Financial Advisors Dallas, TX

Financial Advisor Reviews Dallas, TX

Tolleson Wealth Management provides a broad set of financial advising services to select families with a substantial amount of wealth to manage. The ratio of one financial advisor to eight clients at Tolleson Wealth Management guarantees services with attention to detail and a personal touch. The company recently won the Private Asset Management (PAM) Award for Best Multi-Family Office Overall for the second year in a row. Fees are fixed for some financial planning or a percentage of assets will be charged for financial advisory services.

Based in Dallas, Tolleson Wealth Management employs a talented pool of financial advisors and is a Registered Investment Advisor in seven states. The company offers financial advisory services to meet the needs of clients throughout their lifetime. In addition to wealth management and estate planning, Tolleson Wealth Management provides trust planning, private banking, financial and tax planning and bookkeeping services. Clients also benefit from philanthropic planning and family economics education. Clients pay a fixed fee for financial advising services and a percentage of assets for portfolio management.

RGT Wealth Advisors was founded in 1985 as an independent firm offering fee-only financial advisor services. While a sizable percentage of clients are among the extremely wealthy, RGT works with others to help them reach financial goals. The company may waive the minimum asset requirement or charge a lower fee on some accounts depending on a variety of factors, at the company’s discretion.

Financial advisors at RGT help clients with budgeting and cash flow, insurance consulting, bill processing and analyzing personal financial statements. Financial planning services include establishing goals, estate preparation, wealth transfer and financial independence strategies. RGT Wealth Advisors also assists clients with managing financial aspects of a business, personal portfolios, charitable giving, foundation management and offers corporate trustee services. Portfolio management fees are a percentage of assets, and RGT offers divorce consulting.

Southern Wealth Management is an independent financial advisory firm. Southern Wealth provides financial planning and advising across seven disciplines: multi-generation family and estate planning, business valuation and succession planning, proactive tax planning and income tax filing, portfolio management, insurance, major charitable giving and family office services. Although financial advisors at Southern Wealth perform numerous functions, customers have one point of contact for ease of communication.

Licensed with the SEC since 2005, Southern Wealth Management has a Free-market Access policy guaranteeing customers a clear explanation of fees and services. Costs for working with a financial advisor are fixed or hourly, depending on the service. Portfolio management fees are a percentage of managed assets.

Wade Chessman, founder and CEO of Chessman Wealth Strategies, developed and trademarked The Smart Choices Wealth Management Solution. Clients consult with their financial planner through six steps to identify economic challenges and opportunities, and to learn your life goals and priorities. A team of specialists at Chessman Wealth Strategies works with the information gathered to develop a plan with options for meeting those goals. Clients discuss these options with their financial planner to decide how to proceed.

Chessman Wealth Strategies employs four Certified Financial Planners and four Certified Financial Advisors by a research department, Wealth Advancement Group and investment advisors. Financial advisors at CWS charge a fixed fee of 0.6% to 1.8% of assets managed, depending on the complexity of the client’s financial circumstances. Clients may pay an additional fixed quarterly or semiannual charge for ongoing assistance. The ceiling on the annual fixed fee is $15,000, and clients receive an estimate for total costs before financial advising services begin.

Stop by True North Advisors’ office, and you’ll notice an open, contemporary workspace. The financial advisors work as one team, and the open floorplan fosters communication and reflects the company’s philosophy of simplicity. True North’s free Three-Sixty Process consists of four meetings between a prospective client and a financial advisor. Advisors get to know how the client defines a fulfilling life. These meetings are used to generate a wealth of information that the prospective client takes with them whether or not they decide to use True North financial advisors.

Financial advising services include planning for life goals, taxes, cash flow, education and insurance. Clients can also receive help with estate planning and charitable giving. Business owners can benefit from True North Advisors with group and corporate benefits planning, and several investment planning services.

Heritage Financial Planning is a relatively new financial advisory firm, registered with the SEC since 2014. The company’s mission is to provide impartial financial advice with top priority on client service. Financial advisors charge by the hour or a flat fee for service. Clients receiving portfolio services get charged a percentage of assets. Financial advisors at Heritage Financial Planning are not required to encourage clients to invest a certain amount or buy any specific insurance or other services. These factors allow Heritage financial advisors to come up with a plan to meet each client’s needs, then assist with implementing that plan.

Heritage Financial Planning has three Certified Financial Planners on staff as well as a college admissions and Social Security specialist. Services include advice for college funding, retirement planning, insurance needs analysis, lump-sum distributions and tax-managed charitable legacies.

Financial advisors at Lee Financial Planning understand managing each client’s wealth is a fluid process. Your income, investments, savings and desired standard of living all figure into planning for your financial future. The firm started providing fee-based services in Dallas in 1975. The company accepts clients who earn at least $500,000 annually if they don’t have at least $1.5 million in investments.

Lee Financial Planning has nine financial advisors in the Dallas office supported by many investment portfolio managers, research and accounting teams and a business strategist. Financial planning services include tax, insurance, retirement, college, estate planning and more. A financial advisor at Lee Financial Planning can assist with intergenerational wealth transfers, business planning and defining personal financial goals.

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