Fee-Only Financial Planners in Dallas, TX

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Dallas, TX:

Chris Floyd

CFP®, CPA

Paradigm Advisors

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax 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.

John Kvale

CFP®, CFA

J.K. Financial, Inc.

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Richard Omobogie

CFP®, CRPC®

Zuwa Financial LLC

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We are a fee-only Financial Planning and Investment Management firm serving clients in the Dallas/Fort Worth area, and beyond virtually.

Stephanie Sammons

CFP®

Sammons Wealth Management

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Retirement Plans

Fee-Only Financial Planner/Investment Manager based in Dallas, Texas primarily serving independent women and LGBTQ professionals nationwide.

Michelle Gass

CPA, CFP®

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.

Roger Asel

CFP®, CPA, PFS

Certified Financial Strategies

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.

William Gray

HFS Wealth Management

Dallas, TX

Derek Childs

HFS Wealth Management

Dallas, TX

Julie Toler

Lee Financial Corporation

Dallas, TX

Shaun Dowling

HFS Wealth Management

Dallas, TX

Anthony Pampel

True Life Financial Planning

Dallas, TX

Jenny Armstrong

Lee Financial Corporation

Dallas, TX

Nancy Gatens

Dallas, TX

Steve Blankenship

Heritage Financial Planning

Dallas, TX

Sarah Henze

Lee Financial Corporation

Dallas, TX

James Howard

HFS Wealth Management

Dallas, TX

Albi Kacani

HFS Wealth Management

Dallas, TX

Abigail Phillips

HFS Wealth Management

Dallas, TX

Lance Jamerson

HFS Wealth Management

Dallas, TX

Ross Morrow

HFS Wealth Management

Dallas, TX

Hannah Moore

Guiding Wealth Management

Dallas, TX

Richard Lee

Lee Financial Corporation

Dallas, TX

Christopher Currin

Mercer Advisors, Inc.

Dallas, TX

Jennifer Hill

HFS Wealth Management

Dallas, TX

Dusty Wallace

Lee Financial Corporation

Dallas, TX

Franklin Matute

Lee Financial Corporation

Dallas, TX

Jean Keener

CFP®, CRPC®

Keener Financial Planning

Dallas, TX

Michelle Goldstein

Goldstein Financial Future

Dallas, TX

Kirby Jacobson

Lee Financial Corporation

Dallas, TX

Emily Brooks

HFS Wealth Management

Dallas, TX

B Lauryn Williams

Worth Winning, LLC

Dallas, TX

Dana Pingenot

Lee Financial Corporation

Dallas, TX

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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