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.
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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.
Southlake
has
16
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Southlake,
Texas
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Southlake,
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
Southlake, Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 25 Years | $35,000,000 | $100,000 | Fee-Based | |
| 17 Years | Not Specified | $1,000,000 | Fee-Only | |
| Not Disclosed | $3,000,000,000 | $500,000 | Fee-Based | |
|
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 |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
| Not Disclosed | $192,000,000,000 | $500,000 | Fee-Only | |
| Not Disclosed | $0 | $100,000 | Fee-Based | |
| 60 Years | $5,000,000,000 | $10,000,000 | Fee-Based | |
| 29 Years | $100,000,000 | $1,000,000 | Fee-Only | |
| 14 Years | $45,000,000 | $3,000,000 | Fee-Only | |
| 9 Years | $194,000,000 | $1,000,000 | Fee-Based | |
| 15 Years | $370,000,000 | Not Specified | Fee-Only | |
| 24 Years | Not Specified | Not Specified | Fee-Based | |
|
Neil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP KRISHNA WEALTH PLANNING LLC 5900 S Lake Forest Dr Suite 300, McKinney, TX 75070 |
12 Years | $17,000,000 | $100,000 | Fee-Only |
| 25 Years | $25,000,000 | $250,000 | Fee-Based | |
|
Courtney Leffall
CFP® LX PARKER WEALTH MANAGEMENT 300 East Davis Street, Suite 112, McKinney, TX 75069 |
15 Years | Not Specified | $0 | Fee-Based |
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, 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# 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# 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
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# 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.
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
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
Firm CRD# 107342
Compensation/Fee Fee-Only, Based on Assets
Office Location
6500 International Parkway,
Plano,
TX
75093
Phone Number
800-587-5512
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
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $3.58 billion for over 6,635 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2023)
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 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
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
CRD# 6355155
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
8150 N Central Expy Ste 1420,
Dallas,
TX
75206
Phone Number
214-764-2095
Nick found his passion for wealth management at a young age, growing up, his household looked like quite the Brady Bunch...joy and peace permeated throughout the home and, as one of six children, he was always amazed at his parent's ability to provide in abundance. His fondest childhood memories came from the times spent around the dinner table laughing and sharing stories of their day. But that once happy and harmonious life was plagued by the unexpected...his stepfather suffered from health issues that would keep him out of work for nearly a year. This issue, coupled with economic difficulties in the family business, forced his mother to increase her hours at work to keep the family afloat. Despite her efforts, the household of eight couldn't survive on one income and as a result, the picturesque family was no more. His parents would make the difficult decision to divorce. Like Nick's family, many Americans find themselves navigating unexpected challenges and hardships without a plan. Nick believes that every family deserves financial peace. Nick believes every family deserves to have financial peace. Nick founded Third Act Wealth Management in 2023 after working with two of the largest firms in the country. He firmly believes that the path to getting what you want in life lies in helping others get what they want. He consistently finished in the top 1% for growth with his prior firm (2018-2022) as a byproduct of serving his clients well.
Third Act Wealth Management was founded by Nick Lalonde in Dallas, TX, in 2023. While working for more than a decade with business owners and their families, Nick noticed the financial services market was not meeting some of his clients real needs. People have many assets beyond financial success life satisfaction, personal growth, education, business acumen, and so much more. We believe retirement should be the pinnacle of enjoyment, ongoing growth, and success. Our proprietary approach considers our clients many assets to plot their best path forward.
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
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. 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
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# 5983812
Firm CRD# 304613
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5900 S Lake Forest Dr Suite 300,
McKinney,
TX
75070
Phone Number
214-901-7526
At Krishna Wealth Planning, I work mostly with technology and medical professionals, many of whom are nearing retirement and want to know if they can be financially independent. As a former tech professional, I bring a unique process-based approach to managing the complexity of their lives. I opened Krishna Wealth Planning in 2019 to help my clients achieve a delicate balance between living an abundant life now and building a secure foundation for the future. My clients receive a custom-designed investment portfolio based on empirical research and sound principles. I also ensure their investments are carefully integrated into their financial and retirement income plans. Additionally, I write practical pieces on my firm's blog and seek to educate the broader public through writing and media interactions. I hold several professional designations, including being a CERTIFIED FINANCIAL PLANNER™ professional since 2014, and a Retirement Income Certified Professional (RICP) since 2016. I am also an IRS Enrolled Agent (EA), which enables me to provide in-depth tax planning as a part of your plan. I earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note, I live in McKinney, Texas (North Dallas area) with my wife of almost twenty years, Pavi. I enjoy spending time with my daughter Veda, who is 13 years old, and my two-year-old German Shepherd, Mocha. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.
Krishna Wealth Planning LLC is an investment advisor firm located in McKinney, Texas. We serve clients both in the Dallas area and virtually across the country. Our primary aim is to help our clients live their best possible lives in the present while securing a better future.
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# 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 isnt always easy. My combination of experience, professionalism and 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 whether youre 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 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (16) and Addison (14). I enjoy coaching my daughter's volleyball team, playing basketball and golf. 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 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M. 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 for 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 everyday. 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
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
75069
Phone Number
972-363-4626
Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO. As a CFP® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times. I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar. On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.' I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-). If you made it this far you should go ahead and schedule a complimentary consultation.
In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management. We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 48 | 6 | $2,241,740,385 | A Percentage of AUM, Performance Based, Other (MONITORING, TRANSACTION AND OTHER COMPENSATION FROM PORTFOLIO CO)
|
|
| 27 | 14 | $1,061,257,078 | A Percentage of AUM, Performance Based
|
|
| 5 | 33 | $399,205,092 | A Percentage of AUM, Other (PROJECT LEVEL CARRIED INTEREST)
|
|
| 10 | 1017 | $380,503,525 | A Percentage of AUM, Fixed Fees
|
|
| 7 | 1397 | $287,610,565 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
|
|
| 6 | 1 | $283,252,660 | A Percentage of AUM, Performance Based
|
|
| 4 | 606 | $266,809,928 | A Percentage of AUM
|
|
| 2 | 310 | $223,517,825 | A Percentage of AUM
|
|
| 9 | 18 | $192,355,676 | Performance Based, Other (TRANSACTION FEES AND MANAGEMENT SERVICE FEES)
|
|
| 4 | 33 | $171,697,500 | A Percentage of AUM, Hourly charges
|
|
| 6 | 732 | $151,000,000 | A Percentage of AUM, Fixed Fees
|
|
| 9 | 632 | $119,614,937 | A Percentage of AUM, Fixed Fees
|
|
| 2 | 3 | $106,971,151 | A Percentage of AUM, Performance Based
|
|
| 2 | 289 | $102,634,730 | Hourly charges, Fixed Fees
|
|
| 6 | 1 | $94,737,379 | A Percentage of AUM, Performance Based
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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.
