banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in Rowlett, 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 Rowlett, 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 Rowlett, 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 Rowlett, 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.

badge

Rick Lucas

Nestegg Wealth Advisors
Rick Lucas, a financial fiduciary, provides financial services to clients in the Rowlett, Texas area. Rick has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

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

    Asset Requirement: $100,000

    Financial Services Provided:

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

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

badge

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
badge

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.

badge

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
badge

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

badge

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

badge

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

badge

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

badge

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
badge

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

badge

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

badge

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

badge

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

badge

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

badge

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
badge

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

badge

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.

Get Matched With Advisors