Find a Financial Planner in
Within of
76 Financial Planners in Dallas, Texas
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

Christopher Currin

CFP®

4.84 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.

Mercer Advisors

8117 Preston Rd Ste 700
Dallas, TX 75225-6327
(877) 799-4647
+1 More Number
(469) 300-9868

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

Thomas J. McBride

CFP®, CIMA®,CPWA®

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

5910 N Central Expy, Ste 2000
Dallas, TX 75206-5152
(214) 750-2004

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

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
  • linkedin link

Christie S. Williams

CFP®

President 10.13 Miles

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

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

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Lynn Lawrance

CFP®, MBA, CLTC

8.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

12221 Merit Dr, Ste 1760
Dallas, TX 75251-2351
(214) 358-0758

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

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

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

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
  • linkedin link

Nic Gibson

CFP®

Capital Strategist 6 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy
Dallas, TX 75206
(972) 960-1001

Jacob B. King

CFP®

Financial Planner 9.27 Miles

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

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

Beaird Harris Wealth Management, Inc.

5005 LBJ Fwy, Ste 1700
Dallas, TX 75244
(972) 503-1040
CONNECT WITH Jacob
  • twitter link
  • linkedin link
  • youtube link

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

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

Craig Cowles

CFP®

Partner 14.06 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

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

Mergent Group

7701 Lemmon Ave, Ste 260-A226
Dallas, TX 75209
(972) 590-8808

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
  • twitter link
  • linkedin link
  • youtube link

Rich Childs

CFP®, AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS 5.44 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.

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
(214) 382-3333
CONNECT WITH Rich
  • linkedin link

Claudia King

CFP®

Financial Advisor 9.95 Miles

Specialties: Attending College, 401(k)/403(b)/IRAs, Annuities, Career Change, Investment Management,...More

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

Beacon Financial Advisors

13155 Noel Road, Suite 900
Dallas, TX 75240
(972) 918-5130
CONNECT WITH Claudia
  • linkedin link

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
  • linkedin link

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

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

Sergio G. Garcia

CFP®, EA

Senior Financial Planner 5.37 Miles

Specialties: Comprehensive Financial Planning

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

Frontier Investments

8411 Preston Rd., Suite 700
Dallas, TX 75225
(469) 895-2064

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
  • facebook link
  • twitter link
  • linkedin link

Elizabeth Ashley Sullivan

CFP®

Wealth Advisor 10.48 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Murphy & Sylvest

13760 Noel Rd, Ste. 300
Dallas, TX 75240
214.373.8362

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
  • facebook link
  • linkedin link