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Financial Planners in Seagoville, TX: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Seagoville: Western Finance, RFA Score 74/100; 5.0★ from 329 Google reviews; open Saturdays until 1 PM.

  2. 4

    Most-reviewed: Neighborhood Credit Union, 308 Google reviews at 4.5★, the most of 112 ranked after Western Finance; ranked #4.

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

112 Seagoville financial planners are ranked here by RFA Score, from eight published factors. 26 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.0★ across 112 rated firms.

Top 10 financial planners in Seagoville 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 Seagoville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western Finance745.0★ (329)Terrell, 17 mi awaySatTop score
2Neighborhood Credit Union704.6★ (217)Lancaster, 15 mi away——
3Western Finance694.9★ (156)Ennis, 22 mi awaySat—
4Neighborhood Credit Union694.5★ (308)Duncanville, 23 mi away—Most reviews
5Neighborhood Credit Union664.0★ (145)Mesquite, 11 mi away——
6Chessman Wealth Strategies645.0★ (45)Dallas, 21 mi away——
7SDO CPA: Tax Preparation, Accounting, & Bookkeeping634.8★ (49)Duncanville, 22 mi away——
8Integrity634.3★ (56)Dallas, 18 mi away——
9Third Act Wealth Management, LLC625.0★ (34)Dallas, 20 mi away——
10Bank of America Financial Center623.6★ (184)Dallas, 19 mi awaySat—

All 112 financial planners in Seagoville, 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 Seagoville

    #1 Western Finance

    Based in Terrell, 17 mi away

    74/100RFA 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

  3. #3 Western Finance

    Based in Ennis, 22 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    206 W Knox St, Ennis, TX 75119
    View profile for Western Finance(972) 875-6844

  8. #8 Integrity

    Based in Dallas, 18 mi away

    63/100RFA Score

    Ranked #8 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

  14. #14 Beacon Pointe Advisors

    Based in Dallas, 20 mi away

    61/100RFA Score

    Ranked #14 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

  16. #16 Xponify Financial

    Based in Dallas, 23 mi away

    61/100RFA Score

    Ranked #16 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

  18. #18 Frost Bank

    Based in Rockwall, 18 mi away

    61/100RFA Score

    Ranked #18 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

  19. #19 OpenAir Advisers

    Based in Rockwall, 20 mi away

    61/100RFA Score

    Ranked #19 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

  20. #20 Asset Achievers

    Based in Seagoville

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–2 PM · Sat 10 AM–1 PM · Sun closed
    View profile for Asset Achievers

  21. #21 Our Infinite Company

    Based in Dallas, 24 mi away

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8001 Lyndon B Johnson Fwy Ste 400, Dallas, TX 75251
    View profile for Our Infinite Company

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

financial planners in Seagoville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center584.7★ (14)19 mi
27Apeiron Planning Partners585.0★ (50)22 mi
28Troop Capital Management585.0★ (90)18 mi
29DJH Capital Management585.0★ (11)18 mi
30Atlas Wealth Advisors585.0★ (14)22 mi
31Bank of America (with Drive-thru ATM)582.7★ (71)11 mi
32Bank of America (with Drive-thru ATM)582.5★ (119)9 mi
33Bank of America (with Drive-thru ATM)582.6★ (171)13 mi
34Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro584.5★ (8)13 mi
35PlainsCapital Bank584.4★ (14)19 mi
36American National Bank of Texas573.4★ (19)15 mi
37Texas Financial Advisors575.0★ (12)22 mi
38PlainsCapital Bank574.6★ (10)18 mi
39Bank of America (Lobby Service Only)572.3★ (173)8 mi
40Frost Bank573.9★ (21)22 mi
41Frost Bank573.5★ (31)21 mi
42Beacon Pointe Advisors575.0★ (11)21 mi
43Dirkse & Associates574.6★ (11)21 mi
44EP Wealth Advisors575.0★ (8)19 mi
45American National Bank of Texas573.4★ (17)18 mi
46Texas Capital563.8★ (13)19 mi
47American National Bank of Texas563.1★ (16)17 mi
48Texas Investment & Retirement Associates565.0★ (7)19 mi
49Libertas Financial Partners LLC565.0★ (73)22 mi
50American National Bank of Texas563.6★ (16)21 mi

Also serving Seagoville

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 Seagoville
BusinessGoogle ratingDistance
Activate Bookkeeping, LLCIn Seagoville
B Savvy Brown Financial ServicesIn Seagoville
Crypto Dallas5.0★ (2)In Seagoville
Delos Capital Advisors5.0★ (2)19 mi
Epstein & Kolacz Wealth Management5.0★ (2)18 mi
Ernie Koestner - RBC Wealth Management Financial Advisor5.0★ (2)19 mi
GARTOV Financial Group4.7★ (15)In Seagoville
Gregory Colin Parsons - Financial Advisor, Ameriprise Financial Services, LLCIn Seagoville
H W Financial1.0★ (2)18 mi
Keener Financial Planning5.0★ (2)19 mi
Luminate - Ameriprise Financial Services, LLC5.0★ (2)18 mi
Moody's Investors Services Inc3.0★ (2)18 mi
Northwestern Mutual - Rockwall3.0★ (2)18 mi
SheCounts Taxes and Wealth5.0★ (1)In Seagoville
Slayton Wealth Management5.0★ (2)17 mi
Terrill Group LLC5.0★ (2)18 mi
TMT Financial ConsultantsIn Seagoville
True JEMSIn Seagoville
VMM3.0★ (2)17 mi
Wayfinder Wealth5.0★ (2)17 mi

How we ranked Seagoville financial planners

We scored 112 Seagoville 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 Seagoville 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 Seagoville: frequently asked questions

Which financial planner has the highest RFA Score in Seagoville?

By RFA Score, the highest-ranked financial planner in Seagoville, TX is Western Finance with an RFA Score of 74/100. It has 5.0★ from 329 Google reviews. It is open Saturdays until 1 PM. Neighborhood Credit Union (#2) and Western Finance (#3) follow. We ranked 112 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Seagoville?

RankedFinancialAdvisors ranks 112 financial planners serving Seagoville, TX. 3 of them are based in Seagoville; 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 Seagoville work on weekends?

26 of 112 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Western Finance (#1), Western Finance (#3) and Bank of America Financial Center (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Seagoville financial planners have?

The median Google rating among 112 rated financial planners in Seagoville is 4.0★, 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 Seagoville count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 112 financial planners serving Seagoville.

More financial planners and Seagoville pages