Find a Financial Planner in Denton County, TX

 

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

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We Only Work With The Best Denton 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 Denton County, TX


  • Financial Advisor Close to Denton 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 Denton County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Denton County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Denton County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
12.6% of Denton County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Denton County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Denton County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Denton County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Denton County area is generally long-term and performed with the help of a qualified planner. 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 Denton 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Denton County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 833,822
  • % of Population 62 Years and Over: 12.6%
  • Average Home Value: $285,500
  • Average Monthly Housing Cost: $1,477
  • Average Household Income: $113,275
  • 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 Denton County, TX


BBAE ADVISORS LLC

Website

(972) 731-4305

2591 Dallas Parkway
Suite 300
Frisco, TX 75034

SEC#: 801-104469
Years in Business: 5 years

IMPACT SHARES

Website

(469) 442-8424

2189 Broken Bend

Frisco, TX 75034

SEC#: 801-112391
Years in Business: 3 years

QUADCAP WEALTH MANAGEMENT, LLC

Website

(972) 818-2400

7790 Main Street

Frisco, TX 75033

SEC#: 801-79483
Years in Business: 7 years

LETTER ADVISORS, LLC

Website

(714) 653-3697

11625 Custer Road
#110-248
Frisco, TX 75035

SEC#: 801-119551
Years in Business: 0 years