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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. give you extensive options to compare best advisors in Addison & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Addison?

Looking for a qualified financial advisor in Addison? We can help you by narrowing down your options & listing the best financial advisors in Addison as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Addison near you with the list of certified and vetted Addison financial advisors.

List of Qualified Financial Advisors in Addison, Texas


Justin Gedlen

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001



Robert Gecker

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001



Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244



Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254



Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240



John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225



Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034



Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201



Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070



Riley Wealth Advisors

Riley Private Client, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092



Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137


List of Additional Financial Advisors in Addison, Texas*

* Additional advisor listing is provided in partnership with Yext


Snow Financial Group

3939 Beltline Road
Suite 310

Addison, TX 75001


Opes One Advisors- Pankaj Udeshi

15303 N. Dallas Parkway
Suite 550

Addison, TX 75001


Allstate Personal Financial Representative: Scott Grooms

14675 Midway Rd

Addison, TX 75001


Cotton Wealth Management Associates

15301 Spectrum Drive
Suite 390

Addison, TX 75001


Woodbury Financial Services, Inc. Todd Pace

15851 North Dallas Parkway

Addison, TX 75001


Gardner Wallace

14135 Midway Road
Suite G110

Addison, TX 75001


Weaver, Ware & Martin

15851 Dallas Parkway
Suite 100

Addison, TX 75001

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

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 I 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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