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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 - 30-May-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 10 vetted financial advisors and 20 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 25 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

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Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972-755-9000

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Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225

928-503-2437

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469-212-8072

Top Financial Advisor Firms in 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 $566,725,291 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 $429,994,841 9 A percentage of AUM, Performance Based
PHOENIX CAPITAL REALTY ADVISORS, LLC
15725 North Dallas Parkway, Suite 230 Addison, TX 75001
161129 $403,713,980 11 A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
MGB WEALTH MANAGEMENT, LLC
15455 Dallas Parkway, Suite 1080 Addison, TX 75001
307995 $356,510,608 245 A percentage of AUM
B-29 ADVISORS, LLC
14131 Midway Road, Suite 550 Addison, TX 75001
292096 $248,263,843 3 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
14677 Midway Road, Suite 205 Addison, TX 75001
144172 $143,700,000 304 A percentage of AUM
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
5080 Spectrum Drive, Suite 1000e Addison, TX 75001
281593 $129,413,211 489 A percentage of AUM, Hourly charges, Fixed fees
SPECTRUM ADVISORS, INC.
15301 Spectrum Drive, Suite 115 Addison, TX 75001
114805 $110,000,000 630 A percentage of AUM, Hourly charges, Fixed fees
FOCUS 401 (K) GROUP, LLC
16415 Addison Road, Suite 312 Addison, TX 75001
172217 $97,799,589 28 A percentage of AUM, Fixed fees

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Snow Financial Group
Inquire with Snow
3939 Beltline Road, Suite 310 Addison, TX 75001 469-522-4056
Opes One Advisors
Inquire with Opes
15303 N. Dallas Parkway, Suite 550 Addison, TX 75001 214-296-2509
Cotton Wealth Management Associates
Inquire with Cotton
15301 Spectrum Drive, Suite 390 Addison, TX 75001 214-420-4440
Weaver, Ware & Martin
Inquire with Weaver,
15851 Dallas Parkway, Suite 100 Addison, TX 75001 469-737-4139
Woodbury Financial Services, Inc. Todd Pace
Inquire with Woodbury
15851 North Dallas Parkway, Addison, TX 75001 214-578-2421
Gardner Wallace
Inquire with Gardner
14135 Midway Road, Suite G110 Addison, TX 75001 972-833-2565
Allstate Personal Financial Representative: Dana Lundquist
Inquire with Allstate
3939 Belt Line Rd, Ste 275 Addison, TX 75001 972-255-4306
Allstate Personal Financial Representative: Scott Grooms
Inquire with Allstate
4985 Morris Ave, Addison, TX 75001 817-320-6941
First Command Financial Advisor
Inquire with First
5057 Keller Springs RD, Suite 110 Addison, TX 75001 214-451-3150
First Command District Advisor
Inquire with First
5057 Keller Springs RD, Suite 110 Addison, TX 75001 214-451-3150

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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