What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Dallas, TX area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Dallas, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Megan Coyne
CFP®
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
Steven Myers
CFP®
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
Elizabeth Shurtz
CFP®, CRPC™
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
Casey Conway
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Phil Orwig
CFP®, CPWA®, ChFC®, CLU®, RICP®, EA
Fair Asset Management
Dallas, TX
Specialties: Tax Planning & Projections, Retirement Income Planning (Order & Sequence of Withdrawals), Portfolio Management, College Education Planning, Analysis & Strategy for Equity Comp., Analysis & Strategy for Deferred Comp., Charitable Giving Strategies, Insurance & Risk Planning, Intergenerational Wealth Transfer
Flat fee financial planning & asset management firm focusing on high-net-worth employees, executives, and retirees. We are located in Dallas, Texas, but work with clients across the United States.
Chao Zhang
MBA, CFA®, CFP®
Think Different Wealth Advisors LLC
Allen, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Cash Flow Budgeting, Investment Management, Active Investing, Stock Options/Stock Grants/RSUs/Employee Stock Purchase Plans (ESPP), Tax Planning, Education Planning, Estate Planning, Risk Management/Insurance Review and Planning
I offer a white glove, high touch model. While other advisors may serve 100 to 200 clients each, I intend to serve only 20 financial planning clients exceptionally well.
Brett Fry
CFA®, CFP®
Forteris Wealth Management
Dallas, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Education Planning, Risk Management Strategies, Estate Planning, Wealth Accumulation Planning
Regardless of where you are on your financial path, Forteris Wealth Management can create a unique, individualized plan to help you at every stage of life and lift the burden you feel concerning your financial future.
Michael Stillman
CPA/PFS, AIF®
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Stephen Bodwell
CFP®, CPA/PFS
Walnut Hill Wealth Management
Dallas, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Insurance Review, College Education Planning
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
Hannah Szarszewski
CFP®, AFC®
Blue Mountain Financial Planning, LLC
Melissa, TX
Specialties: Comprehensive Financial Planning, Financial Independence, Equity Compensation, Adoption & Fertility Financial Planning, Tax Planning, Small Business Planning
Fee-Only financial planner located in Melissa, TX and Lubbock, TX, serving clients locally and across the country virtually
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
Ballpark Way, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple fixed flat fee of $12,500 per year.
Stephanie Sammons
CERTIFIED FINANCIAL PLANNER™
Sammons Wealth Management
Dallas, TX
Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation
Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.
Allen Mueller
CFA, CFP®, MBA
7 Saturdays Financial
Dallas, TX
Specialties: Retirement Income Planning, Tax Planning, Tax-efficient accumulation and distribution strategies, Portfolio design and implementation, Financial Independence Planning, Comprehensive Financial Planning
Independent. Modern. Flat-fee. No commissions, no BS.
John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Dallas, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
J.K. Financial is an approachable, fee-only total wealth management firm that offers a roll-up-the-sleeves, deep understanding approach to each client’s unique financial situation. Located in Dallas, TX, serving clients locally and nationwide.
Jean Keener
CFP®, CRPC®
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice, on a fee-only basis, covering decisions around retirement, college planning, changing careers, getting control of your finances, and investing more effectively.
Taylor Stewart
CFP®
Ataroke Wealth
McKinney, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner, wealth manager, and author located in McKinney, TX, serving clients locally and across the country
Samuel Pond
CFP®
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
Trista Jacobs
CFP®, CPA*
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
Sanjay Pamurthy
CFP®, MBA
Artham Financial Advisors
Dallas, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Planning, Tax Planning, College Education Planning
Dallas, TX based advisor helping physicians, entrepreneurs, executives and retirees nationwide gain financial clarity and confidence. 100% Thoughtful, Independent, Fee-only, Comprehensive Planning. 0% product sales, hidden fees and complex jargon.
Spenser Liszt
CFP®, CCFC®
Motif Planning
Dallas, TX
Specialties: Comprehensive Financial Planning, Cashflow Management, Lifetime Tax Planning, Retirement Planning, Investment Planning, Major Lifestyle Decisions, Estate Planning, College Planning, Insurance Planning, Equity Compensation, Employee Benefits
Flat-fee financial planner serving high-earning families nationwide. I specialize in holistic financial life planning, equity compensation strategy, and lifetime tax planning.
Chukwudi Uraih
Lampados Financial Group
Dallas, TX
Specialties: Comprehensive Financial Planning, Investment Planning, Tax Planning, Insurance Planning, Debt Management Program, Financial Planning for Business Owners
Financial planning for first-generation STEM and healthcare professionals balancing family, culture, and wealth.
Rachel Songer
CFP®
Keener Financial Planning
Dallas, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
James Henry
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michelle U. Gass
CPA/PFS, CFP®, RLP®
Paradigm Advisors
Dallas, TX
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning, College Education Planning
We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.
Neil Krishnaswamy
CFP®, RICP®, EA
Krishna Wealth Planning LLC
McKinney, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning and investment management located in McKinney, TX, serving clients in the Dallas area and virtually across the country
Molly Laughter
CFA®, CFP®, MBA, MA
Laughter Financial, LLC
Celina, TX
Specialties: Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in DFW serving clients locally and across the country
Jason Edgerton
CFP®
Certified Financial Strategies
Dallas, TX
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Fee-Only financial planner located in Dallas, TX serving clients locally and across the country
Shannen Smith
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Mike McErlane
DO, MBA, CFP®, CFA®, RICP®, EA, MCEP®
Comprehensive Financial Planning for Doctors, LLC
Frisco, TX
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
