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Top Rated Financial Advisors in Southlake, 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 Southlake, 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 Southlake, 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 Southlake, 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.

TL Private Wealth

TL Private Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2015. Dustin is the owner of TL Private Wealth. Firm has over 13 years of experience. TL Private Wealth provides financial services to clients in the Southlake, Texas area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Texas

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Bill Riley

Riley Private Client, LLC
CFP® ChFC® CLU® WMS
Bill Riley, a financial fiduciary, has been a Paladin Registry member since 2020. Bill is the owner of Riley Private Client, LLC. Bill holds Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter , Wealth Management Specialist certifications. Bill has over 32 years of experience. Bill provides financial services to clients in the Southlake, Texas area.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • TD Ameritrade

Chris Mankoff

JTL Wealth Partners
CFP®
Chris Mankoff, a financial fiduciary, has been a Paladin Registry member since 2021. Chris is the owner of JTL Wealth Partners. Chris holds a Certified Financial Planner certification. Chris has over 12 years of experience. Chris provides financial services to clients in the Southlake, Texas area.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

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 Chartered Financial Analyst , Certified Financial Planner certifications. John A. has over 22 years of experience. John A. provides financial services to clients in the Dallas, Texas area.
  • State Licences:
  • Financial Advice, Services for Fees: Texas

Additional Information:

Years of Experience:
22 Years

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Global Wealth Advisors

AIF® CRPC® CRC®
Global Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2008. Kris holds Accredited Investment Fiduciary , Chartered Retirement Planning Counselor , Certified Retirement Counselor certifications and has over 15 years of experience. Global Wealth Advisors provides financial services to clients in the Lewisville, Texas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Missouri
    • New Mexico
    • New York
    • North Carolina
    • Oklahoma
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Virginia
    • Washington
    • Wyoming
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Missouri
    • New Mexico
    • New York
    • North Carolina
    • Oklahoma
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Virginia
    • Washington
    • Wyoming
  • Insurance Products for Commission: State List
    • California
    • Missouri
    • Oklahoma
    • Texas

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • Pershing

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

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 a Certified Financial Planner certification. Clint provides financial services to clients in the Dallas, Texas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Kansas
    • Louisiana
    • Maine
    • Missouri
    • Oklahoma
    • Texas
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Kansas
    • Louisiana
    • Maine
    • Missouri
    • Oklahoma
    • Texas
  • Insurance Products for Commission: State List
    • Alabama
    • Arizona
    • California
    • Colorado
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Kansas
    • Louisiana
    • Maine
    • Missouri
    • Oklahoma
    • Texas

Additional Information:

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • LPL Financial

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 Chartered Alternative Investment Analyst , Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications. Mike has over 20 years of experience. Mike provides financial services to clients in the Frisco, Texas area.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Jimmy Lee

Jimmy Lee
AIF® CMFC®
Jimmy Lee, a financial fiduciary, has been a Paladin Registry member since 2021. Jimmy holds Accredited Investment Fiduciary , Chartered Mutual Fund Counselor certifications. Jimmy has over 27 years of experience. Jimmy provides financial services to clients in the Plano, Texas area.

Additional Information:

Years of Experience:
27 Years

Brian Hart

Southwestern Investment Advisory Services, Inc
Brian Hart, a financial fiduciary, has been a Paladin Registry member since 2021. Brian is the owner of Southwestern Investment Advisory Services, Inc. Brian provides financial services to clients in the Frisco, Texas area.

Additional Information:

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.