How to Choose a Financial Advisor in FORT WORTH, TX

A data-driven guide based on 165 registered advisors in FORT WORTH

Local Market Overview

There are 165 registered financial advisors in FORT WORTH, Texas. Approximately 96% report fee-based compensation, while 10% include commission-based compensation. The average firm serving FORT WORTH manages $7.0B in assets.

Registered Advisors

165

In FORT WORTH, TX

Avg Firm AUM

$7.0B

Assets under management

Top Credential

CFP

21 advisors

Community Profile

FORT WORTH has a population of 924,663 with a median household income of $72,726. The median age is 33.2.

Advisor density: 1.8 per 10K residents

Median income: $72,726

Most Common Credentials in FORT WORTH

CFP

21 advisors

ChFC

5 advisors

CFA

1 advisors

Compensation Types Reported

Percentage of AUM

96% of advisors · 159 total

Subscription fees

61% of advisors · 101 total

Hourly charges

37% of advisors · 61 total

Performance-based fees

28% of advisors · 47 total

Commissions

10% of advisors · 17 total

Other: REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES

7% of advisors · 11 total

What to Look For

Check their credentials

The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.

Understand fee structures

Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Texas fee analysis →

Verify their registration

Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.

Ask about account minimums

Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.

Review their Form CRS

The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.

Browse Advisors in FORT WORTH

165 advisors in FORT WORTH, TX

Search the full directory of registered financial advisors in FORT WORTH. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse FORT WORTH Advisors All Cities in Texas

Frequently Asked Questions

How many financial advisors are in FORT WORTH, TX?

There are 165 registered financial advisors in FORT WORTH, Texas, according to SEC and FINRA registration data.

What credentials should a financial advisor in FORT WORTH have?

Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning. The most common credential among FORT WORTH advisors is CFP.

Are financial advisors in FORT WORTH required to be fiduciaries?

Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.

What do financial advisors in FORT WORTH charge?

Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.

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Browse FORT WORTH Advisors by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

More Research

What Do Financial Advisors Cost in Texas? →National Fee Analysis →