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Local services · Fort Worth, TX/Updated June 13, 2026

The Best Financial Advisors in Fort Worth, TX

Finding the right financial advisor is crucial for securing your financial future. Here's our top selection in Fort Worth.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceRetirement Planners of America
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Fort Worth-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.

In Fort Worth, having a knowledgeable financial advisor can make all the difference in planning for retirement, investments, and overall financial health. With a growing population and diverse economic landscape, residents need expert guidance to navigate their financial journeys.

We evaluated ten financial advisory firms in the area, analyzing their client reviews and overall ratings. Each business was assessed based on transparency, client satisfaction, and the breadth of services offered, ensuring only the most reliable options make the list.

10providers evaluated in Fort Worth
4.77average rating across the field
426customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does this service cost in Fort Worth? See the price breakdown →

Our top picks

At a glance · three categories
Editor's Choice
96Score

Retirement Planners of America

★★★★★4.9(221 reviews)

With a stellar rating of 4.9 from 221 reviews, Retirement Planners of America excels in personalized retirement strategies and investment advice.

Read full review
Best Value
95Score

Hybrid Financial LLC & Hybrid Wealth Management LLC holds a 4.9 rating from 95 reviews, praised for their comprehensive wealth management services.

Read full review
Most Reviewed
95Score

Cedarwood Financial Partners

★★★★★5.0(30 reviews)

Cedarwood Financial Partners boasts a perfect 5.0 rating from 30 reviews, earning praise for their transparent fee structures and commitment to client education.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
4.9★★★★★
221Retirement planning and investment strategies
2
95Score
4.9★★★★★
95Wealth management and financial planning
3
95Score
5.0★★★★★
30Transparent financial planning and education
4
95Score
5.0★★★★★
27Investment strategies and personalized service
5
95Score
5.0★★★★★
22Accessible financial planning and client education
6
95Score
5.0★★★★★
17Holistic financial planning and investment management
7
92Score
4.9★★★★★
10Personalized financial solutions
8
90Score
5.0★★★★★
1Client-focused financial strategies
9
90Score
5.0★★★★★
1Wealth management and investment strategies
10
78Score
3.0★★★★★
2Basic financial services
Methodology

How we evaluated all 10 providers.

To create this ranking, we compiled data from verified client reviews and ratings across multiple platforms. Each advisor's performance was evaluated based on their reputation, client feedback, and service offerings. Our commitment to unbiased rankings means no business pays for placement, and we refresh our evaluations monthly to ensure accuracy.

For this list, we specifically looked at firms operating within Fort Worth, TX, ensuring that each selection is relevant to the local community. With this approach, we aim to provide you with trustworthy options that cater to your financial needs.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

Retirement Planners of America

★★★★★4.9(221 reviews)
96Score

With a stellar rating of 4.9 from 221 reviews, Retirement Planners of America excels in personalized retirement strategies and investment advice. Clients appreciate their attentive service and tailored plans that align with individual goals. However, their focus is primarily on retirement, which may not suit clients seeking broader financial services.

Pros

  • Highly rated for personalized service
  • Strong focus on retirement planning
  • Extensive client testimonials

Cons

  • Limited services beyond retirement planning
  • Higher fees compared to some competitors
Best forRetirement planning and investment strategies
Service areaFort Worth, TX
Typical pricing$1,000 to $5,000 annually
2
Best Value

Hybrid Financial LLC & Hybrid Wealth Management LLC

★★★★★4.9(95 reviews)
95Score

Hybrid Financial LLC & Hybrid Wealth Management LLC holds a 4.9 rating from 95 reviews, praised for their comprehensive wealth management services. Clients commend their ability to simplify complex financial concepts and provide clear guidance. One downside is their relatively smaller number of reviews, which may leave new clients wanting more feedback.

Pros

  • Comprehensive wealth management
  • Client-centered approach
  • Clear communication

Cons

  • Smaller review base
  • Limited availability for walk-ins
Best forWealth management and financial planning
Service areaFort Worth, TX
Typical pricing$100 to $400 hourly
3
Most Reviewed

Cedarwood Financial Partners

★★★★★5.0(30 reviews)
95Score

Cedarwood Financial Partners boasts a perfect 5.0 rating from 30 reviews, earning praise for their transparent fee structures and commitment to client education. Clients appreciate their thorough approach to financial planning. However, the limited number of reviews may make potential clients cautious about their reliability compared to more established firms.

Pros

  • Transparent fee structures
  • Educational focus
  • Dedicated client service

Cons

  • Limited reviews compared to top firms
  • May not offer specialized services
Best forTransparent financial planning and education
Service areaFort Worth, TX
Typical pricing$1,000 to $5,000 annually
4

Wealth Strategy Advisors

★★★★★5.0(27 reviews)
95Score

Wealth Strategy Advisors has also achieved a 5.0 rating from 27 reviews, with clients praising their strategic investment advice and personalized service. They focus on creating wealth-building strategies tailored to individual needs. A potential drawback is their smaller client base, which may limit the breadth of their experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is investment strategies and personalized service. It serves Fort Worth, TX, with $100 to $400 hourly pricing, and the honest trade-offs are smaller client base and limited service offerings.

Pros

  • Strategic investment advice
  • Personalized approach
  • Client-focused service

Cons

  • Smaller client base
  • Limited service offerings
Best forInvestment strategies and personalized service
Service areaFort Worth, TX
Typical pricing$100 to $400 hourly
5

1st Prosperity Financial Services

★★★★★5.0(22 reviews)
95Score

1st Prosperity Financial Services is rated 5.0 based on 22 reviews, known for their approachable staff and effective financial strategies. Clients commend their ability to simplify complex topics and make financial planning more accessible. However, their limited experience may leave some clients seeking more seasoned advisors. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is accessible financial planning and client education. It serves Fort Worth, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are limited experience compared to larger firms and fewer service options.

Pros

  • Approachable and friendly staff
  • Effective strategies
  • Client education focus

Cons

  • Limited experience compared to larger firms
  • Fewer service options
Best forAccessible financial planning and client education
Service areaFort Worth, TX
Typical pricing$1,000 to $5,000 annually
6

Beacon Pointe Advisors

★★★★★5.0(17 reviews)
95Score

Beacon Pointe Advisors has a 5.0 rating from 17 reviews, with clients appreciating their holistic approach to financial planning. They provide a range of services, from investment management to retirement planning. One caveat is their limited review count, which may deter clients looking for extensive feedback. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is holistic financial planning and investment management. It serves Fort Worth, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are limited review count and higher fees compared to some firms.

Pros

  • Holistic financial planning
  • Diverse service offerings
  • Client-centered approach

Cons

  • Limited review count
  • Higher fees compared to some firms
Best forHolistic financial planning and investment management
Service areaFort Worth, TX
Typical pricing$1,000 to $5,000 annually
7

Thirteen Twenty-Two Advisors

★★★★★4.9(10 reviews)
92Score

Thirteen Twenty-Two Advisors holds a 4.9 rating from 10 reviews, recognized for their personalized service and tailored financial solutions. Clients appreciate their attention to detail and responsiveness. However, the limited number of reviews might make potential clients hesitant about their reliability and experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial solutions. It serves Fort Worth, TX, with $100 to $400 hourly pricing, and the honest trade-offs are limited review base and smaller firm with fewer resources.

Pros

  • Personalized service
  • Tailored solutions
  • Responsive team

Cons

  • Limited review base
  • Smaller firm with fewer resources
Best forPersonalized financial solutions
Service areaFort Worth, TX
Typical pricing$100 to $400 hourly
8

Park Hill Financial Services

★★★★★5.0(1 reviews)
90Score

Park Hill Financial Services has a perfect rating of 5.0 from just 1 review, highlighting their commitment to client satisfaction and effective financial strategies. While this is a promising start, the extremely low review count makes it unproven in the eyes of potential clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is client-focused financial strategies. It serves Fort Worth, TX, with $100 to $400 hourly pricing, and the honest trade-offs are extremely limited reviews and unproven track record.

Pros

  • Strong commitment to client satisfaction
  • Effective strategies

Cons

  • Extremely limited reviews
  • Unproven track record
Best forClient-focused financial strategies
Service areaFort Worth, TX
Typical pricing$100 to $400 hourly
9

Morgan Stanley Financial Advisors

★★★★★5.0(1 reviews)
90Score

Morgan Stanley Financial Advisors has a perfect rating of 5.0 from just 1 review, praised for their personalized approach to wealth management. However, the single review raises concerns about their experience and reliability, making it hard to evaluate their overall performance. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is wealth management and investment strategies. It serves Fort Worth, TX, with $1,000 to $5,000 annually pricing, and the honest trade-offs are only one review and limited feedback to assess reliability.

Pros

  • Personalized wealth management
  • Recognized brand

Cons

  • Only one review
  • Limited feedback to assess reliability
Best forWealth management and investment strategies
Service areaFort Worth, TX
Typical pricing$1,000 to $5,000 annually
10

Dean Jacobson Financial Services

★★★★★3.0(2 reviews)
78Score

Dean Jacobson Financial Services has a rating of 3.0 from only 2 reviews, indicating a mixed experience among clients. While some appreciated their services, the low rating and limited feedback suggest that potential clients should proceed with caution before engaging. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is basic financial services. It serves Fort Worth, TX, with $100 to $400 hourly pricing, and the honest trade-offs are low rating and review count and mixed client experiences.

Pros

  • Diverse financial services
  • Willingness to work with clients

Cons

  • Low rating and review count
  • Mixed client experiences
Best forBasic financial services
Service areaFort Worth, TX
Typical pricing$100 to $400 hourly
Before you book

How to choose a financial advisor in Fort Worth

Selecting the right financial advisor is essential to achieving your financial goals. Here are some key considerations when making your choice.

Experience and Credentials

Look for advisors with relevant experience and professional certifications that align with your financial needs.

Client Reviews and Reputation

Check online reviews and ratings to gauge the advisor's reputation and client satisfaction.

Service Offerings

Consider what services the advisor provides and whether they match your specific financial goals.

Fee Structure

Understand how the advisor charges for their services, whether it's a flat fee, hourly rate, or a percentage of assets managed.

What it costs

What financial advisors cost in Fort Worth

The cost of hiring a financial advisor can vary based on their services and fee structures. Here's a general breakdown of what you can expect to pay in Fort Worth.

Hourly FeesAdvisors may charge $100 to $400 per hour for consultations.
Flat FeesSome advisors offer flat fee services ranging from $1,000 to $5,000 annually.
Percentage of Assets ManagedMany advisors charge 0.5% to 2% of the assets they manage for you.
Retainer FeesOngoing support may come with retainer fees from $100 to $500 monthly.

Frequently asked questions

How much does financial advising cost in Fort Worth?

Costs can vary widely, ranging from $100 to $400 per hour or flat fees from $1,000 to $5,000 annually.

What should I look for in a financial advisor?

Consider their experience, client reviews, services offered, and fee structure.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Fort Worth residents: Retirement Planners of America

The top three financial advisors in Fort Worth are Retirement Planners of America, Hybrid Financial LLC & Hybrid Wealth Management LLC, and Cedarwood Financial Partners. Each offers unique strengths, with Retirement Planners of America standing out for its personalized retirement strategies, while Hybrid Financial excels in wealth management and Cedarwood focuses on transparency and education.