Fiduciary advisors in Fort Worth, TX

Fort Worth, Texas

Anchor Wealth Strategies is an independent financial advisory firm based in Fort Worth, Texas, offering financial planning and investment management services to clients in the Dallas-Fort Worth area and beyond. Operating since 2001, the firm emphasizes a conservative investment approach coupled with client education, and operates independently to avoid product-specific alignments. The practice serves clients both locally and remotely, with support staff including an administrative assistant, and generates referrals primarily through existing client networks.

Fort Worth, Texas

Brazos Wealth Advisors is a fee-only financial planning and investment management firm based in Fort Worth, Texas, founded through the merger of SJK Financial Planning and Dansby Wealth Management. The firm is led by Wes Shannon, CFP®, and Derek Dansby, CFP®, J.D., both active members of NAPFA and the Financial Planning Association. Dansby holds a law degree and serves as a licensed Texas attorney specializing in trusts and estate planning, while Shannon has a background spanning decades in financial services. The firm provides comprehensive financial planning and investment management services to clients, with both principals committed to fiduciary standards and member participation in professional financial planning organizations.

Fort Worth, Texas

Cary Street Partners is an investment advisory firm in Fort Worth, Texas. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Worth, Texas

CerdaFied 4 Greatness is an investment advisory firm in Fort Worth, Texas. Advisory services are available in English and Spanish. Service options include onsite meetings. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Fort Worth, Texas

Diesslin Group is a fee-only fiduciary wealth management firm based in Fort Worth, Texas, serving high-net-worth individuals, families, and business owners. The firm provides financial planning, investment management, and legacy planning services, with over 30 years of experience. Their approach combines strategic asset allocation, diversification across global markets, and tax-efficient investing using institutional-grade research and evidence-based methodology. The firm operates on a fiduciary basis with no commissions and offers personalized portfolio management with ongoing monitoring and rebalancing.

Fort Worth, Texas

FCA Corp - Fort Worth is an investment advisory firm in Fort Worth, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Worth, Texas

Good Life Private Wealth is an investment advisory firm in Fort Worth, Texas. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Worth, Texas

Gus Bates Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Insurance Analysis. The firm specializes in Insurance Planning, 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 3 Google reviews.

Fort Worth, Texas

Jim Dougherty is a financial advisor with Signal Securities, Inc. in Fort Worth, Texas, offering insurance analysis and planning services along with investment guidance. With 18 years in the financial industry and credentials including Series 6, 63, and 65 licenses plus a group 1 life insurance license, he works with families, individuals, and small business owners. His stated approach emphasizes straightforward communication, household-focused planning, and ongoing client relationships rather than transactional engagements.

Fort Worth, Texas

Lampados Financial Group is a fee-only fiduciary firm in Fort Worth, Texas offering financial planning services across three distinct engagement models: a 90-day financial independence accelerator covering cash flow, investments, tax strategy, debt elimination, insurance, and estate planning; an ongoing wealth implementation and monitoring service with quarterly reviews and coaching; and a private wealth management service for select clients that includes investment management, tax-aware rebalancing, and coordination with other professional advisors. The firm has over 20 years of experience and emphasizes personalized planning tailored to individual goals and values, with transparent pricing and clear service structures.

Fort Worth, Texas

Matthew K. Dorchak is an investment advisory firm in Fort Worth, Texas. The office has a wheelchair-accessible entrance.

Fort Worth, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Worth, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Fort Worth, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Worth, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 2.8-star rating from 9 Google reviews.

Fort Worth, Texas

Oath Planning - Fort Worth Wealth Management & Financial Advisors is an investment advisory firm in Fort Worth, Texas. It acts as a fiduciary. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Worth, Texas

Park Hill Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Fort Worth, Texas

SJK Financial Planning LLC (operating as Brazos Wealth Advisors) is a fee-only financial planning firm based in Fort Worth, Texas. The firm provides comprehensive financial planning services and operates under a client-only compensation model, meaning advisors are paid exclusively by clients rather than through commissions or third-party sources. The firm states that it prioritizes client interests, anticipates financial issues, and responds promptly to client needs while investing funds according to individual preferences.

Fort Worth, Texas

Fee-Based Independent RIA

Strittmatter Wealth Management Group, LLC is an independent ria firm in Fort Worth, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Compensation is on a fee-based basis. 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 147 Google reviews.

Fort Worth, Texas

May Financial Solutions, based in Fort Worth, Texas, provides financial planning services with a focus on retirement planning and investment management. The firm works with individuals, families, and businesses using a three-stage approach centered on discovery, collaboration, and ongoing plan refinement as clients' circumstances evolve.