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Best Financial Advisors in Dallas

2023

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

Why choose this provider?

Brighton Jones provides wealth management services in Dallas and the surrounding areas. Its CFO team develops a deep understanding of the future goals and current lifestyles of people to build and implement a personalized financial plan for them. It works to align clients' wealth with their values across different aspects of financial planning, including investments, taxes, retirement, executive compensation, estate planning, and charitable giving. The firm has been in operation since 2000 and has served more than 4,000 clients.

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: Schedule Your Free Consultation

Website
Dallas, TX
  • Estate Planning
  • College Planning
  • Retirement Planning
  • Life Insurance

Why choose this provider?

Caldwell Wealth Management serves the people of Dallas and the surrounding areas. Its specialists have 50 years of combined experience providing financial advice to individuals, families, professionals, and business owners. They help clients achieve their goals and safeguard their wealth by making plans for retirement, investment, tax, estate, cash flows, and insurance. They assess clients' financial circumstances and determine where improvements can be made. The firm's founding partner, Kameron Caldwell, is a Certified College Funding Specialist.

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 (38)

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: Schedule Your Free Consultation

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Website
Dallas, TX
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
8604 Greenville Ave. Suite A 101, Dallas, TX 75243
  • Tax Preparation

Why choose this provider?

Leap Wealth Management, LLC, is a Dallas-based firm that caters to individual clients and businesses in the local metro. Its founder, Chris Leap, is a certified financial planner who served as the senior adviser at Ameriprise Financial Inc. He and his team review clients' financial goals, such as retirement and education, to develop annual strategies. They also review financial records and investments to avoid potential losses and risky choices. In addition, it can set up legacy financial plans for business owners and their heirs.

License Verified:

License: 152253

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.
4.8
Google
4.8 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
13155 Noel Road, Dallas, TX 75240
  • Tax Planning

Why choose this provider?

Provident Financial Planning is a team of CFP, CPA, and JD professionals focusing on clients' dreams, concerns, and unique circumstances to create a strategy aligned with those factors. The firm has over $100 million in assets under management and brings over 10 years of experience. It offers investment management, legacy planning, tax strategy, and filing assistance to people across Dallas. The advisors at Provident Financial Planning operate on a fiduciary basis and provide unbiased, holistic financial planning services.

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

Website
Dallas, TX 75219

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
201 American Concourse, Suite 310, Fort Worth, TX 76106
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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

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

Why choose this provider?

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.
4.4
Facebook
5.0 / 5 (5)
Google
3.0 / 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

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

Why choose this provider?

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
Google
5.0 / 5 (6)

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

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

Why choose this provider?

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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
Google
4.8 / 5 (22)

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • 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 should you consider when choosing a financial advisor in Dallas?

    When choosing a financial advisor in Dallas, you need to know if their plan will direct you to the right path in meeting and achieving your financial goals. You should also feel they are eager to build a trusting working relationship with you. Consider meeting with multiple financial advisors to hear what they can offer and decide which will work best for you.

  • Do financial advisors in Dallas require a minimum amount for investment?

    Investment amounts required by financial advisors in Dallas differ depending on factors like the investment type. Some firms have minimum investment amounts ranging from $50,000 to $500,000. Having the said amount can be a good start for investing, and speaking to a financial advisor can help you find ways to grow your money.

  • Can a financial advisor in Dallas help you in reducing debt?

    A financial advisor in Dallas can assist in reducing your debt by creating financial plans or strategies to get your debts under control. You must gather your financial documents so your advisor can thoroughly evaluate your current situation and begin drafting budget plans to remove unnecessary expenses, allot payments for your debts, and leave you with enough money for your daily needs.

  • How do financial advisors in Dallas get paid?

    There are different ways a financial advisor in Dallas can be compensated. One way is through commissions, where they receive a percentage from the financial product they will sell you. Other advisors are fee-based, which means they charge a fee and receive commissions. Some advisors only rely on the fees you pay them and don't get any incentives or commissions.

  • What is the average hourly rate of financial advisors in Dallas?

    The average hourly rate of financial advisors in Dallas as of July 2023 ranges from $46 to $47. The level of education, years of industry experience, position, and certifications acquired determine a financial advisor's hourly rate. Depending on the above factors and if they get opportunities for career advancement, financial advisors may earn an annual salary of close to $100,000 or even more.

  • 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.

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