Financial Planners in Dallas–Fort Worth
Finding the right financial planner is one of those decisions where the wrong choice costs more than just money—it costs time, stress, and sometimes your trust in the process. We research the DFW market so you can start with confidence, not comparison fatigue.
Before You Hire
What makes finding financial planner challenging in DFW
The Dallas–Fort Worth metroplex presents specific challenges for finding financial planner that don't apply everywhere. The region's rapid growth means demand often outpaces the supply of experienced professionals. Availability can stretch from days to weeks depending on the season.
The metroplex spans dozens of cities with different characteristics. What works in one area may not translate to another. Generic advice rarely applies across the entire DFW region.
We look for professionals who understand these local realities—not just those who show up first in search results.
What to Watch For
DFW-specific red flags homeowners miss
Seasonal bait-and-switch
Quotes given in slow months may not reflect peak-season pricing. Ask explicitly about seasonal rate changes before committing.
Call centers posing as local
Some "DFW" providers route through national call centers. Ask where their technicians are actually based and how dispatch works.
Subcontractor churn
High demand means some companies rely heavily on subcontractors. Ask who will actually do the work and whether they're employees or contractors.
Texas licensing confusion
Not all financial planner work requires state licensing in Texas. Know what credentials actually matter for your specific project before assuming someone is qualified.
DFW Shortlist
Financial Planners we've researched
This isn't everyone—it's a curated starting point. Each provider has been reviewed for responsiveness, reputation, and local track record.
Agrawal & Associates PC
Murphy
Agrawal & Associates PC is a full-service CPA firm located in Murphy, Texas, established in 2014. The firm offers a range of services including payroll, accounting, tax, and business services for small and medium businesses, as well as tax and financial planning for individuals.
Smith Wealth Management - Smith Financial & Associates P.C.
Forney
Smith Financial & Associates, P.C. and Smith Wealth Management Has been serving the Forney area since 1999. We provide Financial & Retirement Planning, Tax Reduction & Planning Strategies, and Tax Preparation for Individuals and businesses. With over twenty five years of experience, we decided years ago to create a business model focused on you and the need for more complete, honest, informed, and convenient advice for investors, tax payers and business owners. Our clientele are nationwide and we provide an overall Financial Planning Service to meet the most unique needs of any individual and business. Rich Smith, MBA, EA, CFP®
Paramount Tax & Bookkeeping Southlake
Southlake
Paramount Tax & Bookkeeping offers a range of accounting services for individuals and businesses. The firm employs licensed professionals and emphasizes professionalism, responsiveness, and quality in its service delivery.
SDO CPA: Tax Preparation, Accounting, & Bookkeeping
Duncanville
SDO CPA offers a range of accounting services, including tax preparation, bookkeeping, and payroll. The firm focuses on helping clients stay organized and compliant with evolving tax laws. Services are designed to simplify and automate financial planning.
Smith Dunn & Co
Rowlett
Smith Dunn & Co provides accounting services in Rowlett. The firm specializes in various financial management solutions, catering to both individuals and businesses. Specific service offerings and pricing details are not provided.
Paramount Tax & Bookkeeping Richardson
Richardson
Paramount Tax & Bookkeeping offers a range of tax and accounting services for individuals and businesses. The firm employs licensed professionals and emphasizes professionalism, responsiveness, and quality in its service delivery.
Showing 6 of 9 providers. Browse by city for location-specific recommendations.
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Financial Planners near you
Each city page includes local context—response times, common issues, and providers who specifically serve that area.
Common Questions
What DFW residents ask about financial planner
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