Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Addison, Texas

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Addison is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Addison & pick the one as per your needs

How To Find The Best Financial Advisors in Addison, Texas
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Addison, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 18 vetted financial advisors and 8 non-vetted financial advisors in Addison, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Addison, Texas have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Addison, Texas

Allworth Financial

888-242-6766

Address

15725 Dallas Parkway, Suite 220,
Addison, TX 75001 See Details

Zach Allen

Disciplined Advisors Group

214-545-3305

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Financial Reserve

469-778-4592

Address

4100 Alpha Road Suite 464,
Dallas, TX 75244 See Details

Retirement Planners of America

866-551-1705

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

13727 Noel Road Tower 2,
Suite 1075,
Dallas, TX 75240 See Details

John Kvale

J.K. Financial, Inc.

214-706-4300

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Ascent Capital Partners

928-503-2437

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Quotient Wealth Partners

303-588-0457

Address

222 W Las Colinas Blvd,
Irving, TX 75039 See Details

Dash Investments

415-748-9181

Address

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 See Details

Kenneth Beber

Peak Financial, Inc.

469-322-1210

Address

6160 Warren Parkway,
Suite 100,
Frisco, TX 75034 See Details

Stephen Koessl

J&S Partners Inc.

651-307-9052

Address

4262 Birdseye Lane,
Frisco, TX 75034 See Details

Demond Dawkins

LPL Financial LLC

972-429-0603

Address

601 Commerce Street,
Wylie, TX 75098 See Details

Jeffrey M. Garton

JMG Wealth Management

214-542-0809

Address

6401 Eldorado Pkwy.,
#226,
McKinney, TX 75070 See Details

George Cattat

Four Oaks Financial LLC

727-272-7249

Address

180 State Street, Suite 225,
Southlake, TX 76092 See Details

Carpion Private Wealth

817-270-9668

Address

601 State Street,
Suite 240,
Southlake, TX 76092 See Details

Glen Smith

GDS Wealth Management

469-212-8072

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

Courtney Leffall

LX Parker Wealth Management

972-363-4626

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75069 See Details

Justin Hall

Good Life Asset Strategies, LLC

817-864-8560

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 See Details

Top Financial Advisor Firms in Addison, Texas (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PCIM REALTY ADVISORS, LLC 15725 North Dallas Parkway, Suite 230 Addison, TX, 75001	313281	$709,797,736	3	A Percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
FOUNDATION ENERGY MANAGEMENT 5057 Keller Springs Road, Suite 650 Addison, TX, 75001	161141	$501,732,834	9	A Percentage of AUM, Performance Based
B-29 ADVISORS, LLC 14131 Midway Road, Suite 550 Addison, TX, 75001	292096	$431,644,628	3	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
PHOENIX CAPITAL REALTY ADVISORS, LLC 15725 North Dallas Parkway, Suite 230 Addison, TX, 75001	161129	$269,059,288	4	A Percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
MGB WEALTH MANAGEMENT, LLC 15455 Dallas Parkway, Suite 1080 Addison, TX, 75001	307995	$257,826,184	255	A Percentage of AUM
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC 14275 Midway Road, Suite 138 Addison, TX, 75001	144172	$131,097,000	315	A Percentage of AUM
SPECTRUM ADVISORS, INC. 15301 Spectrum Drive, Suite 115 Addison, TX, 75001	114805	$118,000,000	740	A Percentage of AUM, Hourly charges, Fixed Fees
FOCUS 401 (K) GROUP, LLC 16415 Addison Road, Suite 312 Addison, TX, 75001	172217	$77,500,000	21	A Percentage of AUM, Fixed Fees

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Find The Best Financial Advisors in Addison, Texas

How To Find The Best Financial Advisors in Addison, TexasLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Addison, Texas

Address

Disciplined Advisors Group

Address

Address

Address

Address

J.K. Financial, Inc.

Address

Address

Address

Address

Peak Financial, Inc.

Address

J&S Partners Inc.

Address

LPL Financial LLC

Address

JMG Wealth Management

Address

Four Oaks Financial LLC

Address

Address

GDS Wealth Management

Address

LX Parker Wealth Management

Address

Good Life Asset Strategies, LLC

Address

Top Financial Advisor Firms in Addison, Texas (Ranked by AUM)

Select other cities around Addison, Texas to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Addison, Texas
Last Updated - 13-Jun-2023

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