Find a Financial Planner in Dallas, TX

 

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We Only Work With The Best Dallas 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, TX


  • Financial Advisor Close to Dallas, 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 Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Dallas area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Dallas 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.
13.1% of Dallas'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 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 Dallas 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 a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Dallas area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Dallas 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 Dallas 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 Dallas 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 Dallas, 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, TX

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

  • Population: 1330,612
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $229,000
  • Average Monthly Housing Cost: $1,086
  • Average Household Income: $86,393
  • 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, TX


FIRST DALLAS SECURITIES, INC.

Website

(214) 954-1177

2905 Maple Ave.

Dallas, TX 75201

SEC#: 801-66208
Years in Business: 15 years

WHITEROCK WEALTH MANAGEMENT CO.

Website

(214) 691-4451

8350 North Central Expressway
Suite 925
Dallas, TX 75206

SEC#: 801-60828
Years in Business: 19 years

BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC

Website

(214) 665-1900

2200 Ross Avenue, 31st Floor

Dallas, TX 75201

SEC#: 801-31237
Years in Business: 33 years

BELMONT GLOBAL ADVISORS, INC.

Website

(214) 559-9972

2000 Mckinney Avenue
Suite 600
Dallas, TX 75201

SEC#: 801-37873
Years in Business: 30 years

BUDGE FINANCIAL INC

Website

(214) 363-3008

4925 Greenville Ave
Ste 1220
Dallas, TX 75206

SEC#: 801-30781
Years in Business: 33 years

HODGES CAPITAL MANAGEMENT INC

Website

(888) 878-4426

2905 Maple Ave

Dallas, TX 75201

SEC#: 801-35811
Years in Business: 31 years

HIGHLAND CAPITAL MANAGEMENT, L.P.

Website

(972) 628-4100

300 Crescent Court
Suite 700
Dallas, TX 75201

SEC#: 801-54874
Years in Business: 23 years

PENN DAVIS MCFARLAND INC

Website

(214) 871-2772

2626 Cole Ave Ste 504

Dallas, TX 75204

SEC#: 801-13038
Years in Business: 44 years

MIAI, INC.

Website

(214) 739-5677

12222 Merit Dr
Suite 1390
Dallas, TX 75251

SEC#: 801-61363
Years in Business: 18 years

DICK RIVERA & ASSOCIATES

Website

(972) 380-9550

17734 Preston Road
Suite 204
Dallas, TX 75252

SEC#: 801-112979
Years in Business: 3 years