Best Financial Advisors in Grapevine, TX

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Grapevine area.

Credit Repair USA

Credit Repair USA

(15)
“If you are in the Real Estate Industry, whether it is lending or realtor, you will need a valuable partner for credit repair and strongly I suggest you work with Credit Repair USA.”
In Business Since 2017
Free Initial Consultation
Coupons & Offers
1452 Hughes Rd Suite 200, Grapevine, TX
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Compass Retirement

Compass Retirement

(30)
  • Questions
  • Strategy
  • Investment
“What really impressed us was the way you took the time to get a feeling for where we were in our journey towards retirement, at the depth of knowledge, lateral thinking and your common sense approach.”
In Business Since 2014
1000 Texan Trail, Grapevine, TX
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KD Factors & Financial Services

KD Factors & Financial Services

(2)
Freight and Trucking, Horizontal Directional Drilling, What Is Factoring?
“They helped us out so much when our business really was in need of cash faster than our customers were paying.”
Family Business
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
206 N Dove Rd, Grapevine, TX
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Findlay CPA

Findlay CPA

(9)
Business Tax Preparation Service, Tax Planning Service, Tax Resolution
“We have been amazed at her promptness, attention to detail, her tenacity in following up questions about refunds and her wise advice from time to time.”
In Business Since 2017
WORTH Certified
1452 Hughes Rd Suite 200, Grapevine, TX
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Andrea M Still CPA

Andrea M Still CPA

(12)
  • Questions
  • Firm
  • Team
“She and her team have the knowledge, professionalism, and expertise of a large organization, combined with the personal touch and customer service of a small business.”
In Business Since 2011
Accepts All Major Credit Cards
4851 Merlot Ave Unit 540, Grapevine, TX
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Mathisen Tax & Consulting

Mathisen Tax & Consulting

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
312 W Northwest Hwy, Grapevine, TX
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Strait Financial

Strait Financial

(3)
Financial Services For Business, Financial Services For Individuals
“They still meet clients face to face which is refreshing in a world where so many practices have gone 100% virtual/business by portal and upload.”
In Business Since 1999
410 E Northwest Hwy, Grapevine, TX
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Asset Preservation Group

Asset Preservation Group

Philosophy, Certified Financial Planner (Cfp®)
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We also believe you deserve the opportunity to eleva...”
In Business Since 2003
Accepts All Major Credit Cards
2750 William D Tate Ave Ste 100, Grapevine, TX
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9M Investments

9M Investments

(2)
“I love that he does a financial review every 6 months, makes changes accordingly, and really listens to my financial concerns while successfully moving me toward a sustainable retirement.”
In Business Since 2017
2146 Westwood Terrace, Grapevine, TX
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LPL Financial Dave Buhr, CFP

LPL Financial Dave Buhr, CFP

Meet Your Advisor
“We take time to model your investments in line with your goals and objectives, risk tolerance and time horizon. ”
In Business Since 2009
913 S Church St #104, Grapevine, TX
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Waterworth Wealth Advisors

Waterworth Wealth Advisors

“We provide comprehensive and highly customized financial solutions to a select group of investors who desire to grow, protect and ultimately transfer their legacy. Our clients are corporate executives, business owners, families and individuals who ar...”
In Business Since 2011
Offers Financing Options
1225 S Main St #103, Grapevine, TX
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Aspire Planning Associates

Aspire Planning Associates

“Our clients come to us because they face new directions in life and need guidance for the road ahead. Like them, you might be dreaming of an early retirement after a satisfying career, or perhaps you are a young family seeking help on beginning a sav...”
In Business Since 2015
Transparent Fees & Pricing
CRD# 282179
1090 Texan Trail, Grapevine, TX
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Sunsage Capital

Sunsage Capital

“Smart Portfolio Management SunSage manages investment portfolios constructed of mainly domestic and international growth and dividend growth stocks. SunSage's clients range from individuals to foundations seeking growth, income, diversification and w...”
In Business Since 2008
4400 TX-360, Grapevine, TX
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Southlake Capital

Southlake Capital

1750 Sleepy Hollow Trail, Grapevine, TX
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Fulcrum Wealth Planning

Fulcrum Wealth Planning

“We provide our clients with a full spectrum of Investments, Insurance and Retirement Planning along with Generational Strategies. With decades of experience we are here to help reach your financial goals.”
In Business Since 2018
129 S Main St #110, Grapevine, TX
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Feeken Financial Services

Feeken Financial Services

“WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss ...”
In Business Since 2015
1452 Hughes Rd Ste 200, Grapevine, TX
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Scott Anders, CPA

Scott Anders, CPA

(2)
Services For Quickbooks, Industries, Services For Individuals
“Scott has helped me clean up and fix my previous tax returns from people who I thought was doing a good job!”
Free Initial Consultation
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
420 E Lamar Blvd #106, Arlington, TX
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Williams & Kunkel Cpas

Williams & Kunkel Cpas

(27)
Quickbooks Proadvisor, Certified Public Accountants, Bookkeeping
“The insight they have provided has saved me thousands of dollars as well as helped me sleep better at night knowing their guidance and expertise is ethical and above board.”
Free Initial Consultation
In Business Since 2008
Accepts All Major Credit Cards
YOUR Certified
4051 Kirkpatrick Ln #100, Flower Mound, TX
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Franfund

Franfund

(30)
Business Loans, More Options & Services
“We wouldn't have survived the SBA process without Kimberly, she was so personable, always quick to respond, and made sure we closed according to our schedule.”
In Business Since 2005
Free Initial Consultation
Transparent Fees & Pricing
505 Main St #200, Fort Worth, TX
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Juana Montalvo - United Texas Credit Union

Juana Montalvo - United Texas Credit Union

(30)
  • Information
  • Family
  • Needs
“She explained everything so well and so patiently that even I could do what needed to be done to complete the banking transaction without a trip to Fort Worth.”
In Business Since 2016
Coupons & Offers
Transparent Fees & Pricing
2595 Polaris Dr, Fort Worth, TX
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Tax Fix Now

Tax Fix Now

(11)
Quickbooks Services, Tax Services, Business Services
“Lindsey has assisted us in a number of decisions to make our tax burden easier to handle, especially since we've had 2 kids in college for the majority of the last decade with our 4 children.”
Free Initial Consultation
In Business Since 2023
Transparent Fees & Pricing
Licensed, BBB Rating: A
Serving Grapevine Area
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Glast, Phillips & Murray

Glast, Phillips & Murray

(16)
  • Matter
  • Team
  • Attention
“And here is the part that might get your attention: I paid a retainer for these services and they indeed refunded part of that retainer since I did not use all of the retained hours of service.”
In Business Since 1998
Licensed, BBB Rating: A+
14801 Quorum Dr #500, Dallas, TX
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Eisneramper

Eisneramper

(3)
Outsourcing, Accounting & Audit, Tax
“Eric and his team have provided great tax advice over the last 2 years!”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 1998
Accepts All Major Credit Cards
16800 Dallas Pkwy Suite 240, Dallas, TX
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King Financial Services

King Financial Services

(10)
Tax Prep, Businesses, Individuals
“Enrolled Agent Sandra at King Financial put everything together and in perspective for me.”
In Business Since 2015
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
610 S Industrial Blvd #140, Euless, TX
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Retirement Planning and Investment Management Services in Grapevine, TX Cost Estimates

Minimum cost
$1050
Maximum cost
$8920
National Average
$3148
Avg Per Hour Rates
$315
$2099
$5772
Fair price range is based on 339 cost profiles
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Average Cost $3148
Minimum cost $1050
Maximum cost $8920
Avg Per Hour Rates $315

Fair range $2099 to $5772 is based on 339 cost profiles.

Why these companies made our list

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