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.
Irving
has
11
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
24
non-vetted advisors in your local area. These financial advisors in
Irving, Texas
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Irving, 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
Irving, Texas.
Qualified Financial Advisors in Irving, Texas | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Zach Allen
DISCIPLINED ADVISOR GROUP 5005 LBJ Freeway, Suite 1410, Dallas, TX 75244 |
60 | $50,000,000.00 | 100,000.00 | 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 |
Jonathan Loeffler
ASCENT CAPITAL PARTNERS 5956 Sherry Lane, 20th Floor, Dallas, TX 75225 |
14 | 45000000 | 3,000,000 | Fee-Only |
Personal Capital
PERSONAL CAPITAL 901 Main Street, Suite 4600, Dallas, TX 75201 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Dash Investments
DASH INVESTMENTS 4849 Greenville Avenue, Ste 100, Dallas, TX 75206 |
15 | 370000000 | Not Specified | Fee-Only |
Allworth Financial
ALLWORTH FINANCIAL 15725 Dallas Parkway, Suite 220, Addison, TX 75001 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Glen Smith
CFP®, CRPC® GDS WEALTH MANAGEMENT 1029 Long Prairie Road, Suite C, Flower Mound, TX 75022 |
18 | Not Specified | $750,000 | Fee-Only |
Bryn Henry
AIF® GUIDED PATH FINANCIAL 5700 West Plano Parkway 2300, Plano, TX 75093 |
23 | Not Specified | Not Specified | Fee-Based |
Retirement Planners of America
RETIREMENT PLANNERS OF AMERICA 2820 Dallas Parkway, Plano, TX 75093 |
Not Disclosed | Not Specified | 100,000 | Fee-Based |
Kenneth Beber
CFS, AIF® PEAK FINANCIAL, INC. 6160 Warren Parkway, Suite 100, Frisco, TX 75034 |
20 | Not Specified | Not Specified | Fee-Based |
Brian Hart
CFP® SAGESPRING WEALTH PARTNERS 2601 Network Blvd., Suite 101, Frisco, TX 75034 |
13 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5059261
Firm CRD# 13572
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
5005 LBJ Freeway,
Suite 1410,
Dallas,
TX
75244
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
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.
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
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# 155172
Compensation/Fee Fee-Based
Office Location
901 Main Street,
Suite 4600,
Dallas,
TX
75201
Phone Number
650-556-1310
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:
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
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
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
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
15725 Dallas Parkway, Suite 220,
Addison,
TX
75001
Phone Number
888-242-6766
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
CRD# 4801922
Firm CRD# 315934
Series 7, 9, 10, 63, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
1029 Long Prairie Road,
Suite C,
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# 4465166
Firm CRD# 8032
Series 7, 24, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
5700 West Plano Parkway 2300,
Plano,
TX
75093
Phone Number
972-755-9000
Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member of his Church. On the weekends, you will find him attending his children's various events and you might occasionally catch him on the golf course with his wife and children. Bryn helps clients identify where they are and what they want to accomplish, and then provides proven strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals and business owners for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning.
For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That is where I come in - I will help devise various savings and investing strategies unique to your needs, and we work together to achieve your financial goals . It is my passion to help others find financial freedom and independence by establishing clear goals and practicing financial discipline. As an independent advisor, I have no incentive to recommend only proprietary investment products, so you have the assurance that I am free to act only in your best interest. I provide access to a broad range of investment, retirement, and estate planning strategies. Backed by a team of dedicated professionals and a company committed to service and growth, I take a long-term relationship approach to working with my clients.
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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
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 $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
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# 4575597
Firm CRD# 6694
Series 6, 7, 63, 66
Compensation/Fee Fee-Based
Office Location
2601 Network Blvd., Suite 101,
Frisco,
TX
75034
Phone Number
972-987-1180
Brian is dedicated to providing each of his clients with a comprehensive and personalized plan to help reach their financial goals. Brian's extensive knowledge and experience has helped countless clients make the vision of their future a reality by helping them achieve financial freedom. Brian started his career in the 90's by working for a large bank to help pay for college. During this time, he learned the meaning of serving clients well. He quickly moved up the ranks and was managing client relationships rather early in his career. As a relationship manager for high net worth clients, Brian saw firsthand how people react to many financial situations out of emotion. This is common but often significantly hurts clients by not following a well-designed plan that accounts for these situations. It was then that he decided he wanted to confidently help clients answer the questions we ask ourselves. Questions like "am I on track to achieve my goals" or "do I have enough to last the rest of my life". Brian knew he wanted to work with SageSpring after meeting the leadership team and many future teammates in all different seasons of their career. Brian came on board in 2013 knowing the strength SageSpring offers in their commitment to a strong Christian culture and great team atmosphere that is unmatched. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brian partners with his clients to simply help them achieve their goals. This includes detailed tax planning, insurance planning, estate planning as well as investment management and so much more. His goal is to identify any potential threat to a long-term plan and take steps to eliminate that threat which allows his clients to reach their financial goals and experience freedom. When outside of the office you can find Brian spending time with his wife and best friend, Ali, three daughters and grandmother who lives with them. He jokes that he is surrounded by women and never gets the TV remote. Each one of these relationships has continued to shape him and make him a better advisor/person. Brian is active in his Church serving on Sundays, leading a home group, leading a men's group and participating in a business group. With three young daughters there isn't a lot of free time but he wouldn't have it any other way. **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Top Financial Advisor Firms in Irving, Texas (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500 |
$68,523,234,933 | 65 |
A percentage of AUM Performance Based |
ROCKTOP PARTNERS, LLC
1425 Greenway Drive , Suite 250, Irving, TX 75038 |
$1,800,695,209 | 7 |
A percentage of AUM Performance Based |
SNIDER ADVISORS
100 Decker Court , Suite 120, Irving, TX 75062 |
$183,580,474 | 499 |
A percentage of AUM Fixed fees Commision Based |
WIMMER CONSULTING, LLC
2101 Gateway Drive, Irving, TX 75038 |
$158,592,277 | 31 |
A percentage of AUM Hourly charges Fixed fees Other (REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS) |
MILLER EQUITY CAPITAL ADVISORS
5605 N. Macarthur Blvd. , Suite 860, Irving, TX 75038 |
$138,367,494 | 228 |
A percentage of AUM Hourly charges Fixed fees |
TRADEWAY
5215 N O'Connor Blvd 12th Floor Suite 111, Irving, TX 75039 |
$40,467,039 | 375 |
A percentage of AUM Subscription fees Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Authentic Counsel Inquire with Authentic |
320 Decker Drive, Suite 100, Irving, TX 75062 | 972-719-2557 |
TCI Texas Insurance Inquire with TCI |
1431 Greenway Dr, Suite 140, Irving, TX 75038 | 972-986-1100 |
Halcyon Wealth Advisors Inquire with Halcyon |
6565 North MacArthur Boulevard, Suite 460, Irving, TX 75039 | 972-444-9944 |
LPL Financial Inquire with LPL |
1550 West Walnut Hill Lane, Irving, TX 75038 | 972-753-4445 |
Goosehead Insurance Inquire with Goosehead |
100 E Royal Lane, Suite 125, Irving, TX 75039 | 972-445-9608 |
Allstate Personal Financial Representative: Terrance Hutchins Inquire with Allstate |
851 Lake Carolyn Pkwy, Ste 140, Irving, TX 75039 | 469-388-2921 |
Allstate Personal Financial Representative: D Arif Mahmud Inquire with Allstate |
4322 N Belt Line Rd, Ste B210, Irving, TX 75038 | 214-929-0376 |
Allstate Personal Financial Representative: Benjamin Garcia Inquire with Allstate |
3435 N Belt Line Rd, Ste 119, Irving, TX 75062 | 972-570-7000 |
Venkateswara Chinni Inquire with Venkateswara |
3308 Denali Dr, Suite 764, Irving, TX 75063 | 214-343-6880 |
Sophie Dan Wang Inquire with Sophie |
586 Cobblestone Ln, Suite 100, Irving, TX 75039 | 972-798-8288 |
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?