WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Fort Worth, 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.
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 Fort Worth, Texas|
|Financial Advisor||Office Location||Phone Number|
Edelman Financial Engines, LLC
4500 Mercantile Plaza Dr,
Fort Worth, TX 76137
|Riley Wealth Advisors
Riley Wealth Advisors, LLC
700 N. Carroll, Suite 110 Southlake, TX 76092,
Southlake, TX 76092
Westlake Wealth Management
310 S Oak Street Suite 208,
Roanoke, TX 76262
|Zachry P. Fearing (Zak)
2570 Fm 407,
Highland Village, TX 75077
Holman Wealth Management, LLC
4035 Shady Hill Drive,
Dallas, TX 75229
Series 6, 7, 63
Fee Based Only - No Commissions
4500 Mercantile Plaza Dr,
TX 76137 Phone Number (214) 7057622
I was inspired to become a financial planner by the 2015 meltdown in the oil & gas industry. My goal is to help prepare my clients for the unexpected while creating positive, lasting change in their lives. Outside of work, I enjoy spending time outdoors with my wife and daughter.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Series 65, 66
Fee-Based, Based on Assets, Hourly
700 N. Carroll, Suite 110 Southlake, TX 76092,
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254,
TX 76092 Phone Number (817) 8704680
Riley Wealth Advisors is a Fort Worth -based wealth management firm founded by William E. Riley in 2008. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is: We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Our True Wealth Approach When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can?t buy and death can?t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation ? creativity paired with careful calculation. As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
Series 7, 66
Fee Only, Based on Assets, Flat Fee
310 S Oak Street Suite 208,
TX 76262 Phone Number (682) 8886144
Michael Fessler, CFP®, AWMA®, EA, is a Managing Partner at Westlake Wealth Management. He specializes in financial planning, portfolio management, risk management, estate planning, and tax planning. Michael holds a BBA in Accounting, an MBA in Finance, and earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation to best serve his clients. He has also earned his Acredited Wealth Management Advisor (AWMA®) designation and is an Enrolled Agent (EA). After beginning his career with a nationwide planning firm, Michael decided to establish his own firm in order to provide truly independent guidance to individuals and families. He is passionate about helping people create better futures for themselves and for generations to come. Michael lives in Trophy Club, Texas with his wife Chelsea and their four young children. He enjoys spending time with his family and friends, playing golf, and cheering on Alabama football.
At Westlake Wealth Management, we serve a diverse group of business owners, executives, retirees and much more. No matter how our clients came to us, they are all unified in their need for superior service and unbiased financial advice. Whether you are a business owner who wants more time to focus on growing your business, an executive that doesnt have enough hours in the day to spend on personal finances, or a retiree who just wants to spoil the grandchildren, our goal is to give you peace of mind knowing that your financial future is in good hands. Our Mission is to do what is in the best interest of our clients and to give back to the communities in which we serve. Our Philosophy is not to be everything for everyone - but rather be everything for a few people. We believe in providing individualized service and unparalleled support to each one of our clients. We are selective when choosing individuals to work with, and encourage potential clients to do the same when choosing a financial advisor. Our Values serve as our guide in all client interactions and in every plan design. From the first phone call to final implementation - this is what you can expect from Westlake Wealth Management: Honesty As an independent wealth management firm, we take our duty to provide objective advice seriously. Anyone can say they put their clients interests above their own, but we believe that saying it means much less than doing it. At Westlake Wealth Management, we are here to add value, look out for the best interest of our clients, and give back to our community. Personalization Regardless of your current situation and needs, you deserve a customized strategy tailored to you and you alone. Rehearsed advice and recycled plans have no place in our firm. We take a deep dive into each of our clients wealth management needs and provide strategies aimed at progressing toward their specified goals. Knowledge Our goal is always to provide world-class service to our clients. Part of that service includes education. We believe in equipping our clients with the knowledge to understand where their money is going and why. We encourage questions and take time to ensure clarity in our clients financial plans.
Series 7, 63, 65
2570 Fm 407,
TX 75077 Phone Number (972) 9663110
Zachry P. Fearing (Zak) is a registered representative with Centaurus Financial, Inc. Prior to joining the Morrison Financial team, Mr. Fearing spent 10 years in the energy sector with a focus on finance. During this time he worked closely with both public and private energy companies to source and deploy capital for extensive oil & gas operations with a focus on shale basins in North America. At Morrison Financial Zak is focused on developing long term relationships and helping families and business owners plan for a better financial future. He is always creating new and exciting strategies to better serve our clients. Zak attended Hawaii Pacific University and was a member of the golf team before transferring to University of North Texas and graduating with B.B.A., Entrepreneurship. He and his wife Blaire have three children and currently reside in Lantana, TX.
Knowledge is power. Its also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. Todays economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
Series 63, 66
Fee Only, Based on Assets
4035 Shady Hill Drive,
TX 75229 Phone Number (972) 7026032
I've been interested in the stock market since the age of 12. I sought after and received, the industry's most prestigious designation of competency, the CFA Charter. I hold the CFP marks as well. I became convinced along the way that only a few knew how to beat the market. Warren Buffett says he knows 50 people who can do that. And that's both the opportunity and the problem for most investment clients - they are not in the right network to find these money managers. That's why I got in this business and why I'm on this website - to help those who are behind on their monetary goals to formulate a plan that will allow them to catch up to where they should be. I believe the most important quality for a financial advisor is ethics, ethics, ethics. HWM was formed to offer relationship-oriented ethical, fiduciary financial planning and investment management, and to give clients the opportunity to not give back profits in declining markets.
Our Mission - to continue building wealth through both offensive and defensive strategies as market conditions change. We are offensive and defensive investors - we invest for growth when risks are low, or we invest to preserve capital when risks are high. We believe that studying economic and financial indicators can lead to better investment decisions. These efforts help us manage the degree of risk and reward that comes with different asset classes during different cyclical time periods. We desire to find opportunities for growth during lower-risk periods (risk-on), and we also desire to protect client assets from deterioration during higher-risk periods (risk-off), as determined by our economic research. We believe that studying economic and financial indicators can lead to better investment decisions. These efforts help us manage the degree of risk and reward that comes with different asset classes during different cyclical time periods. Accordingly, we will buy and sell as we perceive the economic environment is changing. We may occasionally choose a third-party investment manager to work with us in managing certain portfolios if the client so chooses. We oversee the efforts of the third-party manager for compliance with our client's goals and objectives.
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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.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?