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 Allen, 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 Allen is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Allen & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Allen, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 3 non-vetted financial advisors in Allen, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Allen, 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 Allen , Texas

Jeffrey M. Garton

JMG Wealth Management

214-542-0809

Address

6401 Eldorado Pkwy.,
Ste. # 300,
McKinney, TX 75070 See Details

Kane Vines

Expound Wealth Management

469-409-7283

Address

6860 Dallas Parkway #200,
Plano, TX 75024 See Details

Lifeway Financial

972-378-3677

Address

7160 Dallas Parkway,
Suite 520,
Plano, TX 75024 See Details

Dash Investments

800-549-3227

Address

6275 W Plano Pkwy,
Ste 555,
Dallas, TX 75093 See Details

Kenneth Beber

Purpose Wealth Partners

469-322-1210

Address

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

SageSpring Wealth Partners

972-987-1630

Address

2601 Network Blvd., Suite 101,
Frisco, TX 75034 See Details

Zach Allen

Disciplined Advisors Group

214-545-3305

Address

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

TrustBridge Wealth Management LLC. of LPL Financial

469-600-2165

Address

15660 Dallas Pkwy,
Suite 120,
Dallas, TX 75248 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Financial Reserve

469-778-4592

Address

4100 Alpha Road Suite 464,
Dallas, TX 75244 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

Peter Warren

Victory Financial Group

214-938-5999

Address

9957 Marlin Dr,
Dallas, TX 75228 See Details

Jess Newman

BMO Investment Services

214-250-2449

Address

200 Crescent Court Suite 200,
Dallas, TX 75201 See Details

Glen Smith

GDS Wealth Management

469-212-8072

Address

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

BentOak Capital

817-550-6750

Address

201 Fort Worth Hwy,
Weatherford, TX 76086 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ACT WEALTH MANAGEMENT, LLC One Bethany East, 900 West Bethany Drive, Suite 150 Allen, TX, 75013	155131	$460,885,050	564	A percentage of AUM
REVERE ASSET 825 Waters Creek Blvd, Suite 385 Allen, TX, 75013	152881	$156,569,026	579	A percentage of AUM, Performance Based
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. 550 S. Watters Road, Suite 242 Allen, TX, 75013	152136	$129,597,875	422	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Allen, Texas

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

List of Qualified Financial Advisors in Allen , Texas

JMG Wealth Management

Address

Expound Wealth Management

Address

Address

Address

Purpose Wealth Partners

Address

Address

Disciplined Advisors Group

Address

Address

Address

Address

J.K. Financial, Inc.

Address

Address

Victory Financial Group

Address

BMO Investment Services

Address

GDS Wealth Management

Address

Address

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

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

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