Fort Worth, TX Financial Advisors and Resources



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: 18 years

OMEGA WEALTH PARTNERS, INC.

Website

(817) 335-5739

300 Throckmorton Street
Suite 1450
Fort Worth, TX 76102

SEC#: 801-71846
Years in Business: 11 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: 27 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


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.)


Fort Worth, TX Financial Advisor FAQs

The cost of having a financial advisor will depend on the type of profession you are in, your geographic location, how much money you have invested with the advisor, etc.
Financial advisors are either paid by commission or fee only.
Make sure that they are licensed by the Financial Industry Regulatory Authority (FINRA). Your state may have one as well, so check with them to make sure they're authorized in your area too.
Financial advisors may devise portfolio strategies for clients who have large sums of wealth to invest. For instance, they may manage an investor's pension funds during retirement or oversee finances for a private school parent body.