Best Financial Advisors in Carrollton

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.9/5.0
Average Rating

Carrollton Financial Landscape

With a population of 126,700, Carrollton is a key player in the Dallas-Fort Worth area, benefiting from its proximity to major employers and industries. The city boasts a robust economic landscape supported by technology, retail, and healthcare sectors.

Major industries
Technology, Retail, Healthcare
Population
1.3M (metro: 7.8M)
Median household income
$85,000
Unique needs
Carrollton's diverse population requires tailored financial services and community engagement strategies.
Market Insights
Economic Growth
According to BEA (2023), Carrollton's economy has shown steady growth, driven by technology and retail sectors, contributing to regional prosperity.
Wealth Demographics
According to Census (2023), Carrollton's median income stands at $85,000, reflecting a diverse and economically active population.
Advisor Specializations
Based on BLS (2023), financial advisors in Carrollton are increasingly focusing on tech sector investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Carrollton's cost of living is competitive, with housing and transportation being the largest expenses for residents.
Real Estate Market
According to Zillow (2024), Carrollton's real estate market is robust, with home values appreciating steadily, raising concerns about affordability.
Business Environment
According to Fortune (2024), Carrollton offers a favorable business climate with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Carrollton

Edward Jones - Financial Advisor: Sean R Scribner
★ ★ ★ ★ ★ 5
Texas Financial Advisors
★ ★ ★ ★ ★ 5
Creme Wealth - Plano Financial Planner
★ ★ ★ ★ ★ 5
Joe Dowdall, CFP®, RICP®, CRPC®, CCFC®, MBA
★ ★ ★ ★ ★ 5
Brinkman Financial
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Carrollton, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Carrollton-Specific Expertise
For Carrollton residents working in Technology, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Carrollton's tech and retail focus necessitates economic diversification to mitigate downturn risks. Real estate prices may face bubble risks; prepare for potential flooding and tornadoes.

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