Dallas, TX

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Best Financial Advisors in Dallas, TX

The highest-rated Financial Planning & Wealth Management firms out of 373 vetted & reviewed in the Dallas area.

Adams Wealth Management

Adams Wealth Management

Best of 2022
(1)
“As a Certified Financial Planner (CFP), I have trusted him to develop a retirement plan for my dad and many others.”
In Business Since 2014
17950 Preston Rd Suite 350, Dallas, TX
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John Wucinski, Cpa, CFP

John Wucinski, Cpa, CFP

(19)
Tax Preparation, Wealth and Estate Planning, Investment Planning
“I really appreciated how you kept me up to date on my taxes last year, and helped me coordinate with my goals, and allowed me to make great decisions for my personal and company returns.”
In Business Since 1988
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check
Below Average Price Tag
6220 Campbell Rd STE 201, Dallas, TX
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Chessman Wealth Strategies

Chessman Wealth Strategies

(18)
Financial Planning, Retirement Planning, Private Client Services
“The Chessman Wealth team has provided advise and input to me in both my business and personal situation and do it in the utmost professional manner every time and in an expeditious time frame that exceeds my expectations.”
In Business Since 2005
Accepts All Major Credit Cards
Average Price Tag
7557 Rambler Rd #1010, Dallas, TX
i
LP Analyst

LP Analyst

(8)
Secondary Transfers, Fund Restructurings, Management Company Valuation
“Managing Directors are thoughtful about clients' specific and changing needs and open to related product adjustments and customization.”
In Business Since 2011
Below Average Price Tag
3309 Elm St Suite 309, Dallas, TX
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Atlas Wealth Advisors

Atlas Wealth Advisors

(16)
  • Investment
“But Kyle came in, helped us define our family planning values, and then organize a powerful plan around those values to deliver the right investment strategy that has allowed given my wife and me total confidence in our estate planning and gifting st...”
In Business Since 2010
Transparent Fees & Pricing
10000 N Central Expy Ste 700, Dallas, TX
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L&H CP As and Advisors - Dallas CPA Firm

L&H CP As and Advisors - Dallas CPA Firm

(19)
  • Team
  • Financial
  • Goals
“As a bookkeeper posting client transactions to Quick Books in order for a CPA to prepare tax returns, I am very grateful for the integrity, intelligence and timeliness provided by Bryan Davis, CPA, the communication and team effort from Tzu-Hu Yang, ...”
In Business Since 2017
Accepts All Major Credit Cards
10000 N Central Expy Suite 710, Dallas, TX
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Mc Gowan Group Asset Management

Mc Gowan Group Asset Management

(1)
Exceptional Investor Series, Wealth Management, Cashflow Units
“Top of the mark management!”
In Business Since 1989
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Below Average Price Tag
300 Crescent Ct Suite 1776, Dallas, TX
i
De Witt & Dunn

De Witt & Dunn

(20)
Annuities, Retirement, Divorce Consultations
“She and her Business Operations Manager, Lora Bowers, presented me with several options, and Cathy gave me excellent guidance in selecting an annuity that would safeguard my principal and yield very healthy returns while also providing short- and lon...”
In Business Since 2009
Licensed
Serving Dallas Area
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Caldwell Wealth Management

Caldwell Wealth Management

(20)
  • Life Insurance
“Kameron Caldwell at Caldwell Wealth Management was great with assisting me with a Life Insurance Retirement Plan for me and my newborn daughter.”
In Business Since 2020
4131 N Central Expy Suite 337, Dallas, TX
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Ja Scott

Ja Scott

(2)
Renovations, Contracting, Calculator
“The Ja Scott team has provided working capital to help us complete some of our construction and renovation projects as well as helped my clients find funding for home repair projects.”
In Business Since 2016
Offers Financing Options
Free Initial Consultation
Family Business
8500 N Stemmons Fwy Ste 319, Dallas, TX
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Real Life Solutions

Real Life Solutions

(6)
“Within a matter of moments I was provided with paper work, conservative figures, and also a really nice video to help me invest accordingly.”
In Business Since 2017
Free Initial Consultation
1111 W Mockingbird Ln #550, Dallas, TX
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Real Tyme Tax Services

Real Tyme Tax Services

(20)
  • Questions
  • Tax Preparer
  • Patient
“I'm writing a review for my preparer Tarqualia , I have been going to her for 2 years and she have not let me down once on my refunds , she's always available whenever you need her or have any questions even when she's out doing her motherly duties s...”
4020 S Buckner Blvd b, Dallas, TX
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Credit Rise Consultants

Credit Rise Consultants

(8)
“I highly recommend him to help with any kind of consulting you need as I first hand have seen his capabilities and accomplishments.”
3010 Lyndon B Johnson Fwy, Dallas, TX
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Apeiron Planning Partners

Apeiron Planning Partners

(1)
“He is detailed in his assessment and offers sound advice on personal planning.”
In Business Since 2020
Below Average Price Tag
10000 N Central Expy Ste 700, Dallas, TX
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Delos Capital Advisors

Delos Capital Advisors

(1)
Services, Wealth Management, Risk Management
“They truly know everything there is to know about the financial markets and are able to help me understand how to help my money work for me!”
In Business Since 2018
5950 Sherry Ln Suite 225, Dallas, TX
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N Focus Financial Partners

N Focus Financial Partners

(1)
Retirement, Estate, Money
“Also my dad works here”
In Business Since 2014
17300 Dallas Pkwy #3060, Dallas, TX
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Probity Advisors

Probity Advisors

(1)
Portfolio Management, Estate Planning, Workplace Savings
“My wife and I recently began the process of working with Probity Advisors' team, as we decided it was time to get a better handle on our financial situation and do a better job of planning for the future.”
In Business Since 1952
10000 N Central Expy #1326, Dallas, TX
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PSE Wealth Management

PSE Wealth Management

(1)
Wealth Management, Estate Planning, Life Planning Services
“Tim and Amber both emailed and called us to come up with ways to access their accounts so that the money could be used for immediate healthcare needs.”
In Business Since 2010
5429 Lyndon B Johnson Fwy # 750, Dallas, TX
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Smart Business Concepts

Smart Business Concepts

(1)
Accounting, Business Services, Recruiting
“This firm has helped us so much, they are an amazing group of people who really know their stuff!”
In Business Since 2014
154 Glass St Suite 112, Dallas, TX
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Waters Hardy & Co - Accountant

Waters Hardy & Co - Accountant

(1)
“I've used Steve & Richard at Waters Hardy for both my personal & business taxes for many years.”
In Business Since 1983
Below Average Price Tag
Free Initial Consultation
4144 N Central Expy # 1170, Dallas, TX
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Wealth Partners Alliance

Wealth Partners Alliance

(1)
Private Client Wealth Management
“Jason Fernandez went above and beyond to help me with my personal retirement plan.”
In Business Since 2018
12240 Inwood Rd Suite 200, Dallas, TX
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Worth Asset Management

Worth Asset Management

(1)
Retirement Readiness, Asset Management
“I didn't even understand all the options I had available to me - so grateful for the in-depth education and financial expertise!”
In Business Since 2013
16660 Dallas Pkwy #1000, Dallas, TX
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A to Z Capital Management

A to Z Capital Management

(4)
“Listen didn't think I was going to get anything and A to Z make sure that wasn't the case best in the land”
In Business Since 2018
10945 Estate Ln Suite E205, Dallas, TX
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Retirement Planning and Investment Management Services Estimated Cost in Dallas, TX 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 240 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Fair range $2040 to $5610 is based on 240 cost profiles.

Why these companies made our list

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