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Retiresimply
- Goals
- Understand
- Meeting
“Compass Retirement and its staff have been awsome, from availability to resources, to explaining differences in programs, to insuring balance in our retirement.”
Best Financial Advisors in Grapevine, TX
24 firms listed · 13 in Grapevine · 3 open weekends · 17 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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Andrea M Still CPA
- 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.”
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Asset Preservation Group
“If you want to have a very nice nest egg to spend before your”
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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.”
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9M Investments
“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.”
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FSS Group
The 24 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 24 firms we list here, 13 are in Grapevine itself and 11 come from towns including Southlake (2, 5 mi), Flower Mound (2, 7 mi) and Frisco (2, 21 mi). 19 of the firms on this page have a rating, from 3.9 to 5.0 across 772 reviews; 5 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (85%) and quality (68%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 3 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (3), accounting services (2) and our team (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 39 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. 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 firms listed for Grapevine take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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KM Accountants
“My first time using a CPA for my taxes and I am so happy that I decided to go this route.”
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LPL Financial Dave Buhr, CFP
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KPC Financial Solutions
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Fulcrum Wealth Planning
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Vivid Financial Group
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Sunsage Capital
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Waterworth Wealth Advisors
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Williams & Kunkel Cpas
- Payroll
- Information
- Strategies
“Always a stressful time of year especially for taxpayers with little experience around tax season but Williams and Kunkel walked me through it and made this quick and painless as possible.”
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Master Plan Tax Solutions
- Financial
- Information
- Communicate
“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.”
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Cain Watters & Associates
“With all of their expertise and such a large network of specialists they work with, they have helped me make better decisions with my practice from the growth years through my practice transition years .”
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PFS Financial
- Questions
- Team
- Needs
“Adham is one of the most professional people in the area, he helped with my accounting needs and offers credit card processing machines which I fully took advantage of.”
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Badii Group Private Wealth Management
- Financial Planning
- Knowledge
- Goals
“Whenever I have a client who liquidates an enormous significant asset, I always refer them to Kirk for his guidance in managing their investment proceeds.”
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Pro Capital Wealth Management
- Company
- Retirement
- Future
“In a world full of automated “investment coaches” and call center help lines, nothing beats a physical sit down meeting with a person who will put you first and treat you like family.”
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Dewitt & Dunn
- Product
- Needs
- Expert
“Most people would recognize her from TV or radio but knowing her personally gives me a unique perspective to see how important each and every client is to her personally and professionally!”
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Gordon Oak Financial
- Understanding
- Feel
- Confidence
“As a young teacher who knew embarrassingly little about my own finances (and finances in general) before my first appointment, Jeff helped to make me feel confident by working at my level of knowledge and then building from there.”
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Five Rings Financial Texas
- The Future
- Understanding
- Company
“They consistently offer free classes to educate a wider audience on money management, taking the time to ensure individuals grasp the principles of finance and how to leverage it to their advantage.”
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Meredithcpas
- Advice
- Money
- Company
“If it were not for her, I would not have been as prepared – she helped guide me through the process (what would be needed for the loan, simple template for calculation, etc.”
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J. A. Garrison & Co. Certified Public Accountants
“His demeanor and experience put us at peace with the whole process.”
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
Why these companies made our list
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