Fee-OnlyFinder

Advisers in Dallas, TX

203 advisers in Dallas — 203 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (127)Hourly fees (75)Flat / fixed fees (128)% of assets managed (194)Retirement plan consulting (44)

Page 3

Worth Financial Group INC.16660 Dallas Parkway, Suite 2200 · Dallas, TX 75248 · (469) 916-4287 · % of assets managedCRD 13478 · % of assets · $122.8 million AUMSEC registeredNo commissions reportedWpa Family Office, LLC12240 Inwood Road, Suite 230 · Dallas, TX 75244 · (214) 945-0888 · Financial planningCRD 315566 · % of assets, Fixed fees · $175.2 million AUMSEC registeredNo commissions reportedWsa Affiliates, LLC10000 North Central Expressway, Suite 1326 · Dallas, TX 75231 · (214) 234-7695 · Financial planningCRD 144108 · Hourly charges, OtherState registeredNo commissions reported
Talking to advisers in Dallas? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.