Best Financial Advisors in Mansfield, TX

24 firms listed · 9 in Mansfield · 4 open weekends · 16 rated 4.5+ · 2 show a license

Data verified October 18, 2026

Guy Rodgers Private Wealth Strategies

Guy Rodgers Private Wealth Strategies

(2)
“Always there to answer questions...”
In Business Since 2016
1105 Alexis Ct Suite 103, Mansfield, TX
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Biltmore Financial Services

Biltmore Financial Services

(1)
“Had our questions and concerns answered.”
In Business Since 2016
717 U.S. 287 Frontage Rd Suite 601, Mansfield, TX
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Hilltopsecurities Independent Network

Hilltopsecurities Independent Network

In Business Since 2019
600 Strada Cir #210, Mansfield, TX
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Oakcrest Investment Services - Financial Advisor : Justin Wooley

Oakcrest Investment Services - Financial Advisor : Justin Wooley

Free Initial Consultation
In Business Since 2018
1900 Country Club Dr Suite 150, Mansfield, TX
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Alianza Gate Group

Alianza Gate Group

In Business Since 2012
2400 U.S. 287 Frontage Rd #108, Mansfield, TX
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Mr Good Credit

Mr Good Credit

(3)
“Patty is very honest,sweet she goes way beyond getting you back on track.”
1302 Lake Meadow Dr, Mansfield, TX
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The 24 firms listed for Mansfield, 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: Mansfield, TX

Of the 24 firms we list here, 9 are in Mansfield itself and 15 come from towns including Fort Worth (6, 20 mi), Arlington (4, 9 mi) and Burleson (2, 13 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 515 reviews; 2 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and quality (79%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "patient". 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and tax preparation (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 56 years. 1 offers payment plans; 4 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 Mansfield take financial planning bookings online?

5 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.

Rushing Scott Wealth Management

Rushing Scott Wealth Management

In Business Since 2009
215 E Debbie Ln, Mansfield, TX
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Miller Premier Investment Planning

Miller Premier Investment Planning

In Business Since 2018
1302 Brynlee Ln, Mansfield, TX
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Northwestern Mutual Mansfield

Northwestern Mutual Mansfield

733 U.S. 287 Frontage Rd STE 305, Mansfield, TX
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Strittmatter Wealth Management Group

Strittmatter Wealth Management Group

(50)
  • Expertise
  • Retirement
  • Trust
“They also provide their cliental many opportunities for volunteer service, such as Ronald Mc Donald House and Samaritan's Purse and other charitable worth while endeavors.”
In Business Since 2008
Fort Worth, TX · 20 mi from Mansfield
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PFS Financial

PFS Financial

(50)
  • Payroll
  • Financial Services
  • Transparent
“Whether it was answering my myriad of questions or proactively advising me on upcoming tax changes, Adham and his team were always there, offering their unwavering support and guidance.”
Arlington, TX · 9 mi from Mansfield
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Jeremy A. Johnson, CPA

Jeremy A. Johnson, CPA

(31)
  • Financial
  • Review
  • Team
“After the notorious Texas freeze and other storms, in which I had a lot damage, they reached out to check on me personally to see if I needed anything or how they could help- earning my business for life.”
BBB Accredited
In Business Since 2012
Accepts All Major Credit Cards
Fort Worth, TX · 20 mi from Mansfield
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Hybrid Financial

Hybrid Financial

(38)
  • Interest
  • Questions
  • Information
“Rocky, Corey and Macy have been incredibly helpful in rounding up our “stray accounts” - actually calling for the correct paperwork on our behalf, helping us fill it all out and even sending it in.”
Licensed
In Business Since 2014
Fort Worth, TX · 20 mi from Mansfield
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Argo Retirement Advisors

Argo Retirement Advisors

(23)
  • Plan
  • Questions
  • Needs
“Linda has been our financial advisor for three years now and has helped me and my husband navigate through credit building, house buying, car buying, retirement investing and overall mentoring.”
Free Initial Consultation
In Business Since 2017
Grand Prairie, TX · 10 mi from Mansfield
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Birdseye Financial

Birdseye Financial

(23)
  • Retirement
  • Investments
  • Planning
“Being retired, we are certainly grateful for Birdseye's excellent assistance in looking into the future with us and working to see how we can allocate our funds more confidently and efficiently.”
Licensed
In Business Since 2010
Free Initial Consultation
Burleson, TX · 13 mi from Mansfield
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Dean Jacobson Financial Services

Dean Jacobson Financial Services

(1)
“Dean Jacobson has handled our investment portfolio since 2012 & we've been grateful for the service we've received & plan to continue to trust them with our financial planning.”
BBB Rating: A+
In Business Since 1970
Fort Worth, TX · 20 mi from Mansfield
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SDO Cpa: Tax Preparation, Accounting, & Bookkeeping

SDO Cpa: Tax Preparation, Accounting, & Bookkeeping

(26)
  • Job
  • Finances
  • Questions
“We have used the Rutherford CPA service going on 20 years and are very happy with the service level and the confidence in them to keep us in lie with the IRS.”
BBB Accredited
Transparent Fees & Pricing
In Business Since 1994
Accepts All Major Credit Cards
Duncanville, TX · 13 mi from Mansfield
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Paladini Financial Management

Paladini Financial Management

(21)
  • Goals
  • Financial Planning
  • Certified Financial Planner
“We highly recommend and spread the word whenever someone is looking for a partnership that balances both reaching short-term goals while achieving long-term goals.”
In Business Since 2006
Arlington, TX · 9 mi from Mansfield
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Reverb Financial

Reverb Financial

(18)
  • Future
  • Knowledge
  • Goals
“He took lots of time to listen to my financial goals, both short term and long term, and now he has come up with strategies that feel within reach to help me work toward both.”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
15 mi from Mansfield
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LM Stamper, Ricp

LM Stamper, Ricp

(19)
  • Patient
  • Goals
  • Expertise
“He's helped me rollover my 401k accounts into established retirement solutions and continues to be there for me with other 401k accounts I've yet to rollover.”
In Business Since 2010
Fort Worth, TX · 20 mi from Mansfield
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Sharpe Wealth Management

Sharpe Wealth Management

(14)
  • Goals
  • Questions
  • Financial Advisor
“Nathan has been our financial advisor for several years and we followed him to his new firm.”
Transparent Fees & Pricing
In Business Since 2022
Burleson, TX · 13 mi from Mansfield
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Kleiber & Associates, Cpas

Kleiber & Associates, Cpas

(6)
“AS a CPA and a CFP, he can make sure that taxes and investments are mutually beneficial and not working against each other.”
Accepts All Major Credit Cards, Check, Debit
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Arlington, TX · 9 mi from Mansfield
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Rhodes Securities

Rhodes Securities

(4)
“The market and future is uncertain, I am confident in the plan they have put in place to grow my retirement portfolio and make changes as times require.”
BBB Rating: A+
In Business Since 1990
Family Business
Fort Worth, TX · 20 mi from Mansfield
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R. Barry Johnson & Co

R. Barry Johnson & Co

(4)
“Great people to work with and very professional.”
BBB Rating: A+
In Business Since 1981
Arlington, TX · 9 mi from Mansfield
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Retirement Planning and Investment Management Services in Mansfield, TX Cost Estimates

Minimum cost
$1111
Maximum cost
$9439
National Average
$3332
Avg Per Hour Rates
$334
$2221
$6107
Average price range is based on 257 cost profiles
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Average Cost $3332
Minimum cost $1111
Maximum cost $9439
Avg Per Hour Rates $334

Average range $2221 to $6107 is based on 257 cost profiles.

Why these companies made our list

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