Top financial advisors in Fort Worth, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing significant property taxes or navigating federal tax strategies without the cushion of state income tax, you need advisors who understand Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture, leading to unexpected expenses.
- Federal and property tax balance. Confirm how they integrate federal tax planning with property tax considerations specific to Texas.
- Multi-state experience. Ask if they have experience advising clients with assets or income across different states, as many Texas advisors serve multi-state needs.
- Business and energy sector knowledge. Texas's economy includes many business owners and oil-and-gas interests; check if they understand these industries' financial nuances.
- Long-term tax modeling. Ensure they look beyond immediate tax savings to how your tax situation evolves with property values and sales tax changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Samuel S
Series 66
Fort Worth, TX
Shelton Wealth Management, LLC
Samuel Shelton in Fort Worth, TX, offers expertise in tax-loss harvesting and retirement plans for business owners, aligning well with managing Texas's unique tax challenges. His firm serves high-net-worth clients with a mix of active and passive investment strategies, including cryptocurrency ETFs, and provides flat-fee and asset-based pricing, distinguishing him from advisors with more traditional fee structures.
Experience: 13 years
Avg account: $2,344,577
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Kara L
Series 63, Series 66
Ft Worth, TX
Edward Jones
Kara Lebanik in Fort Worth, TX, offers expertise in retirement plans for business owners and general wealth management, supported by eight years of industry experience and Series 63 and 66 designations. Affiliated with Edward Jones, a large firm serving over four million clients, she provides access to diverse investment programs and a broad branch network, distinguishing her from advisors at smaller firms.
Experience: 8 years
Avg account: $246,728
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Joshua P
CFP®, Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Joshua Paigen's 16 years of experience and CFP® certification equip him to address complex tax and financial planning needs in Fort Worth, including those related to property and federal taxes. Working with Wells Fargo Clearing, a large firm known for retirement plan consulting and IPS-driven investment strategies, he offers flat-fee services tailored to high-net-worth clients, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 16 years
Avg account: $475,575
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Mark B
Series 63, Series 65
Fort Worth, TX
Purewater Capital, LLC
Mark Berry in Fort Worth, TX, offers expertise in annuities, options, derivatives, and real estate investing, supported by 14 years of experience and Series 63 and 65 licenses. His firm, Purewater Capital, provides flat-fee financial planning and discretionary asset management, blending fundamental and technical analysis, which may suit clients seeking tailored strategies beyond standard tax planning.
Experience: 14 years
Avg account: $644,382
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David A
Series 63, Series 65
Ft. Worth, TX
Cetera
David Allred's 32 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address the complex tax landscape in Fort Worth, TX. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves a diverse clientele including high earners and those approaching retirement, distinguishing him with a broad service range and seasoned insight.
Experience: 33 years
Avg account: $306,089
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