Verified · Haltom City
Trusted Financial Advisors in Haltom City, TX
Trust matters when you're inviting a pro into your home or business. These financial advisors in Haltom City have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 9 financial advisors in Haltom City, TX by verified customer ratings and review volume. The highest-rated is 1st Prosperity Financial Services with a 5.0-star rating from 23 verified reviews. Also in the top tier: Provision Retirement: Tony Rizzo, CFP and Edward Jones - Financial Advisor: Olia Bosovik, CFP®. The average rating across all listed financial advisors in Haltom City is 5 stars from 8 reviews per business on average.
Financial advisors in Haltom City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
9
Businesses listed
5★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
1st Prosperity Financial Services
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
Provision Retirement: Tony Rizzo, CFP
4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USA
Edward Jones - Financial Advisor: Olia Bosovik, CFP®
14241 Dallas Pkwy Suite 840, Dallas, TX 75254, USA
Financial Advisors Rankings in Haltom City, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 1st Prosperity Financial Services4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 23 |
| #2 | Provision Retirement: Tony Rizzo, CFP4500 Mercantile Plaza Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 18 |
| #3 | Edward Jones - Financial Advisor: Olia Bosovik, CFP®14241 Dallas Pkwy Suite 840, Dallas, TX 75254, USA | 5.0★ | 8 |
| #4 | Dignum Financial Partners4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA | 5.0★ | 4 |
| #5 | Steward Wealth Management26 Main St, Colleyville, TX 76034, USA | 5.0★ | 1 |
| #6 | Baird Private Wealth Management550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA | — | — |
| #7 | Wells Fargo Advisors5320 N Beach St, Haltom City, TX 76137, USA | — | — |
| #8 | EverSource Wealth Advisors Ft. Worth4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA | 5.0★ | 1 |
| #9 | CAPTRUST300 Throckmorton St #1450, Fort Worth, TX 76102, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Haltom City
Dignum Financial Partners
4816 Bryant Irvin Ct, Fort Worth, TX 76107, USA
Steward Wealth Management
26 Main St, Colleyville, TX 76034, USA
Baird Private Wealth Management
550 Bailey Ave Ste 700, Fort Worth, TX 76107, USA
Wells Fargo Advisors
5320 N Beach St, Haltom City, TX 76137, USA
EverSource Wealth Advisors Ft. Worth
4500 Mercantile Plaza Dr Suite 300, Fort Worth, TX 76137, USA
CAPTRUST
300 Throckmorton St #1450, Fort Worth, TX 76102, USA
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Frequently Asked Questions — Financial Advisors in Haltom City
What is a fiduciary financial advisor and why does it matter in Haltom City?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Haltom City, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Haltom City?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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