Top Financial Advisors in Carrollton, TX

44 fee-only10 CFP certifiedMedian fee: 1.19% on $500K

Top Advisors in Carrollton

Median Advisor Fee

Carrollton1.19%
National1.15%
3% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only73.3%
Includes Commission26.7%

Top Credentials

CFP10 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Carrollton?

The median advisory fee in Carrollton, TX is 1.19% of assets under management. This is 3% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Carrollton?

There are 44 fee-only financial advisors in Carrollton, TX, representing 73.3% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Carrollton financial advisor?

The most common professional designation among Carrollton advisors is the CFP (Certified Financial Planner), held by 10 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 60 Financial Advisors in Carrollton, TX (2026) | TrueAdvisor