #22 On The Mark Money

    Based in Plano, 8 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 48 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5465 Legacy Dr #650, Plano, TX 75024
    View profile for On The Mark Money(214) 536-4678

  23. #23 Ruchi Gupta CPA LLC

    Based in Flower Mound, 25 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 100 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–4 PM · Sun closed
    Address
    2205 Roadrunner Dr, Flower Mound, TX 75022
    View profile for Ruchi Gupta CPA LLC(972) 200-3189

  24. #24 DeWitt & Dunn, LLC

    Based in Addison, 13 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    15455 Dallas Pkwy Ste 240, Addison, TX 75001
    View profile for DeWitt & Dunn, LLC(972) 473-4700

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 318 ranked financial planners here; the rest are on their profiles.

financial planners in Allen, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Joe Dowdall - Worth Asset Management675.0★ (41)12 mi
27Sue Gordon Retirement Strategies674.9★ (37)9 mi
28Benold Financial Planning675.0★ (38)11 mi
29Brindle & Bay Wealth Management675.0★ (31)8 mi
30Foundation Wealth Partners675.0★ (18)In Allen
31Chessman Wealth Strategies665.0★ (45)16 mi
32Beacon Pointe Advisors665.0★ (29)9 mi
33Neighborhood Credit Union664.4★ (50)10 mi
34Ivy Wealth665.0★ (37)14 mi
35Paramount Wealth Group665.0★ (26)9 mi
36OpenAir Advisers665.0★ (31)13 mi
37Daniel Huereca CPA, PLLC655.0★ (35)15 mi
38Stansell Wealth Planning655.0★ (24)9 mi
39Purpose Wealth Partners655.0★ (23)9 mi
40Ninety Nine Wealth655.0★ (24)11 mi
41Moss, Luse & Womble654.8★ (23)8 mi
42Xponify Financial655.0★ (29)14 mi
43Planning by Design Financial654.8★ (18)6 mi
44Third Act Wealth Management, LLC655.0★ (34)18 mi
45McKinney Wealth Management645.0★ (17)7 mi
46Neighborhood Credit Union644.5★ (76)23 mi
47Krishna Wealth Planning645.0★ (13)3 mi
48Opus Wealth Management645.0★ (26)15 mi
49Neighborhood Credit Union644.0★ (145)22 mi
50Our Infinite Company644.6★ (32)14 mi

Also serving Allen

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Allen
BusinessGoogle ratingDistance
Alternative Financial Strategies5.0★ (4)In Allen
Ascend Financial Group LLC5.0★ (11)In Allen
AssetBuilder5.0★ (2)In Allen
Charles King: Primerica - Financial Services4.7★ (3)In Allen
Craig Morgan: Primerica - Financial Services5.0★ (5)In Allen
Eckard Enterprises4.9★ (72)In Allen
Edward Jones - Financial Advisor: David P Field, CFP®|CEPA®|AAMS®|CRPS™4.5★ (13)In Allen
Edward Jones - Financial Advisor: J Raul Morales5.0★ (9)In Allen
Edward Jones - Financial Advisor: John A Pittman, AAMS®|CRPC™5.0★ (4)In Allen
Edward Jones - Financial Advisor: Ryan L Seibert4.0★ (2)In Allen
Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS®5.0★ (22)In Allen
Eric Bush: Primerica - Financial Services5.0★ (6)In Allen
Jana Martinez, ChFC®, WMCP® Financial Advisor – Edward Jones5.0★ (7)In Allen
Kathleen S Weber, MBA, APMA5.0★ (2)In Allen
Marcus Bolton Shannon: Primerica - Financial Services4.9★ (16)In Allen
Merchant Club of America (Merchant Services)2.6★ (12)In Allen
Sameer Bham - Thrivent5.0★ (2)In Allen
Silvestri Asset Management1.0★ (1)In Allen
Vision Financial Planning5.0★ (1)In Allen
Watters Creek Wealth Management - Ameriprise Financial Services, LLC4.5★ (2)In Allen

How we ranked Allen financial planners

We scored 318 Allen financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Allen data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Allen: frequently asked questions

Which financial planner has the highest RFA Score in Allen?

By RFA Score, the highest-ranked financial planner in Allen, TX is Cain Watters & Associates with an RFA Score of 73/100. It has 4.8★ from 166 Google reviews. Dawson Private Wealth (#2) and The Manning Group, Inc. (#3) follow. We ranked 318 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Allen?

RankedFinancialAdvisors ranks 318 financial planners serving Allen, TX. 6 of them are based in Allen; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Allen work on weekends?

55 of 318 ranked financial planners post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are America Debt Resolutions (#10), Bank of America (with Drive-thru ATM) (#19) and On The Mark Money (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Allen financial planners have?

The median Google rating among 318 rated financial planners in Allen is 4.6★, with a median of 12 reviews. GDS Wealth Management has the most, 270 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Allen count in this ranking?

Yes, if they are within 25 mi of the Allen city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Allen ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Allen a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Allen

  1. November 2026: RFA Scores recalculated for 318 financial planners serving Allen.
  2. November 2026: 4 duplicate listings merged.

More financial planners and Allen pages