Financial advisors in Little Elm, TX

20 match

Daniel Lancaster
Financial advisor at Advisors Capital Management, LLC
Advisors Capital Management, LLC · $12.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamie Conlon
Financial advisor at Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. · $32M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aleksey Palumbo
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anupa Philip
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Mathew
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Neff
Financial advisor at Fiduciary Wealth Management, LLC.
Fiduciary Wealth Management, LLC. · $5.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cary Wood
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Thomas
Financial advisor at Provision Asset, LLC
Provision Asset, LLC · $150.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dawn Austin
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dedrick Adell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gwendolyn Louie
Financial advisor at Provision Asset, LLC
Provision Asset, LLC · $150.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Elliott
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Globensky
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Schutte
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nash Noorali
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nehemiah McFarlin
Financial advisor at Dunham
Dunham · $5.63B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Parker Eaton
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Crow
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pranav Shingala
Financial advisor at Prudent Prosperity
Prudent Prosperity · $188K AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Deakins
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Little Elm, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Little Elm, TX.

How this list works

Before you hire an advisor in Little Elm, TX