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Top Rated Financial Advisors in Granbury, 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 Granbury, 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 Granbury, 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 Granbury, 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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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 17 years of experience.

Additional Information:

Years of Experience:
17 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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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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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

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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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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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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Fisher Investments

Fisher Investments, 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-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Available on request

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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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