Best Financial Advisors in Coppell

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
60+
Advisors
4.8/5.0
Average Rating

Coppell Financial Landscape

Coppell's economy thrives on a mix of retail, technology, and logistics, benefiting from its strategic location near Dallas. The city's growth is supported by a skilled workforce and high quality of life.

Major industries
Retail, Technology, Logistics
Population
40.3K (metro: 7.8M)
Median household income
$112,000
Unique needs
Coppell requires tailored financial strategies to address its suburban growth and family-oriented demographics.
Market Insights
Economic Growth
According to BEA (2023), Coppell's economy has seen a steady growth rate of 3.5%, driven by increased consumer spending and local business expansion.
Wealth Demographics
According to Census (2023), Coppell's median household income is approximately $112,000, reflecting a prosperous community with high educational attainment.
Advisor Specializations
Based on BLS (2023), financial advisors in Coppell are increasingly specializing in retirement planning and investment strategies tailored to suburban families.
Local Considerations
Cost of Living
According to BLS (2024), Coppell's cost of living is 15% higher than the national average, primarily due to housing and transportation expenses.
Real Estate Market
According to Zillow (2024), Coppell's housing market remains competitive, with home prices appreciating by 8% over the past year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Coppell's business environment is favorable, with low unemployment rates and a supportive local government for small businesses.

Top 5 Financial Advisors in Coppell

Value Financial Services - Estate, Financial & Tax Planning
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Tim Coolman
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ahmed Lakhani, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jack J Carpenter, ChFC®|CEPA®|ChSNC®
★ ★ ★ ★ ★ 5
CFO4Life
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Coppell, 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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Coppell-Specific Expertise
For Coppell residents working in Retail, Technology, Logistics, 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
Coppell's tech and retail concentration poses risks; housing prices may bubble. Prepare for flooding and tornadoes. Diversify investments across sectors.

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