Find a Financial Planner in Arlington, TX

 

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We Only Work With The Best Arlington 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 Arlington, TX


  • Financial Advisor Close to Arlington, 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 Arlington Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Arlington area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Arlington offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
13.2% of Arlington'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 Arlington area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Arlington area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Arlington area an ongoing effort.
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 Arlington 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Arlington area, it typically 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 Arlington 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 Arlington, 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 Arlington, TX

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

  • Population: 395,477
  • % of Population 62 Years and Over: 13.2%
  • Average Home Value: $174,400
  • Average Monthly Housing Cost: $1,110
  • Average Household Income: $79,268
  • 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 Arlington, TX


TRINITY FIDUCIARY PARTNERS, LLC

Website

(877) 334-1283

200 N. Mesquite Street
Suite 205
Arlington, TX 76011

SEC#: 801-67457
Years in Business: 14 years

PARKSTONE WEALTH MANAGEMENT, LLC

Website

(817) 962-0068

1000 Ballpark Way
Suite 302
Arlington, TX 76011

SEC#: 801-78430
Years in Business: 7 years

PALADINI FINANCIAL ADVISORS, LLC

Website

(817) 704-7788

2015 East Lamar Blvd
Suite 200
Arlington, TX 76006

SEC#: 801-113173
Years in Business: 3 years

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

Website

(817) 861-7099

1415 West Randol Mill Rd.

Arlington, TX 76012

SEC#: 801-56508
Years in Business: 21 years

ROCKTOP PARTNERS, LLC

Website

(844) 456-6316

701 Highlander Blvd, Suite 540

Arlington, TX 76015

SEC#: 801-108086
Years in Business: 4 years

ICR PARTNERS

Website

(817) 409-7115

1903 Ascension Blvd

Arlington, TX 76006

SEC#: 801-117434
Years in Business: 1 years