TX · Richardson

Fiduciary advisors in Richardson, TX

1 advisor with offices in Richardson. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Richardson

Shea Wealth Management

Richardson, Texas

Shea Wealth Management is an independent wealth management firm in Richardson, Texas, operating for three generations with a focus on comprehensive financial planning and investment management. The firm specializes in retirement planning, estate planning, tax planning, and insurance analysis, serving busy professionals, pre-retirees, and high-net-worth families. Multiple advisors hold CFP®, ChFC®, CLU®, and CASL® designations and operate under a fiduciary standard. The firm offers retirement planning, company 401(k) plan analysis, rollovers, estate and tax planning, investment management, and life and long-term care insurance services.

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Financial advisors in Richardson, Texas

Advisors serving Richardson specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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