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Flourish Financial Planning
“Even when we have not been paying clients, the folks at FFP have been willing to listen and give advice.”
Best Financial Advisors in Grapevine, TX
15 firms listed · 9 in Grapevine · 10 rated 4.5+
Data verified October 15, 2026
KM Accountants
“Katherine immediately put my mind to ease and explained the filing process of our taxes very well.”
Andrea M Still CPA
“She goes beyond just making the tax return process easier and more efficient but also gives great tax planning advice.”
9M Investments
“Jacob always makes me feel like he's listening to my financial concerns and does his best for my interests and needs.”
Asset Preservation Group
LPL Financial Dave Buhr, CFP
The 15 firms listed for Grapevine, 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: Grapevine, TX
Of the 15 firms we list here, 9 are in Grapevine itself and 6 come from towns including Southlake (2, 5 mi), Flower Mound (2, 7 mi) and Irving (1, 8 mi). 11 of the firms on this page have a rating, from 4.4 to 5.0 across 594 reviews; 5 have 50 or more reviews and 10 are rated 4.5 or higher. 1 has a BBB rating of A or A+. 9 have ten or more years of experience, the longest 37 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Grapevine offer a free first meeting?
2 of the 15 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.
Sunsage Capital
Fulcrum Wealth Planning
Waterworth Wealth Advisors
Williams & Kunkel Cpas
“Highly Suggested for Your Dallas, Texas Metro Area Tax Needs.”
Master Plan Tax Solutions
“They go above and beyond by meeting with you, and we know we can have questions answered easily all year long.”
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Badii Group Private Wealth Management
“He listens to his clients needs and collectively come up with customized solutions to help them achieve their financial goals.”
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DM the Wealth Gurus
“They went above and beyond to help me with everything that I needed”
Mills Wealth Advisors
“They ask about your goals before ever putting together a plan of action…genius!!”
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Meredithcpas
“As of today we consider the client relation to be building and the availability of the team when there are questions or updates in regards to new guidance and/or changes have been highly appreciated as we are in constant change.”
Why these companies made our list
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