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2024

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Best Financial Advisors in Lewisville, TX

Our Recommended Top 8

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 Lewisville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31Reviewed

21Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Lewisville, 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
  • Retirement Planning
  • Investment Management
  • Financial Planning

Lewisville, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Lewisville? 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.

Flower Mound, TX

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Kinetix Financial Planning handles the needs of individuals, professionals, business owners, and independent contractors in Lewisville and the surrounding areas. The firm focuses on various financial solutions, including those relating to tax planning, cash flow planning, investments, and retirement planning. Its services include estate planning and risk management. Travis Gatzemeier, the founder of the company, is a Certified Financial Planner who believes that money is an instrument that can open the optionality of life.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

4425 Plano Pkwy., #101, Carrollton, TX 75010

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Strategic Estate Planning Services is an independent financial services firm serving the Lewisville community. It helps individuals obtain financial independence by offering various strategies, such as retirement income, wealth management, and asset protection. In addition, the company provides college planning services and Medicare supplement insurance products. Its founder and CEO, Mark Pruitt, has been in the financial services industry since 1999. He was named the Advisor of the Year by Senior Market Advisor in 2012.

  • Retirement Planning

2601 Network Boulevard, Suite 400, Frisco, TX 75034

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Exencial Wealth Advisors is a company serving the Lewisville area. Since its inception in 2003, the firm has provided clients with financial advice and services. Its team of CPAs, CFPs, CIMAs, and CFAs helps customers reach their financial goals by drafting a financial plan that includes retirement planning and debt and cash flow management. Investment management and tax and estate planning are the other services provided by the firm. In 2020, it bought Willingdon Wealth Management, bringing its total assets under management to $3.2 billion.

  • Business Formation

1300 Summit Ave. #600, Fort Worth, TX 76102

Expertise.com Rating

Review Sources

Google
4.9 (155)
Facebook
4.9 (57)

Why choose this provider?

Retirement Planners of America serves pre-retirees and retirees throughout Lewisville and the surrounding areas, including North Dallas and Austin. The business provides a wide range of services, such as wills and trusts drafting, income tax planning, investment management, Medicare and long-term care planning, and financial and retirement planning. Its team of financial advisors also performs customized retirement plan analyses to help clients maximize their Social Security retirement benefits. Retirement Planners of America has been featured in Forbes, The Wall Street Journal, and USA Today.

  • Retirement Planning

2591 Dallas Pkwy Ste 505, Frisco, TX 75034

Expertise.com Rating

Why choose this provider?

The Noble Group serves different types of clients in Lewisville metro, including individuals who build wealth for future endeavors, business owners with longer-term multigenerational goals, and families who are preserving their assets. The company offers retirement planning services, such as investment recommendations, investment policy statement development, and provider reviews. Its team of financial advisors also handles wealth management services. CEO Tom Noble is an Accredited Investment Fiduciary who has been working in the financial industry for more than 30 years.

  • Certified Financial Planner (CFP)

1101 S. Broadway, Suite 200, Carrollton, TX 75006

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

GA Bishop and Associates, LLC, serves clients in Lewisville and the neighboring communities. It provides financial advice and coaching to clients from different backgrounds. Its services that focus on individuals and families include strategic and implementation planning and problem-solving. It offers businesses services such as retirement planning and asset protection. It also evaluates companies' profitability. Glenn Bishop, CFP, is the founder of GA Bishop and Associates, LLC. In 2009, Bishop was acknowledged by D Magazine as one of the best advisors in Dallas.

  • Retirement Planning
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Kinetix Financial Planning
Strategic Estate Planning Services
4425 Plano Pkwy., #101, Carrollton, TX 75010
Exencial Wealth Advisors
2601 Network Boulevard, Suite 400, Frisco, TX 75034
Retirement Planners of America
1300 Summit Ave. #600, Fort Worth, TX 76102
The Noble Group
2591 Dallas Pkwy Ste 505, Frisco, TX 75034
GA Bishop and Associates, LLC
1101 S. Broadway, Suite 200, Carrollton, TX 75006

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 are the required examinations to become a financial advisor in Lewisville?

    To become a financial advisor in Lewisville, one must pass the Series 65 or the Uniform Investment Adviser Law Examination, which contains 205 questions on advisement space and securities law. This costs $187 and is administered by the Financial Industry Regulatory Authority. Applicants should take the Series 7 examination, which requires sponsorship from a FINRA-member firm to sell securities. They also need to pass the Series 66 examination in Lewisville to assess their ability to give investment advice.

  • How do you become a registered investment advisor in Lewisville?

    According to the Texas State Securities Board, investment advisor applicants in Lewisville need to submit registration forms and pay fees via E-Bill in the Investment Adviser Registration Depository system. They must complete the Uniform Application for Investment Adviser Registration and the Uniform Application for Securities Industry Registration or Transfer and have at least $110 in their flex funding account. To become a registered investment advisor in Lewisville, applicants must also submit their application in paper to the Securities Commissioner at State Securities Board.

  • How much is the minimum amount of assets required to hire a financial advisor in Lewisville?

    Some financial advisors in Lewisville require a minimum $100,000 to $750,000 amount of assets, while some set a higher amount ranging from $1 million to $10 million. The minimum amount of assets sets by financial advisors depends on the types of clients they serve, like large-scale corporations, high-net-worth individuals, charitable organizations, and sovereign wealth funds. Financial advisors also consider other factors in establishing their minimum assets requirement, including the solutions they provide, their designations, and industry experience.

  • Why do business owners in Lewisville hire financial advisors for exit planning?

    Financial advisors can assist business owners in creating exit plans to handle unexpected situations in their business estate planning. These professionals implement strategies in the business exit plan to transfer the company's brand identity, assets, intellectual property, and customer base when the owner dies or becomes incapacitated. In Lewisville, an exit plan can address the business's legal and financial problems, minimize tax liability, and encourage business owners to appoint their successors.

  • When is the best time to consider getting a financial advisor in Lewisville?

    Young adults starting their careers should consider hiring financial advisors to assist them in crafting investment strategies and protecting their assets. First-time homeowners must seek assistance from financial advisors as they can help them with the tax implications of selling and purchasing a real estate property. Financial advisors in Lewisville can also guide high-net-worth retirees in preserving their legacy and wealth by managing their assets, planning their grandchildren's education costs, and crafting estate planning for their heirs.

  • 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.