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
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.
Plano
has
15
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Plano,
Texas
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Plano,
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
Plano, Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 60 Years | $5,000,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | $70,000,000 | Not Specified | Fee-Based | |
| 24 Years | Not Specified | Not Specified | Fee-Based | |
| 25 Years | $32,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| 17 Years | $900,000,000 | $50,000 | 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 |
|
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 | |
| 25 Years | $650,000,000 | Not Specified | Fee-Only | |
|
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 | |
| 25 Years | $35,000,000 | $100,000 | Fee-Based | |
| 8 Years | Not Specified | $200,000 | Fee-Only | |
| 49 Years | Not Specified | $500,000 | Fee-Only |
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
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# 2645788
Firm CRD# 3870
Series 6, 63, 65
Compensation/Fee Fee-Based
Office Location
6401 Eldorado Pkwy.,
#226,
McKinney,
TX
75070
Phone Number
214-542-0809
Preparing for that next step in life isn't always easy. My combination of experience, professionalism as well as access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 48 years. I reside in McKinney, Tx. with my wife Tammy, whom I have been married to for 30 years, and our two children Taylor (19) and Addison (17). I enjoy working out, playing golf, and staying active. I also enjoy being involved in my children's lives as much as a 17-yr old & a 19-year-old will let you. I graduated from Texas State University, where my wife and I met.
At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 25 + years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, July 2024, my 200+ clients have entrusted me with their assets in excess of $32M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research my clients and find the best-case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to every day. I assist my clients in the areas of asset management as well as insurance needs if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
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
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# 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
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
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# 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# 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# 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# 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
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 |
|---|---|---|---|---|
| 4065 | 360116 | $298,729,428,900 | A percentage of AUM, Performance Based |
|
| 7 | 78 | $44,680,083,373 | A percentage of AUM, Fixed fees |
|
| 131 | 1718 | $4,903,397,592 | A percentage of AUM, Fixed fees |
|
| 122 | 15137 | $3,557,314,906 | A percentage of AUM |
|
| 37 | 3834 | $2,248,716,764 | A percentage of AUM, Fixed fees |
|
| 4 | 2 | $1,370,000,000 | A percentage of AUM, Performance Based, Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE) |
|
| 15 | 2928 | $1,302,943,135 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 2 | 11 | $808,014,423 | A percentage of AUM, Performance Based, Other (AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR) |
|
| 14 | 2901 | $789,957,931 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 108 | $701,026,488 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 11 | 1759 | $686,998,579 | A percentage of AUM |
|
| 10 | 2571 | $671,459,524 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 1 | 463 | $610,769,800 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 35 | 2951 | $595,179,000 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 958 | $576,225,767 | A percentage of AUM, Hourly charges, Fixed fees |
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 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?
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.
