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2024

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Best Financial Advisors in Arlington, TX

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Arlington Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

95Reviewed

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10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Arlington, TX
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Arlington, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Arlington? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

North Richland Hills, TX 76182

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Schooler Financial is a financial advisory firm located in North Richland Hills, TX. Its founder, Jim Schooler, has been part of the financial services industry since 1991 and has been a chartered financial consultant since 2001. The company provides knowledge, solutions, and products to both businesses and individuals. Its clients receive comprehensive investment management services, distribution planning guidance, and custom-tailored retirement strategies. In addition, clients have insurance options like life insurance, disability income insurance, and long term care insurance from which to choose.

Mansfield, TX 76063

Expertise.com Rating

Review Sources

Yelp
5.0 (22)
Google
5.0 (1)

Why choose this provider?

Schulz Wealth is a fee-only financial planning and wealth management firm located in Mansfield. Founder and owner, Rob Schulz, has a CFP® certification and has been part of the financial services industry since 1995. Schulz Wealth was founded in 2014. The company offers financial planning, investment management, and 401(k) plan consulting. Each of its clients receives a customized, flexible retirement plan to help meet their goals. As clients make progress toward their most basic goals, the firm's financial advisors layer in variables and risk factors to strengthen the overall plan.

1205 South Bowen Road, Arlington, TX 76013

Expertise.com Rating

Why choose this provider?

Based in Arlington, Walter Virden III, CFP, is an authorized representative and financial advisor at Momentum Independent Network, Inc. He caters to the financial planning needs of individuals and families seeking to purchase a home, finance college education, or plan retirement. Aside from giving financial advice in the areas of investment management, tax management, insurance plans, and retirement plans, he also helps business clients draft customized financial plans and continually reviews them to monitor progress.

  • Certified Financial Planner (CFP)

2833 Crockett Street, Fort Worth, TX 76107

Expertise.com Rating

Review Sources

Facebook
5.0 (4)

Why choose this provider?

SJK Financial Planning offers a broad range of financial advisory services to individuals, families, and entrepreneurs in Arlington and the surrounding metro areas. The firm's professionals help clients achieve their financial goals through financial planning, investment management, and pension advisory services. Founder Wes Shannon is an experienced certified financial planner (CFP). He specializes in assisting business owners on how to retire or set up the "end game" for their businesses. Wes is a member of NAPFA, FPA, and the XY Planning Network.

  • Certified Financial Planner (CFP)

305 Regency Parkway, Mansfield, TX 76063

Expertise.com Rating

Why choose this provider?

Established in 1994, K Freeman, CPA PLLC, offers financial services to individuals and businesses in Arlington and the surrounding metro areas. The firm provides a broad range of financial solutions, including wealth management and financial planning, personal tax and accounting, business startup and consulting, and business tax and accounting services. Founder Karen Freeman has almost 30 years of tax and accounting experience. Additionally, she provides accounting preparation and consultation, Quickbooks setup and support, and investment portfolio management.

  • Tax Preparation
  • Business Formation

4606 Park Springs Boulevard, Arlington, TX 76017

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Phoenix Wealth Partners is a financial planning company providing services to Arlington and the surrounding communities. Its team specializes in assisting women with their finances to help them care for elderly parents and raise children after divorce. The team also caters to the LGBTQ community and individuals who have family members with special needs. Phoenix Wealth Partners was founded by Myra Slaybaugh, a financial consultant who served as an air defense artillery officer in the U.S Army.

  • Certified Financial Planner (CFP)

2225 East Randol Mill Road, Arlington, TX 76011

Expertise.com Rating

Why choose this provider?

RF Financial Group is an investment planning, retirement planning, and estate planning practice serving clients in Arlington and its surrounding areas. It also assists with matters on 401(k) planning, Roth IRA, traditional IRA, and SIMPLE IRA. Larry Rose, the founding partner and principal of RF Financial Group, offers financial guidance to his clients in the areas of living trusts, investments, and financial planning. He started his career in financial services in 1973 and has served physicians, affluent retirees, and attorneys.

  • Estate Planning
  • Retirement Planning

800 East Border Street, Arlington, TX 76010

Expertise.com Rating

Why choose this provider?

Strickland Financial Group provides advisory services to clients in Arlington and nearby areas. Its team evaluates and analyzes the clients' property records, cash management accounts, liabilities insurance coverage, income investments, and tax returns to create financial plans suitable to their needs and goals. Its principal financial advisor, Graham “Gray” Strickland, graduated summa cum laude with his Public Relations degree minoring in Business Finance. Gray also serves as an executive board at the Longhorn Council BSA.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Arlington, TXFree Consultation
Schooler Financial
North Richland Hills, TX 76182
Schulz Wealth
Mansfield, TX 76063
Walter Virden III, CFP
1205 South Bowen Road, Arlington, TX 76013
SJK Financial Planning
2833 Crockett Street, Fort Worth, TX 76107
K Freeman, CPA PLLC
305 Regency Parkway, Mansfield, TX 76063
Phoenix Wealth Partners
4606 Park Springs Boulevard, Arlington, TX 76017
RF Financial Group
2225 East Randol Mill Road, Arlington, TX 76011
Strickland Financial Group
800 East Border Street, Arlington, TX 76010

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What certifications should you look for in a financial advisor in Arlington?

    If you are planning to hire a financial advisor in Arlington, there are qualifications you need to note. First, you should check if the financial advisor is a Certified Financial Planner or a Chartered Investment Counselor. Other qualifications of a financial advisor include Chartered Financial Analyst or Chartered Financial Consultant. They may also have insurance licenses to be eligible to offer life insurance and other related products.

  • Can you include long-term care in your insurance policy in Arlington?

    Yes, you can include a long-term care program under your life insurance policy. Your financial advisor in Arlington should be able to offer you insurance riders that will fit your needs, both in the present and future. Future long-term care is necessary, especially for seniors who are living alone or suffering from illnesses.

  • Can your financial advisor in Arlington enroll you in a long-term care plan if you have already been diagnosed with Alzheimer’s?

    No, your financial advisor will not be able to enroll you in a long-term care program in Arlington if you have already been diagnosed with Alzheimer’s. Any pre-existing conditions that you have asked for medical advice or treatment before getting the coverage will not be covered. It is important to note that a long-term care plan cannot cover some mental illnesses as well, except for age-related cases such as schizophrenia and depressive disorders.

  • What are the differences between traditional IRA and Roth IRA in Arlington?

    Both traditional IRA and Roth IRA are tax exempted in Arlington and across the state of Texas. There are certain differences, though, with how Roth IRA works compared to a traditional IRA. Your Roth IRA will always be tax-free, in which you do not owe any taxes even if your account earned an income or you withdrew money. However, you are required to keep your Roth IRA untouched until you reach the age of 59 and a half.

  • In Arlington, what can be the financial risks of being a retiree?

    There are a lot of financial risks a retiree can face, such as market volatility, the death of a spouse, and health issues. However, if you are able to plan for your retirement during your working years, you may be able to avoid financial difficulties. Retirement planning with an Arlington financial advisor is necessary for soon-to-be retirees to mitigate risks during their golden years.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.