Find a Financial Advisor in Bedford, TX

 

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We did the hard work of finding trustworthy partners in Bedford, TX.

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We Only Work With The Best Bedford 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 Bedford, TX


  • Financial Advisor Close to Bedford, 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 Bedford, 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 Bedford, TX

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

  • Population: 49,323
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $222,900
  • Average Monthly Housing Cost: $1,178
  • Average Household Income: $85,931
  • 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 Bedford, TX

 

BFT FINANCIAL GROUP, LLC

Website

(817) 354-1090

2312 School Lane

Bedford, TX 76021

SEC#: 801-57022
Years in Business: 22 years

STRATEGIC WEALTH MANAGEMENT, LLC

Website

(817) 391-1090

2812 Bedford Road
Suite 200
Bedford, TX 76021

SEC#: 801-112757
Years in Business: 3 years

CWM, LLC

Website

(123) 456-4567

2324 Cheek-Spark Road

Bedford, TX 76021

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(123) 456-4567

2324 Cheek-Spark Road

Bedford, TX 76021

SEC#: 801-72037
Years in Business: 11 years

IAMS WEALTH MANAGEMENT, LLC

Website

(817) 717-4185

1901 Central Drive
Suite 800
Bedford, TX 76021

SEC#: 801-108875
Years in Business: 5 years

CWM, LLC

Website

(123) 456-4567

2324 Cheek-Spark Road

Bedford, TX 76021

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(123) 456-4567

2324 Cheek-Spark Road

Bedford, TX 76021

SEC#: 801-72037
Years in Business: 11 years

COMERICA SECURITIES,INC.

Website

(817) 799-4500

2120 Central Drive

Bedford, TX 76021

SEC#: 801-64897
Years in Business: 16 years

CWM, LLC

Website

(123) 456-4567

2324 Cheek-Spark Road

Bedford, TX 76021

SEC#: 801-72037
Years in Business: 11 years

 


Bedford, TX Financial Advisor FAQs

It is important for the advisor to be completely transparent about their recommendation process, any potential conflicts of interest, fees, ongoing monitoring or other ongoing management.
Note that fee schedules vary depending on the size of the 401(k), number of investments, and scope of services required.
Find someone who has been in practice for five to 10 years and not just out of school recently. Look at their firm's website and see what other services they offer because this person should be able to meet all of your financial needs as long as the financial advice is sound.
Financial advisors help people with investments and other financial decisions. Financial advisors make good caretakers of your money because they can see how it all fits together.