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Find Top Financial Advisors in Granbury, Texas

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Granbury, Texas
Last Updated - 22-Sep-2022

Granbury has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 15 non-vetted advisors in your local area. These financial advisors in Granbury, Texas have an average of 18 years of experience.

NOTE: The list of financial advisors in Granbury, Texas mentioned below do 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 Granbury, Texas.

Qualified Financial Advisors in Granbury, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Personal Capital
PERSONAL CAPITAL
901 Main Street,
Suite 4600,
Dallas, TX 75201
11 $22,400,000,000 $100,000 Fee-Based
John Kvale
CFP®, CFA®
J.K. FINANCIAL, INC.
8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225
29 $100,000,000 $1,000,000 Fee-Only
Dash Investments
DASH INVESTMENTS
4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206
15 370000000 Not Specified Fee-Only
Retirement Planners of America
RETIREMENT PLANNERS OF AMERICA
2820 Dallas Parkway,
Plano, TX 75093
Not Disclosed Not Specified 100,000 Fee-Based

Information on Qualified Financial Advisors in Granbury

Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 901 Main Street,
Suite 4600,
Dallas,
TX
75201
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


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.

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.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals


Qualifications Firm CRD# 135281
Series 63, 65

Compensation/Fee Fee-Only


Office Location 4849 Greenville Avenue,
Ste 100,
Dallas,
TX
75206
Phone Number 415-748-9181

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. 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.

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# 157222
Firm CRD# 157222

Compensation/Fee Fee-Based, Based on Assets


Office Location 2820 Dallas Parkway,
Plano,
TX
75093
Phone Number 866-551-1705

About Retirement Planners of America

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 $4.7 billion for over 8,000 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, 2021)

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts


List of Additional Advisors in Granbury, Texas*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bradley Burnfield
Inquire with Bradley
201 W Pearl St, Granbury, TX  76048 817-326-1234
Blanton Financial Services, LLC
Inquire with Blanton
800 Autumn Ridge Drive, Granbury, TX  76048 817-229-6919
Michael McGowan
Inquire with Michael
606 Fall Creek Hwy, Granbury, TX  76049 800-687-4159
Deborah Fleming
Inquire with Deborah
201 W Pearl St, Granbury, TX  76048 817-326-1234
Lake Point Advisory Group Granbury Office
Inquire with Lake
415 S. Morgan Street, Granbury, TX  76049 214-771-3363
Cindy Cavener
Inquire with Cindy
3300 Crystal Lake Drive, Granbury, TX  76049 469-396-2681
Phillips Financial Group
Inquire with Phillips
3107 Fall Creek Highway, Granbury, TX  76049 817-219-0218
Edward Jones
Inquire with Edward
2007 Rockview Dr, Granbury, TX  76049 817-573-6115
Edward Jones
Inquire with Edward
3232 Fall Creek Hwy, Granbury, TX  76049 817-326-2825
Edward Jones
Inquire with Edward
1200 S Morgan St, Granbury, TX  76048 817-573-0793
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    Frequently Asked Questions

    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?