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Retirement Planning » Financial Advisors » Fort Worth, TX

Financial Advisors Fort Worth, TX

Latest update: November 8, 2021

Population909,585
State Income Tax0.00%
Median Home Price$235,443
City Sales Tax8.25%

Over 900,000 people call Fort Worth home, and its close proximity to Dallas makes it both a great place to live and a tourist attraction. The city has many world-renowned museums, universities and other attractions.

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.

Find a financial advisor that fits your needs
Aspen Wealth Management logo

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.

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OverRidge Wealth Advisors logo

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.

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CapRock Wealth Advisors logo

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.

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Baird logo

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.

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Stewardship Wealth Management logo

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.

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Storehouse Financial logo

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.

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Clarity Financial Group logo

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.

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Clearfork Wealth Management logo

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.

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Wealth Strategy Advisors logo

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.

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Financial 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

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