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Find Top Financial Advisors in Granbury, Texas

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 - April 11, 2024

Granbury has 10 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Granbury, Texas have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Granbury, 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 Granbury, Texas.

Qualified Financial Advisors in Granbury, Texas

Financial Advisor Experience AUM Minimum Assets Fee Structure
Justin Hall
CFP®
GOOD LIFE ASSET STRATEGIES, LLC
1401 Jones Street,
Suite 210,
Fort Worth, TX 76102
7 Years Not Specified $250,000 Fee-Only
Bridget E. Palmer
CRPC®
BISDORF PALMER PRIVATE WEALTH ADVISORS
201 American Concourse, Suite 310,
Fort Worth, TX 76106
9 Years Not Specified $0 Fee-Based
Glen Smith
CFP®, CRPC®
GDS WEALTH MANAGEMENT
2910 Lakeside Village Blvd,
Flower Mound, TX 75022
17 Years Not Specified $1,000,000 Fee-Only
Quotient Wealth Partners
CPA, CFP®, CFA®
222 W Las Colinas Blvd,
Irving, TX 75039
Not Disclosed $3,000,000,000 $500,000 Fee-Based
John Kvale
CFP®, CFA®
J.K. FINANCIAL, INC.
8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225
29 Years $100,000,000 $1,000,000 Fee-Only
Ascent Capital Partners
5956 Sherry Lane, 20th Floor,
Dallas, TX 75225
14 Years $45,000,000 $3,000,000 Fee-Only
Dash Investments
4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206
15 Years $370,000,000 Not Specified Fee-Only
Allworth Financial
15725 Dallas Parkway, Suite 220,
Addison, TX 75001
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Fisher Investments
6500 International Parkway,
Plano, TX 75093
Not Disclosed $192,000,000,000 $500,000 Fee-Only
Retirement Planners of America
2820 Dallas Parkway,
Plano, TX 75093
Not Disclosed $0 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Granbury, Texas

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.

About Good Life Asset Strategies, LLC

Good Life Asset Strategies, LLC

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# 6411450
Firm CRD# 8032
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 201 American Concourse, Suite 310,
Fort Worth,
TX
76106
Phone Number 682-224-4001

At Bisdorf Palmer, we aim to offer comprehensive wealth management solutions through a multi-family office experience. We help clients address every aspect of their financial lives to pursue their unique goals and objectives. As a Wealth Manager, I am proud to be a part of this team, and I'm passionate about helping clients achieve financial success. While we support many clients with unique values, goals, and needs, my greatest passion and experience is helping aerospace and healthcare professionals prepare for, transition into, and thrive in retirement. I understand these individuals' specific financial challenges and work closely with them to develop personalized financial plans that meet their unique needs and objectives. Outside of work, I am a family-oriented person. I have been married for 33 years and have three grown children and a grandbaby I adore. I cherish my family and enjoy spending time with them. I also love singing, spending time in the great outdoors, and exploring new destinations around the world.

About Bisdorf Palmer Private Wealth Advisors

Bisdorf Palmer Private Wealth Advisors

A fiduciary responsibility begins with A Plan That Covers Everything". Identify dangers that threaten success, uncover opportunities, and leverage your strengths to accomplish your ambitions.

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# 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

About GDS Wealth Management

GDS Wealth Management

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# 4080699
Firm CRD# 326819

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 222 W Las Colinas Blvd,
Irving,
TX
75039
Phone Number 303-588-0457

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

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# 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.

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 CRD# 5979802
Firm CRD# 291218
Series 65

Compensation/Fee Fee-Only


Office Location 5956 Sherry Lane, 20th Floor,
Dallas,
TX
75225
Phone Number 928-503-2437

About Ascent Capital Partners

Ascent Capital Partners

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 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

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. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206. 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 Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 15725 Dallas Parkway, Suite 220,
Addison,
TX
75001
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 107342

Compensation/Fee Fee-Only, Based on Assets


Office Location 6500 International Parkway,
Plano,
TX
75093
Phone Number 800-587-5512

About Fisher Investments

Fisher Investments

Fisher Investments is an independent, fee-only investment adviser. As of 3/31/2023, Fisher Investments manages over $192 billion in assets globally for private investors, institutional investors, and US small to mid-sized business retirement plans. For more information on Fisher Investments, please visit www.fisherinvestments.com.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications 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

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


Customer Reviews

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.

Top Financial Advisor Firms in Granbury, Texas (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
BERRY WEALTH GROUP
920 Whitehead Dr., Granbury, TX 76048
4 837 $211,987,679
A Percentage of AUM

    Frequently Asked Questions

    To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.

    The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

    Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.

    A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.