Top 10 Best Financial Advisors in Wichita Falls, Texas

Best Financial Advisors in Wichita Falls Texas

Are you on the lookout for expert financial consultants in Wichita Falls? If you’re one of the many Texans looking for top wealth advisors nearby, we can understand why you’re searching for these experts.

Just like Wichita Falls CPA, choosing a financial advisor is crucial since you’re entrusting your finances with a company or a person from that company. It’s crucial to make the right choices when it comes to safeguarding your finances and growing it, whether for wealth enhancement or retirement.

So, how can you be certain that your assets are managed by trustworthy hands? How can you obtain comprehensive information regarding the payment structures of financial advisors in Wichita Falls and understand its long-term effect on your savings or retirement objectives?

When Do You Need Financial Advice?

Making informed financial choices is essential for realizing your goals. While some can adeptly manage their finances on their own, there are situations where the expertise of a Wichita Falls financial advisor proves invaluable.

  • Complex Financial Landscape: Should your financial situation become complicated, a financial planner can guide you through its intricacies. They possess the know-how to devise a holistic financial plan tailored to your unique situation.
  • Time or Knowledge Constraints: Juggling work, family life, and other responsibilities might leave little time for efficient financial management. You can work with a financial advisor in Wichita Falls to address various financial responsibilities like overseeing your portfolio, exploring investment options, and keeping tabs on market shifts, allowing you the freedom to attend to other matters.
  • Long-Term Financial Plans: Whether it’s setting aside funds for retirement, supporting your child’s academic pursuits, or gearing up for a significant life milestone, a wealth advisor can help craft a strategy to reach these distant goals.
  • Investment Insights: For those new to the investment realm or feeling uncertain about investment choices, a wealth advisor in Wichita Falls can be your guiding light. They can evaluate your appetite for risk, suggest apt investment avenues, and ensure your investments resonate with your financial goals.
  • Life-Changing Financial Shifts: Major life events, such as tying the knot, divorce, receiving an inheritance, or launching a business can usher in multifaceted financial changes. In such times, the objective viewpoint of a financial consultant can provide balanced counsel, assisting you in making wise decisions and sidestepping potential pitfalls.

In these scenarios, enlisting a financial planner can foster a sense of security and enhance your financial prospects. Think about engaging with a top financial consultant in Wichita Falls to gauge your individual requirements and discover how their skills can fortify your financial path.

Choosing the Right Path to Financial Planning

Creating a robust financial strategy is vital for sustained financial health. Consider these alternatives:

1.   Leverage digital self-managed platforms

Pave your financial path by leveraging web-based platforms, allowing you to manage your investments directly. This approach often results in savings by bypassing middlemen in transactions.

2.   Tap into the knowledge of a financial consultant in Wichita Falls

Working with a dedicated financial planner or wealth expert might come with costs, but it can offer fruitful results. Studies indicate that collaborating with a financial consultant can potentially boost long-term portfolio gains by 1.5% to 4%.

Payment Schemes of Wichita Falls Financial Advisors

Understanding the payment structures of financial advisors is pivotal when selecting a financial consultant. Here are the most common fee arrangements:

  • Hourly Rate: Clients are invoiced based on the hours spent addressing their financial concerns, independent of their asset worth.
  • Retainer Fee: Financial planners in Wichita Falls can levy a set fee monthly or annually, guaranteeing their readiness for consultancy services encompassed by the retainer.
  • Flat Fees: These consistent fees include both financial strategizing and asset-handling services and remain unaffected by the investor’s account size.
  • Commission-Based: Consultants acquire a fraction of the amount spent on procuring top-performing assets. This is usually calculated per deal.
  • Portfolio Management Fee: Investors remit fees relative to their investment volume, which is subtracted directly from their portfolios.

Choosing the Optimal Payment Structure: Which Is Best?

It’s imperative to assess potential conflicts of interest when determining a payment model for your wealth advisor in Wichita Falls. The wrong payment method can adversely impact your financial health.

For the best results, a commission-driven fee model often stands out as more advantageous. In this framework, the financial consultant receives a share of the investment growth, motivating them to focus on your financial success.

It’s highly essential to choose a payment scheme that resonates with your objectives and guarantees that your consultant’s incentives match your goals and interests.

7 Important Factors To Consider When Finding a Financial Advisor in Wichita Falls

When picking a financial consultant, there are multiple crucial aspects to consider. These elements will help you make a well-informed choice and ensure you select a consultant that’s in line with your financial ambitions and preferences.

1. Qualification and Certifications

Seek out financial consultants who possess relevant qualifications and endorsements, like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) titles. These badges demonstrate a commitment to proficiency and professional conduct.

2. Background and Past Performance

Reflect on the background and history of achievements of your potential wealth advisor in Wichita Falls. Look into their years of experience in the financial advisory industry and their particular fields of specialization.

3. Scope of Services

Assess the spectrum of services the consultant brings to the table. Do they extend holistic financial guidance, investment management, retirement strategy, or specialized services? It’s imperative that their services resonate with your distinct wants and stipulations.

4. Fiduciary Duty

Determine if the financial consultant functions as a fiduciary. Such a commitment means they have both a legal and moral duty to act with your best interests at heart, ensuring they prioritize your aspirations above their own.

5. Client Base and Recommendations

Reflect on the type of clients the Wichita Falls financial planner serves and solicit feedback or endorsements from their ongoing clientele. This can shed light on their standing, diligence, and capacity to yield satisfying outcomes.

6. Pricing Model

Understand the pricing model and compensation method adopted by the financial consultant. Some might levy a fee proportional to the assets they manage, while others might operate on a fixed-fee or hourly rate basis. It’s crucial to be at ease with the charges and discern their potential influence on your investment gains.

7. Personal Connection

Arrange a preliminary discussion with probable financial planners in Wichita Falls to assess your mutual chemistry and mode of interaction. Building trust and ensuring smooth communication are pivotal for a fruitful collaboration.

In Wichita Falls, let these important aspects guide your journey in seeking a financial ally for the realization of your financial objectives. Decide with care; the trajectory of your financial future depends on it.

10 Best Financial Advisors in Wichita Falls, Texas

Explore top financial consultants in Wichita Falls who are dedicated to steering you toward financial prosperity. With their extensive knowledge, proficiency, and unwavering dedication to outstanding service, these advisors have garnered a commendable reputation for delivering astute financial counsel.

1. Brooks Financial Services

editors choice

Brooks Financial Services is a financial consulting firm in Wichita Falls that stands independent and proud. At its helm is Kevin L. Brooks, a seasoned Registered Investment Advisor and Certified Financial Planner with three decades of hands-on, personalized service to their clientele. This independence means that the advice you receive is genuine and not influenced by external factors.

Whether you’ve recently begun your savings journey, are basking in the joys of retirement, or are an experienced investor, Brooks Financial Services brings a wealth of knowledge and insights to guide you toward your financial goals.

Moreover, Brooks Financial Services extends its financial and investment prowess via First Allied Securities to both individual investors and business entities, along with its teams. The guiding principle at the firm is an unwavering commitment to offering sound advice, top-tier service, and a myriad of financial tools tailored to each client’s unique requirements.

Brooks Financial Services
2629 Plaza Parkway A2
Wichita Falls, TX 76308
Phone: (940) 691-6669

2. Bullinger Wealth Management

Bullinger Wealth Management helps clients with navigating the intricate waters of financial planning. At the heart of its mission is a clear and unwavering focus: offering strategic wealth planning and investment management. With the belief that one’s financial goals should guide investment decisions, the firm promotes a personalized approach, ensuring that each client’s distinct goals and needs are at the forefront.

Whether you’re taking your first step into the investment realm or securing a nest egg for your later years, Bullinger Wealth Management is a top wealth advisor in Wichita Falls to help you illuminate the path. Amid the whirlwind of stock figures and financial terms, it offers clarity and perspective to ensure you’re well-prepared for the future.

The competent team at Bullinger Wealth Management is ever-ready, geared to offer guidance and insight and emphasize the essence of individualized service. Catering to a wide clientele, including individuals, families, and business owners, its suite of services spans asset and investment planning, financial advisement, and retirement strategies.

Bullinger Wealth Management
1 Eureka Circle, Suite 105
Wichita Falls, TX 76308
Phone: (940) 386-1500

3. Cornerstone Wealth Management Group

Cornerstone Wealth Management Group emerges as a guiding light for those journeying toward a secure financial future. Ken Worley, with the distinguished title of Certified Financial Planner, stands at the helm of this Wichita Falls financial advisor, understanding the intricate challenges individuals encounter as they gear up for retirement and other financial milestones.

Drawing on a rich academic background, Ken graduated Cum Laude from Texas A&M University in 1975 and furthered his education with an MS Degree from The University of Texas at Dallas, specializing in Operations Research and Management Systems. In 2009, he achieved the status of a Certified Financial Planner, showcasing his deep commitment to the financial realm.

The ethos at Cornerstone Wealth Management Group revolves around centering clients’ distinct needs and aspirations. The firm’s array of services, offered through LPL Financial, is refreshingly diverse, encompassing Commission-Based Investing, Fee-Based Investing, and Fee-Only Investment Advice. This is how Cornerstone Wealth Management Group ensures a holistic approach tailored to each individual’s journey.

Cornerstone Wealth Management Group
3508 McNiel Avenue
Wichita Falls, TX 76308
Phone: (940) 687-0700

4. Crossvine A Financial Planning Firm

Crossvine A Financial Planning Firm is as resilient and resourceful as the southern U.S. native flora it’s named after. Just as the crossvine plant thrives in diverse conditions, the firm crafts bespoke, adaptive financial systems tailored for every individual, family, or business to ensure growth and adaptability.

From guiding clients in choosing the right investment managers to intricate legacy planning, Crossvine A Financial Planning Firm offers a broad spectrum of services. It delves deep into investment management, retirement forecasting, and even areas like Social Security and Medicare planning. Its approach to “Critical 10 Planning” ensures holistic attention to the pivotal financial stages of one’s life.

What truly sets Crossvine A Financial Planning Firm apart from other financial consultants in Wichita Falls are its core values: unwavering reliability, exemplary service, the pursuit of growth, unwavering drive, and the aptitude to anticipate. With a mission to be a trusted companion in every financial decision, the firm promises a journey defined not by fear, but by aspirations and achievements.

Crossvine A Financial Planning Firm
2405 Kell E Boulevard, Suite 200
Wichita Falls, TX 76308
Phone: (940) 767-0303

5. Warnock Wealth Management

Warnock Wealth Management serves those who seek clarity in their financial journey. Whether you’re an individual, a couple, or a family, this firm understands the myriad of questions that can cloud one’s financial horizon.

The guiding force behind this firm’s commitment is William Warnock. With a rich tapestry of 24 years in the financial realm, William’s journey began in high school, trading in the stock market. By 19, after a vibrant stint at Merrill Lynch and a robust tenure at Morgan Stanley, William solidified his reputation in the industry, even earning a place in the esteemed President’s Club.

Now, at Warnock Wealth Management, the emphasis is on making every penny count. With a keen focus on long-term investment strategies, this leading financial planning firm in Wichita Falls designs a diversified portfolio tailored for you, balancing performance and risk. If you’re seeking a personalized touch to your wealth management, Warnock Wealth Management awaits your call.

Warnock Wealth Management
4210 Kell W Boulevard # 200
Wichita Falls, TX 76309
Phone: (940) 243-1264

6. Ozanne Financial

Ozanne Financial Services helps individuals who want to navigate the financial seas. For families, individuals, and businesses alike, this top wealth advisory firm in Wichita Falls offers not just a roadmap, but a hands-on journey toward financial wellness.

Since 1950, Ozanne’s foundation has been cemented by values like integrity and transparency. They’ve been not mere words but a way of life here. By pledging allegiance to these values, Ozanne Financial Services ensures that every financial plan crafted is done with the client’s best interests at heart.

Covering areas from holistic financial planning to retirement income planning, estate management, and more, Ozanne Financial Services offers a comprehensive suite of services. But above all, for over seven decades, they’ve provided one invaluable asset: the confidence that with Ozanne by your side, your financial dreams are not just attainable but well within reach.

Ozanne Financial
1308 10th Street
Wichita Falls, TX 76301
Phone: (940) 761-4555

7. Intrua Financial

Intrua Financial stands as a beacon of trust and commitment. They’re not just wealth advisors; they’re life-builders, working alongside families to craft brighter tomorrows. With over two decades in the industry, the firm understands that managing finances goes beyond mere numbers, making it one of the best Wichita Falls financial planners. It’s about carving out life stories, ensuring today’s hard work becomes tomorrow’s cherished memories.

Choosing Intrua Financial isn’t just about entrusting finances, it’s about joining a family that prioritizes your dreams and ensures that your present is stable and your future is promising. Their range of services, from wealth management to estate planning and tax strategies, embodies their commitment to comprehensive care.

Inrua Financial’s heart beats for the community it calls home. Every team member pledges to give back, dedicating 10% of their time annually to community upliftment. From funding scholarships to constructing playgrounds where laughter echoes, they’re truly involved ‘in the moments.

Intrua Financial
2304 Midwestern Parkway #205
Wichita Falls, TX 76308
Phone: (940) 228-1200

8. Personal Money Planning

Personal Money Planning was founded in 1993 by Gary Silverman as a sanctuary for people needing genuine advice in managing their finances. Recognizing the pitfalls of conflicts of interest, Gary took the pioneering step to transform the firm into a fee-only advisory, ensuring undivided loyalty to clients.

For years, this SEC Registered Investment Advisor and top Wichita Falls financial advisory firm has been steadfast in its commitment to individuals, families, and businesses. Its mission? To craft financial strategies tailor-made for each client, helping them chart a course toward their financial aspirations.

With a foundation built on trust, integrity, and respect, the team at Personal Money Planning delves deep into each client’s unique situation, providing informed, unbiased opinions aimed at achieving lasting investment outcomes.

Personal Money Planning
4245 Kemp Boulevard #1007
Wichita Falls, TX 76308
Phone: (940) 692-6885

9. First Command

First Command serves as a guiding star for military families aiming for financial security. For over six decades, this reputable firm, comprising First Command Financial Services, Inc. and its subsidiaries, has devotedly served the unique financial needs of countless military households. The firm has made a name for itself as Wichita Falls’ best financial planning firm for military families.

At its core, First Command cherishes time-tested financial principles and a commitment to its clients. Its approach focuses on three pillars: managing daily finances, cultivating lifetime assets, and safeguarding against potential financial setbacks. This ensures that military families can chase their aspirations through life’s various phases with intact peace of mind.

A significant milestone in First Command’s journey was the establishment of First Command Bank on April 21, 1997. Headquartered in Fort Worth, Texas, this online banking venture offered military families a lifeline—low-interest debt consolidation loans. Such initiatives allowed these families to tackle high-interest debts effectively, redirecting their finances towards long-term objectives.

First Command
4245 Kemp Boulevard #506
Wichita Falls, TX 76308
Phone: (940) 692-5901

10. Raymond Lopez – Edward Jones

Raymond Lopez stands out as a leading wealth advisor in Wichita Falls, Texas, representing Edward Jones. From the onset of his professional journey, Raymond’s approach to wealth management has been distinctly client-centric. His commitment to carving out genuine, personal relationships ensures that at the heart of every financial strategy he crafts, the client’s interests remain paramount.

With a tenure that began at Merrill Lynch, Pierce, Fenner in June 2018, Raymond Lopez swiftly transitioned to Bank of America by August of the same year. These experiences, leading up to his current role with Edward Jones from July 2020, have endowed him with a broad spectrum of insights and expertise.

Beyond just numbers and portfolios, Raymond Lopez views wealth management as an opportunity to empower families to make informed money choices. Each client is welcomed with a tailored approach, recognizing their unique financial aspirations. Raymond’s guiding vision is clear: to delineate and navigate the path to his client’s financial objectives.

Raymond Lopez – Edward Jones
2949 Southwest Parkway, Suite B
Wichita Falls, TX 76308
Phone: (940) 386-9402


The team providing this list of the top 10 wealth advisors in Wichita Falls, Texas believes that smart people make smart decisions because they educate themselves on the choices they’re preparing to make.

We hope we’ve helped you become smarter about choosing a financial advisor that meets your unique needs.

We provide readers with up-to-date information to help them make good decisions for hiring financial advisors in Wichita Falls. We hope you’ve enjoyed reading the information we’ve provided and learned about some of the choices for financial advisors in the area.

No content is intended to constitute professional advice. This content is not responsible or liable for any consequences relating directly or indirectly to any action you take or fail to take based on the information provided. It is very important to do your own analysis, based on your own personal circumstances, before making any investment.

Consult with your own investment, financial, tax, and legal advisers. Readers agree to indemnify and hold harmless the providers of this information, from and against any and all liability, losses, claims, demands, disputes, damages, or costs of any kind.

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