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Best Financial Advisors in Dallas

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2023
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Brighton Jones logo
FEATURED
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Brighton Jones

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5956 Sherry Lane, 20th Floor, Dallas, TX 75225
  • Retirement Planning
  • Tax Advisory
  • Wealth Management

Business Description

Brighton Jones is a wealth management firm serving clients in Dallas. It provides a wide range of financial services, including tax planning, risk management, estate planning, and investment management. The company has a team of certified public accountants and certified commercial investment members committed to working with clients to achieve their financial goals. Charles Brighton, co-founder and managing director, has more than 20 years of experience assisting clients in crafting their financial plans using creative strategies.

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

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: Call for pricing

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Dallas, 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
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

Beaird Harris logo
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License Verified:

License: 107238

Investment Adviser Public Disclosure Database, SEC

Beaird Harris

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12221 Merit Drive, Suite 750, Dallas, TX 75251
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

Beaird Harris is an accounting and wealth management firm serving the Dallas metro and its nearby locations. It caters to individuals, families, and healthcare professionals to help them achieve their financial goals. The company provides financial and retirement planning, accounting, asset protection, and investment management solutions. Its financial advisors also accommodate business owners who need financial statement compilation, business consulting, and tax services. Beaird Harris has been in the industry for more than three decades.

License Verified:

License: 107238

Investment Adviser Public Disclosure Database, SEC

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 (5)

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
––
Bisdorf Palmer Private Wealth Advisors logo
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License Verified:

License: 5500189

Investment Adviser Public Disclosure Database, SEC

Bisdorf Palmer Private Wealth Advisors

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201 American Concourse, Suite 310, Fort Worth, TX 76106
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

Bisdorf Palmer Private Wealth Advisors serves clients throughout Dallas. Its financial professionals have over 30 years of combined experience working with people seeking advice and assistance in goal setting, risk management, retirement planning, and investment planning. They create financial plans tailored to clients' specific goals and determine which part needs immediate attention and which ones are long-term in nature. Bridget Palmer, the company's financial planning coordinator, begins the process by onboarding new clients and helping them define their goals for their financial futures.

License Verified:

License: 5500189

Investment Adviser Public Disclosure Database, SEC

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
CFO 4 Life logo
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CFO 4 Life

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735 Plaza Boulevard, Coppell, TX 75019
  • Estate Planning
  • Retirement Planning

Business Description

CFO4Life is a wealth management and financial planning company that serves residents in Dallas. It was initially established as a tax and auditing firm in 2006. Now, it offers financial advice through a team of board-certified financial planners and public accountants. They examine and monitor each client's portfolio of investments, such as stocks and trust funds. The company's founding partners, Levi McMeillan and Brian Chastain, have over four decades of finance and accounting experience.

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
Clintsman Financial Planning logo
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Clintsman Financial Planning

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660 North Carroll Avenue, Southlake, TX 76092
  • Certified Financial Planner (CFP)

Business Description

Clintsman Financial Planning is an advisory firm that caters to clients in Dallas and the surrounding areas. Its advisors work solely for its clients, providing a wide range of services, including personal financial planning, cash flow spending plans, retirement planning strategies, stock options advice, and lump-sum distribution guidance. In addition, it offers life and disability insurance needs analysis, college funding advice, and ongoing asset management. The firm has more than 100 years of combined experience. All of its financial advisors are Certified Financial Planners.

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
Fetterman Investments, Inc. logo
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License Verified:

License: 4902428

Investment Adviser Public Disclosure Database, SEC

Fetterman Investments, Inc.

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12700 Hillcrest Road Suite 276, Dallas, TX 75230
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Fetterman Investments, Inc., is a financial advisory firm that has been serving Dallas and the nearby locations since 1985. Its team develops personalized financial plans with an aim to help clients achieve their goals, whether they need assistance in preparing for retirement, setting up estate strategies, planning for college, or managing student loans. The financial advisors help clients plan for special needs children and manage investments. Fetterman Investments was founded by Rick Fetterman, who has over four decades of experience.

License Verified:

License: 4902428

Investment Adviser Public Disclosure Database, SEC

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
3.7 / 5 (3)
Facebook
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
Heritage Financial Planning logo
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Heritage Financial Planning

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10440 North Central Expressway, Dallas, TX 75231
  • Retirement Planning

Business Description

Heritage Financial Planning is a financial service and investment advisory firm in Dallas. Its Certified Financial Planners help clients manage assets, ensure retirement income, establish charitable legacies, minimize tax burdens, prepare college funding, and determine appropriate insurance plans. Its founder and principal, Steve Blankenship, is a NAPFA-registered financial advisor. Heritage Financial Planning was recognized amongst the Best Private Wealth Manager Client Service—Firms Under $5 Billion by the Private Asset Management magazine in 2018.

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

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
Lee Financial logo
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Lee Financial

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8350 North Central Expressway, Dallas, TX 75206
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Lee Financial is an independent wealth management company serving clients in Dallas. It has been offering financial advisory services for rich individuals and families since 1975. Such services include portfolio management, financial planning, and human capital development. In addition, its team specializes in assisting clients who are in the early stages of growing a wealth portfolio. The firm's clientele includes a diverse range of professionals and organizations, such as physicians, business owners, corporate executives, and non-profit organizations.

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 (8)

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
Lifetime Wealth Management, P.C. logo
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Lifetime Wealth Management, P.C.

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560 Interstate 30 Frontage Road, Rockwall, TX 75032
  • Estate Planning
  • Retirement Planning

Business Description

Lifetime Wealth Management, P.C., provides financial management services to clients in the Dallas community. It serves a diverse client base, offering financial planning and consulting for clients with a minimum net worth of $2M or $500K in investment assets. It assists clients in managing their wealth and planning their investments and business growth. Lifetime Wealth Management has two sister companies, Lifetime Insurance Services and Lifetime Tax Advisors. Company president Jason Potts holds over 20 years of financial service expertise.

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 (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
Mills Wealth Advisors logo
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Mills Wealth Advisors

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1207 South White Chapel Boulevard, Southlake, TX 76092
  • Retirement Planning

Business Description

Mills Wealth Advisors offers comprehensive retirement and wealth planning services in Dallas. The firm serves executives, retirees, business owners, and self-employed individuals through investment services and financial planning. It also offers advisory services to individual investors, companies with retirement plans for employees, and 401k participants. Established in 1999, Mills Wealth Advisors believes in giving back to the community. It supports the Carroll Education Foundation and the Grapevine Relief and Community Exchange.

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 (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
Munn & Morris Financial Advisors logo
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License Verified:

License: 2838585

Investment Adviser Public Disclosure Database, SEC

Munn & Morris Financial Advisors

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14180 Dallas Parkway, Suite 530, Dallas, TX 75254
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

The team of agents at Munn & Morris Financial Advisors has over 75 years of collective experience helping clients in Dallas achieve their retirement goals. Their dynamic investment process includes asset allocation, rebalancing, and strength identification. They regularly meet with their customers, track their finances' progress, and coordinate with CPAs, insurance providers, and estate planning lawyers. President Irving Munn holds CFP and CPA designations. He has been offering financial planning services for more than 30 years.

License Verified:

License: 2838585

Investment Adviser Public Disclosure Database, SEC

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
Paladini Financial Management logo
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Paladini Financial Management

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2015 East Lamar Boulevard, Arlington, TX 76006
  • Certified Financial Planner (CFP)

Business Description

Paladini Financial Management offers financial planning services for its clients residing in Dallas. It designs customized plans for individuals, which may include cash flow planning, retirement forecasting, income tax planning, pension planning, risk management insurance, and asset protection. Collaborating with Dimensional Fund Advisors, it balances and diversifies clients' investment portfolios to maximize the returns while managing the risks. Paladini Financial Management also has services focused on dental professionals, including personal planning sessions and practice transition assistance.

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.
4.8

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
Perryman Financial Advisory, Inc. logo
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Perryman Financial Advisory, Inc.

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12221 Merit Drive, Dallas, TX 75251
  • Certified Financial Planner (CFP)

Business Description

Perryman Financial Advisory, Inc. is a firm that has been operating in Dallas since 1983. It assists individuals, families, and businesses with their financial planning and investment needs through a fiduciary relationship. Its team of advisors provides personalized services to track the performance of each client's portfolio. The firm supports organizations such as the Ronald McDonald House of Dallas and Rotary International. Moreover, founder Bill Perryman is a CPA who D Magazine has recognized for his work as a financial planner.

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
Provident Financial Planning logo
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Provident Financial Planning

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13155 Noel Road, Dallas, TX 75240

Business Description

Provident Financial Planning is an investment advisor firm with multiple locations in Texas, including Dallas. Its experienced advisors spend time with clients to learn more about them, analyze their goals and agendas, and help create strategies that build wealth. It provides assistance in managing and generating retirement cash flow, minimizing investment taxes, and developing, managing, and safeguarding wealth. Provident Financial Planning was established in 2017 by Paul S. Michel who is a Certified Financial Planner (CFP).

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
RGT Wealth Advisors logo
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RGT Wealth Advisors

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5950 Sherry Lane, Dallas, TX 75225
  • Certified Financial Planner (CFP)

Business Description

RGT Wealth Advisors provides services to clients in Dallas and the surrounding areas. It offers various wealth advisory services to assists individuals in pursuing their financial goals. These services include estate planning, bill processing, foundation management, portfolio construction, and life insurance consulting. It also handles personal financial statements, business investments, and corporate trustee services. One of its managing directors, Adam Goldenberg, has been in the industry for more than 17 years and has worked for Merrill Lynch and Goldman Sachs & Co.

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
SFMG logo
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SFMG

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7800 Dallas Parkway, Plano, TX 75024
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

SFMG is a Plano-based financial advisory firm that serves Dallas residents. It specializes in wealth management assistance which involves building portfolios that respond to long-term financial and economic market trends. Its team regularly reviews portfolios to check whether they still reflect clients' short-term needs and long-term objectives. SFMG's other services comprise retirement, estate, insurance, and tax planning. Its chief compliance officer Crystal Billing, who joined the firm in 2016, has served high-net-worth individuals and families for more than 15 years.

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

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
True North Advisors logo
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True North Advisors

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Dallas, TX 75219

Business Description

True North Advisors is a professional wealth management firm in Dallas, Texas with one focus: helping each client lead a more a fulfilled life. Since 2000, they have grown to be one of North Texas' most trusted wealth management advisory companies serving individuals, foundations and corporations throughout the country. True North Advisors is comprised of highly skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. True North Advisors provides many services including wealth planning, investment management, growth allocation, and capital preservation.

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
Your Richest Life logo
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Your Richest Life

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1008 Ridge Road, Rockwall, TX 75087
  • Certified Financial Planner (CFP)

Business Description

Your Richest Life is a fiduciary financial advisory firm that serves Dallas-based business and medical professionals. The firm provides clients with a comprehensive financial plan befitting their goals. In addition, it offers financial coaching and monitoring to help clients stay on target. Investment management services are also available. The firm has been featured on Business Insider, CNN Business, and Forbes. The founder, Katie Brewer, is a Certified Financial Planner with over 10 years of experience. She also speaks for diverse audiences like Recreating You.

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