Financial Planners in Dallas, Texas

Carol A. Anderson

CFP^®

Vice President Sr Wealth Planner 4.24 Miles

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206

(214) 750-2005

Jaime Galvan

CFP^®

Partner 12.05 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Spectrum Strategies, L.L.C.

13455 Noel Road, 20th floor
Dallas, TX 75240

(972) 455-4346

John A. Kvale

CFP^®, CFA

President 5.5 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

J.K. Financial, Inc.

8222 Douglas Ave, Suite 590
Dallas, TX 75225

(214) 706-4300

Robert Allen Cox

CFP^®

Senior Wealth Advisor 5.4 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Mercer Advisors

8117 Preston Rd, Ste 700
Dallas, TX 75225

(214) 378-2224

Viktor Szucs

CFP^®

Senior Vice President 0.77 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201

(214) 382-2216

CONNECT WITH Viktor

Jenny Armstrong

CFP^®

6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206

(972) 960-1001

Michael Shockley

CFP^®, J.D., MBA

5.44 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225

(214) 360-7000

Tiffany D. Garza

CFP^®

Portfolio Consultant 5.35 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225

(214) 378-2243

Ashley A. Parks

CFP^®

Certified Financial Planner Professional 9.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Martin Financial Group

3030 Lyndon B Johnson Fwy, Suite 1450
Dallas, TX 75234

(214) 522-4245

Eric S. Shaffer

CFP^®

Financial Advisor 14.07 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Kuhn Capital Partners

4428 Hallmark Dr
Dallas, TX 75229

(214) 534-9002

Ken Painter

CFP^®

CEO 6.17 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231

214-420-7020

Joanna C. Jadlow

CFP^®, CPA

5.44 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225

(214) 360-7000

Jonathan R. Meaney

CFP^®

Vice President / Wealth Manager 9.25 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management, 12222 Merit Drive, Suite 1800
Dallas, TX 75251

(214) 363-4200

CONNECT WITH Jonathan

Lora J. Hoff

CFP^® CPWA^® CRPS^®

Wealth Manager 7.64 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Wealth Partners Alliance, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231

(214) 706-0839

Nancy M. Gatens

CFP^®

Principal 5.34 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Gatens Financial LLC

8106 San Fernando Way, Suite 200
Dallas, TX 75218

(855) 695-4877

+1 More Number

(855) 695-4877

Ginnie F. Baker

MS, CFP^®

Financial Advisor 10.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Beaird Harris Wealth Management

5005 Lyndon B Johnson Fwy STE. 1700
Dallas, TX 75244

(972) 383-0506

CONNECT WITH Ginnie

Clint Dunn

CFP^®, IACCP^®

Chief Compliance Officer 9.27 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Beaird Harris

5005 LBJ Fwy, Ste 1700
Dallas, TX 75244

(972) 503-1040

CONNECT WITH Clint

Carl A. Larimore

CFP^®

Director, Sr. Wealth Advisor 4.84 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Mercer Advisors

8117 Preston Road, # 700
Dallas, TX 75225

(469) 300-9867

Mark Koellner

CFP^®, CRPC^®

5.99 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Steel Peak Wealth Management

8350 N. Central Expressway, Suite 1900
Dallas, TX 75206

214-441-7575

CONNECT WITH Mark

Grafton Dulany Howland

CFP^®

President 5.83 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, Charitable ...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

G. Dulany Howland Advisory Corporation

6116 N Central Expy, Ste 518
Dallas, TX 75206

(214) 363-4900

Brandon D. Ratzlaff

CFP^®

Director 2.2 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Cypress Point Wealth Management

3838 Oak Lawn, Suite 1150
Dallas, TX 75219

(214) 736-8887

Kimberly Abmeyer

CFA, CFP^®, EA

11.53 Miles

Specialties:

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Ascentis Wealth Management

5001 Spring Valley Rd., Suite 810W
Dallas, TX 75244

214-544-9450

Paul Lightfoot

CFP^®

7.16 Miles

Specialties:

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Optima Asset management, Inc.

8144 Walnut Hill Ln, Ste 1180
Dallas, TX 75231-4323

(972) 726-0400

Stephanie Sammons

CFP^®

Founder 9.69 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management,...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043

(972) 440-1194

CONNECT WITH Stephanie

Stephen B. Bodwell

CFP^®, CPA/PFS

Founder & President 8.15 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Walnut Hill Wealth Management, LLC

9040 Maguires Bridge Dr
Dallas, TX 75231-4017

(214) 316-7490

CONNECT WITH Stephen

Patrick Fontana

CFP^®

Founder 9.09 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089

(214) 400-1001

CONNECT WITH Patrick

Colton Richards

CFP^®

7.28 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

10000 N Central Expy, Ste 700
Dallas, TX 75231-2399

(972) 421-2068

CONNECT WITH Colton

Michael A. Horlick

CFP^®

Principal 17.13 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

CAPTRUST

8619 MIDDLE DOWNS DRIVE
DALLAS, TX 75243

(214) 914-5798

Michelle Gass

CFP^®, CPA/PFS, RLP^®

5.35 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Paradigm Advisors

8111 Preston Road, Suite 575
Dallas, TX 75225

+ 2 More Addresses

Paradigm Advisors

6125 LUTHER LANE
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701

(214) 756-6066

CONNECT WITH Michelle

Brandon H. Russ

CFP^®

5.61 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

WPWealth

8343 Douglas Ave, #400
Dallas, TX 75225

(817) 259-9794

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Merrill Lynch

CFP®

Spectrum Strategies, L.L.C.

CFP®, CFA

J.K. Financial, Inc.

CFP®

Mercer Advisors

CFP®

UBS

CONNECT WITH Viktor

CFP®

Lee Financial Corporation

CFP®, J.D., MBA

Corient

CFP®

Mercer Advisors

CFP®

Martin Financial Group

CFP®

Kuhn Capital Partners

CFP®

Strata Wealth Advisors, LLC

CFP®, CPA

Corient

CFP®

CONNECT WITH Jonathan

CFP® CPWA® CRPS®

Wealth Partners Alliance, Dallas

CFP®

Gatens Financial LLC

MS, CFP®

Beaird Harris Wealth Management

CONNECT WITH Ginnie

CFP®, IACCP®

Beaird Harris

CONNECT WITH Clint

CFP®

Mercer Advisors

CFP®, CRPC®

Steel Peak Wealth Management

CONNECT WITH Mark

CFP®

G. Dulany Howland Advisory Corporation

CFP®

Cypress Point Wealth Management

CFA, CFP®, EA

Ascentis Wealth Management

CFP®

Optima Asset management, Inc.

CFP®

Sammons Wealth Management

CONNECT WITH Stephanie

CFP®, CPA/PFS

Walnut Hill Wealth Management, LLC

CONNECT WITH Stephen

CFP®

Fontana Financial Planning

CONNECT WITH Patrick

CFP®

CONNECT WITH Colton

CFP®

CAPTRUST

CFP®, CPA/PFS, RLP®

Paradigm Advisors

Paradigm Advisors

Paradigm Advisors

CONNECT WITH Michelle

CFP®

WPWealth

CONNECT WITH Brandon

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CFP^®

CFP^®

CFP^®, CFA

CFP^®

CFP^®

CFP^®

CFP^®, J.D., MBA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CPA

CFP^®

CFP^® CPWA^® CRPS^®

CFP^®

MS, CFP^®

CFP^®, IACCP^®

CFP^®

CFP^®, CRPC^®

CFP^®

CFP^®

CFA, CFP^®, EA

CFP^®

CFP^®

CFP^®, CPA/PFS

CFP^®

CFP^®

CFP^®

CFP^®, CPA/PFS, RLP^®

CFP^®