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
Lacy Rogers
CFP®
The Dedicated Dollar, 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
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.
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.
Justin Hall
CFP®
Good Life Asset Strategies
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
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
Mike Salmon
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Plano, TX
Specialties: Specializing in comprehensive tax and financial planning tailored specifically for real estate brokers., Providing proactive planning and integrated services to simplify financial management for CRE brokers., Offering expert guidance on S Corp structure setup and optimization for independent contractor brokers., Helping clients minimize self-employment taxes and maximize the Qualified Business Income (QBI) deduction., Delivering customized strategies for cash flow management, asset protection, and long-term financial success., Assisting with retirement plan contributions and tax-efficient investment strategies for real estate professionals., Creating structured processes that reduce surprises and help clients stay focused on income generation., Specializing in financial solutions that address the unique needs and challenges of commercial real estate brokers.
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.
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.
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
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.
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.
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.
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, serving clients locally and virtually 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.
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.
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.
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
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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)
