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
Steven Myers
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income and Tax Planning, Investment Analysis and Management, College Education Planning, Tax Planning, Long-term Care Planning, Insurance Review, Stock Options and Other Executive Compensation
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.
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
Brett Anderson
CRPC®
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Trista Jacobs
CFP®, CPA*
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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.
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jean Keener
CFP®, CRPC™
Keener Financial Planning
Keller, 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.
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.
Jared Johnson
CFP®
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Allen Mueller
CFA®, MBA
7 Saturdays Financial
Richardson, TX
Specialties: Retirement Income Planning, Tax Planning, Tax-efficient accumulation and distribution strategies, Portfolio design and implementation, Financial Independence Planning, Comprehensive Financial Planning
We're physically based in Dallas, Texas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.
Samuel Pond
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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.
Frank Sloan
EP Wealth Advisors
Dallas, TX
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michelle Underwood Gass
CPA, 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.
Elizabeth Shurtz
CFP®, CRPC™
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income and Tax Planning, Investment Analysis and Management, College Education Planning, Tax Planning, Long-term Care Planning, Insurance Review, Stock Options and Other Executive Compensation
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.
Lauryn Williams
CFP®, CSLP®, AFC®
Worth Winning, LLC
Dallas, TX
Specialties: Comprehensive Financial Planning, Student Loan Planning, Budget/Cash Flow Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
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
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
Rachel Songer
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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.
Christopher Wells
CFP®, CKA®, MS
Flourish Financial Planning
Grapevine, TX
Specialties: Tax Planning & Preparation, Comprehensive Financial Planning, Investment Management, Cashflow Planning, Student Loan Analysis
A no-minimum, fee-only financial planner located in Grapvine, TX, and serving clients across the country.
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Gretchen Behnke
CFP®, MBA, RLP®
Pearl Financial Planning LLC
Plano, TX
Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans
Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.
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
Located in Allen, TX, I help clients on their journey to financial freedom, which means having the flexibility to live life to the fullest without having to worry about money.
Joel Chouinard
ChFC®
SharpEdge Financial LLC
Dallas, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Student Loan Planning and Repayment, Insurance Review, Estate Planning
Align Your Money With the Life You Envision. Financial Planning for Millennial and Gen Z Attorneys.
Hannah Szarszewski
CFP®, AFC®
Blue Mountain Financial Planning, LLC
Melissa, TX
Specialties: Comprehensive Financial Planning, Financial Independence, College Savings Planning & Student Loans, Adoption & Fertility Financial Planning, Tax Planning
Fee-Only financial planner located in Melissa, TX and Lubbock, TX, serving clients locally and across the country virtually
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Mike Salmon
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Plano, TX
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
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
Michael Fessler
CFP®, AWMA®, EA
Westlake Wealth Management
Roanoke, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Roanoke, TX, serving clients locally and across the country
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
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)
