Lance Alston


New Dimensions Wealth Management, LLC

Financial Advisor

Lance Alston


New Dimensions Wealth Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lance Alston, CFP®, MA

(972) 996-4767

Financial Planner and investment mangement located in Allen, TX and Serving Clients Nationwide

Lance Alston is a Allen, TX fee-only financial planner. New Dimensions Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lance Alston is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lance Alston is Founder and President of New Dimensions Wealth Management, a fee-only financial planning and investment management firm located in Allen, Texas.  For more than a decade he has been helping individuals plan for their financial future.

Education and Designations
  • Certified Financial Planner (CFP®) designation
  • MA, Economics, George Mason University, Fairfax, Virginia.
  • BA, International Business, The University of Texas, Austin.

Boards, Committees and Pro Bono Work
(past & present)

  • Advisory Board, Journal of Financial Planning
  • Finance Committee, Stonebridge Ranch Homeowners Association (McKinney; Texas)
  • Pro Bono Committee, Financial Planning Association (D/FW)
  • Board of Directors, Financial Planning Association (D/FW)
  • Committee on Professional Issues, Financial Planning Association (National)
  • Board of Directors, Agape Medical Clinic (Dallas)

Named one of the "Best Financial Planners in Dallas" in every D Magazine survey since 2004.

Lance Alston is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

New Dimensions Wealth Management represents the culmination of a decade long quest to build a client-centric financial planning firm.

We pride ourselves on providing unbiased, straight-forward financial guidance to clients using a Fee-only compensation model. As a fee-only firm, clients can rest assured that we are truly acting as their fiduciary and in their best interest.

It’s really very simple: reasonable fees unbiased guidance = valuable financial advice.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Lance Alston

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Office Locations:

  • 825 Market Street
    Building M, Suite 250
    Allen, TX 75013

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