Best Financial Advisors in Dallas, TX

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Dallas area.

John Wucinski, Cpa, CFP

John Wucinski, Cpa, CFP

(45)
Tax Preparation, Wealth and Estate Planning, Financial Planning
“We conducted the entire thing via email and phone due to my work schedule, and John and Chris both were phenomenal in answering all of my questions, walking me through processes, and completing the return quickly.”
In Business Since 1993
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check
6220 Campbell Rd STE 201, Dallas, TX
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Tax Plus Etc.

Tax Plus Etc.

(49)
Services For Individuals, Business Services, Services For Quickbooks
“I can't say enough about Tax Plus they're very professional, very responsive, they are on the money all the time and I've been doing business with them for over 10 years now so that has to say something!!”
In Business Since 2010
Transparent Fees & Pricing
Family Business
Se Habla Español
4600 S Second Ave, Dallas, TX
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Texxas Take Over

Texxas Take Over

(50)
  • Mentor
  • Passionate
  • Forex
“I'm extremely honored to be apart of this program Chris provides us with everything we need to know but it's left up to me the individual to put in the time and effort to be successful I haven't made it to my destination yet of being a successful tra...”
In Business Since 2017
701 Commerce St STE 300A, Dallas, TX
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Deirdre L Taylor, CPA

Deirdre L Taylor, CPA

(22)
Services For Individuals, Business Services, Services For Quickbooks
“The templates, guidance and critique she provided, forced me to research my business from an entrepreneur mindset and look at the reality and potential problems I could face, but allow me the opportunity to pivot and revamp before the problem occurs.”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
4131 N Central Expy #900, Dallas, TX
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Creditassociates

Creditassociates

(33)
  • Creditors
  • Debt Relief
  • Accounts
“Sometimes in life there are unexpected situations that we have no control over which may cause an overwhelming stress on our financial capabilities, which has happened to me.”
In Business Since 2001
Free Initial Consultation
5050 Quorum Dr Ste 700, Dallas, TX
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Chessman Wealth Strategies

Chessman Wealth Strategies

(32)
Financial Planning, Retirement Planning, Estate Planning
“It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us ...”
In Business Since 2009
Accepts All Major Credit Cards
7557 Rambler Rd #1010, Dallas, TX
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J Chester & Associates

J Chester & Associates

(43)
  • Questions
  • Books
  • Tax Return
“I am the office manager (Rhonda) here at Daryl Howard Master Electrician and through thick and thin they are always there for us when we need help, and don't know we would have faired keeping up with all the Covid information.”
In Business Since 1988
Accepts All Major Credit Cards
8140 Walnut Hill Ln #430, Dallas, TX
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Third Act Wealth Management

Third Act Wealth Management

(30)
  • Team
  • Tailor
  • Retirement
“My portfolio grew nicely the next few years and when COVID turned the markets upside down, Nick was ready with a defensive strategy that limited my exposure and positioned my portfolio to grow as we came out of the COVID pandemic.”
In Business Since 2022
South Building, 8150 N Central Expy Suite 1420, Dallas, TX
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Dewitt & Dunn

Dewitt & Dunn

(36)
Annuities, Retirement, Life Insurance
“I recently had the pleasure of meeting with Cathy and her team, and I was very impressed with their extensive knowledge and top quality customer service.”
In Business Since 2009
Licensed
15455 Dallas Pkwy Suite 240, Addison, TX 75001
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Five Rings Financial Texas

Five Rings Financial Texas

(24)
  • Company
  • Team
  • The Future
“My wife and I a few years ago attended a class that was being hosted by five rings financial I learned things that I didn't know we followed up by having an appointment with Michelle Upton and she took great care and seeing what our needs were follow...”
In Business Since 2006
Family Business
2591 Dallas Pkwy Ste. 300, Frisco, TX
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Edwards & Associates

Edwards & Associates

(17)
Dental Practice Consulting, Monthly Core Services, Transition Services
“They are an incredible and honorable accounting firm with great skills in analyzing data, proficient in working with dental practices and in preparing financial documents, as well as business tax returns, among other services that they provide.”
In Business Since 1990
Accepts All Major Credit Cards
Transparent Fees & Pricing
17060 Dallas Pkwy #200, Dallas, TX
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McGowan Group Asset Management

McGowan Group Asset Management

(4)
“Been listening to Spencer pretty much since he has been on the radio and I trust him and his staff (and dad) implicitly.”
In Business Since 1991
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
300 Crescent Ct Suite 1776, Dallas, TX
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Caldwell Wealth Management

Caldwell Wealth Management

(33)
  • Life Insurance
  • Patient
  • The Future
“Wonderful educated young man with a lot of experience!”
In Business Since 2020
Dallas, TX
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Openair Advisers

Openair Advisers

(23)
  • Financial Advisor
  • Information
  • Team
“Jon Lawton has been my financial advisor for many years and has always done an excellent job.”
In Business Since 2019
17000 Dallas Pkwy Ste. 102, Dallas, TX
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Real Tyme Tax Services

Real Tyme Tax Services

(42)
  • Questions
  • Tax Administration
  • Tax Preparer
“First Time Filing with Asea and she was very professional and made sure to break everything down and trustworthy of filing taxes with Low Fees will definitely be a permanent client and come back again next year !!”
4020 S Buckner Blvd b, Dallas, TX
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L&H Cpas and Advisors - Dallas CPA Firm

L&H Cpas and Advisors - Dallas CPA Firm

(18)
Small Business Tax & Accounting, Personal Tax, Wealth Management
“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
10000 N Central Expy Ste #710, Dallas, TX
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Frazier Financial Group

Frazier Financial Group

(21)
  • Quality
  • Expertise
  • Company
“Very friendly helpful wonderful company great customer service they saw me as an individual and took care of me as a customer they worked with me and helped me the best way possible I'm so greatly appreciated for Fraser financial group”
In Business Since 2021
3662 W Camp Wisdom Rd Suite 2044, Dallas, TX 75237
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Sfmg Wealth Advisors

Sfmg Wealth Advisors

“We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure ...”
In Business Since 1995
Licensed, BBB Rating: A+
Accepts Check
7800 Dallas Pkwy #350, Plano, TX
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Glast, Phillips & Murray

Glast, Phillips & Murray

(18)
  • Attorney
  • 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 2006
14801 Quorum Dr #500, Dallas, TX
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Melton, Fangman & Company

Melton, Fangman & Company

(1)
Financial Planning For Individuals, Financial Services For Businesses, Quickbooks Services
“If I have any question on tax issue, the IRS issue, deductible, or any topic, Wes answered them and help me make a sound decision.”
In Business Since 2001
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
15110 Dallas Pkwy #500, Dallas, TX
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Lampados Financial Group

Lampados Financial Group

(7)
Financial Planning, Investment Planning, Financial Planning For Business Owners
“I was admittingly financially illiterate and within 3 months I was able to, improve my credit score by 100 points, open a Roth IRA and save hundreds of dollars thanks to my new and improved credit score.”
In Business Since 2020
Transparent Fees & Pricing
2626 Cole Ave Suite 300, Dallas, TX
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Ivy Wealth

Ivy Wealth

(15)
  • Team
  • Patient
  • Retirement
“Jordan and the team are fantastic - they offer personalised and sensible advice in an approachable manner, make money-goals more fun, and don't encourage anything too risky while also being innovative and creative in the pursuit of financial freedom.”
In Business Since 2021
14241 Dallas Pkwy Suite 1200, Dallas, TX
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Edom & Co. Cpas

Edom & Co. Cpas

(10)
Taxes, Bookkeeping, Formation
“They also helped the Company with bookkeeping and accounting services that saved time and made our back office functions more efficient.”
In Business Since 2020
701 Commerce St 5th Floor, Dallas, TX
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Joe Dowdall, CFP , Ricp , Crpc , Ccfc , MBA

Joe Dowdall, CFP , Ricp , Crpc , Ccfc , MBA

(10)
  • Financial Advisor
  • Lifestyle
  • Management
“When we realized we did not have the time or expertise to make sure our investments would yield the financial results we needed for a comfortable retirement, we decided to partner with Joe Dowdall as our financial planner.”
In Business Since 2022
Transparent Fees & Pricing
16660 Dallas Pkwy Suite 1000A, Dallas, TX
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Retirement Planning and Investment Management Services in Dallas, TX Cost Estimates

Minimum cost
$1247
Maximum cost
$10600
National Average
$3741
Avg Per Hour Rates
$375
$2494
$6859
Fair price range is based on 302 cost profiles
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Average Cost $3741
Minimum cost $1247
Maximum cost $10600
Avg Per Hour Rates $375

Fair range $2494 to $6859 is based on 302 cost profiles.

Why these companies made our list

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