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 Fort Worth, 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 Fort Worth, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Nathan Steele
CFP®
Brownlee Wealth Management
Fort Worth, TX
Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planning firm in Forth Worth and The Woodlands serving families with extensive tax, estate planning, and investment needs. Our job is to optimize your investments, lower your taxes, and grow your wealth.
Rachel Songer
CFP®
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.
Wes Shannon
CFP®
Brazos Wealth Advisors, L.L.C.
Fort Worth, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Estate Planning
Fee-Only financial planner located in Fort Worth and Wichita Falls, Texas, serving clients locally and across the country
Derek Dansby
CFP®, JD
Brazos Wealth Advisors, L.L.C.
Fort Worth, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Tax Planning
Fee-Only financial planner located in the Wichita Falls and Fort Worth, TX area, serving clients locally and across the country
Elizabeth Shurtz
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.
Trista Jacobs
CFP®, CPA*
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.
Steven Myers
CFP®
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.
Mark Evers
Ph.D., CFP®, CRPC™
Elation Wealth LLC
Fort Worth, TX
Specialties: Comprehensive Financial Planning, Investment Advisory Services, Retirement Income Planning, Education Planning, Tax Planning, Estate & Legacy Planning, Cash Flow & Debt Strategy
Fee-Only financial planner located in Fort Worth, TX, serving clients locally and across the country
Justin Hall
CFP®
Good Life Private Wealth, LLC
Fort Worth, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fort Worth, TX, serving clients locally and across the country
Samuel Pond
CFP®
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.
Ben Earls
CFP®, CEPA®
Earls Financial
Fort Worth, TX
Specialties: Customized Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management Assessment, Estate Planning, Charitable Planning, 401k Optimization
We work with retirees and business owners within 10 years of retirement to help them turn their nest egg into retirement income, become more tax efficient, worry less about the stock market, and have peace of mind that they're on the right track.
Justin Brownlee
CFP®
Brownlee Wealth Management
Fort Worth, TX
Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning
We help Oil & Gas Professionals optimize investments, lower taxes, and grow wealth.
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.
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, on a fee-only basis, covering decisions around retirement, college planning, changing careers, getting control of your finances, and investing more effectively.
Helen Stephens
CFP®, EA, CEPA
Aspen Wealth Management
Fort Worth, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Business Exit Planning
Fee-Only financial planner located in Fort Worth and Southlake, TX, serving clients locally and across the country
Doug Jones
CFP®
EP Wealth Advisors
Graham, 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 Vargas
CFP®
Waymaker Financial Planning
Fort Worth, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Fort Worth, TX, equipping Christian women to have financial peace of mind in every season of their lives.
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)
