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Best Financial Advisors in Richardson

2024

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SmartAdvisor by SmartAsset

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

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
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Price: Free Consultation

Richardson, TX

Why choose this provider?

Need help contacting a Financial Advisor in Richardson? 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!

Website
2601 Network Boulevard, Suite 400, Frisco, TX 75034
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Since 2003, Exencial Wealth Advisors has been serving clients residing in Richardson and its surrounding areas. It utilizes an "integrated beats fragmented" approach in handling various aspects of investment management, like estates and taxes. Its financial advisors also provide assistance when it comes to completing a wide variety of tasks, such as filing taxes, developing estate plans, and managing cash flows. Exencial Wealth Advisors is previously known as Burns Wealth Management, a company established by John F. Burns.

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
10000 N Central Expressway # 700, Dallas, TX 75231
  • Estate Planning
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Atlas Wealth Advisors is an investment advisory firm serving Richardson and surrounding communities. It assists individuals and families in crafting and implementing a financial strategy for retirement planning, investment management, and tax planning. Its team of advisors educates clients about the risks, missed opportunities, and the course of action that should be taken to achieve financial security in the future. The firm has been featured in different media publications such as Accounting Today, CPA Trendlines, and The Wall Street Journal.

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 (12)
Facebook
5.0 / 5 (9)

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, Suite 350, Plano, Tx 75024
  • Finance Planning
  • Financial Planning

Why choose this provider?

SFMG Wealth Advisors is a private entity established in 1992. It provides comprehensive wealth management and alternative investment planning solutions to clients in Richardson. Its services include investment portfolio management, tax planning, estate planning, retirement and insurance planning, and cash flow assessment. SFMG Wealth Advisors also has a multi-generation team of financial experts catering to the specific needs of entrepreneurs, executives, and established professionals. They handle executive compensation outlining, charitable planning, and succession planning for corporations.

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

Website
1207 S. White Chapel Blvd. Suite 150, Southlake, TX 76092
  • Estate Planning

Why choose this provider?

Mills Wealth Advisors is a team that helps Richardson individuals and families with financial planning. Its specialists and retirement advisors start the process by setting up question-and-answer sessions to assess clients' goals. They advise customers with the most suited financial and investment plans based on their economic situations, risk tolerance, fears, and constraints. They help clients protect their wealth using various plans including disability and life insurances. Mills Wealth Advisors is a member of various organizations including the Financial Planning Association and Registered Investment Advisor.

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 (29)

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
6600 Naaman Forest Blvd., Garland, TX 75044
  • Investment Management
  • Financial Planning

Why choose this provider?

North Texas Wealth management is a financial advisory firm that has been serving clients in Richardson since 1968. Its advisors and Certified Financial Planners create and implement financial plans for individuals through tax planning, income strategies, and investment management. The company partners with CPAs, insurance providers, and estate planning attorneys to create custom retirement and financial strategies for clients. Mike Crews, the company's CEO, was recognized as among the best financial planners in 2020 by D Magazine.

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
7557 Rambler Road Suite 1010, Dallas, TX 75231
  • Estate Planning
  • Tax Planning

Why choose this provider?

Chessman Wealth Strategies is a wealth management firm in Richardson. It offers a range of services from investment management to retirement planning. The company is led by Wade H. Chessman, who works as a financial planner. He graduated cum laude with a Bachelor’s degree in business from the University of Arkansas. Prioritizing their clients’ best interests, its advisors provide advice and customized financial planning. They also hold regular meetings with their 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
Google
5.0 / 5 (33)

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
14180 Dallas Parkway, Suite 530, Dallas, TX 75254
  • Certified Financial Planner (CFP)

Why choose this provider?

Munn & Morris Financial Advisors offers wealth management services to any clients within Richardson. It follows a Dynamic Allocation Investment Process that focuses on asset allocation, portfolio rebalancing, and the establishment of relative strength. Its client-focused approach relies on regular meetings, progress tracking, clear communication tools, and coordination with a chosen financial team. With over 75 years of collective experience, its professionals can cover various areas of expertise, including wealth, estate, and retirement planning, as well as investment 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

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
10000 North Central Expy, Suite 700, Dallas, TX 75231
  • Financial Planning

Why choose this provider?

Apeiron provides an array of wealth management solutions in the Richardson metro. It serves families and individuals who need social security analysis, account consolidation, and retirement preparation services. The company also deals with RMD income and collaborative planning, pension evaluation, and executive compensation and benefits review. In addition, its team creates tax minimization and charitable gifting strategies. One of the firm's financial advisors, Scott Hammel, has been in the industry since 2007. He is a member of the Financial Planning Association.

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 (3)

Website
5930 LBJ Freeway Suite 401, Dallas, TX 75240
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Serving Richardson, Optimum Investment Advisors advises individuals who want to better manage their financial situation, who are seeking a second professional opinion about an existing plan, or who have had an immediate or unexpected need due to certain life events. The financial plan considers a variety of life goals such as buying a new home, planning for retirement, or protecting the family against financial risks. The firm's CEO, Terry McCaffrey, previously served as the chairman of the Board of Metropolitan Family Services.

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.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Website
2600 N Central Expy #575, Richardson, TX 75080
  • Tax Planning
  • Estate and Trust Specialist
  • Finance Planning

Why choose this provider?

Westbrooks Dugger & Westbrooks Financial is a group of advisors that provides goal-driven financial strategies to individuals, families, and business owners in Richardson and the surrounding areas. Its team offers a variety of services, including risk management, tax planning, charitable strategies, and estate planning. It also offers other services such as fiduciary duty, investment platform, employee education, and plan design. With over 50 years of helping clients, the company's services combine hands-on techniques with unyielding commitment for maximum outcome.

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
2820 Dallas Parkway, Plano, TX 75093
  • Estate Planning
  • Tax Planning

Why choose this provider?

Retirement Planners of America offers a range of financial advisory services to retired individuals in Richardson. It helps protect the retirement savings of clients and assists them throughout their investment planning journey. It provides advice regarding retirement-related subjects, such as Social Security, family legacy planning, and income tax planning. The agency conducts virtual seminars for those who are unable to leave their homes. Kenneth A. Moraif, one of the firm's professionals, is a Chartered Retirement Planning Counselor. He has been featured in Forbes and The Wall Street Journal.

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 (186)
Facebook
4.9 / 5 (57)

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
700 Central Expressway S, Ste 400, Allen, TX 75013
  • Wealth Management

Why choose this provider?

Gibson Wealth Advisors provides financial insight to individuals in Richardson. The firm aims to help clients protect their hard-earned assets through Social Security maximation, retirement strategies, and trust services, in addition to investment and financial planning. To better assist in determining the goals the clients set for themselves and their families, the firm's agents aim to understand the clients' current financial situation, including their expenses and assets. They aid them in organizing their finances by developing individualized strategies, reviewing the progress regularly, and making adjustments if necessary.

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
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
  • Investment Management
  • Financial Planning

Why choose this provider?

Lee Financial is an independent wealth management firm that has been serving Richardson and surrounding communities since 1975. It helps individuals and families in managing their financial planning needs and opportunities while considering the risks of unexpected circumstances. The plan can include personal financial statements, intergenerational wealth transfer, charitable foundation management, and philanthropic counseling. Its research team evaluates different kinds of investments such as equity, real estate, and private debt. The firm also offers portfolio solutions for investment 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.
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

Website
740 E Campbell Rd. Suite 120, Richardson, TX 75081
  • Investment Management
  • Financial Planning

Why choose this provider?

Tannery is a financial services firm that assists individuals in Richardson and the surrounding locations. Its team offers wealth management services, which involve creating investment plans, assessing risks, and building net worth. The company's principal advisor, Michael Tannery, also helps women and their divorce lawyers separate assets and finances during a divorce. The Certified Divorce Financial Analyst, who is also a CPA, creates net-worth statements and manages post-divorce assets. He also holds the Accredited Investment Fiduciary designation.

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.
4.9
Facebook
5.0 / 5 (22)
Google
5.0 / 5 (8)
Yelp
1.0 / 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
2007 N Collins Boulevard Suite 503, Richardson, TX 75080
  • Certified Financial Planner (CFP)

Why choose this provider?

Guiding Wealth is a financial and wealth management company that serves clients in Richardson and its surrounding areas. It provides a broad portfolio of wealth management products and services, including retirement planning and financial transition services. Hannah Moore, the firm's owner, is a certified financial planner and a financial transition expert. Moore believes that proper financial planning brings stability to any situation and provides her clients with a roadmap to look forward to in the future.

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.

  • Are financial advisors required to disclose their fees in Richardson?

    In Richardson, financial advisors are required to disclose their fees according to regulations set by the Securities and Exchange Commission (SEC). This includes filing a Form ADV that provides details about their business, services, fees, and disciplinary history. Additionally, they must keep records of written agreements with clients, which include information about fee and compensation arrangements.

  • How can you verify the credibility of a financial advisor in Richardson?

    To verify the credibility of a financial advisor in Richardson, you can check the SEC Action Lookup – Individuals (SALI) database for any involvement in SEC court actions or administrative proceedings. You can also verify their registration as an investment professional on the Investment Adviser Public Disclosure (IAPD) website. Additionally, you may review their disciplinary history with securities regulators and consult the Financial Industry Regulatory Authority (FINRA) website to check their background and identify any compliance issues.

  • Can a financial advisor in Richardson provide advice on insurance products?

    Yes, a financial advisor in Richardson can provide advice on insurance products through two methods. If the advisor holds an insurance agent license, they can sell insurance products directly to clients. Alternatively, financial advisors who are not licensed to sell insurance can recommend insurance products that are sold by licensed insurance agents.

  • What are the common services provided by financial advisors in Richardson?

    Financial advisors in Richardson offer a range of services to meet various financial needs. These services include budgeting, personalized investment strategies, college, estate, and tax planning, insurance solutions, and wealth management. Advisors can also offer investment advice, customized portfolios, annuity solutions for retirement income, and cash management solutions for day-to-day financial management.

  • What is the difference between a Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) in Richardson?

    In Richardson, the Certified Financial Planner (CFP) designation signifies that a financial planner has met requirements in education, examination, and experience for comprehensive financial planning services. It is available to individuals regardless of their college degree status. In contrast, the less common Personal Financial Specialist (PFS) designation requires financial planners to hold a college degree and be a Certified Public Accountant (CPA). A CPA must fulfill educational prerequisites, pass a rigorous exam, and gain supervised professional experience.

  • 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.