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Financial Planners in Forney, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Forney: Western Finance, RFA Score 76/100; 5.0★ from 329 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Neighborhood Credit Union, 217 Google reviews at 4.6★, the most of 157 ranked after Western Finance; ranked #2.

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

157 Forney financial planners are ranked here by RFA Score, from eight published factors. 28 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.4★ across 157 rated firms.

Top 10 financial planners in Forney 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 Forney at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance765.0★ (329)Terrell, 12 mi awaySatTop score
2Neighborhood Credit Union694.6★ (217)Lancaster, 21 mi away—Most reviews
3The Manning Group, Inc.684.9★ (147)Dallas, 24 mi away——
4Neighborhood Credit Union674.0★ (145)Mesquite, 8 mi away——
5DHL Wealth Management675.0★ (85)Richardson, 22 mi away——
6EATON, QUENZER & ASSOCIATE, LLC674.9★ (93)Plano, 23 mi away——
7Neighborhood Credit Union664.5★ (149)Richardson, 23 mi away——
8Inspire Financial Group654.9★ (63)Richardson, 21 mi away——
9Creative Planning655.0★ (68)Addison, 25 mi away——
10Blair Financial Advisors655.0★ (48)Wylie, 19 mi away——

All 157 financial planners in Forney, 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 Forney

    #1 Western Finance

    Based in Terrell, 12 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 329 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 329 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    357 S Virginia St, Terrell, TX 75160
    View profile for Western Finance(972) 524-4398

  5. #5 DHL Wealth Management

    Based in Richardson, 22 mi away

    67/100RFA Score

    Ranked #5 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

  8. #8 Inspire Financial Group

    Based in Richardson, 21 mi away

    65/100RFA Score

    Ranked #8 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

  9. #9 Creative Planning

    Based in Addison, 25 mi away

    65/100RFA Score

    Ranked #9 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

  10. #10 Blair Financial Advisors

    Based in Wylie, 19 mi away

    65/100RFA Score

    Ranked #10 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

  14. #14 Heritage Premium

    Based in Royse City, 17 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    620 Tripp Tr, Royse City, TX 75189
    View profile for Heritage Premium(972) 772-2704

  15. #15 OpenAir Advisers

    Based in Rockwall, 11 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1131 W Yellow Jacket Ln, Rockwall, TX 75087
    View profile for OpenAir Advisers(214) 233-6059

  17. #17 Frost Bank

    Based in Rockwall, 10 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 32 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
    3092 Horizon Rd, Rockwall, TX 75032
    View profile for Frost Bank(800) 513-7678

  18. #18 Integrity

    Based in Dallas, 19 mi away

    63/100RFA Score

    Ranked #18 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
    View profile for Integrity(866) 650-1857

  22. #22 Ivy Wealth

    Based in Dallas, 24 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
    View profile for Ivy Wealth(225) 205-5600

  23. #23 Xponify Financial

    Based in Dallas, 21 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12221 Merit Dr Ste 625, Dallas, TX 75251
    View profile for Xponify Financial(214) 987-0924

  25. #25 Beacon Pointe Advisors

    Based in Dallas, 20 mi away

    62/100RFA 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
    View profile for Beacon Pointe Advisors(214) 474-2190

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

financial planners in Forney, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center613.6★ (184)24 mi
27Our Infinite Company614.6★ (32)21 mi
28Opus Wealth Management615.0★ (26)24 mi
29Bank of America (with Drive-thru ATM)602.5★ (119)In Forney
30Stonewater Financial Group605.0★ (24)24 mi
31Chase Gorman - Edelman Financial Engines605.0★ (22)24 mi
32American National Bank of Texas604.4★ (22)19 mi
33Broadhead Capital-Will Bramblett605.0★ (20)23 mi
34American National Bank of Texas593.4★ (19)10 mi
35American National Bank of Texas593.1★ (23)8 mi
36Dirkse & Associates594.6★ (11)13 mi
37Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro594.5★ (8)9 mi
38Frost Bank593.9★ (35)21 mi
39American National Bank of Texas593.4★ (17)10 mi
40Bank of America (with Drive-thru ATM)592.7★ (71)8 mi
41Apeiron Planning Partners595.0★ (50)20 mi
42Atlas Wealth Advisors595.0★ (14)20 mi
43Bank of America (with Drive-thru ATM)592.6★ (171)10 mi
44Planning by Design Financial594.8★ (18)24 mi
45Bank of America (with Drive-thru ATM)593.3★ (61)19 mi
46Bank of America Financial Center594.7★ (14)20 mi
47American National Bank of Texas593.6★ (16)13 mi
48American National Bank of Texas594.6★ (18)22 mi
49Texas Financial Advisors585.0★ (12)20 mi
50Texas Bank and Trust584.4★ (20)23 mi

Also serving Forney

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 Forney
BusinessGoogle ratingDistance
CraDean Financial Resources5.0★ (2)20 mi
Cypress Point Wealth Management5.0★ (2)20 mi
Delos Capital Advisors5.0★ (2)20 mi
Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®5.0★ (1)In Forney
Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®3.0★ (2)In Forney
Epstein & Kolacz Wealth Management5.0★ (2)10 mi
Ernie Koestner - RBC Wealth Management Financial Advisor5.0★ (2)20 mi
H W Financial1.0★ (2)19 mi
Keener Financial Planning5.0★ (2)20 mi
LD Lowe Wealth Advisory1.0★ (2)21 mi
Luminate - Ameriprise Financial Services, LLC5.0★ (2)19 mi
Martinez Financial Group Strategies LLC5.0★ (16)In Forney
Moody's Investors Services Inc3.0★ (2)19 mi
Northwestern Mutual - Rockwall3.0★ (2)10 mi
Rick Accounting Firm LLC5.0★ (2)21 mi
Slayton Wealth Management5.0★ (2)8 mi
Terrill Group LLC5.0★ (2)19 mi
True North Advisors3.0★ (2)20 mi
Turtle Creek Financial Group3.0★ (2)20 mi
Wayfinder Wealth5.0★ (2)17 mi

How we ranked Forney financial planners

We scored 157 Forney 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 Forney 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 Forney: frequently asked questions

Which financial planner has the highest RFA Score in Forney?

By RFA Score, the highest-ranked financial planner in Forney, TX is Western Finance with an RFA Score of 76/100. It has 5.0★ from 329 Google reviews. It is open Saturdays until 1 PM. Neighborhood Credit Union (#2) and The Manning Group, Inc. (#3) follow. We ranked 157 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Forney?

RankedFinancialAdvisors ranks 157 financial planners serving Forney, TX. 3 of them are based in Forney; 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 Forney work on weekends?

28 of 157 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#1) and Frost Bank (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Forney financial planners have?

The median Google rating among 157 rated financial planners in Forney is 4.4★, with a median of 14 reviews. Western Finance has the most, 329 reviews, and ranks #1. 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 Forney count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 157 financial planners serving Forney.

More financial planners and Forney pages