Best Financial Advisors in McKinney

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
140+
Advisors
4.9/5.0
Average Rating

McKinney Financial Landscape

With a population of 148,559, McKinney is part of the thriving Dallas-Fort Worth metroplex. The city boasts a diverse economy with strong growth in technology, retail, and healthcare sectors.

Major industries
Technology, Retail, Healthcare
Population
1.3M (metro: 7.8M)
Median household income
$92,000
Unique needs
McKinney requires a focus on sustainable growth, affordable housing, and infrastructure development to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), McKinney's economy has expanded by 4.5% year-over-year, driven by job creation in tech and healthcare.
Wealth Demographics
According to Census (2023), the median household income in McKinney is $92,000, reflecting the city's affluent demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in McKinney are increasingly specializing in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), McKinney's cost of living is 5% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the median home price in McKinney is $400,000, with a 10% increase in the past year, indicating strong demand.
Business Environment
According to Fortune (2024), McKinney ranks among the top cities for business growth, thanks to its supportive local government and infrastructure.

Top 5 Financial Advisors in McKinney

McKinney Wealth Management
★ ★ ★ ★ ★ 5
Legacy Financial Advisors
★ ★ ★ ★ ★ 5
Krishna Wealth Planning
★ ★ ★ ★ ★ 5
Yield Financial Advisors, Inc.
★ ★ ★ ★ ★ 5
Texan Wealth
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in McKinney, 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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McKinney-Specific Expertise
For McKinney 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
McKinney's tech sector growth presents concentration risks; housing market appreciation raises bubble concerns. Prepare for tornadoes and flooding; diversify economically.

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