Fiduciary advisors in Dallas, TX

Dallas, Texas

22 One Advisors is an investment advisory firm in Dallas, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Dallas, Texas

Advance Capital Management is a fee-only registered investment adviser in Dallas offering financial planning, investment management, and estate planning services. The firm assigns each client a dedicated adviser and charges based on a percentage of assets under management, with no planning fees until investment management begins. The in-house investment team employs an evidence-based approach to portfolio design and serves clients throughout Texas, the South, and remotely.

Dallas, Texas

Insurance-Based

Andrew Balettie, Maus and Associates - Financial Advisor is an insurance-based firm in Dallas, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Dallas, Texas

Fee-Only

Beaird Harris is a fee-only wealth management and accounting firm serving financially established individuals, families, businesses, and healthcare professionals from its Dallas location. The firm provides investment management, financial planning, estate planning, risk management, tax strategy, accounting, and business advisory services through two affiliated entities that operate collaboratively. Operating under its WealthGuide planning process, Beaird Harris integrates tax and wealth management decisions for clients who seek coordinated financial guidance, with the flexibility for clients to engage with either service independently.

Dallas, Texas

Capital Investment Advisors is a Dallas-based wealth management firm founded in 1996 that serves professionals, executives, business owners, retirees, and multi-generational families. The firm provides financial planning and investment management services designed to coordinate strategy across clients' financial lives. The team is led by Chief Investment Strategist Wes Moss and includes advisors such as Jason Gove in Phoenix. The firm focuses on clients across various life stages, from accumulation through retirement and legacy planning.

Dallas, Texas

Capital Portfolios LLC is an investment management firm in Dallas, Texas that emphasizes individualized strategy development and a team-based approach to financial planning. The firm works with clients across various objectives including wealth building, family protection, and asset preservation, conducting proactive planning from initial strategy development through ongoing implementation and monitoring. The firm prioritizes client education and aims to clarify complex financial concepts for individuals navigating retirement planning, investments, and insurance decisions.

Dallas, Texas

Certified Financial Strategies is a fee-only registered investment advisor founded in 1990, with offices in Dallas, Texas and Tesuque, New Mexico. The firm provides financial planning and customized investment management, with services including tax-efficient portfolio design, estate planning coordination, insurance and risk analysis, and retirement planning. Operating under a fiduciary standard, the firm does not accept commissions and emphasizes a tax-focused approach to help clients meet specific financial goals.

Dallas, Texas

Island Wealth Strategies and Insurance Solutions is a Dallas-based financial planning firm led by Christene Dino Hobbs, operating as a fiduciary advisory practice. The firm offers financial planning, retirement planning, and investment management services to successful professionals and business owners, drawing on over 57 years of combined team experience. The practice employs a structured planning process addressing asset protection, tax considerations, and wealth management across clients' financial situations.

Dallas, Texas

EQ Wealth Advisors is a Dallas-based firm offering investment management and wealth management services that emphasize behavioral finance and emotional decision-making in investing. The firm works with families and individuals to integrate financial planning across multiple variables while helping clients understand and manage emotional biases that can affect investment choices. EQ Wealth Advisors structures its approach around teaching clients to recognize behavioral patterns—such as buying stocks when prices rise or selling during downturns—and to make strategic decisions aligned with their stated objectives rather than market-driven impulses.

Dallas, Texas

Elevated Wealth Advisory, based in Dallas, provides financial planning and investment management services. Led by founder Andrew Kacz, the firm operates as a fiduciary through Osaic Wealth Inc. and serves investors across various backgrounds, from early-stage to experienced investors. The firm's approach centers on comprehensive financial assessment, optimization of existing plans and investments, and ongoing implementation support to align clients' portfolios with their stated goals and risk tolerance.

Dallas, Texas

Finalysiz is an investment advisory firm in Dallas, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Dallas, Texas

Fontana Financial Planning, based in Dallas, Texas, provides financial planning and investment management services. The firm is led by principals Patrick Fontana and Michael Dunham and addresses client goals through a structured planning and portfolio approach. The firm discusses retirement strategy topics including Roth conversions and tax planning considerations.

Dallas, Texas

Fortune Wealth Management, LLC is an investment and wealth management firm based in Dallas, Texas that serves individuals with family financial goals and organizations managing employee benefit programs. The firm offers asset management, financial planning, and retirement plan administration, working collaboratively with clients and their other professional advisors to develop customized strategies aligned with each client's objectives, risk tolerance, and time horizon. As a fiduciary, the firm emphasizes understanding client circumstances and applying a personalized approach to portfolio construction, financial planning, risk assessment, and wealth preservation.

Dallas, Texas

Frazier Financial Group, based in Dallas, provides bookkeeping, tax preparation, and financial advisory services primarily to small business owners and independent contractors. The firm offers tax planning and preparation for individuals and businesses, along with CFO-level advisory support covering budgeting, cash flow management, and growth planning. Led by CEO Sidney Frazier Jr., the firm also handles 1099 contractor reporting and compliance services. With 50 Google reviews and a 5-star rating, the firm emphasizes proactive tax strategy and year-round financial guidance tailored to each client's business stage and industry.

Dallas, Texas

Howell Financial Group in Dallas offers fee-based financial planning that addresses retirement, tax, estate, insurance, investments, and cash flow considerations through a structured process. The firm provides personalized investment strategies incorporating diversification, risk management, and tax efficiency, along with insurance analysis including life, disability, and long-term care coverage. Additional services encompass employee benefits consulting and Medicare enrollment support integrated into overall retirement planning.

Dallas, Texas

Leap Wealth Management is an investment advisory firm in Dallas, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 11 Google reviews.

Dallas, Texas

McGowan Group Asset Management is an investment advisory firm in Dallas, Texas. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Dallas, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Dallas, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 10 Google reviews.

Dallas, Texas

Morrison Wealth Advisory is an investment advisory firm in Dallas, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Dallas, Texas

National Transaction Advisors is an investment banking firm based in Dallas that advises business owners on mergers, acquisitions, and exit planning. The firm serves owners of trade contractors (HVAC, plumbing, roofing, electrical, landscaping), property management, pool maintenance, and professional service firms. It operates through a relationship-driven model, leveraging connections with buyers, investors, and financial partners to help clients assess business value and navigate growth and transaction opportunities.

Dallas, Texas

OneWay Financial is an investment advisory firm in Dallas, Texas. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 7 Google reviews.

Dallas, Texas

Graystone Wealth Solutions, LLC is a financial services firm based in Dallas, Texas, headed by Perry D. Thompson, who brings over 15 years of industry experience. The firm serves individuals, families, and business owners with financial planning and insurance-related services, supported by a team of registered representatives licensed with NYLIFE Securities LLC and holding various FINRA licenses. Team members specialize in areas including life insurance strategies, wealth accumulation, pension income planning, and retirement solutions, with at least one advisor bringing over 30 years of experience in the field.

Dallas, Texas

Pointer Wealth is an investment advisory firm in Dallas, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Dallas, Texas

Promus Advisors is an independent wealth management firm in Dallas serving families with estate planning and financial advisory services. Operating on a fee-only model, the firm does not accept product commissions and structures its engagement around fiduciary principles with an emphasis on planning across multiple generations. The firm offers holistic financial management and estate planning services, collaborating with clients to establish long-term wealth strategies aligned with family goals and legacy objectives.

Dallas, Texas

Insurance-Based

Time Wealth Strategies & Insurance Solutions is an insurance-based financial advisory firm in Dallas, Texas led by CEO and Financial Advisor Tara Blair. The firm provides financial planning and insurance analysis services, with a focus on insurance planning strategies. The company works with clients to develop customized approaches designed around individual circumstances and objectives, offering ongoing guidance throughout various life phases.

Dallas, Texas

Texas Investment & Retirement Associates, founded by Mark K. Durham, offers financial planning and investment management services from its Dallas location. The firm employs Modern Portfolio Theory as its foundational approach, conducting initial client meetings to assess goals and financial circumstances before developing individualized strategies that include ongoing monitoring and periodic portfolio reviews. The founder holds advanced degrees in economics from Texas Christian University and brings over 40 years of experience in financial services, including prior roles at major NYSE member firms.

Dallas, Texas

Turtle Creek Wealth Advisors is a multi-family office based in Dallas that provides investment management, estate planning, tax planning, and family governance services to high-net-worth families. The firm offers customized portfolio design, private investment opportunities alongside its founding families, income tax planning, trust administration, risk management, and private banking services. The team has particular experience with investments in oil and gas, healthcare, ranching, and real estate across Texas. Turtle Creek was founded by cornerstone families and employs in-house estate planning counsel and tax specialists.

Dallas, Texas

Independent RIA

WPA Family Office & Private Wealth is an independent registered investment adviser in Dallas serving high-net-worth families and business owners with investable assets between $5 million and $1 billion. The firm provides investment management, estate planning, tax planning, private equity access, and multi-family office solutions, operating on a fiduciary basis. Founded by Tyler Beeson, the firm structures its services around clients' evolving needs across business transitions, wealth transfer, and family governance, with customizable reporting and administrative support.

Dallas, Texas

Wealth Enhancement Group is an investment advisory firm in Dallas, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dallas, Texas

Independent RIA

Wealth Partners Alliance is an independent registered investment adviser operating under Concurrent Advisors RIA with offices in Dallas and Houston, managing $2.3 billion in assets under management and $800 million in assets under advisement. The firm provides estate planning, financial planning, and investment management services through a team of 21 advisors, including several CFP®, CPWA®, and CDFA® credential holders. WPA operates on an open-architecture platform offering access to varied investment solutions and practice management tools, and serves clients across multiple states from its regional hub.