Find a Financial Advisor in Grapevine, TX

 

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

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We Only Work With The Best Grapevine 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Grapevine, TX


  • Financial Advisor Close to Grapevine, 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

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

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

  • Population: 53,317
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $329,800
  • Average Monthly Housing Cost: $1,484
  • Average Household Income: $117,299
  • 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 Grapevine, TX

 

ASSET PRESERVATION GROUP INC

Website

(817) 251-1008

2750 William D. Tate Ave.
Suite 100
Grapevine, TX 76051

SEC#: 801-56931
Years in Business: 22 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(817) 410-4644

601 S. Main St.
Ste 204
Grapevine, TX 76051

SEC#: 801-28543
Years in Business: 35 years

SPEARHEAD CAPITAL ADVISORS, LLC

Website

(561) 801-7302

4001 Harvestwood Court

Grapevine, TX 76051

SEC#: 801-108482
Years in Business: 5 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(214) 765-5109

312 W Northwest Hwy

Grapevine, TX 76051

SEC#: 801-110709
Years in Business: 4 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(817) 410-4644

601 S. Main St.
Ste 204
Grapevine, TX 76051

SEC#: 801-28543
Years in Business: 35 years

BOK FINANCIAL SECURITIES, INC.

Website

(214) 575-1951

2250 State Hwy 114 W.

Grapevine, TX 76051

SEC#: 801-53600
Years in Business: 25 years

HARBOR CAPITAL MANAGEMENT INC

Website

(817) 410-4620

611 South Main Street
Suite 400
Grapevine, TX 76051

SEC#: 801-38262
Years in Business: 30 years

SPEARHEAD CAPITAL ADVISORS, LLC

Website

(561) 801-7302

4001 Harvestwood Court

Grapevine, TX 76051

SEC#: 801-108482
Years in Business: 5 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(214) 765-5109

312 W Northwest Hwy

Grapevine, TX 76051

SEC#: 801-110709
Years in Business: 4 years

 


Grapevine, TX Financial Advisor FAQs

This really just depends on how you're comfortable interacting with someone in this capacity. You may want to do some research on the person's background and qualifications. A good place to start may be the Financial Industry Regulatory Authority (FINRA) site, which has an online BrokerCheck system that can provide information about people who are currently licensed for sale of securities.
Yes. Your financial advisor is someone who will review your stocks, bonds, and mutual fund investments with you on a regular basis, communicate what kind of impact changes in the market have on your portfolio. They'll also help you build a retirement plan to figure how much money you need to save each year so you can reach financial independence faster.
Financial advisors typically get paid a percentage of the assets he or she manages, a monthly retainer fee for providing advice, and may charge an annual mutual fund sales commission.
Ask yourself what type of adviser you are looking for? What is your desired level of service? If you are aiming to be among the wealthy elite then you should look into wealth managers and investment advisers. Estate accountants work on inheritance planning for families with significant estate holdings. Maybe a CPA firm is what you're looking for if your goal is tax preparation services?