The Novyx Group
“Jeremy and Alisia have been very helpful in making my entrepreneurial process easier.”
Best Financial Advisors in Fort Worth, TX
23 firms listed · all 23 in Fort Worth · 1 open 24/7 · 3 open weekends · 22 rated 4.5+
Data verified October 21, 2026
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Strittmatter Wealth Management Group
“Leaving me ease of mind in estate and financial planning for my retirement knowing that they are knowledgeable experts guiding me every step of the way.”
Andrea M. Ward, CPA
“Appreciated the detailed phone call before the meeting to confirm info needed to amend the return was all there to meet a deadline.”
Hybrid Financial
“Rocky breaks everything down and explains the process to where someone who is not in finance understands.”
Jay Kurani CPA
“It was recommended that I should interview (3) CPA's before I make my choice, but after (5) minutes speaking with him, I knew he was the right person for me.”
New Century Investments
“Since the first time that I met with Matt to go over my retirement planning, I have been very impressed with his professionalism and knowledge of the business!!!”
The 23 firms listed for Fort Worth, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Fort Worth, TX
All 23 firms we list here are in Fort Worth itself. We have 68 firms in Fort Worth on file; this page shows the highest-rated 23. The firms on this page are rated from 4.4 to 5.0 across 651 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "expertise". 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (5), financial planning (3), investment management (3), retirement planning (3) and insurance planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 15 have ten or more years of experience, the longest 41 years. 1 offers urgent consultations; 4 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for all 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Fort Worth offer a free first meeting?
4 of the 23 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
LM Stamper, Ricp
“Thanks to his patience and openness- At all times I felt informed and in control of my decisions and cared for by the team.”
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Reverb Financial
“He is professional and pleasant and we look forward to doing business with the person of faith and conviction he appears to be.”
Decidedly Wealth Management
“Sanger Smith is incredibly knowledgable and great to work with because of his commitment to his clients goals and helping them align their financial decision with their values.”
Marty McCutchen CPA
“Marty McCutchen has the wonderful ability to handle a complicated tax situation, come up with a great plan, and put you at ease all at the same time.”
1st Prosperity Financial Services
“1st Prosperity Financial Services didn't just take my money and for that will always be who I recommend for financial services you can trust.”
Wealth Strategy Advisors
“Rebecca Turner and her team at Wealth Strategy Advisors have be so professional, quick to respond, helpful to offer multiple reviews of our accounts thru the year so we stay on track with our financial goals.”
Rhodes Securities
“Stellar team of people, friendly and great at helping you figure out a plan that makes sense for your own life.”
Aspen Wealth Management
“Fee only planners are relatively rare in DFW and we have been pleased with their services so far.”
Haber Wealth Management
“They are very clear upfront in setting expectations, and they make it very easy to understand complex financial planning software so clients can easily see if they're on track to meet their goals.”
Palmer Nunn Wealth Management
“Both Teresa and Jarrod are very attentive to client needs.”
Aligned Wealth Advisors
“Their combined knowledge of the tax code and financial planning strategies makes the decision process easy.”
Clarity Financial Group
“They have answered my questions when I've had them, they've sent me paperwork when I cannot locate it myself, and on a fairly regular basis they touch base and see if any needs have come up or future plans have developed.”
Michels Family Financial
“Helps you plan for a financially sound future.”
Stewardship Wealth Management
“If you're looking for trustworthy wealth management that combines personalized service with professional expertise, we truly can't recommend them enough”
Redwood Financial
“Excellent client-centered service; knowledgeable, and considerate of my interests and long term plans.”
Provision Retirement: Tony Rizzo, CFP
“I ran my retirement plans past them about 2 years out from retiring and Tony took all the time I needed to make sure everything was within my comfort zone and would meet my retirement needs.”
Thirteen Twenty-Two Advisors
“Thirteen Twenty-Two Advisors have not only given me confidence that the money that they have of mine is in safe hands, I can see that it is growing because of their wise investments.”
Why these companies made our list
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