Find a Financial Advisor in Addison, TX

 

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We did the hard work of finding trustworthy partners 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 1 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

PRINCIPAL SECURITIES, INC.

Website

(972) 980-9990

5080 Spectrum Drive
Suite 1200E
Addison, TX 75001

SEC#: 801-54949
Years in Business: 24 years

TCG ADVISORY SERVICES, LLC

Website

(512) 600-5219

15455 Dallas Parkway
Suite 600
Addison, TX 75001

SEC#: 801-118346
Years in Business: 1 years

 


Addison, TX Financial Advisor FAQs

Find a fee-only advisor to be your financial advisor.
Financial Advisors help people invest their money so that it can grow. They often advise clients on topics like budgeting, saving for the future, paying off debt, savings plans, retirement planning and even how to prepare for an unforeseeable emergency.
Financial advisors get paid in a variety of ways, but are usually paid on either an hourly basis or by commission. Hourly basis fees may be negotiated up front with the client or through periodic invoice billing. Commission-based compensation is usually based on the performance of open account transactions.
You should consider hiring a financial advisor if you have substantial assets and either want the help of an expert to plan for your future or need expert help with a particular situation.