Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fort Worth, TX
Every SEC-registered financial advisor at a firm office in Fort Worth who lists the Certified Financial Planner designation, A to Z.
193 CFP professionals work in Fort Worth; the most are at First Command Advisory Services (41). 138 are also registered broker representatives.
CFP advisors in Fort Worth, A to Z
Every advisor in Fort Worth →- John O. AdenijiJ.P. Morgan Securities LLC · Certified Financial Planner
- John M. AlbertFirst Command Advisory Services · Certified Financial Planner
- James A. AmermanFirst Command Advisory Services · Certified Financial Planner
- Ekua O. AnyanfulLPL Financial LLC · Certified Financial Planner
- Robert L. ArmstrongFirst Command Advisory Services · Certified Financial Planner
- Joseph T. AverettCetera Investment Advisers LLC · Certified Financial Planner
- Robert W. BakerEmpower Advisory Group, LLC · Certified Financial Planner
- Cade P. BassCharles Schwab & Co., Inc. · Certified Financial Planner
- Kristopher R. BeaulieuCetera Investment Advisers LLC · Certified Financial Planner
- George P. Benish Jr.First Command Advisory Services · Certified Financial Planner
- Christopher M. BerzonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brandon C. BighamFrost Investment Services · Certified Financial Planner
- Benjamin R. BiglerAspenridge Wealth Advisors · Certified Financial Planner
- Tara L. BlairLPL Financial LLC · Certified Financial Planner
- Erin D. BluskeSanctuary Advisors, LLC · Certified Financial Planner
- David C. BonneyFirst Command Advisory Services · Certified Financial Planner
- Bruce C. BorderEdward Jones · Certified Financial Planner
- Ben H. Boyd IIISymphony Financial, Ltd. Co. · Certified Financial Planner
- Azure L. BradgerFirst Command Advisory Services · Certified Financial Planner
- Laurence A. BransgrovePark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonathan C. BridgesThirteen Twenty-Two Advisors · Certified Financial Planner
- Dodge BrownWells Fargo Clearing Services, LLC · Certified Financial Planner
- Erica L. BrownFirst Command Advisory Services · Certified Financial Planner
- Joseph A. BrownbackThirteen Twenty-Two Advisors · Certified Financial Planner, Chartered Financial Analyst
- Justin D. BrownleeBrownlee Wealth Management · Certified Financial Planner
- Cory B. BruntzBeacon Pointe Advisors, LLC · Certified Financial Planner
- Tieg T. BryanAmeriprise Financial Services, LLC · Certified Financial Planner
- Kelly N. BuchfinkSwmg, LLC · Certified Financial Planner
- Jason BurdettEdward Jones · Certified Financial Planner
- Michael A. CantuFirst Command Advisory Services · Certified Financial Planner
- John D. CermakFirst Command Advisory Services · Certified Financial Planner
- Christopher R. ChapaFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Rod ChisholmLPL Financial LLC · Certified Financial Planner
- Aaron J. ChristophersonPinnacle Wealth Advisors · Certified Financial Planner
- Aaron W. ClarkFirst Command Advisory Services · Certified Financial Planner
- Russell H. ClarkeFirst Command Advisory Services · Certified Financial Planner
- Mattison G. CraigDean, Jacobson Financial Services · Certified Financial Planner
- John S. CranstonFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Guy M. CumbieRhodes Investment Advisors, Inc. · Certified Financial Planner
- Bryce R. DanleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Derek W. DansbyBrazos Wealth Advisors LLC · Certified Financial Planner
- Julius D. DargaiCharles Schwab & Co., Inc. · Certified Financial Planner
- Nathan W. DavisAspen Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kyle G. DawsonFirst Command Advisory Services · Certified Financial Planner
- Jesse DaxJ.P. Morgan Securities LLC · Certified Financial Planner
- Aaron M. De La CruzCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas G. Decker Jr.LPL Financial LLC · Certified Financial Planner
- Elizabeth K. DignumRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan A. DignumRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jonathan E. DumasLPL Financial LLC · Certified Financial Planner
- Billy J. Eaton IIIStrategic Advisers LLC · Certified Financial Planner
- Walter K. Eldridge IIIFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- James ElliottHightower Advisors, LLC · Certified Financial Planner
- Andrew J. EngstromEdward Jones · Certified Financial Planner
- Mark ErnstFirst Command Advisory Services · Certified Financial Planner
- Rickey C. ErnzenKestra Advisory Services, LLC · Certified Financial Planner
- Adam K. FaragForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Norman R. FarrDiesslin Group, Inc. · Certified Financial Planner
- Michael FaulhaberFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Monte C. FergusonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Armand L. FidlerOsaic Wealth, Inc. · Certified Financial Planner
- Jackson FlemingFleming Wealth · Certified Financial Planner
- Erik J. FloresStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kimberley M. FoisieFirst Command Advisory Services · Certified Financial Planner
- Troy A. Fore IIIAspen Wealth Management, LLC · Certified Financial Planner
- Kermit G. Gable Jr.Fidelis Fs, LLC · Certified Financial Planner
- Herbert C. GatesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan J. GayFirst Command Advisory Services · Certified Financial Planner
- Braden W. GivensOsaic Wealth, Inc. · Certified Financial Planner
- Susan B. GomezLuther King Capital Management Corporation · Certified Financial Planner
- James P. Gonzales IIWpwealth LLP · Certified Financial Planner
- Patrick GorhamFirst Command Advisory Services · Certified Financial Planner
- Hayden R. GothardStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Byron D. Green Jr.Green Investment Management, Inc. · Certified Financial Planner
- Katherine B. HansenFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Hunter K. HardyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Matt A. HarrelsonPrincipia Wealth Advisory, LLC · Certified Financial Planner
- Melissa S. HarrisEdward Jones · Certified Financial Planner
- Abigail P. HaslingAspen Wealth Management, LLC · Certified Financial Planner
- Victor K. HeetaiThe Capital Chart Room, Ltd. · Certified Financial Planner
- Lauren HejlStrategic Advisers LLC · Certified Financial Planner
- Bradlee W. HilleyFirst Command Advisory Services · Certified Financial Planner
- Hector N. HinojosaSwan Dfw Financial Solutions, LLC · Certified Financial Planner
- Kasey L. HolifieldEdward Jones · Certified Financial Planner
- Jeffrey M. HollerThe Capital Chart Room, Ltd. · Certified Financial Planner
- Kevin D. HollisFirst Command Advisory Services · Certified Financial Planner
- Robert J. HolmanEdward Jones · Certified Financial Planner
- David C. HopkinsThe Capital Chart Room, Ltd. · Certified Financial Planner
- Nicole S. HortonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Betty J. HuttonStrategic Advisers LLC · Certified Financial Planner
- Kendall M. InmanRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Russell E. JacobsonAstoria Strategic Wealth, Inc. · Certified Financial Planner
- Kristopher A. KarazissisTruist Advisory Services, Inc. · Certified Financial Planner
- Thomas A. KarstenCerity Partners LLC · Certified Financial Planner
- Alexey R. KassabovCerity Partners LLC · Certified Financial Planner
- Brian KayeHightower Advisors, LLC · Certified Financial Planner
- Gregory A. KubesEdward Jones · Certified Financial Planner
- Ryan LandsCharles Schwab & Co., Inc. · Certified Financial Planner
- Marshall D. LaneFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Kurt L. LangenwalterFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Tanner LemasterCetera Investment Advisers LLC · Certified Financial Planner
- Kadri LindemannFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Ricardo V. LiraEdward Jones · Certified Financial Planner
- Matt MageeSanctuary Advisors, LLC · Certified Financial Planner
- Don S. MarableEdward Jones · Certified Financial Planner
- Walter C. MayEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Nathan J. MaynardFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Grant McGuireWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Ryan McLinImpact Wealth Group · Certified Financial Planner
- Eric J. McMahanIntegrity Financial Group · Certified Financial Planner
- Ricardo J. MedinaJ.P. Morgan Securities LLC · Certified Financial Planner
- Carlos MenicucciWells Fargo Clearing Services, LLC · Certified Financial Planner
- Laura L. MeyersStorehouse Financial LLC · Certified Financial Planner
- Kenneth J. MichaudFirst Command Advisory Services · Certified Financial Planner
- Randy A. MillsFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Derek J. MoffattMoffatt Financial Strategies · Certified Financial Planner
- Jennifer L. MonacoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jacob R. MontemayorEmpirical Wealth Management · Certified Financial Planner
- Joel MorganRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joseph P. MorrisonTrue North Advisors, LLC · Certified Financial Planner
- Bonnie J. MoseleyMoffatt Financial Strategies · Certified Financial Planner
- Amy C. NormanEdward Jones · Certified Financial Planner
- Joshua A. PaigenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeffrey C. PaladiniCerity Partners LLC · Certified Financial Planner
- Luke A. PalmerCommonwealth Financial Network · Certified Financial Planner
- Olivia F. PartinDiesslin Group, Inc. · Certified Financial Planner
- William J. Perry IIIFirst Command Advisory Services · Certified Financial Planner
- Richard PettyMorgan Stanley · Certified Financial Planner
- Kevin C. PevetoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Daniel H. PhillipsMichels Family Financial, LLC · Certified Financial Planner
- Jesus A. PompaLifestyle Asset Management, Inc. · Certified Financial Planner
- Corry J. PrestidgeFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Chace D. ProtheThe Capital Chart Room, Ltd. · Certified Financial Planner
- Matthew A. QuezergueAspen Wealth Management, LLC · Certified Financial Planner
- Peter U. ReakaMorgan Stanley · Certified Financial Planner
- Judson C. RedmondRBC Capital Markets, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Britta I. ReyesEstes Financial Services, Inc. · Certified Financial Planner
- Lori W. RichardsStrategic Advisers LLC · Certified Financial Planner
- Daniel S. RieckerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael S. RobertsonMML Investors Services, LLC · Certified Financial Planner
- Sean K. RodricksEmpirical Wealth Management · Certified Financial Planner
- Christina L. RodriguezFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Katherine D. RogersCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Korey D. RogersLPL Financial LLC · Certified Financial Planner
- Lacy N. RogersThe Dedicated Dollar · Certified Financial Planner
- Brandon RussWpwealth LLP · Certified Financial Planner
- William C. RyanRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Samuel J. Saladino IIITrinity Investment Management, LLC · Certified Financial Planner
- Joseph L. SamaniegoStrategic Advisers LLC · Certified Financial Planner
- Jeffrey J. SchmeltekopfLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- William E. SchoenJ.P. Morgan Securities LLC · Certified Financial Planner
- Candace ScholzAspen Wealth Management, LLC · Certified Financial Planner
- Raymond S. SchwagerFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Daniel H. SciantarelliFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Robert W. ShannonBrazos Wealth Advisors LLC · Certified Financial Planner
- Wyatt M. SharpeKestra Advisory Services, LLC · Certified Financial Planner
- Jessica J. SheridanStrategic Advisers LLC · Certified Financial Planner
- Emily SilvaStrategic Advisers LLC · Certified Financial Planner
- Emma L. SimmonsAkg Financial Group · Certified Financial Planner
- Diana R. SiskStrategic Advisers LLC · Certified Financial Planner
- David A. SlaterFirst Command Advisory Services · Certified Financial Planner
- Marc E. SloterWestern Wealth Management LLC · Certified Financial Planner
- Shawn D. SmithKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary L. SobenRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Travis W. SoppeCumbie Advisory Services, Inc. · Certified Financial Planner
- Thomas W. Springer IIICetera Investment Advisers LLC · Certified Financial Planner
- Helen B. StephensAspen Wealth Management, LLC · Certified Financial Planner
- Stephen R. StetzStrategic Advisers LLC · Certified Financial Planner
- Ray E. StewardCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David L. StullStorehouse Financial LLC · Certified Financial Planner
- Nidhi TalatiFirst Command Advisory Services · Certified Financial Planner
- Stephen D. ThaelerFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Kevin D. Thompson9i Capital Group LLC · Certified Financial Planner
- Spencer ThompsonEdward Jones · Certified Financial Planner
- David W. TrammellFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Joaquin E. TurnerStrategic Advisers LLC · Certified Financial Planner
- Alexander T. TylerFirst Command Advisory Services · Certified Financial Planner
- Zachary A. Van KirkWpwealth LLP · Certified Financial Planner
- Michelle M. VargasWaymaker Financial Planning · Certified Financial Planner
- Carter A. VaughanCaptrust · Certified Financial Planner
- Bryan C. VaughnRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Mark A. WakeleyCerity Partners LLC · Certified Financial Planner
- Warren D. WatersLPL Financial LLC · Certified Financial Planner
- Kyle J. WatkinsCf Financial · Certified Financial Planner
- Clifford B. WeddingtonFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- William C. WestonWpwealth LLP · Certified Financial Planner
- Darius WhitePark Avenue Securities LLC · Certified Financial Planner
- Glenn T. WilliamsWilliams Financial Planning, Inc. · Certified Financial Planner
- Robert W. WilliamsJ.P. Morgan Securities LLC · Certified Financial Planner
- Todd C. WilliamsWpwealth LLP · Certified Financial Planner
- Raymond B. WilshireCetera Investment Advisers LLC · Certified Financial Planner
- Robert P. WilsonFirst Command Advisory Services · Certified Financial Planner
- Billy A. YarbroughAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Fort Worth
First Command Advisory Services 41Edward Jones 11Strategic Advisers LLC 11LPL Financial LLC 9Wells Fargo Clearing Services, LLC 7Aspen Wealth Management, LLC 6Cetera Investment Advisers LLC 6J.P. Morgan Securities LLC 5Wpwealth LLP 5Cambridge Investment Research Advisors, Inc. 4Cerity Partners LLC 4The Capital Chart Room, Ltd. 4Ameriprise Financial Services, LLC 3Charles Schwab & Co., Inc. 3Dean, Jacobson Financial Services 3
CFP advisors in other Texas cities
All of Texas →Houston 620Dallas 565Austin 545Plano 259San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Fort Worth, TX?
193 SEC-registered investment adviser representatives at firm offices in Fort Worth, Texas list the CFP designation; First Command Advisory Services employs the most of them (41).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Fort Worth?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.