Expertise.com

Best Financial Advisors in Arlington

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Arlington, TX
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Arlington, TX

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

K Freeman, CPA PLLC logo

K Freeman, CPA PLLC

305 Regency Parkway, Mansfield, TX 76063
  • Tax Preparation
  • Business Formation

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Phoenix Wealth Partners logo
Visit WebsiteWebsite

Phoenix Wealth Partners

Visit WebsiteWebsite
4606 Park Springs Boulevard, Arlington, TX 76017
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
RF Financial Group logo

RF Financial Group

2225 East Randol Mill Road, Arlington, TX 76011
  • Estate Planning
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Schooler Financial logo

Schooler Financial

North Richland Hills, TX 76182

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Schulz Wealth logo

Schulz Wealth

Mansfield, TX 76063

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
SJK Financial Planning logo
Visit WebsiteWebsite

SJK Financial Planning

Visit WebsiteWebsite
2833 Crockett Street, Fort Worth, TX 76107
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strickland Financial Group logo
Visit WebsiteWebsite

Strickland Financial Group

Visit WebsiteWebsite
800 East Border Street, Arlington, TX 76010

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Timothy T Aumann logo
Visit WebsiteWebsite

Timothy T Aumann

Visit WebsiteWebsite
11300 Lindbergh Blvd Suite 106, Fort Myers, FL 33913
  • Certified Financial Planner (CFP)

Business Description

Timothy T. Aumann is an Edward Jones-affiliated financial advisor who caters to clients across Fort Myers. He assists new investors in various areas, such as portfolio reviews. He also deals with divorce finances and counsels individuals on wealth strategies. His other services include insurance and annuities. Aumann has over nine years of experience in the finance industry and is a Certified Financial Planner by the CFP Board. He volunteers for various non-profit organizations, including Safari Club International and the American Cancer Society.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Walter Virden III, CFP logo
Visit WebsiteWebsite

Walter Virden III, CFP

Visit WebsiteWebsite
1205 South Bowen Road, Arlington, TX 76013
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.