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Top Rated Financial Advisors in Texas, Frisco
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Dash Investments
Additional Information:
Years of Experience:
15 Years
- Fee-Only
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
John Kvale
J.K. Financial, Inc.
Additional Information:
Years of Experience:
29 Years
- Fee-Only
Fee Structure
Asset Requirement: $1,000,000
- Retirement Planning
- 401K Rollovers
- Financial Planning for Individuals
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Quotient Wealth Partners
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Fisher Investments
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
Available on request
Retirement Planners of America
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Retirement Planning
- Wealth Management
- Education Funding and Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Justin Hall
Good Life Asset Strategies, LLC
Additional Information:
Years of Experience:
7 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co.
Courtney Leffall
LX Parker Wealth Management
Additional Information:
Years of Experience:
15 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL FINANCIAL LLC
Glen Smith
GDS Wealth Management
Additional Information:
Years of Experience:
17 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Financial Advice & Consulting
Financial Services Provided:
Name(s) of Custodian(s):
Raymond James
Paladin Advisors