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
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
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
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
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
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
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.
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
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
Fee-Only financial planner located in Keller, 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
Rachel Songer
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
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.
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
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.
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
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
Fee-Only financial planner located in Keller, 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, 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
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
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
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
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.
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.
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
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
Andrew Hunt
CFP®, ChSNC®
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
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
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
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.
Trista Jacobs
CFP®, CPA*
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
Samuel Pond
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Keller, TX, serving clients locally and 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)
