Find a financial advisor in Fort Worth, TX
Financial planning comes in many shapes and sizes, and there is no shortage of options in Fort Worth. You can narrow down your choices by considering a firm's reputation, methods and experience managing portfolios like yours. Here are some of the top financial advisors in the Fort Worth area.
SmartAsset Financial Advisors
- Advisors Near You
- No-Fee Options
SmartAsset's award-winning resources help millions of people manage money and get matched with up to three financial advisors. The website provides free, detailed money management advice, personalized financial calculators and financial product comparisons. SmartAsset charges nothing to help you find a financial advisor to answer your questions and create a plan, whether you need a budget or wealth management.
Read Review
Datalign Advisory
- In-person and remote financial advisors nationwide
- 20 questions entry form
Connect with a licensed and fully-vetted financial advisor based on your unique situation, such as income level, required services, time to retirement, and previous experience working with financial advisors. It’s free to match with and interview a pro on the platform. All advisors in the Datalign network are fiduciaries.
Read Review
WiserAdvisor
- Free matching and initial consultation
- Pre-screened FINRA/SEC registered advisors
WiserAdvisor is a matching tool that helps connect you to local, high-quality registered financial advisors. The website pairs you with up to three pre-screened advisors—from fortune 500 companies and small independent firms—and then allows you to interview them before selecting the right professional for you. It's free to match and interview on the secure and private platform. WiserAdvisor’s website also has a blog that offers timely investment advice and financial calculators that you can leverage in your money management journey.
Read Review
Aspen Wealth Management
- Assets Managed: $186 Million
- Minimum Assets: $100,000
Aspen Wealth Management offers financial planning, retirement planning, estate management and other financial services. This firm operates as a fiduciary and customizes services to your financial needs and goals. Aspen provides free consultations and second opinions.
Read Review
OverRidge Wealth Advisors
- Assets Managed: $194 Million
- Minimum Assets: N/A
OverRidge is a fiduciary investment firm based in Fort Worth. Clients get started with an initial meeting and analysis, and the firm's advisors monitor and adjust portfolios to maximize performance. OverRidge Wealth Advisors provides online account access for customers of particular services.
Read Review
CapRock Wealth Advisors
- Assets Managed: $268.8 Billion
- Minimum Assets: $25,000
CapRock Wealth Advisors has experience with a variety of clients, providing services like personal financial planning, investment counseling, risk management and business planning. Plans are customized to the client and reviewed as often as needed to keep the portfolio on the right track.
Read Review
Baird
- Assets Managed: $300 Billion
- Minimum Assets: $50,000
Baird is a financial planning firm that accommodates a variety of needs, including help with retirement, taxes, estates, investments and risk planning. Advisors are licensed, accredited and experienced, and clients have online access to account performance and analysis.
Read Review
Stewardship Wealth Management
- Assets Managed: $268.8 Billion
- Minimum Assets: Varies
Stewardship Wealth is a local firm that supports individuals planning for retirement, business ownership, secondary education, their estates and long-term care. Advisors offer multiple products, including mutual funds, stocks, bonds and alternative investments.
Read Review
Storehouse Financial
- Assets Managed: $101 Million
- Minimum Assets: N/A
Storehouse Financial works without commissions to provide planning services for retirement, investments and education. Client accounts are evaluated and rebalanced daily. This firm operates on a fiduciary basis.
Read Review
Clarity Financial Group
- Assets Managed: $3.1 Billion
- Minimum Assets: Varies
Clarity Financial Group advisors take a proactive approach to planning for retirement and other financial events. Its full catalog of services includes everything from advisory accounts to college savings. Educational resources are available on the company's website, too.
Read Review
Clearfork Wealth Management
- Assets Managed: $374.3 Billion
- Minimum Assets: Varies
Clearfork Wealth Management offers comprehensive financial planning and investment strategies. Start with a complimentary consultation, then meet your advisor as frequently as every quarter. Control your own portfolio or take a hands-off approach with this local firm.
Read Review
Wealth Strategy Advisors
- Assets Managed: $68.5 Billion
- Minimum Assets: Varies
Wealth Strategy Advisors offers a broad range of services, including financial planning, asset management, wealth protection and estate planning. Life insurance and long-term care solutions are available as well.
Read ReviewFinancial Advisor Reviews Fort Worth, TX
Aspen Wealth Management
Aspen Wealth Management provides financial planning, retirement planning and investment management. Planning services cover estates, taxes, insurance and business exits. This firm operates on a fiduciary basis with no commissions, but it has a $100,000 minimum for investment portfolios. Services are customized to your needs, and all Aspen Wealth Management advisors are certified financial planners (CFPs) with extensive experience. Free financial consultations are available, including free second opinions.
| Aspen Wealth Management | |
| Assets Managed | $186 Million |
|---|---|
| Minimum Assets | $100,000 |
| Number of Advisors | 4 |
| Fee Structure | Fee-Only |
| Address | 4200 S. Hulen Suite 422 Fort Worth, TX 76109 |
OverRidge Wealth Advisors
OverRidge Wealth Advisors holds high standards for its financial advisors, with core values of transparency, generosity and fiduciary responsibility. After an initial meeting and analysis, OverRidge’s advisors make and implement recommendations that are in your best interest. Your portfolio’s performance is then carefully monitored and adjusted on a regular basis. This firm invests in a few local charities as well. Online account access is available for customers of Charles Schwab, Ameritrade and Fidelity Investments.
| OverRidge Wealth Advisors | |
| Assets Managed | $194 Million |
|---|---|
| Minimum Assets | N/A |
| Number of Advisors | 8 |
| Fee Structure | Fee-Based |
| Address | 6300 Ridglea Place Suite 1020 Fort Worth, TX 76116 |
CapRock Wealth Advisors
The advisors at CapRock Wealth Advisors help everyone from families to business owners plan for strong financial futures. Services include personal financial planning, investment counseling, risk management and business planning. After an initial consultation, your advisor evaluates your case and customizes a financial plan for you. Once you approve the recommendations, the advisor implements the plan and reviews it with you quarterly, semiannually or more often if needed.
| CapRock Wealth Advisors | |
| Assets Managed | $268.8 Billion |
|---|---|
| Minimum Assets | $25,000 |
| Number of Advisors | 5 |
| Fee Structure | Fee-Based |
| Address | 1200 Summit Ave Suite 780 Fort Worth, TX 76102 |
Baird
Baird’s local Fort Worth branch offers a full menu of financial planning services, including retirement, tax, estate, investment and risk planning. Each member of the team holds accreditations or licenses, in addition to experience managing financial portfolios. With Baird’s online portal and 360 Wealth program, clients can review assets across all their accounts and analyze their budget and spending.
| Baird | |
| Assets Managed | $300 Billion |
|---|---|
| Minimum Assets | $50,000 |
| Number of Advisors | 18 |
| Fee Structure | Fee-Based |
| Address | 550 Bailey Ave Suite 700 Fort Worth, TX 76107 |
Wealth Strategy Advisors
Wealth Strategy Advisors is a financial firm providing services for wealth protection, financial planning, asset management and estate planning. Life insurance and long-term care solutions are also available. When it comes to investment planning, Wealth Strategy Advisors works with you to find money management firms that support your future plans. The company provides educational resources and dozens of financial calculators on its website, too.
| Wealth Strategy Advisors | |
| Assets Managed | $68.5 Billion |
|---|---|
| Minimum Assets | Varies |
| Number of Advisors | 5 |
| Fee Structure | Varies |
| Address | 3265 Lackland Road Fort Worth, TX 76116 |
Stewardship Wealth Management
Stewardship Wealth Management offers a number of products and services to assist you in securing your financial future. Available products include mutual funds, stocks, bonds and alternative investments. The firm’s service catalog covers major life events like retirement, business ownership, education costs, estate planning and long-term care.
| Stewardship Wealth Management | |
| Assets Managed | $268.8 Billion |
|---|---|
| Minimum Assets | Varies |
| Number of Advisors | 5 |
| Fee Structure | Fee-Based |
| Address | 1300 Summit Ave Suite 428 Fort Worth, TX 76102 |
Storehouse Financial
Storehouse Financial is a no-commission investment firm based in Fort Worth. Its team of advisors operates as fiduciaries and provides planning services for retirement, taxes, investments, insurance, education and general finances. All accounts are evaluated daily and rebalanced as needed to improve performance. Get started with an introductory conversation and a plan customized to you.
| Storehouse Financial | |
| Assets Managed | $101 Million |
|---|---|
| Minimum Assets | N/A |
| Number of Advisors | 3 |
| Fee Structure | Fee-Only |
| Address | 500 W. Seventh Street Suite 827 Fort Worth, TX 76102 |
Clarity Financial Group
Clarity Financial Group is a local firm with a small team of financial advisors. Its guiding principles set the groundwork for an organized, proactive approach to your finances. The advisors at Clarity can help you establish retirement accounts, advisory accounts, mutual funds, college savings, variable annuities and insurance policies. Educational resources for investments, retirement, estate planning, taxes and more are available on Clarity’s website.
| Clarity Financial Group | |
| Assets Managed | $3.1 Billion |
|---|---|
| Minimum Assets | Varies |
| Number of Advisors | 3 |
| Fee Structure | Fee-Based |
| Address | 1200 Summit Ave Suite 516 Fort Worth, TX 76102 |
Clearfork Wealth Management
Clearfork Wealth Management is a private practice of Ameriprise Financial Services. The advisors at Clearfork offer comprehensive financial advice, plus investment strategies and support. Progress meetings are held in its office, online or over the phone, and they can take place as frequently as every quarter. Clients who want to control their own portfolios can take a client-directed approach, while others may authorize advisors to manage the assets themselves. Schedule a complimentary consultation to get started.
| Clearfork Wealth Management | |
| Assets Managed | $374.3 Billion |
|---|---|
| Minimum Assets | $25,000 |
| Number of Advisors | 11 |
| Fee Structure | Fee-Based |
| Address | 5600 Clearfork Main Street Suite 460 Fort Worth, TX 76109 |
Conclusion
When researching a financial advisor it’s important to consider your options. We recommend speaking with at least three advisors and preparing a list of questions to help you find the right advisor for your situation.
We’ve compiled our list of the best advisors in Fort Worth to help you make a decision no matter your asset level.
| Fort Worth, TX Financial Advisors | |||
| Company | Assets Managed | Minimum Assets | Fee Structure |
|---|---|---|---|
| Aspen Wealth Management | $186 Million | $100,000 | Fee-Only |
| OverRidge Wealth Advisors | $194 Million | N/A | Fee-Based |
| CapRock Wealth Advisors | $286.8 Billion | $25,000 | Fee-Based |
| Baird | $300 Billion | $50,000 | Fee-Based |
| Wealth Strategy Advisors | $68.5 Billion | Varies | Varies |
| Stewardship Wealth Management | $268.8 Billion | Varies | Fee-Based |
| Storehouse Financial | $101 Million | N/A | Fee-Only |
| Clarity Financial Group | $3.1 Billion | Varies | Fee-Based |
| Clearfork Wealth Management | $374.3 Billion | $25,000 | Fee-Based |
