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Find Top Financial Advisors in Desoto, Texas

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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 Desoto, 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 Desoto

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 Desoto, 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

Information on Qualified Financial Advisors in Desoto

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.



List of Additional Financial Advisors in or around Desoto, 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
Brian Armstrong, CFP®
Armstrong Purselley Wealth Management Group
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3303
Mathew Welsh
Elite Financial Management
5420 LBJ Freeway, Ste 275,
Dallas, TX  75240
(214) 239-4715
Darrell Roberts
Roberts Financial
1120 W. Campbell,
Richardson, TX  75080
(214) 572-2270
Warren Waters
The Planners Network Inc
100 E. 15th Street #100,
Ft Worth, TX  76102
(817) 336-2000

Information on Additional Financial Advisors in or around Desoto, 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


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


Mathew Welsh

Elite Financial Management

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


Darrell Roberts

Roberts Financial

Qualifications CRD# 4244624

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


Warren Waters

The Planners Network Inc

Tel: (817) 3362000
100 E. 15th Street #100,
Ft Worth,
TX 
76102


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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.

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