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Top Rated Financial Advisors in Southlake, Texas
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Southlake, Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Southlake, Texas near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
George Cattat
Four Oaks Financial LLC
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Hourly
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments, Charles Schwab and Pershing
Carpion Private Wealth
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
BNY Mellon - Pershing
Glen Smith
GDS Wealth Management
Additional Information:
Years of Experience:
20 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Financial Advice & Consulting
Financial Services Provided:
Name(s) of Custodian(s):
Raymond James
Chris McNeal
Premier Investments & Wealth Management
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Quotient Wealth Partners
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Justin Hall
Good Life Asset Strategies, LLC
Additional Information:
Years of Experience:
8 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $200,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co.
Financial Reserve
Additional Information:
Years of Experience:
17 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing
Michelle Vargas
Waymaker Financial Planning
Additional Information:
Years of Experience:
9 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
SEI, Altruist, Schwab
Retirement Planners of America
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Retirement Planning
- Wealth Management
- Education Funding and Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Zach Allen
Disciplined Advisors Group
Additional Information:
Years of Experience:
60 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $10,000,000
Name(s) of Custodian(s):
Southwest Securities
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
J.K. Financial, Inc. John Kvale
J.K. Financial, Inc.
Additional Information:
Years of Experience:
37 Years
- Fee-Only
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Ascent Capital Partners
Additional Information:
Years of Experience:
14 Years
- Fee-Only
Fee Structure
Asset Requirement: $3,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Courtney Leffall
LX Parker Wealth Management
Additional Information:
Years of Experience:
18 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL FINANCIAL LLC
Michelle Connell
Portia Capital Management, LLC
Additional Information:
Years of Experience:
11 Years
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
Dash Investments - CFP
Additional Information:
Years of Experience:
25 Years
- Fee-Only
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Kenneth Beber
Peak Financial, Inc.
Additional Information:
Years of Experience:
24 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing LLC
Stephen Koessl
J&S Partners Inc.
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Jeffrey M. Garton
JMG Wealth Management
Additional Information:
Years of Experience:
25 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
BentOak Capital
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Paladin Advisors