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6 Top Rated
Financial Advisors in Dallas, Texas

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John A. Kvale

J.K. Financial, Inc.
CFA® CFP®
John A. Kvale, a financial fiduciary has been a Paladin Registry member since 2011. John A. holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 22 years of experience. John A. provides financial services to clients in the Dallas, Texas area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).
Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Clint Adams

Adams Wealth Management
CFP®
Clint Adams, a financial fiduciary has been a Paladin Registry member since 2017. Clint is the owner of Adams Wealth Management. Clint holds the Certified Financial Planner certifications and has over 17 years of experience. Clint provides financial services to clients in the Dallas, Texas area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kris Maksimovich

Global Wealth Advisors
AIF® CRPC®
Global Wealth Advisors, a financial fiduciary has been a Paladin Registry member since 2008. Kris is the owner of Global Wealth Advisors. Kris holds the Accredited Investment Fiduciary , Chartered Retirement Planning Counselor certifications and has over 15 years of experience. Kris provides financial services to clients in the Dallas, Texas area.
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Paladin Fee-Only

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Kurz

OverShare Advice and Planning, LLC
CAIA® CFP® CIMA® CPWA®
Mike Kurz, a financial fiduciary has been a Paladin Registry member since 2019. Mike is the owner of OverShare Advice and Planning, LLC. Mike holds the Chartered Alternative Investment Analyst , Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications and has over 20 years of experience. Mike provides financial services to clients in the Frisco, Texas area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dustin Tondre

TL Private Wealth
TL Private Wealth, a financial fiduciary has been a Paladin Registry member since 2015. Dustin is the owner of TL Private Wealth. Dustin provides financial services to clients in the Southlake, Texas area.

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