Best Financial Advisors in Frisco

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
130+
Advisors
4.8/5.0
Average Rating

Frisco Financial Landscape

Frisco's economy is driven by technology, retail, and healthcare, benefiting from its proximity to Dallas. The city has seen significant population growth, attracting diverse businesses.

Major industries
Technology, Retail, Healthcare
Population
136.8K (metro: 7.8M)
Median household income
$100,000
Unique needs
Frisco requires tailored financial advice to navigate its rapid growth and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Frisco's GDP growth rate is 4.5%, driven by tech and retail expansions.
Wealth Demographics
According to Census (2023), the median income in Frisco is $100,000, indicating a prosperous community.
Advisor Specializations
Based on BLS (2023), financial advisors in Frisco are increasingly focusing on tech industry clients and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Frisco's cost of living is 10% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), Frisco's housing market is competitive, with home prices rising 12% year-over-year.
Business Environment
According to Fortune (2024), Frisco is ranked among the top cities for business growth, attracting startups and established firms.

Top 5 Financial Advisors in Frisco

Brindle & Bay Wealth Management
★ ★ ★ ★ ★ 5
Creme Wealth - Plano Financial Planner
★ ★ ★ ★ ★ 5
Libertas Financial Advisors
★ ★ ★ ★ ★ 5
Benold Financial Planning
★ ★ ★ ★ ★ 5
Merit Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Frisco, 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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Frisco-Specific Expertise
For Frisco 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
Frisco's tech sector growth poses concentration risks; housing market shows bubble signs. Be mindful of flooding and tornado risks; diversify investments.

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