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Advisers in Fort Worth, TX

48 advisers in Fort Worth — 48 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (30)Hourly fees (20)Flat / fixed fees (29)Retirement plan consulting (12)

All advisers

Aspen Wealth Management, LLC4200 S. Hulen St., Suite 422 · Fort Worth, TX 76109 · (817) 546-6353 · Financial planningCRD 159594 · % of assets, Hourly charges · $657.8 million AUMSEC registeredNo commissions reportedAspenridge Wealth Advisors9800 Hillwood Parkway, Suite 180 · Fort Worth, TX 76177 · (682) 231-8331 · Financial planningCRD 337220 · % of assets, Hourly charges, Fixed fees · $335.0 million AUMSEC registeredNo commissions reportedBaynes Investment Counsel LLC801 Cherry Street, Ste 2310 · Fort Worth, TX 76102 · (214) 471-0376 · Financial planningCRD 322909 · % of assets, Hourly charges, Fixed fees · $61.2 million AUMState registeredNo commissions reportedBrazos Wealth Advisors LLC2833 Crockett St., Ste.102 · Fort Worth, TX 76107 · (682) 350-1055 · Financial planningCRD 323508 · % of assets, Hourly charges, Fixed fees · $183.7 million AUMSEC registeredNo commissions reportedCf Financial300 Throckmorton Street, Suite 1900 · Fort Worth, TX 76102 · (817) 435-8710 · Financial planningCRD 311964 · % of assets, Fixed fees · $53.8 million AUMState registeredNo commissions reportedCourse 26, LLC201 Main Street, Suite 1880 · Fort Worth, TX 76102 · (817) 752-4768 · % of assets managedCRD 171325 · % of assets, Performance-based fees, Other · $70.5 million AUMState registeredNo commissions reportedDean, Jacobson Financial Services3112 W. 4th St. · Fort Worth, TX 76107 · (817) 335-3214 · Financial planningCRD 115879 · % of assets, Hourly charges, Fixed fees · $519.4 million AUMSEC registeredNo commissions reportedDiesslin Group, INC.425 Houston Street, Suite 500 · Fort Worth, TX 76102 · (817) 332-6122 · Financial planningCRD 110557 · % of assets, Hourly charges, Fixed fees · $696.3 million AUMSEC registeredNo commissions reportedDouble Eagle Family Offices, LLC3724 Hulen St · Fort Worth, TX 76107 · (817) 928-3260 · Hourly feesCRD 315523 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedEstes Financial Services, INC.2501 Parkview Drive, Suite 228 · Fort Worth, TX 76102 · (817) 444-8402 · Hourly feesCRD 146590 · % of assets, Hourly charges, Fixed fees · $4.8 million AUMState registeredNo commissions reported
First Command Advisory Services1 Firstcomm Plaza · Fort Worth, TX 76109 · (817) 731-8621 · Financial planningCRD 281958 · % of assets, Fixed fees · $24.4 billion AUMSEC registeredNo commissions reportedGood Life Private Wealth, LLC1401 Jones Street, Suite 210 · Fort Worth, TX 76102 · (817) 864-8560 · % of assets managedCRD 165613 · % of assets · $44.5 million AUMState registeredNo commissions reportedGreen Investment Management, INC.500 West 7th Street, Suite 827 · Fort Worth, TX 76102 · (817) 335-1178 · % of assets managedCRD 109695 · % of assets · $70.9 million AUMState registeredNo commissions reportedHelm Investment1617 Park Place Ave., Suite 110 · Fort Worth, TX 76110 · (818) 451-7642 · % of assets managedCRD 316688 · % of assets, Performance-based fees · $4.8 million AUMState registeredNo commissions reportedHolland Investment Management, INC.4415 Tamworth Road · Fort Worth, TX 76116 · (817) 698-9800 · Financial planningCRD 159060 · % of assets, Hourly charges, Fixed fees · $64.1 million AUMState registeredNo commissions reportedHolt Capital Partners, L.P.301 Commerce Street, Suite 1430 · Fort Worth, TX 76102 · (817) 877-1430 · Hourly feesCRD 117863 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reportedImpact Wealth Group9800 Hillwood Pkwy, Suite 140 · Fort Worth, TX 76177 · (682) 382-3931 · Financial planningCRD 327364 · % of assets, Fixed fees · $12.9 million AUMState registeredNo commissions reportedIntegrity Financial Group5748 Boat Club Road · Fort Worth, TX 76179 · (817) 484-4814 · % of assets managedCRD 318877 · % of assets · $33.1 million AUMState registeredNo commissions reportedJasper Ridge Partners, L.P.201 Main Street, Suite 1000 · Fort Worth, TX 76102 · (817) 333-0027 · Financial planningCRD 144401 · % of assets, Fixed fees, Performance-based fees · $43.0 billion AUMSEC registeredNo commissions reportedLummis Asset Management, L.P.301 Commerce Street, Suite 1900 · Fort Worth, TX 76102 · (817) 348-0577 · Hourly feesCRD 114357 · % of assets, Hourly charges · $210.0 million AUMSEC registeredNo commissions reportedLuther King Capital Management Corporation301 Commerce Street, Suite 1600 · Fort Worth, TX 76102 · (817) 332-3235 · Financial planningCRD 110093 · % of assets, Fixed fees, Performance-based fees · $31.5 billion AUMSEC registeredNo commissions reportedMichels Family Financial, LLC6000 Western Place, Suite 380 · Fort Worth, TX 76107 · (817) 719-9999 · Financial planningCRD 319311 · % of assets, Fixed fees · $347.9 million AUMSEC registeredNo commissions reportedMoffatt Financial Strategies425 Houston Street, Suite 575 · Fort Worth, TX 76102 · (682) 747-0134 · Financial planningCRD 335975 · % of assets, Hourly charges, Fixed fees · $117.1 million AUMSEC registeredNo commissions reportedNew Century Partners-The No-Load Group, INC.5740 Boat Club Rd, Ste 100 · Fort Worth, TX 76179 · (817) 238-6300 · Financial planningCRD 114509 · % of assets · $59.0 million AUMState registeredNo commissions reportedNolet Wealth Management, LLC306 W 7th Street, Ste 640 · Fort Worth, TX 76109 · (817) 350-4342 · Financial planningCRD 329186 · % of assets, Fixed fees, Performance-based fees · $272.6 million AUMSEC registeredNo commissions reportedOverridge Wealth Advisors6300 Ridglea Place, Suite 1020 · Fort Worth, TX 76116 · (817) 738-1451 · Financial planningCRD 115009 · % of assets, Fixed fees · $368.2 million AUMSEC registeredNo commissions reportedPhillips Ray Capital Management, INC.2727 W 7th Street, Suite 220 · Fort Worth, TX 76107 · (817) 338-4223 · % of assets managedCRD 114408 · % of assets, Performance-based fees · $57.6 million AUMState registeredNo commissions reportedPierce Wealth Partners, INC.6300 Ridglea Place, Suite 508 · Fort Worth, TX 76116 · (817) 732-2442 · Financial planningCRD 315147 · % of assets, Other · $68.7 million AUMState registeredNo commissions reportedPoint Bridge Capital, LLC300 Throckmorton Street, Suite 1550 · Fort Worth, TX 76102 · (817) 529-4600 · % of assets managedCRD 168071 · % of assets · $419.7 million AUMSEC registeredNo commissions reportedPortia Capital Management4127 Trails End Drive, Suite 1911 · Fort Worth, TX 76116 · (619) 481-0379 · % of assets managedCRD 286662 · % of assets · $65.7 million AUMState registeredNo commissions reportedPremier Wealth Management, LLC2800 S. Hulen, Suite 208 · Fort Worth, TX 76109 · (817) 737-6818 · Financial planningCRD 145253 · % of assets, Fixed fees, Other · $2.8 million AUMState registeredNo commissions reportedPurewater Capital, LLC2625 Whitmore St., Unit 121 · Fort Worth, TX 76107 · (817) 416-8680 · Financial planningCRD 166154 · % of assets, Fixed fees · $149.5 million AUMSEC registeredNo commissions reportedRhm Capital Management, INC.9500 Feather Grass Ln, Ste 120-305 · Fort Worth, TX 76177 · (817) 809-7650 · Financial planningCRD 155229 · % of assets · $25.6 million AUMState registeredNo commissions reportedRogers Wealth Group, INC.1330 Summit Avenue · Fort Worth, TX 76102 · (817) 334-0351 · Flat / fixed feesCRD 107409 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedShelton Wealth Management, LLC100 Throckmorton Street, Suite 300 · Fort Worth, TX 76102 · (817) 415-2877 · Financial planningCRD 312686 · % of assets, Hourly charges, Fixed fees · $364.5 million AUMSEC registeredNo commissions reportedStadtler Capital Management, LLC201 Main Street, Suite 600 · Fort Worth, TX 76102 · (817) 984-4600 · Flat / fixed feesCRD 156465 · % of assets, Fixed fees, Performance-based fees · $6.2 million AUMState registeredNo commissions reportedSterling Capital Advisors2912 West 6th Street, Ll150 · Fort Worth, TX 76107 · (940) 642-4287 · % of assets managedCRD 335544 · % of assetsState registeredNo commissions reportedStorehouse Financial LLC3200 Riverfront Dr., Suite 204 · Fort Worth, TX 76107 · (877) 305-3233 · Financial planningCRD 140738 · % of assets, Hourly charges, Performance-based fees · $240.4 million AUMSEC registeredNo commissions reportedStyre Wealth1517 8th Ave · Fort Worth, TX 76104 · (817) 605-7833 · Financial planningCRD 289276 · % of assets, Hourly charges, Fixed fees · $250.8 million AUMSEC registeredNo commissions reportedSwmg, LLC3343 Locke Ave, Ste 107 · Fort Worth, TX 76107 · (817) 210-3444 · Financial planningCRD 166688 · % of assets, Hourly charges, Fixed fees · $430.4 million AUMSEC registeredNo commissions reportedTailwind Advisors1320 S University Dr, Suite 701 · Fort Worth, TX 76107 · (817) 708-3663 · % of assets managedCRD 150081 · % of assets, Performance-based fees · $1.7 billion AUMSEC registeredNo commissions reportedThe Capital Chart Room, LTD2821 West 7th Street, Suite 550 · Fort Worth, TX 76107 · (817) 801-6455 · Financial planningCRD 117980 · % of assets, Fixed fees · $400.9 million AUMSEC registeredNo commissions reportedThirteen Twenty-Two Advisors1200 Summit Ave, Suite 502 · Fort Worth, TX 76102 · (817) 484-9800 · Financial planningCRD 339326 · % of assets, Hourly charges, Fixed fees · $163.5 million AUMSEC registeredNo commissions reportedTrinity Investment Management, LLC201 Main Street, Suite 1198 · Fort Worth, TX 76102 · (817) 874-2700 · % of assets managedCRD 133873 · % of assets, Performance-based fees · $126.2 million AUMSEC registeredNo commissions reportedTrinsic Capital, LLC4200 S. Hulen St., Suite 500 · Fort Worth, TX 76109 · (817) 529-6100 · % of assets managedCRD 165949 · % of assets · $84.0 million AUMState registeredNo commissions reportedWaymaker Financial Planning1751 River Run Suite 200 · Fort Worth, TX 76107 · (817) 935-0825 · Financial planningCRD 308177 · % of assets, Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedWilliams Financial Planning, INC.1617 Park Place, Ave #110-Wfp · Fort Worth, TX 76110 · (817) 381-9371 · Financial planningCRD 290272 · % of assets, Hourly charges, Fixed fees · $29.8 million AUMState registeredNo commissions reportedWpwealth LLP640 Taylor Street, Suite 2200, Suite 2200 · Fort Worth, TX 76102 · (817) 259-9100 · Financial planningCRD 145467 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Fort Worth? 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.