Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Known as a hub for business, Fort Worth, Texas, has a strong and diverse economy, marked by consistent economic growth, with increasing job opportunities and population expansion. The city's favorable tax environment, low cost of living, and access to a skilled workforce make it an attractive location for both startups and established companies.
The city is home to 1600+ financial advisors offering various financial services. Finding a suitable financial advisor in Fort Worth who meets your specific requirements can present a challenge. This is where WiserAdvisor can step in and simplify your search by connecting you with vetted financial advisors in Fort Worth, TX, ensuring you receive expert guidance tailored to your needs. Whether you're looking for an independent Fort Worth RIA or a trusted Fort Worth financial planner, we can help you find the right fit.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. All the advisors in our network are screened for experience and hold clean records with FINRA and SEC.
If you're looking for Fort Worth financial planning services or need expert advice on wealth management in Fort Worth, our advisors are here to assist. Our free match tool can connect you with 2 to 3 vetted financial advisors based on your requirements who can help you build, protect, and grow your wealth for long-term financial success.
Fort Worth
has
18
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Fort Worth,
Texas
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Fort Worth,
Texas
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Fort Worth, Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 8 Years | Not Specified | $200,000 | Fee-Only | |
| 9 Years | Not Specified | Not Specified | Fee-Only | |
|
Brian Bisdorf
CRPC® CEDARWOOD FINANCIAL PARTNERS 201 American Concourse Suite 310, Fort Worth, TX 76106 |
16 Years | Not Specified | Not Specified | Fee-Based |
| 25 Years | $35,000,000 | $100,000 | Fee-Based | |
|
Chris McNeal
CFS PREMIER INVESTMENTS & WEALTH MANAGEMENT 5601 Executive Dr Suite 500, Irving, TX 75038 |
16 Years | $700,000,000 | $0 | Fee-Based |
| 20 Years | Not Specified | $1,000,000 | Fee-Only | |
| 49 Years | Not Specified | $500,000 | Fee-Only | |
| 17 Years | $900,000,000 | $50,000 | Fee-Based | |
|
J.K. Financial, Inc. John Kvale
CFP®, CFA® J.K. FINANCIAL, INC. 8222 Douglas Avenue, Suite 590, Dallas, TX 75225 |
37 Years | $175,000,000 | $1,000,000 | Fee-Only |
| 14 Years | $45,000,000 | $3,000,000 | Fee-Only | |
|
Michelle Connell
CFA® PORTIA CAPITAL MANAGEMENT, LLC Serving Dallas-Fort Worth Metro Area, Dallas, TX 75206 |
11 Years | Not Specified | $0 | Not Specified |
| 25 Years | $650,000,000 | Not Specified | Fee-Only | |
| 60 Years | $5,000,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | $70,000,000 | Not Specified | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $0 | $100,000 | Fee-Based | |
| 24 Years | Not Specified | Not Specified | Fee-Based | |
|
Courtney Leffall
CFP® LX PARKER WEALTH MANAGEMENT 300 East Davis Street, Suite 112, McKinney, TX 75071 |
18 Years | Not Specified | $200,000 | Fee-Based |
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
1401 Jones Street,
Suite 210,
Fort Worth,
TX
76102
Phone Number
817-864-8560
Justin Hall came into the Investment Advisory business because of his deep passion for helping others. He earned a Bachelor's Degree in Business from Abilene Christian University, and an MBA from Oklahoma City University. Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains. His passion is individual, holistic financial planning and retirement planning.
Good Life Asset Strategies advisors are fee-only financial planners who have a duty to place your interests above all others. Our firm offers the personal attention and expertise you need to truly live the good life. We provide financial planning, investing, and retirement strategies you can trust.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2441702
Firm CRD# 308177
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
1751 River Run Suite 200,
Fort Worth,
TX
76107
Phone Number
817-935-0825
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only planning and investment management firm in Fort Worth, Texas. She focuses on helping Christian women make smart money decisions, especially those in transition to retirement, widowhood, and managing wealth for the first time. Her goal is to help all clients successfully navigate their financial life so that they will be worry free and spend more time doing what they love. After earning a degree in Finance from the University of Louisiana at Lafayette in 1990, she moved to Orlando, Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she enrolled in her 401K and wanted to learn about additional options to plan for retirement. Not many advisors were willing to help her with her 401K choices, and none offered a written financial plan. In 1994 she left Harcourt Brace Publishing and became licensed to work as a Financial Advisor. In 1998, she completed the rigorous education and experience requirements to become a CFP. With over 9 years of professional experience as a financial advisor, she daily strives to make the complex simple when advising clients. She often remembers what the experience was like when she was young and looking for an advisor. This memory enables her to be sensitive and patient in all of her interactions. Education is also an important component of her practice, and she has been quoted by CBS News, Yahoo Finance, and MSN. She and her husband live in Fort Worth, and they have an amazing son Andrew. He is a Young Steinway Artist in graduate school at Texas Christian University. When her son was younger, she was very active in the homeschool community and served as a director, teacher, and support group leader. Her proudest accomplishments are persevering in homeschooling through high school and founding Waymaker Financial Planning. In her spare time, she enjoys walking through the Fort Worth Botanical Gardens to get inspired to make her own garden more beautiful. Spring is her favorite time of year and she loves exploring backroads filled with beautiful fields of Texas Bluebonnets. Occasionally, when her adventurous side kicks in, she goes white water rafting - with an experienced guide, of course!
Waymaker Financial Planning serves Christian women in all seasons of their lives. We also work with Christian men who are looking for a trusted female CFP so that their wives can begin to learn about family finances now instead of later in a time of grief. We work as Fiduciaries at all times and are Fee-Only Advisors. Our practice is mostly virtual, but we are available for in-person meetings as needed.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5619385
Firm CRD# 8032
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
201 American Concourse Suite 310,
Fort Worth,
TX
76106
Phone Number
682-224-4001
Life's complicated enough - why not simplify where we can? As a Wealth Coach and co-founder of an independent financial practice , I specialize in helping individuals and families break down big financial goals into practical, manageable steps. Whether you're planning for retirement, navigating a major life change, or just trying to get a better handle on your financial complexities, my goal is to make those decisions feel clear and doable. I earned a degree computer programming, but during the "Great Recession" in 2008, I pivoted into financial planning because I saw how essential clarity and strategy are-especially in times of uncertainty. For the past 16 years, I've focused on helping clients move from feeling overwhelmed to confidence with smart, actionable planning. I hold the Chartered Retirement Planning Counselor" (CRPC®) designation from the College for Financial Planning® and am an Investment Adviser Representative with Commonwealth Financial Network®, maintaining FINRA Series 7 and 66 securities licenses. Some of my best lessons about simplicity come from being a dad to two energetic boys (ages 6 and 11). Whether we're building a Lego fortress or talking about saving for something big, they remind me that life should be more about doing what matters and less about stressing over the rest. And honestly, financial planning should feel the same-empowering, not overwhelming. Not everyone wakes up excited to organize life's priorities-but I do. And if that's not your thing, that's okay. You don't have to do it alone. My role is to bring structure, clarity, and encouragement so you can move forward with confidence. Let's simplify, strategize, and move forward-together.
Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving individual investors in central Texas. He learned that serving clients well is much more than just offering financial products.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
180 State Street, Suite 225,
Southlake,
TX
76092
Phone Number
727-272-7249
As an Investment Strategist, over the past 20 years George serves as his client's personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent. Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.
When collaborating with my office, you'll discover that our approach strives to strike a harmonious balance between your immediate income needs and your long-term wealth-building aspirations. We take into careful consideration your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations. Upon thorough examination of your objectives and a comprehensive understanding of your current financial landscape, I collaborate with you to formulate actionable recommendations, solutions, and strategies. Once a plan is established, we commence the implementation of these actions and strategies. I continually monitor the performance, risk profile, investment style, and management of your investments and strategies. Regular communication is essential, and I ensure ongoing discussions to assess results, address any concerns, and provide answers to your questions, offering you peace of mind throughout our journey together.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
5601 Executive Dr Suite 500,
Irving,
TX
75038
Phone Number
214-550-9910
With nearly two decades of experience in the financial services industry, Chris has dedicated his career to helping individuals, families, and small businesses pursue financial freedom through comprehensive financial planning. Chris provides personalized strategies that helps instill confidence and help his clients navigate the challenges along their financial journey. Whether he is teaching retirement courses or educating his clients on market risk, longevity, inflation, and retirement income strategies, Chris's passion for providing financial education plays an important role in his planning process. Chris started his career as a consultant to other financial advisors in 2006. His years of experience helping advisors build out retirement plans and his love of working with people led him to becoming a Wealth Advisor. Chris currently holds his Series 6, 7, 63 and 65 registrations with LPL Financial as well as his Life and Health Insurance Licenses. Chris is committed to giving back to his community. He is the Vice President of the Grapevine/Colleyville Youth Football Organization. Chris is also a part of the leadership group for the Colleyville Rotary Club and is a Paul Harris Fellow for Rotary International. Chris grew up in Denver, CO where he attended Parks College. He married his High School Sweetheart, Danielle, in 2006. They currently reside in Colleyville, TX with their three children. When he is not working with clients or volunteering in the community, Chris enjoys spending time with his family and friends on the lake, camping, and attending his kids' sporting events. He is currently coaching football for his two sons.
Premier Investments & Wealth Management (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
2910 Lakeside Village Blvd,
Flower Mound,
TX
75022
Phone Number
469-212-8072
At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 6656223
Firm CRD# 173563
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
201 Fort Worth Hwy,
Weatherford,
TX
76086
Phone Number
817-550-6750
At BentOak Capital, we work with people who are facing real life decisions. Whether it is retirement, selling a business, or navigating family dynamics, they come to us for clarity and a plan that actually fits.
We're an independent, fee-only firm, still owned and led by our founding family. No outside investors. No private equity backing. Just a team of professionals who are personally invested in doing what's right for the people we serve. That kind of personal commitment is what builds the long-term relationships our clients value most. Clients work with a team they know - advisors who stay involved, follow through, and take ownership at every step.
Our process is thoughtful and personalized. We take time to understand what matters most to you, then help you move forward on a path of confidence with a clear, practical plan aligned with your values and goals.
If that sounds like what you're looking for, we'd love to talk.
Our Locations:
Weatherford
201 Fort Worth Hwy
Weatherford, TX 76086
Fort Worth
5000 Overton Plaza Suite 110
Fort Worth, TX 76109
Lubbock
5107 82nd Street
Lubbock, TX 79424
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
4100 Alpha Road Suite 464,
Dallas,
TX
75244
Phone Number
469-778-4592
We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2047457
Firm CRD# 114929
Compensation/Fee Fee-Only
Office Location
8222 Douglas Avenue,
Suite 590,
Dallas,
TX
75225
Phone Number
214-706-4300
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. For more information and updates from John, visit his blog at http://www.street-cents.com/ .
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Qualifications
CRD# 5979802
Firm CRD# 291218
Compensation/Fee Fee-Only
Office Location
5956 Sherry Lane, 20th Floor,
Dallas,
TX
75225
Phone Number
928-503-2437
Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper. We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with. We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind. Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking. Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66
Office Location
Serving Dallas-Fort Worth Metro Area,
Dallas,
TX
75206
Phone Number
469-909-7342
PCM is a Texas limited liability company, whose managing member is Michelle P. Connell, CFA. Ms. Connell has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration from San Diego State University (with Honors) and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell is the founder of PCM and serves as its Chief Investment Officer. Ms. Connell has extensive experience managing equities, fixed income and private investment portfolios. She has served as a senior portfolio manager for several private banks and boutiques in Texas, Chicago and the West Coast. Ms. Connell is a Chartered Financial Analyst (CFA). The CFA Institute's mission is to lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. The CFA Institute believes that high ethical standards are critical to maintaining the public's trust in financial markets and in the investment profession. Ms. Connell is also an adjunct professor of Finance at the University of Texas in Dallas. Her classes include Corporate Finance, as well as Domestic Fund Management where she oversees the management of the university's undergraduate fund. Proceeds of this fund are used for scholarships for the university's business majors. In addition, Ms. Connell teaches the CFA Review at several universities in Dallas. Starting in Fall 2017, Ms. Connell will oversee the management of a portion of Texas Wesleyans endowment through a course for Finance majors.
PCM's investment process starts with meeting you to obtain an understanding of your financial goals and your feelings about risk. After reviewing your current investments, an investment portfolio is created specifically for your objectives. Special consideration is given to downside risk. Upon your approval, your customized portfolio strategy is implemented. This portfolio is monitored and when necessary, adjusted to maintain its strategy. Our communication is a continuous process and is not limited to regular reviews.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 135281
Compensation/Fee Fee-Only
Office Location
4849 Greenville Avenue,
Ste 100,
Dallas,
TX
75206
Phone Number
469-915-4786
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Google Reviews Read articles by Jonathan Dash
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
17177 Preston Road,
Suite 360,
Dallas,
TX
75248
Phone Number
214-545-3305
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.
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
Firm CRD# 164109
Series 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
15110 Dallas Parkway,
Suite 500,
Dallas,
TX
75248
Phone Number
972-421-1374
360 Wealth Planners is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of our clients. Our firm is proud to be associated with Advisors Resource Council (ARC), an independent Registered Investment Advisory (RIA) firm. ARC empowers independent financial advisors by providing exceptional resources, collaborative wisdom, and flexible business models. This partnership allows us to enhance our service offerings and focus on delivering superior financial guidance and results for our clients. By maintaining our independence, we avoid pitfalls of proprietary products, sales quotas, and conflict of interests. As part of our commitment to utilizing cutting-edge technology, we use AIQ for our investment management. AIQ's advanced analytics and artificial intelligence capabilities enable us to optimize investment strategies and deliver innovative solutions to our clients. We work with multiple custodians to ensure the safekeeping of our clients' assets and provide robust platforms for executing trades and managing investments. Our primary custodians include: LPL Financial Charles Schwab These relationships allow us to leverage extensive resources and infrastructure to better serve our clients, offering flexibility and choice in custodial services. We have also built a network of subject matter experts to provide you with expertise in these areas. Learn more about our preferred partners that we will connect you with and work directly with to help you in every aspect of your life.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
13727 Noel Road Tower 2,
Suite 1075,
Dallas,
TX
75240
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 157222
Compensation/Fee Fee-Based, Based on Assets
Office Location
2820 Dallas Parkway,
Plano,
TX
75093
Phone Number
866-551-1705
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $3.58 billion for over 6,635 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2023)
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
6160 Warren Parkway,
Suite 100,
Frisco,
TX
75034
Phone Number
469-322-1210
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.
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
300 East Davis Street,
Suite 112,
McKinney,
TX
75071
Phone Number
972-363-4626
Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO. As a CFP® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times. I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar. On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.' I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-). If you made it this far you should go ahead and schedule a complimentary consultation.
In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management. We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1036 | 158 | $141,927,200,000 | A percentage of AUM, Other (CARRIED INTEREST)
|
|
| 361 | 102 | $112,362,200,000 | A percentage of AUM, Other (CARRIED INTEREST)
|
|
| 115 | 54 | $35,297,732,645 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
|
|
| 101 | 3742 | $30,485,271,519 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 218 | 143 | $24,537,485,205 | A percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION)
|
|
| 1787 | 110166 | $22,090,760,499 | A percentage of AUM, Fixed fees
|
|
| 44 | 32 | $15,788,500,000 | A percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES)
|
|
| 10 | 7 | $5,019,900,000 | A percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION)
|
|
| 99 | 37 | $4,667,010,550 | A percentage of AUM, Fixed fees, Performance Based, Other (PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES)
|
|
| 48 | 16 | $4,542,300,000 | A percentage of AUM, Other (CARRIED INTEREST)
|
|
| 19 | 1 | $4,214,300,000 | Fixed fees, Other (INCENTIVE FEES)
|
|
| 15 | 22 | $1,453,024,000 | A percentage of AUM, Performance Based
|
|
| 3 | 2 | $1,204,609,365 | Performance Based
|
|
| 5 | 130 | $884,051,795 | A percentage of AUM, Hourly charges
|
|
| 12 | 2307 | $872,673,363 | A percentage of AUM, Hourly charges, Fixed fees
|
To find a qualified financial advisor in Fort Worth, begin by identifying your financial needs-whether it's retirement planning, investment management, tax management, or comprehensive financial planning. Once you have a clear understanding of your goals, look for an advisor with relevant expertise and qualifications.
An efficient way to find a reliable advisor is by using WiserAdvisor's free match tool, which connects you with vetted financial advisors who meet your specific needs. All advisors in WiserAdvisor's network are pre-screened for experience and maintain clean records with regulatory authorities like FINRA and the SEC.
Additionally, consider looking for fiduciary advisors who are legally obligated to act in your best interests. You can also ask for referrals from trusted sources or check online reviews to narrow down your options.
When choosing a financial planner, look for qualifications that demonstrate expertise and ethical standards, including:
Fort Worth financial advisors typically follow a comprehensive and tailored approach to financial planning where they first assess your financial goals, whether it's retirement planning, investment management, estate planning, or tax strategies. Subsequently, they evaluate your current financial status, including income, expenses, debts, investments, and assets. Further, advisors also determine your risk tolerance and investment timeline to create a suitable strategy specific to your needs.
Fort Worth financial planners also develop a personalized plan that aligns with your goals and risk appetite including strategies pertaining to investments, taxes, estate planning, and retirement planning, and more. Advisors may also provide continuous support, ensuring the financial plan evolves with any major life changes that may occur, such as marriage, buying a home, or retirement.
During your first meeting with a financial advisor in Fort Worth, you should expect a thorough discussion of financial goals, both short-term and long-term, including retirement, investments, and debt management. The advisor will review your present financial situation where they may ask for documents such as tax returns, investment statements, insurance policies, and details about your income and expenses to understand your financial landscape.
In addition, the advisor will assess your risk tolerance and time horizon to tailor investment strategies accordingly and explain their services, fee structure, and how they can help you achieve your goals. It's important to understand their compensation model-whether fee-only, commission-based, or fee-based. Do take this opportunity to ask questions about their qualifications, experience, and whether they're a fiduciary.
If you choose to hire the advisor, he will outline the next steps, including drafting a financial plan and scheduling future meetings. This initial consultation helps establish clear communication and a foundation for a long-term relationship.
There are several ways to verify the credentials of a financial advisor:
The frequency of meetings with your financial advisor depends on your financial goals and life events. It is generally recommended to meet at least once a year for a comprehensive review of your financial plan, investment performance, and long-term goals. You may meet every quarter or six months, especially if you have complex financial needs or are nearing retirement. You can also schedule additional meetings during significant life events such as a job change, marriage, buying a home, or receiving an inheritance. Having regular meetings helps ensure that your financial plan remains aligned with your evolving needs and market conditions.
Yes, you can find fiduciary financial advisors in Fort Worth. Fiduciary advisors are legally obligated to act in your best interests, ensuring unbiased advice and transparency. To find fiduciary advisors you may use WiserAdvisor's match tool that matches you with pre-screened advisors who meet your needs.
WiserAdvisor has maintained a trusted directory of fiduciary advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor will match you with 2-3 financial advisors in your area. Choosing a fiduciary ensures that your advisor's recommendations are solely in your best interest.
To compare financial advisory services, you need to first:
