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Top Rated Financial Advisors in Wylie, 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 Wylie, 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.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Wylie, 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.
Demond Dawkins
LPL Financial LLC
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial
Rick Lucas
Nestegg Wealth Advisors
Additional Information:
Years of Experience:
20 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Courtney Leffall
LX Parker Wealth Management
Additional Information:
Years of Experience:
15 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL FINANCIAL LLC
Jeffrey M. Garton
JMG Wealth Management
Additional Information:
Years of Experience:
25 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Zach Allen
Disciplined Advisors Group
Additional Information:
Years of Experience:
60 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $10,000,000
Name(s) of Custodian(s):
Southwest Securities
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Retirement Planners of America
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Retirement Planning
- Wealth Management
- Education Funding and Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
John Kvale
J.K. Financial, Inc.
Additional Information:
Years of Experience:
29 Years
- Fee-Only
Fee Structure
Asset Requirement: $1,000,000
- Retirement Planning
- 401K Rollovers
- Financial Planning for Individuals
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Ascent Capital Partners
Additional Information:
Years of Experience:
14 Years
- Fee-Only
Fee Structure
Asset Requirement: $3,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Kenneth Beber
Peak Financial, Inc.
Additional Information:
Years of Experience:
24 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing LLC
Stephen Koessl
J&S Partners Inc.
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Bradley Cantrill
Cantrill Financial Group LLC
Additional Information:
Years of Experience:
18 Years
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
- Investment Advice & Management
- Insurance Products & Annuities
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity/National Financial Srvs
Quotient Wealth Partners
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Glen Smith
GDS Wealth Management
Additional Information:
Years of Experience:
20 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Financial Advice & Consulting
Financial Services Provided:
Name(s) of Custodian(s):
Raymond James
Carpion Private Wealth
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
BNY Mellon - Pershing
Justin Hall
Good Life Asset Strategies, LLC
Additional Information:
Years of Experience:
8 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $200,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co.
Paladin Advisors