Best Financial Advisors in Grapevine, TX

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

Compass Retirement

Compass Retirement

(50)
  • Meeting
  • Company
  • Understand
“Compass Retirement and its staff have been awsome, from availability to resources, to explaining differences in programs, to insuring balance in our retirement.”
In Business Since 2014
1000 Texan Trail, Grapevine, TX
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Credit Repair USA

Credit Repair USA

(33)
  • Questions
  • Company
  • Results
“They didn't answer in that moment and had to call me back, but once they called back they went far above and beyond by helping me and navigating my credit to get a brand new car.”
In Business Since 2017
Coupons & Offers
1452 Hughes Rd #200, 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 2012
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
400 N Main St #105, Grapevine, TX
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KM Accountants

KM Accountants

(5)
Quickbooks Services, Services For Individuals, Tax Services
“My first time using a CPA for my taxes and I am so happy that I decided to go this route.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
2451 W Grapevine Mills Cir #144, 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 #200, Grapevine, TX
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Andrea M Still CPA

Andrea M Still CPA

(12)
  • Questions
  • 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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Flourish Financial Planning

Flourish Financial Planning

(1)
Tax Preparation, Pricing, Investment Management
“Even when we have not been paying clients, the folks at FFP have been willing to listen and give advice.”
In Business Since 2019
Transparent Fees & Pricing
1701 W Northwest Hwy Suite 100, Grapevine, TX 76051
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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 2001
Accepts All Major Credit Cards
2750 William D Tate Ave Ste 100, Grapevine, TX
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9M Investments

9M Investments

(3)
“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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Waterworth Wealth Advisors

Waterworth Wealth Advisors

“As your wealth grows, tax strategies extend beyond income or investment taxes to tax-qualified retirement plans, employer-sponsored stock plans, charitable giving, and legacy planning. We work with you and your CPA to discover and implement strategie...”
In Business Since 2011
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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LPL Financial Dave Buhr, CFP

LPL Financial Dave Buhr, CFP

Meet Your Advisor
“Dave is a CERTIFIED FINANCIAL PLANNER™ practitioner, dedicated to helping his clients work towards financial independence through comprehensive life planning. Dave holds a series 7 and 63 securities registration through LPL...”
In Business Since 2009
913 S Church St #104, Grapevine, TX
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Vivid Financial Group

Vivid Financial Group

1701 W Northwest Hwy, 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 Suite 110, Grapevine, TX
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KPC Financial Solutions

KPC Financial Solutions

“Attend one of our informational seminars to learn more about retirement planning, wealth management and more.”
In Business Since 2016
1701 W Northwest Hwy Suite 100, Grapevine, TX
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Southlake Capital

Southlake Capital

1750 Sleepy Hollow Trail, Grapevine, TX
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Sunsage Capital

Sunsage Capital

“SunSage manages investment portfolios constructed of domestic and international growth and dividend growth stocks. SunSage's clients range from individuals to foundations seeking growth, income, diversification and wealth preservation. SunSage produc...”
In Business Since 2008
4400 TX-360, 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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Juana Montalvo - United Texas Credit Union

Juana Montalvo - United Texas Credit Union

(50)
  • Vehicle
  • Knowledge
  • Information
“Juana and team at United Texas Credit Union have done a flawless job in helping refinance my wife's car, refinance our home and set up our daughter's first checking account.”
In Business Since 2016
Coupons & Offers
Transparent Fees & Pricing
2595 Polaris Dr, Fort Worth, TX
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Master Plan Tax Solutions

Master Plan Tax Solutions

(50)
Financial Planning/Investment Advice, Tax File Preparation, IRS Representation
“We're excited to use this service for the first time in 2024 and let the professionals navigate us through a stressful tax season, and for assistance being proactive planning for tax year 2025.”
In Business Since 2018
Transparent Fees & Pricing
1011 Surrey Ln Bldg 200, Flower Mound, TX
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The Offices Of Britri

The Offices Of Britri

(48)
  • People
  • Money
  • Audited
“Brian and Trina have been doing my taxes since they started, and every year they've take care of for me, what I dislike the most, so I leave it to the professionals Brian and Trina!”
In Business Since 2021
Free Initial Consultation
4833 Brentwood Stair Rd #151, Fort Worth, TX
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Franfund

Franfund

(49)
Business Loans, More Options & Services
“Jessica and Tera were very professional, responsive and trustworthy in assisting us getting our financial account set up to utilizing our savings to fund our new business venture.”
In Business Since 2005
Free Initial Consultation
Transparent Fees & Pricing
505 Main St #200, Fort Worth, 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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