Find a Financial Planner in Addison, TX

 

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We Only Work With The Best Addison Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Addison, TX


  • Financial Advisor Close to Addison, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Addison Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Addison area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Addison can include managing client retirement accounts, investments, tax plans, and more.
10.3% of Addison's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Addison area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Addison area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Addison area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Addison area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Addison area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Addison area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Addison, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Addison, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Addison financial advisors.
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How Retirement-Friendly is Addison, TX?

  • Population: 15,302
  • % of Population 62 Years and Over: 10.3%
  • Average Home Value: $338,000
  • Average Monthly Housing Cost: $1,381
  • Average Household Income: $92,361
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


The Top Financial Advisor Firms in Addison, TX


MGB WEALTH MANAGEMENT, LLC

Website

(469) 965-4001

15455 Dallas Parkway
Suite 1080
Addison, TX 75001

SEC#: 801-118395
Years in Business: 1 years

RETIREMENT ADVISORS, LLC

Website

(972) 383-1222

15601 Dallas Parkway
Suite 900
Addison, TX 75001

SEC#: 801-69377
Years in Business: 13 years

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Website

(866) 361-1600

5080 Spectrum Drive
Suite 1000E
Addison, TX 75001

SEC#: 801-119503
Years in Business: 0 years

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

Website

(214) 363-6920

14677 Midway Road
Suite 205
Addison, TX 75001

SEC#: 801-108907
Years in Business: 4 years

PHOENIX CAPITAL REALTY ADVISORS, LLC

Website

(972) 866-7577

15725 North Dallas Parkway
Suite 230
Addison, TX 75001

SEC#: 801-74334
Years in Business: 9 years

FOUNDATION ENERGY MANAGEMENT

Website

(972) 707-2500

5057 Keller Springs Road
Suite 650
Addison, TX 75001

SEC#: 801-73633
Years in Business: 9 years

FOCUS 401 (K) GROUP, LLC

Website

(214) 373-4113

16415 Addison Road
Suite 312
Addison, TX 75001

SEC#: 801-80065
Years in Business: 7 years