Advice-Only Financial Advisors in Dallas, Texas
Browse verified advice-only financial advisors in Dallas, Texas. These advisors provide unbiased financial advice without managing your investments or earning commissions.
Spenser Liszt, CFP®
Motif Planning
Monthly$834/mo
Quarterly$2,500/qtr
Annual$10,000/yr
Helping families build a secure financial future, feel confident no stone is left unturned and lift the mental burden of managing their finances.
Ideal for
High Earners • Families with Children
Specializes in
Tax Strategies
Employee Benefits • Investments
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...
Ideal for
Veterans/Military Personnel • FIRE
Specializes in
Mid-Career Planning • Pre-Retirement Planning • Investments