Find a Financial Planner in Dallas County, TX

 

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We Only Work With The Best Dallas County 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 Dallas County, TX


  • Financial Advisor Close to Dallas County, 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 Dallas County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Dallas County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Dallas County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
13.3% of Dallas County'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 Dallas County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Dallas County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Dallas County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Dallas County 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 Dallas County 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Dallas County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 2606,868
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $190,600
  • Average Monthly Housing Cost: $1,146
  • Average Household Income: $88,716
  • 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 Dallas County, TX


SNIDER ADVISORS

Website

(214) 220-0055

100 Decker Court
Suite 120
Irving, TX 75062

SEC#: 801-110026
Years in Business: 4 years

MILLER EQUITY CAPITAL ADVISORS

Website

(972) 490-4345

5605 N. Macarthur Blvd.
Suite 860
Irving, TX 75038

SEC#: 801-117916
Years in Business: 1 years

ICP GROUP INVESTMENT MANAGER, LLC

Website

(469) 747-1700

222 W. Las Colinas Boulevard
Suite 2000
Irving, TX 75039

SEC#: 801-119290
Years in Business: 0 years

AMERICAN BEACON ADVISORS, INC.

Website

(817) 391-6100

220 East Las Colinas Blvd., Suite 1200

Irving, TX 75039

SEC#: 801-29198
Years in Business: 34 years

CONTINUOUS CAPITAL, LLC

Website

(817) 391-6100

220 E. Las Colinas Blvd.
Suite 1200
Irving, TX 75039

SEC#: 801-112617
Years in Business: 3 years