Best Financial Advisors in MCKINNEY, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$210M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in MCKINNEY
#1
85
KOPION ASSET MANAGEMENT, LLC
MCKINNEY, TX · Since 2020
$143M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
76
CORUS FAMILY WEALTH ADVISORS, INC.
MCKINNEY, TX · Since 2020
$620M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
74
SUCCESSION FINANCIAL, INC
MCKINNEY, TX · Since 2025
$210M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MCKINNEY?
The median advisory fee in MCKINNEY, TX is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.