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Financial Advisors · Fort Worth, TX/Updated June 13, 2026

The 10 Best Financial Advisors in Fort Worth, TX

Finding the right financial advisor is crucial for your financial health. This guide ranks the best options in Fort Worth based on real reviews.

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, the financial advisory landscape is still developing, with only ten providers evaluated. The leader, Retirement Planners of America, shines with a remarkable 4.9-star rating from 222 reviews, a stark contrast to the rest of the field where most businesses have fewer than 50 reviews. This disparity highlights the importance of selecting a provider with a proven track record.

Our rankings reflect a thorough evaluation of the local market, focusing on both ratings and the volume of reviews. In a city where trust is still forming, you should prioritize advisors with consistent positive feedback and a significant number of client experiences.

10financial advisors evaluated in Fort Worth
4.98average rating across the field
447customer reviews analyzed

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

How much does financial advisors 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(222 reviews)

With a rating of 4.9 based on 222 reviews, Retirement Planners of America is widely praised for its personalized service and expertise in retirement planning.

Read full review
Best Value
95Score

Hybrid Financial LLC

★★★★★4.9(110 reviews)

Hybrid Financial LLC holds a 4.9-star rating from 110 reviews, with clients applauding their affordability and flexible financial planning services.

Read full review
Most Reviewed
94Score

Cedarwood Financial Partners

★★★★★5.0(34 reviews)

Cedarwood Financial Partners has a perfect 5-star rating from 34 reviews, with clients highlighting their attentive service and tailored financial strategies.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
4.9★★★★★
222Retirement planning
2
95Score
4.9★★★★★
110Budget-friendly financial planning
3
94Score
5.0★★★★★
34Personalized financial strategies
4
90Score
5.0★★★★★
27Wealth management
5
88Score
5.0★★★★★
22Comprehensive financial planning
6
85Score
5.0★★★★★
18Customized investment strategies
7
82Score
5.0★★★★★
9Detailed financial analysis
8
80Score
5.0★★★★★
3Small team attention
9
78Score
5.0★★★★★
1Individual attention
10
78Score
5.0★★★★★
1Brand recognition
Methodology

How we evaluated all 10 financial advisors.

We evaluated ten financial advisory firms in Fort Worth based on their ratings and the number of reviews received. Each business was assessed on a transparent scale, ensuring that no one pays for placement in our rankings. This approach guarantees an unbiased overview of the best options available.

Our list is updated monthly to reflect the latest client feedback and market changes. By maintaining a rigorous review process, we aim to provide you with the most current and reliable information to make an informed decision.

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(222 reviews)
96Score

With a rating of 4.9 based on 222 reviews, Retirement Planners of America is widely praised for its personalized service and expertise in retirement planning. Clients appreciate their thorough approach to financial strategies and investment management. However, their focus on retirement may not cater to those looking for more immediate financial guidance.

Pros

  • Personalized service
  • Expertise in retirement planning
  • Strong client relationships

Cons

  • Limited focus on non-retirement financial needs
Best forRetirement planning
Service areaFort Worth, TX
Typical pricing$150 to $300 per hour
2
Best Value

Hybrid Financial LLC

★★★★★4.9(110 reviews)
95Score

Hybrid Financial LLC holds a 4.9-star rating from 110 reviews, with clients applauding their affordability and flexible financial planning services. They are particularly noted for providing value without compromising on service quality. One downside is that they may not have the breadth of services offered by larger firms. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is budget-friendly financial planning. It serves Fort Worth, TX, with $100 to $250 per hour pricing, and the honest trade-offs are limited range of services compared to larger firms.

Pros

  • Affordable services
  • Flexible financial planning
  • Strong client support

Cons

  • Limited range of services compared to larger firms
Best forBudget-friendly financial planning
Service areaFort Worth, TX
Typical pricing$100 to $250 per hour
3
Most Reviewed

Cedarwood Financial Partners

★★★★★5.0(34 reviews)
94Score

Cedarwood Financial Partners has a perfect 5-star rating from 34 reviews, with clients highlighting their attentive service and tailored financial strategies. They excel in building long-term relationships with clients. However, their relatively low review count may make some potential clients hesitant. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is personalized financial strategies. It serves Fort Worth, TX, with $150 to $350 per hour pricing, and the honest trade-offs are low review count may raise trust concerns.

Pros

  • Attentive service
  • Tailored financial strategies
  • Strong client relationships

Cons

  • Low review count may raise trust concerns
Best forPersonalized financial strategies
Service areaFort Worth, TX
Typical pricing$150 to $350 per hour
4

Wealth Strategy Advisors

★★★★★5.0(27 reviews)
90Score

Wealth Strategy Advisors has a 5-star rating from 27 reviews, praised for their strategic investment advice and responsiveness to client needs. They are a solid choice for those seeking a proactive approach to wealth management. However, their limited client base may indicate a lack of established reputation. 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. It serves Fort Worth, TX, with $200 to $400 per hour pricing, and the honest trade-offs are limited client base.

Pros

  • Strategic investment advice
  • Responsive service
  • Proactive management

Cons

  • Limited client base
Best forWealth management
Service areaFort Worth, TX
Typical pricing$200 to $400 per hour
5

1st Prosperity Financial Services

★★★★★5.0(22 reviews)
88Score

1st Prosperity Financial Services maintains a 5-star rating from 22 reviews, recognized for their comprehensive financial planning services and knowledgeable advisors. They are suitable for clients looking for a one-stop shop for financial advice. A potential drawback is their smaller scale, which may limit certain offerings. 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 comprehensive financial planning. It serves Fort Worth, TX, with $150 to $300 per hour pricing, and the honest trade-offs are smaller scale may limit offerings.

Pros

  • Comprehensive planning
  • Knowledgeable advisors
  • One-stop financial services

Cons

  • Smaller scale may limit offerings
Best forComprehensive financial planning
Service areaFort Worth, TX
Typical pricing$150 to $300 per hour
6

Beacon Pointe Advisors

★★★★★5.0(18 reviews)
85Score

Beacon Pointe Advisors has a perfect 5-star rating from 18 reviews, with clients appreciating their tailored investment strategies and attentive service. They excel at customizing plans. However, the limited number of reviews may leave some potential clients uncertain about their overall reliability. 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 customized investment strategies. It serves Fort Worth, TX, with $200 to $350 per hour pricing, and the honest trade-offs are limited number of reviews.

Pros

  • Tailored investment strategies
  • Attentive service
  • Customization

Cons

  • Limited number of reviews
Best forCustomized investment strategies
Service areaFort Worth, TX
Typical pricing$200 to $350 per hour
7

Thirteen Twenty-Two Advisors

★★★★★5.0(9 reviews)
82Score

Thirteen Twenty-Two Advisors holds a perfect 5-star rating from 9 reviews, noted for their personalized approach and in-depth financial analysis. They cater well to individuals seeking detailed financial insights. A downside is their small review base, which may not provide a full picture of their services. 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 detailed financial analysis. It serves Fort Worth, TX, with $150 to $300 per hour pricing, and the honest trade-offs are small review base.

Pros

  • Personalized approach
  • In-depth financial analysis
  • Detailed insights

Cons

  • Small review base
Best forDetailed financial analysis
Service areaFort Worth, TX
Typical pricing$150 to $300 per hour
8

Pinnacle Wealth Advisors

★★★★★5.0(3 reviews)
80Score

Pinnacle Wealth Advisors has a perfect 5-star rating from 3 reviews, praised for their friendly service and commitment to client needs. They are suitable for clients looking for a small, dedicated team. However, the very limited number of reviews may lead to questions about their experience and expertise. 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 small team attention. It serves Fort Worth, TX, with $150 to $300 per hour pricing, and the honest trade-offs are very limited number of reviews.

Pros

  • Friendly service
  • Dedicated team
  • Client-focused

Cons

  • Very limited number of reviews
Best forSmall team attention
Service areaFort Worth, TX
Typical pricing$150 to $300 per hour
9

Park Hill Financial Services

★★★★★5.0(1 reviews)
78Score

Park Hill Financial Services has a perfect 5-star rating from 1 review, which highlights their personalized service. While they may be a good option for clients seeking individual attention, their single review makes it difficult to gauge their overall reliability and service range. 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 individual attention. It serves Fort Worth, TX, with $150 to $300 per hour pricing, and the honest trade-offs are only one review available.

Pros

  • Personalized service

Cons

  • Only one review available
Best forIndividual attention
Service areaFort Worth, TX
Typical pricing$150 to $300 per hour
10

Morgan Stanley Financial Advisors

★★★★★5.0(1 reviews)
78Score

Morgan Stanley Financial Advisors has a perfect 5-star rating from 1 review, noted for their brand recognition and wide range of services. However, the lack of additional reviews makes it challenging to assess their client service and reliability in the Fort Worth market. 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 brand recognition. It serves Fort Worth, TX, with $200 to $400 per hour pricing, and the honest trade-offs are only one review available.

Pros

  • Brand recognition
  • Wide range of services

Cons

  • Only one review available
Best forBrand recognition
Service areaFort Worth, TX
Typical pricing$200 to $400 per hour
Before you book

How to choose a financial advisor in Fort Worth

Choosing a financial advisor can be daunting, but focusing on key factors can simplify the process. Here are essential points to consider when evaluating your options in Fort Worth.

Review Count

Look for advisors with a substantial number of reviews. A higher count generally indicates a more reliable service, helping to gauge client satisfaction.

Rating Consistency

Examine the overall rating and consistency among reviews. A high rating with varied feedback may raise questions about reliability.

Specialization and Services

Identify advisors who specialize in areas relevant to your financial needs, whether it's retirement planning, investment strategies, or tax services.

What it costs

What financial advisors cost in Fort Worth

Understanding the cost structure of financial advisory services is key to making informed decisions. Here’s a breakdown of what you can expect to pay.

Hourly RateExpect to pay between $150 to $300 per hour for consultation services.
Flat FeesSome advisors charge a flat fee, ranging from $1,000 to $5,000 for comprehensive planning.
Percentage of Assets Under ManagementTypically, advisors charge 1% to 2% of assets managed annually.
Retainer FeesMonthly retainer fees may range from $200 to $1,000, depending on the services provided.

Frequently asked questions

How much does financial advising cost in Fort Worth?

Most financial advisors in Fort Worth charge fees that can range from $150 to $400 per hour, though some may offer flat fees for specific services.

What should I look for in a financial advisor?

Look for experience, transparency in fees, and a strong track record of client satisfaction. Reviews can provide insight into these aspects.

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: <Editor's Choice name>

For solid financial guidance, Retirement Planners of America is the clear leader with a 4.9-star rating from 222 reviews, proving their reliability. Close behind, Hybrid Financial LLC also holds a 4.9 rating but with fewer reviews at 110, making them a strong choice for personalized service. Lastly, Cedarwood Financial Partners rounds out the top three with a perfect score of 5 stars from 34 reviews, although their smaller review base leaves them promising but less proven compared to the top two.