Find a Financial Advisor in Irving, TX

 

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

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We Only Work With The Best Irving 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 Irving, TX


  • Financial Advisor Close to Irving, 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 Irving, 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 Irving, TX

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

  • Population: 239,783
  • % of Population 62 Years and Over: 9.6%
  • Average Home Value: $198,100
  • Average Monthly Housing Cost: $1,179
  • Average Household Income: $85,705
  • 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 Irving, TX

 

SNIDER ADVISORS

Website

(214) 220-0055

100 Decker Court
Suite 120
Irving, TX 75062

SEC#: 801-110026
Years in Business: 4 years

MILLER EQUITY CAPITAL ADVISORS

Website

(972) 490-4345

5605 N. Macarthur Blvd.
Suite 860
Irving, TX 75038

SEC#: 801-117916
Years in Business: 1 years

ICP GROUP INVESTMENT MANAGER, LLC

Website

(469) 747-1700

222 W. Las Colinas Boulevard
Suite 2000
Irving, TX 75039

SEC#: 801-119290
Years in Business: 1 years

AMERICAN BEACON ADVISORS, INC.

Website

(817) 391-6100

220 East Las Colinas Blvd., Suite 1200

Irving, TX 75039

SEC#: 801-29198
Years in Business: 34 years

CONTINUOUS CAPITAL, LLC

Website

(817) 391-6100

220 E. Las Colinas Blvd.
Suite 1200
Irving, TX 75039

SEC#: 801-112617
Years in Business: 3 years

SPOTLIGHT ASSET GROUP, INC.

Website

(206) 905-8700

222 West Las Colinas Blvd.
Suite 1650
Irving, TX 75039

SEC#: 801-110415
Years in Business: 4 years

FIG LLC

Website

(197) 253-4300

5221 N. O'Connor Boulevard
Suite 700
Irving, TX 75039

SEC#: 801-62982
Years in Business: 17 years

ACRES CAPITAL, LLC

Website

(516) 862-2383

1100 Lake Carolyn Pkwy
#1029
Irving, TX 75039

SEC#: 801-106763
Years in Business: 6 years

FIG LLC

Website

(197) 253-4300

5221 N. O'Connor Boulevard
Suite 700
Irving, TX 75039

SEC#: 801-62982
Years in Business: 17 years

 


Irving, TX Financial Advisor FAQs

Financial advisors help individuals or families plan what to do with their money. They generally work with people to develop a financial strategy, which can include investments, budgeting, insurance and estate planning.
If you find managing your own budget daunting but feel comfortable investing in stocks or funds with mutual funds, then an advisor may provide some relief from doing homework every day and help grow the account using professionals who know how to maximize returns.
There are three things you need to understand before selecting a financial advisor. The first is how they are compensated, second is their license, and third is the investment strategy.
The cost of a financial advisor can vary depending on your needs. A qualified professional should never come cheap and instead will significantly reduce the risk of investment mistakes, tax liabilities, and help you meet your retirement goals.