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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Dallas, Texas. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Dallas

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Dallas, Texas
Financial Advisor Office Location Phone Number
Personal Capital
Personal Capital Advisors Corporation
901 Main Street,
Dallas, TX  75201
(650) 556-1310
John Kvale, CFA®, CFP®
J.K. Financial, Inc.
8222 Douglas Avenue,
Dallas, TX  75225
(214) 706-4300
Zach Allen
Disciplined Advisor Group
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3305
Justin Farris
Farris Capital Management Inc
14800 Quorum Drive,
Dallas, TX  75254
(214) 525-2141
Justin Gedlen CFP®, CRC®
Disciplined Advisors Group
14135 Midway Rd,
Addison, TX  75001
(214) 545-3310
Kenneth Beber, AIF®
Peak Financial, Inc.
6160 Warren Parkway,
Frisco, TX  75034
(469) 322-1210
Jeffrey M. Garton
JMG Wealth Management
6401 Eldorado Pkwy. #226,
McKinney, TX  75070
(972) 837-0871

Information on Qualified Financial Advisors in Dallas

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 901 Main Street,
Suite 4600,
Dallas,
TX 
75201
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.



Qualifications CRD# 2047457
FirmCRD# 114929

Compensation/Fee Fee Only, Based on Assets


Office Location 8222 Douglas Avenue,
Suite 590,
Dallas,
TX 
75225
Phone Number (214) 7064300

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.



Qualifications CRD# 5059261
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions


Office Location 5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 
75244
Phone Number (214) 5453305

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisor Group

We’re here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group – trust, commitment and caring make up the foundation that provides services to our clients.



Qualifications CRD# 4725738
FirmCRD# 169051
Series 7, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 14800 Quorum Drive,
suite 360,
Dallas,
TX 
75254
Phone Number (214) 5252141

Mr. Farris serves clients by providing retirement planning, Tax planning strategies, investments, and risk management advisory services. Justin develops the investment strategies and handles the portfolio management for FCM. Prior to establishing Farris Capital Management, Justin worked at Raymond James and Associates in the Dallas office and was formerly the lead equity analyst and trader for the offices most prominent hedge fund. This experience is where he gained the real world investment knowledge of money management and how to apply research and investment thesis into actionable ideas. He is a CERTIFIED FINANCIAL PLANNER" professional with a degree in Economics from Rice University and also played for the Rice University College World Series Championship baseball team.

About Farris Capital Management Inc

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. Farris Capital Management Inc. maintains an independent and focused approach to advising our clients on all their financial needs. We don't sell products; we provide custom tailored financial solutions and are committed to becoming a lifelong partner to our clients. Professionalism, integrity, hard work, and trust are the basic principles of our company. Our goal is to provide a superior client service experience. What Makes Us Unique - At Farris Capital Management Inc., we build and manage your personalized investment portfolio while incorporating a high quality financial plan for each of your goals. To find out more please visit our website.



Qualifications CRD# 5186484
Series 7, 66


Office Location 14135 Midway Rd,
Suite G 100,
Addison,
TX 
75001
Phone Number (214) 5453310

We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner (TM) practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense. At Disciplined Advisors Group, we are independent and have no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda. Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers&much to his Dallas born wife's dismay.

About Disciplined Advisors Group

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group, trust, commitment and caring make up the foundation that provides services to our clients.



Qualifications CRD# 4257664
Series 6, 7, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 6160 Warren Parkway,
Suite 100,
Frisco,
TX 
75034
Phone Number (469) 3221210

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Peak Financial, Inc.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.



Qualifications CRD# 2645788
FirmCRD# 10409
Series 6, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions)


Office Location 6401 Eldorado Pkwy. #226,
McKinney,
TX 
75070
Phone Number (972) 8370871

Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (15) and Addison (13). I enjoy coaching my sons baseball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. My 200+ Clients have trusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.



List of Additional Financial Advisors in or around Dallas, Texas
Financial Advisor Office Location Phone Number
Marvin Slater
Marvin M. Slater and Assoc.
9656 Lynbrook Dr,
Dallas, TX  75238
(214) 343-9645
Chris Leap CFP®
Leap Wealth Management, LLC
8604 Greenville Ave Dallas TX 75243,
Dallas, TX  75243
(214) 420-7441
Mathew Welsh
Elite Financial Management
5420 LBJ Freeway, Ste 275,
Dallas, TX  75240
(214) 239-4715
Brian Armstrong, CFP®
Armstrong Purselley Wealth Management Group
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3303
Darrell Roberts
Roberts Financial
1120 W. Campbell,
Richardson, TX  75080
(214) 572-2270
Truman Blocker CFP®, CLU, CFS
Spectrum Financial Group
5080 Spectrum Dr, 902W,
Addison, TX  75001
(972) 458-9907
Dr. Geoffrey VanderPal, DBA, CFP�, CLU, CTP
VanderPal Capital Management LLC
6860 North Dallas Parkway,
Plano, TX  75024
(844) 569-2382
Kenneth Shields
Lpl Financial Llc
1809 MYSTIC ST,
Rockwall, TX  75032
(214) 981-0515
Bob Garbowski
New England Financial
1461 Saint Gallen Ln.,
Lewisville, TX  75067
(972) 757-7582
Waits Financial Group
Waits Financial Group
7110 Pecan Street,
Frisco, TX  75034
(972) 581-3077

Information on Additional Financial Advisors in or around Dallas, Texas

Marvin Slater

Marvin M. Slater and Assoc.

Qualifications CRD# 2857035
FirmCRD# 132459
Series 65

Tel: (214) 3439645
9656 Lynbrook Dr,
Dallas,
TX 
75238


Chris Leap CFP®

Leap Wealth Management, LLC

Qualifications CRD# 2562058
FirmCRD# 152253
Series 7, 63

Tel: (214) 4207441
8604 Greenville Ave Dallas TX 75243,
1000 Heritage Center Circle, Round Rock TX,
Dallas,
TX 
75243


Mathew Welsh

Elite Financial Management

Tel: (214) 2394715
5420 LBJ Freeway, Ste 275,
Dallas,
TX 
75240


Brian Armstrong, CFP®

Armstrong Purselley Wealth Management Group

Qualifications CRD# 3040269
Series 7, 66

Tel: (214) 5453303
5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 
75244


Darrell Roberts

Roberts Financial

Qualifications CRD# 4244624

Tel: (214) 5722270
1120 W. Campbell,
Richardson,
TX 
75080


Truman Blocker CFP®, CLU, CFS

Spectrum Financial Group

Qualifications CRD# 2375733
Series 6, 7, 24, 63, 66

Tel: (972) 4589907
5080 Spectrum Dr, 902W,
Addison,
TX 
75001


Dr. Geoffrey VanderPal, DBA, CFP�, CLU, CTP

VanderPal Capital Management LLC

Qualifications CRD# 2515008
FirmCRD# 283030

Tel: (844) 5692382
6860 North Dallas Parkway,
Suite 200,
Plano,
TX 
75024


Kenneth Shields

Lpl Financial Llc

Qualifications CRD# 1045546
FirmCRD# 6413

Tel: (214) 9810515
1809 MYSTIC ST,
Rockwall,
TX 
75032


Bob Garbowski

New England Financial

Qualifications CRD# 2371534
Series 6, 63

Tel: (972) 7577582
1461 Saint Gallen Ln.,
Lewisville,
TX 
75067


Waits Financial Group

Waits Financial Group

Qualifications CRD# 2565566
FirmCRD# 10740
Series 7, 24

Tel: (972) 5813077
7110 Pecan Street,
Frisco,
TX 
75034


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?