Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,232 advisors near
76103

Out of 400,000+ nationwide

user avatar
firm logo

Jeremy F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jeremy Flynn is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He has also operated Flynn's Financial Coaching since 2017, focusing on helping clients develop healthy money habits. Additionally, Flynn serves as an Army Reserve Career Counselor, a role he has maintained since 2009. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers for portfolio oversight and manager selection.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Melissa P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Melissa Pyle is a financial advisor at First Command Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at USAA Financial Advisors and Usaa Investment Management Company. Based in Fort Worth, TX, she has been with First Command Financial Services since 2020. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects from prescreened managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Connor L

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Connor Levesque is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors, Sanctuary Securities, and Equitable Advisors. Outside of his advisory role, he is employed in member services and occasionally caddies at Trinity Forest Golf Club in Dallas. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisers, offering portfolio management, retirement plan consulting, and other advisory services through a variety of investment strategies and account types.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar
firm logo

Jeff A

Series 63, Series 65

Fort Worth, TX

Guardian Life

Jeff Abodeely is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Aegis Capital Corp. Outside of his advisory role, he is involved in swimming pool sales and owns a business selling apparel and merchandise. Park Avenue Securities LLC, where he also serves, is a dually registered broker-dealer and SEC-registered investment adviser that offers brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs using both in-house and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Erin S

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Erin Smith is a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 22 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Higginbotham, and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of portfolio management programs and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar
firm logo

Michael K

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios and select third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Peter M

Series 66

Fort Worth, TX

Cerity partners LLC

Peter Martin is a financial advisor with Cerity Partners LLC in Fort Worth, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Martin Haley, LLC, Karsten Advisors, and Triad Advisors, Inc. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investment offerings using proprietary quantitative screens alongside third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar
firm logo

Kenneth J

Series 63, Series 66, Series 65

Fort Worth, TX

Empower Advisory Group

Kenneth Jacobs Jr. is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services with a focus on long-term portfolio returns and annual rebalancing through proprietary and third-party methodologies.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

David L

CFA®, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

David Lehmann is a CFA® charterholder with 12 years of industry experience. He has worked at Luther King Capital Management Corporation since 2003. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, and government entities. Luther King Capital Management pursues fundamental, bottom-up analysis across multiple asset classes and manages a variety of investment vehicles, including mutual funds and private partnerships.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Andrew H

CFP®, Series 66

Colleyville, TX

&PARTNERS

Andrew Henk is a CFP® and Series 66-registered financial advisor at &Partners with 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as vice president of the board of directors for Ellis County Fresh Water Supply District No. 1 in Dallas, TX. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both registered investment adviser and broker-dealer registrations, utilizing various analytical approaches and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Mason J

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Mason Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles in roofing and building products as well as retail. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Adriana J

Series 66

Fort Worth, TX

First Command Advisory Services

Adriana Jimenez is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. She has worked with multiple affiliated firms under the First Command umbrella since 2018, and her previous roles include positions at William J Perry and Home Depot U.S.A. Inc. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and prescreened third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Ambyr C

Series 63, Series 66

Fort Worth, TX

Eagle Strategies (NY Life)

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Nathan P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Nathan Perschon is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated entities since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios from a prescreened selection of funds and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Edwin V

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Edwin Vieux is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with First Command Financial Planning, Inc. since 2014. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Dustin S

Series 63

Colleyville, TX

Mercer Global Advisors Inc.

Dustin Stiefel is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Steward Financial Group, LLC for 16 years before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service offerings.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Amy W

Series 66

Fort Worth, TX

First Command Advisory Services

Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT. She holds the Series 66 designation and has three years of industry experience. Prior to joining First Command, Warner worked at Davidson Investment Advisors for four years and Wells Fargo for nine years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

David S

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar
firm logo

Mary B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Mary Baxter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with First Command Financial Planning since 2015. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

John D

Series 66

Fort Worth, TX

First Command Advisory Services

John Ditmore is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning, Inc. since 2011. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority under an Investment Management Agreement.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")