Find a Financial Advisor in Tarrant County, TX

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

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We Only Work With The Best Tarrant 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 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 Tarrant County, TX


  • Financial Advisor Close to Tarrant 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

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

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

  • Population: 2049,770
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $202,900
  • Average Monthly Housing Cost: $1,188
  • Average Household Income: $92,653
  • 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 Tarrant County, TX

 

ROGERS WEALTH GROUP, INC.

Website

(817) 334-0351

1330 Summit Avenue

Fort Worth, TX 76102

SEC#: 801-51602
Years in Business: 26 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: 43 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: 2 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: 12 years

 


Tarrant County, TX Financial Advisor FAQs

Tarrant County is located in the Dallas-Fort Worth metropolitan area of Texas. The county seat is Fort Worth. Major cities in Tarrant County include Arlington, Grapevine, and Keller. The top employer in Tarrant County, Texas is Lockheed Martin with 26,000 employees and annual revenue of $46.1 billion. Tarrant County is most well known for being the home of Fort Worth, the seventeenth-largest city in the United States. Fort Worth is a major center for culture and entertainment in the region, with world-renowned museums, restaurants, and nightlife. We provide the best financial advisory services in Tarrant County, an urban county located in the north-central part of Texas. Tarrant County has a variety of businesses and lifestyles. Livestock and agriculture, as well as aerospace and defense companies, contribute significantly to the County's economic base. The western heritage of Tarrant County is lined with internationally renowned cultural districts. On top of that, financial advisors in Tarrant County are highly sought after, and you'll want to discover one who can assist you in managing your finances. Locate nearby financial advisors using the list below!

Work to find an advisor who has experience in investing in stocks, bonds, mutual funds and other investment products. It's also recommended to ask about the qualifications of any prospective advisors so that they can help you get where you want to be financially.

Financial advisors are compensated in two ways: them being paid on an hourly basis or by asset-based fees. Whether compensation is based on an hourly rate or the value of the assets being managed is purely up to what type of financial advisor you hire.

Financial advisors give advice about insurance, retirement plans and income taxes. Also, they can provide advanced tax planning in order to improve a client's current tax liability in the future.

Yes. You really need a good financial advisor to help advise your personal level of risk tolerance and then recommend any necessary or appropriate wealth management tools

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.