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Financial Planners in Coppell, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Coppell: GDS Wealth Management, RFA Score 77/100; 5.0★ from 270 Google reviews.

  2. 3

    Most-reviewed: The Phenix Group, 341 Google reviews at 4.9★, the most of 436 ranked; ranked #3.

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

436 Coppell financial planners are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.6★ across 436 rated firms.

Top 10 financial planners in Coppell 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 Coppell at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1GDS Wealth Management775.0★ (270)Flower Mound, 4 mi away—Top score
2Neighborhood Credit Union744.6★ (173)Coppell——
3The Phenix Group734.9★ (341)Fort Worth, 19 mi awayEveningsMost reviews
4Credit Repair USA735.0★ (101)Grapevine, 4 mi away——
5Ruchi Gupta CPA LLC725.0★ (100)Flower Mound, 6 mi awaySat—
6The Manning Group, Inc.714.9★ (147)Dallas, 14 mi away——
7Cain Watters & Associates714.8★ (166)Frisco, 15 mi away——
8Neighborhood Credit Union714.6★ (328)Grand Prairie, 20 mi away——
9Qualitax & Business Services704.9★ (125)Grand Prairie, 15 mi away——
10Retirement Planners of America704.9★ (222)Fort Worth, 24 mi away——

All 436 financial planners in Coppell, 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 Coppell

    #1 GDS Wealth Management

    Based in Flower Mound, 4 mi away

    77/100RFA Score

    Ranked #1 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

  3. #3 The Phenix Group

    Based in Fort Worth, 19 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
    View profile for The Phenix Group(682) 710-2011

  4. #4 Credit Repair USA

    Based in Grapevine, 4 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon 9 AM–5:30 PM · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    312 W Northwest Hwy Ste 116, Grapevine, TX 76051
    View profile for Credit Repair USA(888) 853-3880

  5. #5 Ruchi Gupta CPA LLC

    Based in Flower Mound, 6 mi away

    72/100RFA Score

    Ranked #5 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

  11. #11 RetireSimply

    Based in Southlake, 9 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 80 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3120 Sabre Dr #140, Southlake, TX 76092
    View profile for RetireSimply(817) 328-6152

  13. #13 Mills Wealth Advisors

    Based in Southlake, 8 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1207 S White Chapel Blvd #150, Southlake, TX 76092
    View profile for Mills Wealth Advisors(817) 591-7022

  16. #16 Creative Planning

    Based in Addison, 11 mi away

    69/100RFA Score

    Ranked #16 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

  18. #18 Pro Capital Wealth Management

    Based in Southlake, 6 mi away

    69/100RFA Score

    Ranked #18 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–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    578 N Kimball Ave Ste 120, Southlake, TX 76092
    View profile for Pro Capital Wealth Management(817) 912-1223

  20. #20 DHL Wealth Management

    Based in Richardson, 18 mi away

    69/100RFA Score

    Ranked #20 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

  22. #22 DeWitt & Dunn, LLC

    Based in Addison, 11 mi away

    68/100RFA Score

    Ranked #22 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

  25. #25 Chadwick Financial - Wealth Management and Income Solutions

    Based in Colleyville, 8 mi away

    68/100RFA Score

    Ranked #25 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
    View profile for Chadwick Financial - Wealth Management and Income Solutions(817) 553-2480

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

financial planners in Coppell, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Paramount Tax & Bookkeeping Mansfield685.0★ (106)24 mi
27Chandler & Knowles CPAs674.4★ (80)10 mi
28The Offices Of BriTri674.5★ (133)19 mi
29Gordon Oak Financial675.0★ (49)13 mi
30Joe Dowdall - Worth Asset Management675.0★ (41)11 mi
31Daniel Huereca CPA, PLLC675.0★ (35)8 mi
32Dawson Private Wealth675.0★ (74)22 mi
33Trajan Wealth674.9★ (54)16 mi
34Ivy Wealth665.0★ (37)11 mi
35Chessman Wealth Strategies665.0★ (45)15 mi
36Retirement Planners of America664.6★ (269)12 mi
37On The Mark Money664.8★ (48)15 mi
38Dominic Dougherty - Advising For Life665.0★ (23)5 mi
39Inspire Financial Group664.9★ (63)21 mi
40North Texas Wealth Management665.0★ (58)21 mi
41Cornerstone Wealth Group665.0★ (23)6 mi
42OpenAir Advisers665.0★ (31)11 mi
43Carson Wealth665.0★ (23)7 mi
44Motif Planning655.0★ (20)5 mi
45Foundation Wealth Partners655.0★ (23)7 mi
46Trajan Wealth655.0★ (21)7 mi
47Paramount Tax & Bookkeeping Carrollton654.6★ (27)7 mi
48Third Act Wealth Management, LLC655.0★ (34)16 mi
49Opus Wealth Management655.0★ (26)12 mi
50Andrea M Still CPA PC655.0★ (19)7 mi

Also serving Coppell

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 Coppell
BusinessGoogle ratingDistance
Anthraper Investments1.0★ (1)In Coppell
Beacon Royal Advisors5.0★ (11)In Coppell
CFO4Life5.0★ (1)In Coppell
Edward Jones5.0★ (1)In Coppell
Edward Jones - Financial Advisor: Ahmed Lakhani, CFP®5.0★ (2)In Coppell
Edward Jones - Financial Advisor: Brooke Bradley, CFP®|CRPC™In Coppell
Edward Jones - Financial Advisor: Don Brock5.0★ (3)In Coppell
Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC®5.0★ (8)In Coppell
Edward Jones - Financial Advisor: Tim Coolman5.0★ (1)In Coppell
InfoQuest College & Financial Solutions5.0★ (1)In Coppell
Jacob W. Rives CPA, PLLCIn Coppell
Justice Benefits Inc.3.5★ (2)In Coppell
LPL FinancialIn Coppell
Macro AdvisorsIn Coppell
Main Street Retirement PlanningIn Coppell
Optimus Capital AdvisorsIn Coppell
Professional Wealth Management GroupIn Coppell
Remuda AdvisorsIn Coppell
Ricardo Roberto - RA FINANCIAL5.0★ (1)In Coppell
Value Financial Services - Estate, Financial & Tax Planning5.0★ (2)In Coppell

How we ranked Coppell financial planners

We scored 436 Coppell 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 Coppell 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 Coppell: frequently asked questions

Which financial planner has the highest RFA Score in Coppell?

By RFA Score, the highest-ranked financial planner in Coppell, TX is GDS Wealth Management with an RFA Score of 77/100. It has 5.0★ from 270 Google reviews. Neighborhood Credit Union (#2) and The Phenix Group (#3) follow. We ranked 436 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Coppell?

RankedFinancialAdvisors ranks 436 financial planners serving Coppell, TX. 1 of them is based in Coppell; 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 Coppell work on weekends?

84 of 436 ranked financial planners post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays is Ruchi Gupta CPA LLC (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Coppell financial planners have?

The median Google rating among 436 rated financial planners in Coppell is 4.6★, 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 Coppell count in this ranking?

Yes, if they are within 25 mi of the Coppell 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 Coppell 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 Coppell 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 Coppell

  1. November 2026: RFA Scores recalculated for 436 financial planners serving Coppell.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Coppell pages