Top Financial Advisors in Fort Worth, TX

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WPWealth is a fee-based firm that serves both non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans and corporations. 

The firm’s staff of advisors offers an array of specialties, with professional designations that include the accredited investment fiduciary (AIF), certified financial planner (CFP), certified public accountant (CPA), chartered retirement plan specialist (CRPS), personal financial specialist (PFS), chartered life underwriter (CLU) and certified plan fiduciary advisor (CPFA).

For advisory fees, WPWealth charges asset-based fees and fixed fees. If you request an insurance-based product, the firm may receive a commission. The firm doesn’t have a set account minimum. 

WPWealth Background

WPWealth was established in 2000, offering portfolio management, financial planning, pension consulting services and newsletters/periodicals. The firm is owned by its 15 limited partners and one general partner -- all of whom own less than 10% of the business. 

WPWealth also has offices in Dallas, Austin, Houston, Plano, San Antonio, Odessa and Midland.

WPWealth Investment Strategy

WPWealth applies an asset class-based investment strategy, which the firm says is designed to reduce portfolio risk through global diversification. Advisors look to match the asset allocation of a portfolio with the client's risk tolerance. 

The firm utilizes a variety of investments, including exchange-listed stocks, corporate and municipal bonds, United States government and or government agency securities, no-load mutual funds, closed-end mutual funds, load-waived mutual funds, certificates of deposit (CDs), exchange-traded funds (ETFs) and variable insurance products and/or their sub-accounts.

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Omega Wealth Partners is a fee-only firm whose clients are primarily individual investors, both with and without high net worths. The firm also works with charitable organizations, retirement plans and businesses. Omega requires a $1 million portfolio minimum for its institutional platform and a $500,000 minimum for its mutual fund platform.

Omega Wealth Partners Background

Omega was founded in 2010, but it traces its roots back to 1964 when Joe Hardgrove founded Hardgrove Cos. Today, Tom Hardgrove, John Dickens and Tammy Bryant each own one third of the business, which provides clients financial planning services and portfolio management. 

While Tom Hardgrove has worked in the wealth management industry since 2001, Dickens joined Omega in 2000 after a professional baseball career with the Kansas City Royals. Bryant has overseen operations after Omega since joining the firm in 1994. 

Omega Wealth Partners Investment Strategy

Omega employs a top down investment allocation strategy between fixed income, common stock and money market instruments. A top down approach takes into account the economic, market and industry trends when investments are selected. When filling out the rest of a client's asset allocation, the firm will rely on a bottom up fundamental approach that identifies best companies and stocks regardless of the state of the economy or market. 

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Diesslin Group, a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles, pension and profit-sharing plans, and charities.

As a fee-only firm, Disslin Group advisors cannot accept compensation for selling you certain securities or insurance products. Fee-only is a stricter standard to meet than the other common compensation model, fee-based.

To become a client, there is no set account minimum. However, the majority of Diesslin's client base is made up of high-net-worth individuals and the firm charges less in fees for managed assets over $1 million. The firm also has services for trusts, estates, charitable organizations, businesses, retirement plans and investment companies.

Diesslin Group's team of advisors holds multiple certifications, including designations as certified financial planner (CFP), chartered financial analyst (CFA), and enrolled agent (EA), among others. 

Diesslin Group Background

David Diesslin, chairman, founded the firm in 1980, making it the oldest firm on our list. He’s had his certified financial planner (CFP) designation since 1983. Diesslin has an MBA from the University of Dallas and has been named one of the “Best Financial Advisors” in Worth Magazine, Medical Economics and Money Magazine.

The firm offers financial planning, asset management, retirement planning, tax planning and more.

Diesslin Group Investment Strategy

Advisors will build you a globally-diversified portfolio that will be monitored and rebalanced as necessary. The firm generally creates portfolios that have no-load stock mutual funds and bond mutual funds. While the firm does have some accounts that have individual stocks and other securities, for the most part, if you invest with Diesslin, your money will be invested in mutual funds. 

For clients who are also accredited investors, the firm may offer alternative investments. Client portfolios may also include real estate investment trusts (REITs) and indexed or passive mutual funds/exchange-traded funds (ETFs).

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Dean, Jacobson Financial Services offers financial planning, asset management, risk management and retirement plan consulting.

It is a fee-based firm, because some advisors can earn commissions for selling certain insurance and financial products. However, the firm is a fiduciary and must act in its clients' best interests despite the potential conflict of interest that commission-based compensation may create. 

The firm holds multiple certifications, including designations as certified financial planner (CFP) and chartered financial consultant (ChFC), as well as chartered life underwriter (CLU) and accredited investment fiduciary (AIF). 

The minimum investments at Dean, Jacobson vary depending on the type of portfolio you want to open. These requirements go as follows:

• Optimum Market Portfolios Program: $10,000
• Personal Wealth Portfolios Program: $250,000
• Model Wealth Portfolios Program: $25,000
• Manager Access Select/Manager Access Network: $100,000

Dean, Jacobson Financial Services Background

Dean, Jacobson Financial Services has been a registered financial advisor since 1997, but has been in operation since 1967. Don Jacobson, Jeffrey Schmeltekopf, Timothy Lowry and Jonathan Dumas own the firm. Jacobson, a veteran of the firm since 1980, holds the chartered life underwriter (CLU) and chartered financial consultant (ChFC) credentials. He got his start in financial services in 1975.

Schmeltekopf has a handful of credentials, including CLU, ChFC, certified financial planner (CFP) and accredited investment fiduciary (AIF). He’s been at Dean, Jacobson since 1989 and currently serves as a partner, advisor and chief compliance officer.

Lowry, the third owner, joined the firm in 2002. Before Dean, Jacobson Financial Services, he was an associate planner at an investment management firm in Nashville, Tennessee. He is a CFP and ChFC. Dumas, the most recent to join the ownership group, has worked at the firm since 2012. A graduate of the University of North Texas, Dumas holds the CFP designation and has been recognized as a "Five Star Wealth Manager" by Texas Monthly magazine. 

Dean, Jacobson Financial Services Investment Strategy

Dean, Jacobson uses LPL Financial, a large corporation, for portfolio management. The firm uses seven model portfolios. The portfolio your advisor chooses for you will be based on your specific needs. This includes the basics, like your financial goals and objectives, plus factors such as risk tolerance, time horizon, cash flow needs and liabilities. 

The optimum market portfolios program (OMP) has the lowest minimum, set at $10,000. The personal wealth portfolios program (PWP) requires $250,000. The model wealth portfolio (MWP) requires $25,000 and consists of mutual funds and ETFs. 

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Aspen Wealth Management is a fee-based firm that works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans.

The firm does not have a minimum investable asset requirement for new accounts.

Even though the firm is considerably smaller than its competition towards the top of this list, its advisory team holds multiple certifications, including designations as certified financial planner (CFP), chartered financial analyst and enrolled agent (EA).

Aspen Wealth Management Background

Aspen Wealth Management is an independent, woman-owned firm led by its founder and president Helen Stephens. Stephens has held her CFP designation since 1993 and has been active in the investment management and financial planning businesses for over 30 years.

Financial planning is the premier offering for clients of Aspen Wealth. Variations of this service include planning for retirement, education, taxes, business, budgets, cash flow, investment, real estate and insurance. The firm uniquely provides financial planning for women, as well. Asset and wealth management are also available through Aspen.

Aspen Wealth Management Investment Research

While some firms outsource this work or use the prebuilt research tools of a larger firm like Charles Schwab, many of the investment decisions that Aspen Wealth Management makes are based in its proprietary market and economic analyses. The factors taken into account during this process are the sales, assets, management, financial structure, earnings and products of companies.

In evaluating mutual funds and ETFs, the firm's investment committee considers a variety of factors, including manager tenure, fund performance compared to its benchmark, fees and expenses. 

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OverRidge Wealth Advisors, formerly known as Lee Johnson Capital Management, LLC, is a fee-based financial advisor. The firm can trace its roots all the way back to 1970 when it was titled Lee Johnson & Associates.

As a fee-based firm, some of OverRidge's advisors sell insurance policies and financial products on a commission basis. However, regardless of the possible conflict of interest that could arise from this, the firm is a fiduciary and therefore must act in clients' best interests no matter what.

OverRidge focuses most of its business on investment management, retirement and insurance. It works with both high-net-worth and non-high-net-worth individuals, as well as charities and corporations.

OverRidge Wealth Advisors Background

Andrew Heinz is the owner, president and CEO of OverRidge Wealth Advisors. He’s worked at the firm since 1995, when he started as an intern. Heinz has a degree in finance from the University of Texas at Arlington.

OverRidge specializes in investment and portfolio management, insurance planning and retirement planning. Financial planning, while offered, is not emphasized at this firm. There are no specified asset minimums.

OverRidge Wealth Advisors Investment Strategy

The firm typically allocates client assets among individual stocks, bonds and fixed-income securities, as well as mutual funds and/or ETFs, independent investment managers and investment subdivisions of variable annuity products. OverRidge Wealth engages in long-term purchasing (holding assets for over a year), short-term purchasing (holding assets less than a year) and trading (selling assets within 30 days).

As for analysis, the firm uses three primary methods: charting, fundamental and technical. Each type of analysis gives advisors insight to a particular aspect of a security, which helps guide investment decisions.

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Strittmatter Wealth Management Group (SWMG) is a fee-based firm that works with both non-high-net-worth and high-net-worth individuals. 

SWMG’s minimum asset management account size requirement is $250,000.

As a fee-based firm, some of the advisors at SWMG can receive third-party sales commissions. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.

SWMG Background

Formed in 2012 and owned by its president and CEO Josh Strittmatter, SWMG mainly provides investment management, financial planning and consulting and education seminar services. The firm also offers tax overlay management services. 

SWMG provides asset management on both a discretionary and non-discretionary basis, meaning some clients give their advisors full discretion or authority to manage their accounts and make trades without their consent. 

SWMG Investment Strategy 

SWMG uses a number of analysis methods when making investment decisions. These include fundamental analysis, technical analysis and modern portfolio theory (MPT). 

The firm’s investment strategies include strategic asset allocation, constant-weighting asset allocation, tactical asset allocation, dynamic asset allocation, long/short investment strategy. 

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Shelton Wealth Management is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as investment companies. 

As a fee-only firm, Shelton Wealth advisors cannot accept compensation for selling you certain securities or insurance products.

The firm requires a minimum of $500,000 in order to open an account. Services offered can also include customized plans for trusts, estates, charitable organizations, corporations and business. 

Shelton Wealth Management Background

Father and son team, Keith and Sam Shelton, founded the firm in May 2021, making Shelton Wealth Management the youngest firm on our list. Keith Shelton spent the last 28 years as a Senior Financial Advisor at a large financial services firm and left the company to found a Registered Investment Advisory (RIA) to better serve his clients. 

Shelton Wealth Management Investment Strategy

The Sheltons will construct a risk-adjusted, tax-efficient and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. The firm generally utilizes a combination of active and passive strategies for its clients, allocating among individual stocks, bonds, exchange-traded funds (ETFs), mutual funds and occasionally separate management portfolios.

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Trinity Fiduciary Partners has no minimum account size requirement to open an account. The firm's clients include both non-high-net-worth and high-net-worth individuals, charitable organizations and business entities.

This firm looks to "meet the faith and social concerns" of its clients and has "expertise investing with faith-based and social concerns." As a fee-only firm, Trinity's advisors do not work for commissions or sell financial products. Instead, the firm makes it money from client fees.

Trinity Fiduciary Partners Background

Trinity CEO Sam Saladino founded the firm in 2005 after working at Ameriprise Financial Planning for nine years. Saladino remains its majority owner, while four other individuals own minority stakes in the business. Rather than approach client relationships with both financial planning and investing services, Trinity is fully focused on investment management. However, the firm uses the creation and management of your portfolio to help you reach your stated financial goals.

Trinity Fiduciary Partners Investment Strategy

A new client's introduction to Trinity will be a one-on-one meeting with an advisor to determine their risk tolerance, personal financial goals and cash flow needs. These characteristics are then condensed into a succinct investment policy statement (IPS) that will guide the firm in the creation stage of its portfolio.

Trinity manages its own mutual fund strategies that will be considered during this process. The firm will manage your portfolio on either a discretionary or non-discretionary basis, depending on what you prefer. As your investments age, you'll receive quarterly performance reports and have annual meetings to make sure your portfolio is up-to-date and progressing. When it comes to specific asset allocations, Trinity has produced five separate, risk-adjusted strategies: FFV Income, FFV Conservative, FFV Balanced, FFV Growth and FFV Aggressive.

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Storehouse Financial is a fee-only, Christian investment and asset management firm based in Fort Worth, Texas.

Clients are made up of both non-high-net-worth and high-net-worth individuals.

The firm is employee-owned and the advisory staff holds multiple certifications, including designations as certified financial planner (CFP) and certified public accountant (CPA). 

Storehouse Financial Background

Stephen Stull is the founding partner and the CEO of Storehouse Financial. His other founding partner, David Stull, is the president of the company and has over 24 years of experience in investing and financial advisory. 

Storehouse Financial specializes in financial planning and portfolio management. The firm emphasizes its Christian roots and aims to provide timely and meaningful advice to its clients. 

Storehouse Financial Investment Strategy

Storehouse Financial guides portfolio management using cyclical, fundamental and technical analysis. As fee-only fiduciaries, the company does not receive commissions for recommended investment strategies and its has no set account minimum for asset management. The firm typically allocates client assets among mutual funds, stocks, bonds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs) and options.