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Top Rated Financial Advisors in Texas, Dallas

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Texas, Dallas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Texas, Dallas with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Texas, Dallas near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Personal Capital

Personal Capital, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Dallas, Texas area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the Dallas, Texas area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

John Kvale

J.K. Financial
CFP®, CFA®
John Kvale, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. John holds the CFP®, CFA® certifications. John has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • Investment Advice & Management
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

BASIC INFORMATION NEEDED FOR THE INQUIRY

Patrick Strodtman

Edelman Financial Engines, LLC
Patrick Strodtman, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. Patrick has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Zach Allen

Disciplined Advisor Group
None
Zach Allen, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. Zach holds a None certification. Zach has over 60 years of experience.

Additional Information:

Years of Experience:
60 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: 100,000.00

    Name(s) of Custodian(s):
    Southwest Securities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Clint Adams

Adams Wealth
CFP®
Clint Adams, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. Clint holds a CFP® certification. Clint has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
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    Name(s) of Custodian(s):
    LPL Financial

BASIC INFORMATION NEEDED FOR THE INQUIRY

Evan McGrath

Allworth Financial
CRPC®
Evan McGrath, a financial fiduciary, provides financial services to clients in the Addison, Texas area. Evan holds a CRPC® certification.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

BASIC INFORMATION NEEDED FOR THE INQUIRY

Andy Lawson

Freshfield Investments
Andy Lawson, a financial fiduciary, provides financial services to clients in the Plano, Texas area. Andy has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals

    Name(s) of Custodian(s):
    Interactive Brokers, LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Retirement Planners of America

Retirement Planners of America, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Plano, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: 100,000

    Financial Services Provided:

  • Retirement Planning
  • Wealth Management
  • Education Funding and Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Chris Mankoff

JTL Wealth Partners
CFP®
Chris Mankoff, a financial fiduciary, provides financial services to clients in the Southlake, Texas area. Chris holds a CFP® certification. Chris has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

BASIC INFORMATION NEEDED FOR THE INQUIRY

Bradley Cantrill

Cantrill Financial Group LLC
CFP®
Bradley Cantrill, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Bradley holds a CFP® certification. Bradley has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Investment Advice & Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs

BASIC INFORMATION NEEDED FOR THE INQUIRY

Kenneth Beber

Peak Financial, Inc.
CFS, AIF®
Kenneth Beber, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Kenneth holds the CFS, AIF® certifications. Kenneth has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Brian Hart

Southwestern Investment Advisory Services, Inc.
CFP®
Brian Hart, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Brian holds a CFP® certification. Brian has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Raymond James

BASIC INFORMATION NEEDED FOR THE INQUIRY

Merit

CAS
Merit , a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Frisco, Texas area.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jeffrey M. Garton

JMG Wealth Management
Jeffrey M. Garton, a financial fiduciary, provides financial services to clients in the McKinney, Texas area. Jeffrey has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    NFS

BASIC INFORMATION NEEDED FOR THE INQUIRY