Best Financial Advisors in Dallas, TX

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

Glast, Phillips & Murray

Glast, Phillips & Murray

(16)
  • Team
  • Lawsuit
  • Matter
“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 1996
Licensed, BBB Rating: A+
14801 Quorum Dr #500, Dallas, TX
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Eisneramper

Eisneramper

(3)
Accounting & Audit, Advisory, Outsourcing
“Eric and his team have provided great tax advice over the last 2 years!”
In Business Since 1996
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Remote Consultations Available
16800 Dallas Pkwy Suite 240, Dallas, TX
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Chessman Wealth Strategies

Chessman Wealth Strategies

(30)
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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Hall Accounting & Tax Services

Hall Accounting & Tax Services

(27)
Strategic Wealth Management, Tax Planning, Accurate and Complete Accounting
“After years of using tax preparers who've frankly cost me more than their promised savings, I took the recommendation of a trusted friend and contacted Shelita Hall of Hall Accounting and Tax Services.”
In Business Since 2019
325 North St. Paul Street Suite 3100, Dallas, TX
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Creditassociates

Creditassociates

(26)
  • Settlement
  • Court
  • Account
“I have to confess, I went through a lot of stress and got really scared that I gave my information out to scammers, but when I called them, they were very patient and explained everything and I feel much better now.”
In Business Since 2001
Free Initial Consultation
5050 Quorum Dr Ste 700, Dallas, TX
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Mpac Consulting Group

Mpac Consulting Group

(1)
Wealth Management, Financial Planning, Where Do We Start
“And he does it just because it's the right thing to do and doesn't charge for the extra value.”
In Business Since 2015
Licensed, BBB Accredited
Remote Consultations Available
8117 Preston Rd #300, Dallas, TX
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Dewitt & Dunn

Dewitt & Dunn

(30)
Annuities, Retirement, Life Insurance
“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
15455 Dallas Pkwy Ste. 240, Addison, TX 75001
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McGowan Group Asset Management

McGowan Group Asset Management

(3)
“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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Five Rings Financial Texas

Five Rings Financial Texas

(17)
  • Company
  • Education
  • Team
“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
3201 Dallas Pkwy Suite #200, Frisco, TX
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Retirement Planners of America

Retirement Planners of America

(27)
  • Investment
  • Financial Planner
  • Market
“I am most pleased with all the different communications they have with their clients: one-on-one meetings, annual large group events, email videos etc that keep their clients well informed on the economy and the latest market conditions.”
In Business Since 2013
Accepts Cash
Remote Consultations Available
2820 Dallas Pkwy, Plano, TX
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Texxas Take Over

Texxas Take Over

(30)
  • Mentor
  • Industry
  • Forex
“Its not to many places where you actually have access to the owner of the company for the most part 24/7 when your mentor wants you to be great just as bad as you want it is absolutely priceless IT'S DEFINITELY WORTH EVERY PENNY”
In Business Since 2017
1910 Pacific Ave Suite 16500, Dallas, TX
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L&H Cpas and Advisors - Dallas CPA Firm

L&H Cpas and Advisors - Dallas CPA Firm

(18)
Financial Planning, Investment Services, 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 US 75-Central Expy 1000 Suite 710, Dallas, TX
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AM Associates

AM Associates

(2)
Tax Services, Tax Planning, Tax Preparation For Businesses
“Wonderful”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
1349 Empire Central Dr Ste. 700, Dallas, TX
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JMS Consulting Firm

JMS Consulting Firm

(13)
  • Credit Score
“I've dealt with many different credit repair companies who've promised to delete my medical collection but none of them were able to deliver except for JMS Consulting Firm.”
In Business Since 2020
Transparent Fees & Pricing
325 North St. Paul Street Suite 3100, Dallas, TX
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Dan Jefferson Tax and Financial Consulting

Dan Jefferson Tax and Financial Consulting

McDonald's Franchisees, Services For Individuals, Tax Services
“Take a look at our Home page. Dan Jefferson Tax and Financial Consulting, Inc. is a full service tax, accounting and business consulting firm located in Dallas, TX.”
In Business Since 1995
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
400 S Zang Blvd #620, Dallas, TX
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Edwards & Associates

Edwards & Associates

(8)
Dental Practice Consulting, Monthly Core Services, Transition Services
“Your contact was able to offer us a much superior package, their appraisal was more favorable and he is going to be able to close earlier than the contracted close date!”
In Business Since 1992
Accepts All Major Credit Cards
Transparent Fees & Pricing
17060 Dallas Pkwy #200, Dallas, TX
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Stock and Company

Stock and Company

(2)
Back Taxes Owed, IRS Payment Plan, Payroll
“I don't think anyone knows more about taxes and accounting than he does!”
In Business Since 2005
Transparent Fees & Pricing
Offers Financing Options
9101 Lyndon B Johnson Fwy #650, Dallas, TX
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Caldwell Wealth Management

Caldwell Wealth Management

(20)
Insurance, Retirement Planning, Employee Benefits
“Kameron Caldwell assisted me with my Life Insurance Retirement Plan.”
In Business Since 2020
4131 N Central Expy Suite 337, Dallas, TX
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Blue River Partners

Blue River Partners

(1)
Launch Advisory Services, Cybersecurity Services, Fund Administration Services
“Networks well within hedge and private equity space.”
In Business Since 1998
Transparent Fees & Pricing
Family Business
2777 N Stemmons Fwy #1425, Dallas, TX
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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
750 North St. Paul Street Suite 1400, Dallas, TX
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Atlas Wealth Advisors

Atlas Wealth Advisors

(12)
  • 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
10000 N US 75-Central Expy 1000 Ste 700, 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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HBK Capital Management

HBK Capital Management

Property Management
“Investments in various derivatives, focusing on volatility investments, including correlation trades and trades based on the expected volatility of individual financial instruments.”
In Business Since 2007
Licensed, BBB Rating: A+
2300 N Field St #2200, Dallas, TX
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Fluent Financial

Fluent Financial

In Business Since 1991
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
14800 Landmark Blvd # 848, 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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