Ways to browse Flat-fee advisors serving Dallas, TX

Pick a specialty to browse more Flat-fee advisors serving Dallas, TX.

Browse by specialty

Find advisors serving Dallas, TX who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,818
Wealth management	1,904
Retired	1,841
Executive	1,560
Retirement plans for business owners (SEP, solo 401k)	1,386
Tax-loss harvesting	1,349
Private / alternative investments	996
Options & derivatives strategies	590
Retirement income strategy	551
Charitable giving & philanthropy	496
Active portfolio management	494
College savings (529s, UTMA, etc.)	476
Business exit / sale strategy	475
General retirement planning	413
ESG / Sustainable investing	385
Annuities	375
Concentrated stock management	358
HENRY (High Earners, Not Rich Yet)	316
Approaching retirement	308
Cash flow / budgeting	221
Tax strategies for small businesses	180
Equity compensation tax strategy	167
Passive / index investing	163
Real estate investing	132
Business succession planning	129
Business sale tax planning	118
Income planning	115
Established Professionals	108
Self-Employed	98
Financial Professional	95
General estate planning guidance	92
Dentist	85
General tax planning	84
Family Business	62
Social Security optimization	56
Business ownership considerations	51
Debt management	51
Women Professionals	47
Long-term care insurance	46
Factor investing / smart beta	37
Mid-Career Professionals	28
Life insurance needs analysis	27
Christian Faith Based	25
Attorney	23
Multi-generational wealth transfer	16
Religious/faith focused	16
Retirement withdrawal strategies	15
Charitable giving tax strategies	10
Doctor or Medical Professional	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Young Professionals	7
Educators, Teachers, and Academics	6
Business Financial Management	5
Young Families	5
Technology Professional	3

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support