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Top Rated Financial Advisors in Dallas, Texas

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 Dallas, Texas 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 Dallas, Texas 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 Dallas, Texas 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.

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Nick Lalonde

Third Act Wealth Management, LLC
CFP®
Nick Lalonde, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. Nick holds a CFP® certification. Nick has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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
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John Kvale

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

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Retirement Planning
  • 401K Rollovers
  • Financial Planning for Individuals

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

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Ascent Capital Partners

CAIA®, CFP®, CPWA®
Ascent Capital Partners, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Dallas, Texas area.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $3,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Patrick Strodtman

Edelman Financial Engines, LLC
Patrick Strodtman, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. Patrick has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based

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

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Zach Allen

Disciplined Advisors 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: $10,000,000

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

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Quotient Wealth Partners

CPA, CFP®, CFA®
Quotient Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Irving, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Addison, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

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

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

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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
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Demond Dawkins

LPL Financial LLC
AAMS®
Demond Dawkins, a financial fiduciary, provides financial services to clients in the Wylie, Texas area. Demond holds a AAMS® certification. Demond has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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George Cattat

Four Oaks Financial LLC
George Cattat, a financial fiduciary, provides financial services to clients in the Southlake, Texas area. George has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments, Charles Schwab and Pershing

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Glen Smith

GDS Wealth Management
CFP®, CRPC®
Glen Smith, a financial fiduciary, provides financial services to clients in the Flower Mound, Texas area. Glen holds a CFP®, CRPC® certification. Glen has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting

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

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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

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

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Kenneth Beber

Peak Financial, Inc.
CFS, AIF®
Kenneth Beber, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Kenneth holds a CFS, AIF® certification. Kenneth has over 24 years of experience.

Additional Information:

Years of Experience:
24 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

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

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Stephen Koessl

J&S Partners Inc.
Stephen Koessl, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Stephen has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
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Neil Krishnaswamy

Krishna Wealth Planning LLC
CEPA®, CFP®, EA, RICP®, GFP
Neil Krishnaswamy, a financial fiduciary, provides financial services to clients in the McKinney, Texas area. Neil holds a CEPA®, CFP®, EA, RICP®, GFP certification. Neil has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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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

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    NFS

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Courtney Leffall

LX Parker Wealth Management
CFP®
Courtney Leffall, a financial fiduciary, provides financial services to clients in the McKinney, Texas area. Courtney holds a CFP® certification. Courtney has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

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

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL FINANCIAL LLC

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Justin Hall

Good Life Asset Strategies, LLC
CFP®
Justin Hall, a financial fiduciary, provides financial services to clients in the Fort Worth, Texas area. Justin holds a CFP® certification. Justin has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

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

    Asset Requirement: $200,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & Co.

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