Expertise.com

2024

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Best Financial Advisors in Dallas, TX

Our Recommended Top 18

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

311Reviewed

193Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Dallas, 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
  • Financial Planning
  • Retirement Planning
  • Investment Management

Dallas, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Dallas? 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.

8604 Greenville Ave. Suite A 101, Dallas, TX 75243
WebsiteLicense: 152253

Expertise.com Rating

Review Sources

Google
4.8 (5)

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.

  • Tax Preparation

12221 Merit Drive, Suite 750, Dallas, TX 75251
WebsiteLicense: 107238

Expertise.com Rating

Review Sources

Google
5.0 (5)

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.

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

13155 Noel Road, Dallas, TX 75240

Expertise.com Rating

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.

  • Tax Planning

12221 Merit Drive, Dallas, TX 75251

Expertise.com Rating

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.

  • Certified Financial Planner (CFP)

12700 Hillcrest Road Suite 276, Dallas, TX 75230
WebsiteLicense: 4902428

Expertise.com Rating

Review Sources

Facebook
5.0 (5)
Google
3.0 (2)

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

560 Interstate 30 Frontage Road, Rockwall, TX 75032

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

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.

  • Estate Planning
  • Retirement Planning

2015 East Lamar Boulevard, Arlington, TX 76006

Expertise.com Rating

Review Sources

Google
4.8 (22)

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.

  • Certified Financial Planner (CFP)

735 Plaza Boulevard, Coppell, TX 75019

Expertise.com Rating

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.

  • Estate Planning
  • Retirement Planning

14180 Dallas Parkway, Suite 530, Dallas, TX 75254
WebsiteLicense: 2838585

Expertise.com Rating

Review Sources

Google
5.0 (1)

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

1008 Ridge Road, Rockwall, TX 75087

Expertise.com Rating

Review Sources

Google
5.0 (1)

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.

  • Certified Financial Planner (CFP)

8350 North Central Expressway, Dallas, TX 75206

Expertise.com Rating

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

7800 Dallas Parkway, Plano, TX 75024

Expertise.com Rating

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

201 American Concourse, Suite 310, Fort Worth, TX 76106
WebsiteLicense: 5500189

Expertise.com Rating

Review Sources

Google
5.0 (2)

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.

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

660 North Carroll Avenue, Southlake, TX 76092

Expertise.com Rating

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.

  • Certified Financial Planner (CFP)

1207 South White Chapel Boulevard, Southlake, TX 76092

Expertise.com Rating

Review Sources

Google
5.0 (4)

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.

  • Retirement Planning

10440 North Central Expressway, Dallas, TX 75231

Expertise.com Rating

Review Sources

Google
5.0 (6)

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.

  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Leap Wealth Management, LLC
8604 Greenville Ave. Suite A 101, Dallas, TX 75243
Beaird Harris
12221 Merit Drive, Suite 750, Dallas, TX 75251
Provident Financial Planning, LLC
13155 Noel Road, Dallas, TX 75240
Perryman Financial Advisory, Inc.
12221 Merit Drive, Dallas, TX 75251
Fetterman Investments, Inc.
12700 Hillcrest Road Suite 276, Dallas, TX 75230
Lifetime Wealth Management, P.C.
560 Interstate 30 Frontage Road, Rockwall, TX 75032
Paladini Financial Management
2015 East Lamar Boulevard, Arlington, TX 76006
CFO 4 Life
735 Plaza Boulevard, Coppell, TX 75019
Munn & Morris Financial Advisors
14180 Dallas Parkway, Suite 530, Dallas, TX 75254
Your Richest Life
1008 Ridge Road, Rockwall, TX 75087
Lee Financial
8350 North Central Expressway, Dallas, TX 75206
SFMG
7800 Dallas Parkway, Plano, TX 75024
Bisdorf Palmer Private Wealth Advisors
201 American Concourse, Suite 310, Fort Worth, TX 76106
Clintsman Financial Planning
660 North Carroll Avenue, Southlake, TX 76092
Mills Wealth Advisors
1207 South White Chapel Boulevard, Southlake, TX 76092
Heritage Financial Planning
10440 North Central Expressway, Dallas, TX 75231

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 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.