Financial Planners in Dallas, Texas

David B. Ackerman

CFP^®, CFA

5.44 Miles

Specialties: Investment Management, Retirement

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

Ackerman Capital Management

5956 Sherry Ln, Ste 1600
Dallas, TX 75225

(214) 361-5383

Allen J. Dogger

CFP^®

Senior Vice President - Investments 0.75 Miles

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

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

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201

(214) 932-8917

Debra Keitzer Outlaw

CFP^®

Chief Financial Officer 10.13 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251

972-770-4800

Tara L. Scottino

CFP^®

Vice President 28.18 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.

True North Advisors, LLC

3131 Turtle Creek Blvd, Ste 1300A
Dallas, TX 75219

(214) 360-7300

Rebecca B. Paterik

CFP^®

Investment Advisory Representative 7.88 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Mutual Funds,...More

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

United Planners

7506 Hundley Blvd
Dallas, TX 75231

(214) 478-1822

Steven M. Lugar

CFP^®

Managing Director 9.27 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

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

Beaird Harris

5005 LBJ Frwy, Suite 1700
Dallas, TX 75244

12142239400

CONNECT WITH Steven

Michael J. Anderson

JD, CFP^®

Senior Wealth Manager 6 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.

True North Advisors

3131 Turtle Creek Blvd, Ste 1300A
Dallas, TX 75219

(214) 360-7300

Jimmy Perryman

CFP^®

Shareholder 9.27 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.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251

972-770-4800

CONNECT WITH Jimmy

Mark McClanahan

CFP^®

Advisor 5.46 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562

(214) 360-7000

Ashley Bogard 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

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

Thomas E. Murphy

CFP^®

Chief Executive Officer 10.06 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.

Murphy & Sylvest

13760 Noel Rd, Ste 300
Dallas, TX 75240

(214) 373-8362

Justin B. Luddeke

CFP^®

6 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206

(972) 960-1001

Nowell E. Loop

CFP^®

3.51 Miles

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

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

Cetera Advisor Networks, LLC

12221 Merit Dr, Ste 625
Dallas, TX 75251

(214) 987-0924

Melissa A. Cox

CFP^®

Financial Consultant 9.69 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.

Future-Focused Wealth

5301 Alpha Road, Ste 80-114
Dallas, TX 75240

(972) 707-1731

CONNECT WITH Melissa

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

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

Aubrey Carlisle

CFP^®

Financial Advisor 1181.22 Miles

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

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

GuideStone Funds

5005 LBJ Fwy. #2200
Dallas, TX 75244

(888) 984-8433

Laura Marquard

CFP^®

Financial Planner 9.35 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

Equitable Advisors

12377 Merit Dr, Ste 1500
Dallas, TX 75251

(972) 455-9112

Michelle Gass

CFP^®, CPA/PFS, RLP^®

5.56 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

6125 LUTHER LANE, #225
Dallas, TX 75225

+ 2 More Addresses

Paradigm Advisors

8111 Preston Road
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701

(214) 756-6060

CONNECT WITH Michelle

Kathleen Muldoon

CFP^®

9.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251

(214) 363-4200

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

Joshua Orton

CFP^®

1.1 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

LGT Financial Advisors

2626 Howell St, Ste 700
Dallas, TX 75204

(214) 461-1465

CONNECT WITH Joshua

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

Jaime Boyles

CFP^®

Senior Financial Planner 6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...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

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, CFA

Ackerman Capital Management

CFP®

UBS Financial Services, Inc.

CFP®

Perryman Financial Advisory, Inc.

CFP®

True North Advisors, LLC

CFP®

United Planners

CFP®

Beaird Harris

CONNECT WITH Steven

JD, CFP®

True North Advisors

CFP®

Perryman Financial Advisory, Inc.

CONNECT WITH Jimmy

CFP®

Corient

CFP®

Martin Financial Group

CFP®

Strata Wealth Advisors, LLC

CFP®, CPA

Corient

CFP®

CONNECT WITH Jonathan

CFP® CPWA® CRPS®

Wealth Partners Alliance, Dallas

CFP®

Murphy & Sylvest

CFP®

Lee Financial Corporation

CFP®

Cetera Advisor Networks, LLC

CFP®

Future-Focused Wealth

CONNECT WITH Melissa

CFP®

Gatens Financial LLC

MS, CFP®

Beaird Harris Wealth Management

CONNECT WITH Ginnie

CFP®

Mercer Advisors

CFP®, CRPC®

Steel Peak Wealth Management

CONNECT WITH Mark

CFP®

GuideStone Funds

CFP®

Equitable Advisors

CFP®, CPA/PFS, RLP®

Paradigm Advisors

Paradigm Advisors

Paradigm Advisors

CONNECT WITH Michelle

CFP®

Carter Financial Management

CFP®

Sammons Wealth Management

CONNECT WITH Stephanie

CFP®

LGT Financial Advisors

CONNECT WITH Joshua

CFP®

CONNECT WITH Colton

CFP®

Lee Financial Corporation

Please provide the following information:

Success!

CFP^®, CFA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

JD, CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CPA

CFP^®

CFP^® CPWA^® CRPS^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

MS, CFP^®

CFP^®

CFP^®, CRPC^®

CFP^®

CFP^®

CFP^®, CPA/PFS, RLP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®