Find a Financial Planner in Ft. Worth, TX

 

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

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We Only Work With The Best Ft. Worth 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 Fort Worth, TX


  • Financial Advisor Close to Fort Worth, 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 Fort Worth Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Fort Worth 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 planners in Fort Worth 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.
12.4% of Fort Worth'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 Fort Worth area can create a custom plan and walk with you each step of the way.
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 Fort Worth 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 Fort Worth 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 Fort Worth 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 Fort Worth 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 Fort Worth 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 Fort Worth, 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 Fort Worth, TX

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

  • Population: 874,401
  • % of Population 62 Years and Over: 12.4%
  • Average Home Value: $187,100
  • Average Monthly Housing Cost: $1,142
  • Average Household Income: $82,977
  • 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 Fort Worth, TX


ROGERS WEALTH GROUP, INC.

Website

(817) 334-0351

1330 Summit Avenue

Fort Worth, TX 76102

SEC#: 801-51602
Years in Business: 25 years

SMH CAPITAL ADVISORS LLC

Website

(817) 569-7000

4200 S. Hulen St.
Suite 534
Fort Worth, TX 76109

SEC#: 801-54089
Years in Business: 24 years

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Website

(817) 332-3235

301 Commerce Street
Suite 1600
Fort Worth, TX 76102

SEC#: 801-14458
Years in Business: 42 years

ROSENTHAL ADVISORY SERVICES, L.P.

Website

(817) 336-2000

1408 Montgomery St

Fort Worth, TX 76107

SEC#: 801-113369
Years in Business: 3 years

OVERRIDGE WEALTH ADVISORS

Website

(817) 738-1451

6300 Ridglea Place
Suite 1020
Fort Worth, TX 76116

SEC#: 801-62355
Years in Business: 17 years

OMEGA WEALTH PARTNERS, INC.

Website

(817) 335-5739

300 Throckmorton Street
Suite 1450
Fort Worth, TX 76102

SEC#: 801-71846
Years in Business: 10 years

RHODES INVESTMENT ADVISORS, INC.

Website

(817) 334-0455

306 West 7th Street
Suite 1000
Fort Worth, TX 76012

SEC#: 801-117510
Years in Business: 1 years

KEENE & ASSOCIATES, INC.

Website

(817) 336-4500

University Centre I, Suite 405
1300 South University Drive
Fort Worth, TX 76107

SEC#: 801-47662
Years in Business: 26 years

JASPER RIDGE PARTNERS, L.P.

Website

(817) 333-0027

201 Main Street
Suite 1000
Fort Worth, TX 76102

SEC#: 801-70818
Years in Business: 11 years

THE CAPITAL CHART ROOM, LTD

Website

(817) 801-6455

2821 West 7th Street
Suite 550
Fort Worth, TX 76107

SEC#: 801-60779
Years in Business: 19 years