Best Financial Advisors in Fort Worth, Texas Near You
- Best for Retirement Planning: Retirement Planners of America
- Best Robo-Advisor: M1 Finance
- Best for Daily Account Evaluation: Storehouse Financial, LLC
- Best for Range of Financial Services: Copeland Financial Services, Inc.
- Best Portfolio Analysis: Personal Capital
- Best for Individuals and Businesses: Impart Financial, LLC
- Best for Private Investments: Portia Capital Management, LLC
Ranked the 13th largest and 1 of the fastest-growing cities in the U.S., Fort Worth is home to more than 800,000 residents. Finding the right financial advisor in such a populous city can be difficult given that there are endless options.
Benzinga’s handpicked some of the finest financial advisors that are registered with the Securities and Exchange Commission (SEC). We’ve listed the firms based on their area of expertise, account minimum and fee structure to help you narrow down your choices.
Best for Retirement Planning: Retirement Planners of America
Retirement Planners of America is a registered investment advisory firm that specializes in retirement planning. The firm offers a strategy known as Invest and Protect™ to help you protect your savings.
The firm provides a range of retirement planning services including estate planning, investment management, family legacy planning, medicare and income tax planning.
In addition to these services, it gives you regular market updates, recommendations regarding plans like IRA and 401(k) and an overall review of your individual financial situation.
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance is an excellent money management platform that lets you manage your finances seamlessly for free.
M1 lets you choose between 2 accounts — Basic M1 and M1 Plus.
The Basic M1 account is free. It offers no trading commissions, no management fees, a free checking account and lets you borrow at a 3.5% base rate.
M1 Plus is an upgraded account, packed with lots of benefits. You can receive perks like 1% cash back, 1% annual percentage yield (APY), 2% base rate when borrowing and much more. There is no minimum account balance required but you will have to pay a sign-up fee of $125.
Best for Daily Account Evaluation: Storehouse Financial, LLC
Storehouse Financial is an employee-owned investment advisory and asset management firm that has been around for more than a decade. The firm’s services primarily include financial planning, tax planning, investment advisory and asset management services.
Unlike firms that evaluate your account on a quarterly or yearly basis, Storehouse Financial evaluates your account daily. It changes your investments and rebalances them to reduce risk and achieve a better return.
The firm is a fee-only fiduciary which means that it does not take commissions and only provides unbiased advice that is best for you.
Best for Range of Financial Services: Copeland Financial Services, Inc.
Copeland Financial Services is an advisory firm located in Fort Worth, Texas. The firm offers solutions for various financial needs — investing to build wealth, protecting your family or preserving your assets..
The firm’s President, Toby Copeland, has been a financial consultant and tax preparer in the Dallas/Fort Worth area for the last 40 years. He has advised retirees and pre-retirees of Lockheed, IBM, Texas Instruments, Brookshire's, City of Fort Worth and the Federal Government as well as many small business owners and employees.
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
Address
4701 ALTAMESA BLVD. SUITE 2M FORT WORTH TX, 76133
Phone number
817-294-4818
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital gives you a 360-degree view of all your accounts and investments in 1 place. The app can help you plan for retirement as it monitors your investments and helps you meet your financial goals.
You can use its planning and analytical tools for free. If you want to have your portfolio managed by a real person then you must have a minimum account balance of $100,000. With managed services, you get a dedicated advisor who can give you tax optimization strategies and a solid plan to help you meet your long- and short-term goals.
Best for Individuals and Businesses: Impart Financial, LLC
Impart Financial is a fee-only financial planner in Fort Worth, Texas. The firm specializes in helping individuals and businesses with financial planning needs.
For individuals, the firm develops a strategy of investing to meet your objectives with a customized approach. It takes into account your risk tolerance, time horizon and spiritual and moral values.
For businesses, it develops a financial plan that focuses on the key tax advantages of retirement plans and life insurance.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
- FINANCIAL CONSULTING & WEALTH MANAGEMENT SERVICES
Address
4200 S. HULEN STREET SUITE 678FORT WORTH TX, 76109
Phone number
817-921-5656
Best for Private Investments: Portia Capital Management, LLC
Portia Capital Management (PCM) is an advisory firm owned by Michelle Connell. Michelle is a chartered financial advisor (CFA) and is the only female CFA in Dallas/Fort Worth to own a registered firm.
PCM specializes in offering private investments through its Private Investment Equalizer (PIE) investment strategy. This strategy aims to diversify your portfolio and better position your portfolio for a market downturn.
The firm primarily serves institutions, charities, endowments, foundations and pensions as well as high-net-worth individuals. Through its initiative known as “Portia’s Children”, the firm commits a minimum of 10% of its profits towards the education of children from single-parent homes.
Frequently Asked Questions
Which certifications should my financial planner have?
There are many certifications that can qualify you as a financial planner but the most prestigious of the lot include the chartered financial analyst (CFA) and certified financial planner (CFP®) certifications.
Can financial advisors help with debt?
Financial advisors are certainly equipped to help you regain financial stability. Once you disclose your relevant financial documents, they will create a plan that could involve a change in your budgeting, investments and tax planning.
How can I research the background of my financial advisor?
The Investment Advisor Public Disclosure (IAPD) website is a complete compilation of the financial advisors registered with the Securities and Exchange Commission (SEC). You can also find details of a firm on the BrokerCheck website by the Financial Industry Regulatory Authority (FINRA).
Choose a Financial Advisor in Fort Worth, Texas
Whether you need to plan for retirement, college funding, asset management, etc., a good financial advisor can definitely provide the guidance you need to shape your future. They will craft investment strategies, minimize your tax obligations and help you confront debt with your head held high.
Methodology
To determine the top financial advisors in Fort Worth, Texas, we pored through all SEC-registered advisory firms who have an office in Fort Worth. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, have a wrap fee program and have over $50 million in assets under management.