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Financial Planners in Cedar Hill, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Cedar Hill: Neighborhood Credit Union, RFA Score 74/100; 4.6★ from 328 Google reviews.

  2. 3

    Most-reviewed: The Phenix Group, 341 Google reviews at 4.9★, the most of 204 ranked; ranked #3.

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

204 Cedar Hill financial planners are ranked here by RFA Score, from eight published factors. 43 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.3★ across 204 rated firms.

Top 10 financial planners in Cedar Hill 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 Cedar Hill at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Neighborhood Credit Union744.6★ (328)Grand Prairie, 8 mi away—Top score
2Neighborhood Credit Union744.5★ (308)Duncanville, 5 mi away——
3The Phenix Group734.9★ (341)Fort Worth, 20 mi awayEveningsMost reviews
4Neighborhood Credit Union724.6★ (217)Lancaster, 10 mi away——
5Paramount Tax & Bookkeeping Mansfield715.0★ (106)Mansfield, 9 mi away——
6Qualitax & Business Services714.9★ (125)Grand Prairie, 11 mi away——
7Retirement Planners of America704.9★ (222)Fort Worth, 25 mi away——
8SDO CPA: Tax Preparation, Accounting, & Bookkeeping684.8★ (49)Duncanville, 5 mi away——
9The Offices Of BriTri664.5★ (133)Fort Worth, 21 mi awaySat · Sun · Evenings—
10Bank of America Financial Center663.6★ (184)Dallas, 7 mi awaySat—

All 204 financial planners in Cedar Hill, 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 Cedar Hill

    Based in Grand Prairie, 8 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 328 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 328 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2525 Bardin Rd, Grand Prairie, TX 75052
  2. Based in Fort Worth, 20 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 341 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 341 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat–Sun closed
    Address
    5601 Bridge St STE 300, Fort Worth, TX 76112
  3. Based in Fort Worth, 21 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 133 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 133 Google reviews
    Hours
    Mon 10:30 AM–7 PM · Tue 11 AM–7:30 PM · Wed–Thu 10:30 AM–7 PM · Fri 10 AM–7:30 PM · Sat 10 AM–4 PM · Sun 12 PM–4 PM
    Address
    4833 Brentwood Stair Rd #151, Fort Worth, TX 76103
  4. Based in Mansfield, 10 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 49 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1000 N Walnut Creek Dr, Mansfield, TX 76063
  5. Based in Dallas, 16 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.3★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 56 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1445 Ross Ave 40th Floor, Dallas, TX 75202
  6. Based in Arlington, 11 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 8:30 AM–6 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    701 Highlander Blvd Ste 160, Arlington, TX 76015
  7. 62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    6513 Colleyville Blvd Ste 200, Colleyville, TX 76034
  8. Based in Duncanville, 4 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.5★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    150 E Hwy 67, Duncanville, TX 75137
  9. Based in Burleson, 22 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    251 SW Wilshire Blvd STE 120, Burleson, TX 76028
  10. Based in Arlington, 14 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2000 E Lamar Blvd #600, Arlington, TX 76006
  11. Based in Fort Worth, 23 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.9★ from 109 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 109 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4312 Town Center Dr, Fort Worth, TX 76115
  12. Based in Cedar Hill

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.8★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 12 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    213 N Hwy 67 Ste 100A, Cedar Hill, TX 75104
  13. Based in Dallas, 20 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6600 Snider Plaza Ste 210, Dallas, TX 75205

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 204 ranked financial planners here; the rest are on their profiles.

financial planners in Cedar Hill, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26PlainsCapital Bank614.4★ (14)7 mi
27Bank of America Financial Center613.1★ (141)11 mi
28Dominic Dougherty - Advising For Life615.0★ (23)21 mi
29L&H CPAs and Advisors - Dallas CPA Firm615.0★ (26)23 mi
30Xponify Financial615.0★ (29)25 mi
31Bank of America (with Drive-thru ATM)603.0★ (82)8 mi
32Bank of America (with Drive-thru ATM)603.3★ (61)12 mi
33Bank of America (with Drive-thru ATM)603.2★ (80)12 mi
34Sharpe Wealth Management LLC605.0★ (22)22 mi
35Frost Bank603.9★ (16)9 mi
36M David Cole & Associates604.1★ (9)5 mi
37Bank of America (with Drive-thru ATM)602.7★ (48)5 mi
38Andrea M Still CPA PC595.0★ (19)22 mi
39Frost Bank593.8★ (20)13 mi
40Frost Bank594.3★ (29)23 mi
41Trinity Enterprise & Financial Services592.9★ (17)6 mi
42Broadhead Capital-Will Bramblett595.0★ (20)25 mi
43Frost Bank593.5★ (35)16 mi
44Bank of America Financial Center594.7★ (14)17 mi
45Guy Rodgers Private Wealth Strategies595.0★ (7)9 mi
46Hill Financial Group595.0★ (6)8 mi
47William B. Driscoll CPA, PLLC595.0★ (13)18 mi
48Troop Capital Management595.0★ (90)16 mi
49DJH Capital Management595.0★ (11)16 mi
50Bank of America (with Drive-thru ATM)592.2★ (135)In Cedar Hill

Also serving Cedar Hill

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 Cedar Hill
BusinessGoogle ratingDistance
AG Consulting Services, LLC5.0★ (2)6 mi
AGold 247 CounselingIn Cedar Hill
Breakthrough Investment GroupIn Cedar Hill
C.F.S. EQUITY LLC5.0★ (1)In Cedar Hill
Cardinal Financial Company, Limited PartnershipIn Cedar Hill
Edward Jones - Financial Advisor: Althea Washington5.0★ (1)In Cedar Hill
Edward Jones - Financial Advisor: Charles D Peyton, AAMS®In Cedar Hill
Edward Jones - Financial Advisor: Darryl L FentonIn Cedar Hill
Edward Jones - Financial Advisor: Stephanie S ReeseIn Cedar Hill
Edward Jones - Financial Advisor: Vernon L Folks, CFP®5.0★ (3)In Cedar Hill
EZ Financial Solution5.0★ (88)In Cedar Hill
First Investment Development Bank1.0★ (2)7 mi
K&Q Financial Group5.0★ (2)10 mi
Kathleen S Weber, MBA, APMA5.0★ (2)11 mi
Northwestern Mutual Mansfield3.0★ (2)10 mi
Republic Finance4.7★ (18)In Cedar Hill
Saving Sense5.0★ (11)In Cedar Hill
TEE Elevated FinancialIn Cedar Hill
VMM3.0★ (2)8 mi
Wells Fargo AdvisorsIn Cedar Hill

How we ranked Cedar Hill financial planners

We scored 204 Cedar Hill 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 Cedar Hill 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 Cedar Hill: frequently asked questions

Which financial planner has the highest RFA Score in Cedar Hill?

By RFA Score, the highest-ranked financial planner in Cedar Hill, TX is Neighborhood Credit Union with an RFA Score of 74/100. It has 4.6★ from 328 Google reviews. Neighborhood Credit Union (#2) and The Phenix Group (#3) follow. We ranked 204 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Cedar Hill?

RankedFinancialAdvisors ranks 204 financial planners serving Cedar Hill, TX. 2 of them are based in Cedar Hill; 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 Cedar Hill work on weekends?

43 of 204 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are The Offices Of BriTri (#9), Bank of America Financial Center (#10) and Frost Bank (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cedar Hill financial planners have?

The median Google rating among 204 rated financial planners in Cedar Hill is 4.3★, with a median of 13 reviews. The Phenix Group has the most, 341 reviews, and ranks #3. 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 Cedar Hill count in this ranking?

Yes, if they are within 25 mi of the Cedar Hill 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 Cedar Hill 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 Cedar Hill 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 Cedar Hill

  1. November 2026: RFA Scores recalculated for 204 financial planners serving Cedar Hill.