Top Financial Advisors in Fort Worth, Texas

FinanceHQ’s team of experts conducted thorough research on financial advisors in Fort Worth. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Fort Worth range from $196M to $19B in AUM, and have an average of 22 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

FinanceHQ Network Member 
Get Matched

About Savant Wealth Management

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Founded in 1986, Savant Wealth Management is a top financial advisor in Fort Worth due to their extensive experience and dedication to tailoring financial decisions to the client's best interests. With a wide range of specialties including comprehensive wealth management, investment management, and estate planning, Savant provides holistic and personalized financial guidance. As an independent and fee-only firm, they prioritize fiduciary responsibility and have built a legacy of excellence in helping clients achieve financial security and success.

Learn more
Facet wealth logo

Facet Wealth

FinanceHQ Network Member 
Get Matched

About Facet Wealth

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

We chose Facet Wealth as one of the top financial advisors in Fort Worth due to its comprehensive range of services and dedicated team of seasoned financial experts. Founded in 2016 and headquartered in Baltimore, MD, they offer specialized expertise in investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Their innovative flat fee model ensures objective guidance as fiduciaries without the influence of commissions, providing tailored financial strategies empowered by cutting-edge technology for each member's unique needs.

Learn more
Wp wealth logo

WPWealth LLP

Get Matched

About WPWealth LLP

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $779,269,254Total Number of Advisors: 12Number of Accounts: 2,466In Business Since: 2000

WPWealth LLP is one of the top financial advisors in Fort Worth due to its extensive experience and expertise in the field. Founded in 2000 and headquartered in Fort Worth, they have provided clients high-quality financial services for over 20 years. Specializing in areas such as financial planning, retirement planning, tax optimization, and education planning, WPWealth sets itself apart with its team of Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and other credentialed professionals who tailor their services to meet each client's unique needs.

Learn more
Diesslin group logo

Diesslin Group

Get Matched

About Diesslin Group

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $583,398,133Total Number of Advisors: 5Number of Accounts: 1,129In Business Since: 1988

Due to their commitment to unbiased and fee-only financial services, the Diesslin Group is one of the best financial advisors in Fort Worth. With over 30 years of experience since their founding in 1988, they specialize in comprehensive financial planning and wealth management for individuals, families, small business proprietors, estates, trusts, endowments, and foundations. Their unique approach involves gaining critical insight into clients' current concerns and aligning their finances with their future vision, thereby creating globally diversified portfolios that meet clients' objectives while effectively managing risk.

Learn more
Dean jacbonson financial services logo

Dean Jacobson Financial Services

Get Matched

About Dean Jacobson Financial Services

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $347,638,859Total Number of Advisors: 5Number of Accounts: 805In Business Since: 1967

With over 50 years of experience, Dean Jacobson Financial Services is one of the best financial advisors in Fort Worth. Their commitment to independence allows them to offer objective financial guidance in financial planning, retirement planning, tax optimization, insurance services, investment services, and wealth management. Their team-based approach and dedication to understanding clients' financial goals ensure they provide personalized and impartial strategies in their clients' best interests.

Learn more
Aspen wealth management logo

Aspen Wealth Management

Get Matched

About Aspen Wealth Management

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $290,631,683Total Number of Advisors: 4Number of Accounts: 739In Business Since: 2018

If you need a boutique advisor service, Aspen Wealth Management serves people in Fort Worth and specializes in a personalized approach to financial planning. Founded in 2018 and headquartered in Fort Worth, they have developed a positive reputation for their fee-only structure, and commitment to putting clients' needs first. Aspen Wealth Management works closely with clients in the area to create customized financial plans and investment strategies tailored to individual goals. With a focus on education, communication, and service, they strive to exceed clients' expectations while empowering them to make informed financial decisions.

Learn more
Shelton wealth management logo

Shelton Wealth Management, LLC

Get Matched

About Shelton Wealth Management, LLC

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $238,195,922Total Number of Advisors: 2Number of Accounts: 404In Business Since: 2021

Shelton Wealth Management, LLC is a top financial advisor in Fort Worth because of its commitment to personalized relationships and tailored solutions. Founded in 2021 and headquartered in Fort Worth, they specialize in financial planning, retirement planning, and tax optimization. As a registered investment advisory firm that adheres to the fiduciary standard, they prioritize their clients' interests above all else, providing affluent individuals and families with the confidence to achieve their financial goals.

Learn more
Strittmatter wealth management logo

SWMG, LLC

Get Matched

About SWMG, LLC

Fort Worth, TXInvestment Advisor Firm
Assets Managed: $196,398,578Total Number of Advisors: 6Number of Accounts: 1,095In Business Since: 2019

Due, in part, to its commitment to providing unbiased and sophisticated advice to high-net-worth clients and business owners, SWMG, LLC is one of the best financial advisors in Fort Worth. With expertise in retirement planning, estate planning, and investment management, they offer comprehensive planning that covers all aspects of their clients' lives. As a fee-based firm and fiduciaries for their clients, they prioritize putting clients first and have been recognized with various accolades for their dedication to excellence.

Learn more

Frequently Asked Questions

Why is having a financial plan during a divorce in Fort Worth essential?

Having a financial plan during a divorce in Fort Worth is crucial in navigating the complexities of asset division, alimony, and budget adjustments. A well-crafted plan ensures a clear understanding of financial implications, empowers informed decision-making, and provides a roadmap for a secure post-divorce future. Our platform connects you with the resources, tools, and expert advice to streamline this process and safeguard your financial well-being.

Can a financial advisor work on my estate plan in Fort Worth?

Certainly! Financial advisors can indeed assist with your estate plan in Fort Worth. By leveraging their expertise, you can navigate complexities, optimize your strategy, and secure your financial legacy. Our platform connects you with skilled professionals to provide tailored advice and guide you through the process seamlessly.

What are the services offered by the top financial advisors in Fort Worth?

The top financial advisors in Fort Worth provide comprehensive financial planning services tailored to individual needs, including investment management, retirement planning, and estate planning. With a focus on empowering clients, these advisors leverage cutting-edge technology to optimize financial strategies and ensure informed decision-making. Their services encompass a broad spectrum, from debt management to tax-efficient investment solutions, fostering a holistic approach to financial well-being.

Are there advisors in Fort Worth that specialize in taxes?

Yes, Fort Worth boasts diverse tax advisors catering to various needs. From certified public accountants to specialized tax consultants, residents can find expert assistance in navigating the complexities of taxation, ensuring personalized and informed financial guidance. To locate a suitable advisor, consider exploring local directories, seeking recommendations, or utilizing our platform for comprehensive reviews and insights.

Can I cancel my contract with a financial advisor in Fort Worth at any time?

Yes, you can terminate your contract with a Fort Worth financial advisor at any time. Be sure to review your agreement for any potential fees or notice periods associated with cancellation. This flexibility empowers individuals to make informed choices aligned with their evolving financial needs.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

Secure your financial future and achieve your goals by matching with one of our financial expertsGet Started
Looking for a financial advisor?Find your advisor

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ