Ways to browse Flat-fee advisors serving Irving, TX

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,372
Retired	2,322
Wealth management	2,204
Retirement plans for business owners (SEP, solo 401k)	1,802
Executive	1,777
Tax-loss harvesting	1,535
Private / alternative investments	1,119
Annuities	878
Business exit / sale strategy	695
Options & derivatives strategies	671
Retirement income strategy	660
College savings (529s, UTMA, etc.)	566
Charitable giving & philanthropy	554
Active portfolio management	550
General retirement planning	498
ESG / Sustainable investing	413
Concentrated stock management	379
Approaching retirement	359
HENRY (High Earners, Not Rich Yet)	359
Cash flow / budgeting	250
Passive / index investing	193
Tax strategies for small businesses	183
Equity compensation tax strategy	174
Real estate investing	144
Financial Professional	122
Business sale tax planning	118
Established Professionals	118
Self-Employed	114
Income planning	109
General tax planning	105
General estate planning guidance	99
Dentist	94
Social Security optimization	77
Long-term care insurance	68
Debt management	64
Business ownership considerations	63
Business succession planning	61
Family Business	58
Women Professionals	44
Factor investing / smart beta	41
Mid-Career Professionals	36
Life insurance needs analysis	34
Christian Faith Based	28
Attorney	23
Multi-generational wealth transfer	22
Religious/faith focused	18
Retirement withdrawal strategies	18
Business Financial Management	12
Equity Recipients (RS/RSU, SOP, ESPP)	11
Charitable giving tax strategies	10
Doctor or Medical Professional	10
Medicare planning	10
Educators, Teachers, and Academics	8
Young Professionals	7
Divorce financial planning	6
Liquidity event planning	6
Roth conversion strategy	5
Young Families	4
Government Employee	3
Technology Professional	3

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