Best Financial Planners

“To be satisfied with what one has; that is wealth,” wrote Mark Twain. True words. But beyond being satisfied, we also want to make sure we are able to protect and grow the wealth we have. D Magazine recognizes the Best Financial Planners and Top Wealth Managers in the city so you can more easily find the expert help you need to do just that.

Every year, we ask esteemed members of the financial services community to nominate their peers for public recognition.

Winners will be featured in the November 2021 issue of D Magazine.

Nominations Open

Now accepting nominations for 2021 Best Financial Planners and Top Wealth Managers

The Process

STEP 1

+ NOMINATIONS

D Magazine asks every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They are asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes count more than inside-firm votes.

Nominating financial planners must:

  • Be a Certified Financial Planner in good standing.
  • Be a member of the Financial Planning Association.
  • Currently practice within our geographic boundaries (view here).

STEP 2

+ VETTING PROCESS

Votes are tallied and sorted by D Magazine’s editorial staff.

The staff does not count:

  • Self-nominations
  • Duplicate ballots
  • Nominees outside of our geographic boundaries (view here)

STEP 3

+ INDEPENDENT PANEL REVIEW

The remaining votes are vetted by an anonymous panel of esteemed Certified Financial Planners. The panel changes periodically to ensure consideration is impartial.

D Magazine editors finalize the list by verifying each financial planner’s:

  • CFP status
  • FPA membership

STEP 4

+ TOP WEALTH MANAGERS

We ask every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices.

Top Wealth Managers are selected based on the following criteria:

  • Total assets under management for individual clients of at least $100 million.
  • Average assets under management per client of at least $1 million.
  • A 95 percent client retention rate over the last two years.
  • No current disciplinary actions.
  • All firms or teams must have been in existence for at least five years as of the application deadline.
  • They must hold themselves out as fiduciaries for their clients and provide them with a written disclosure.

D Magazine editors finalize the list following an independent panel review.

STEP 5

+ NOTIFICATION

We mail and email congratulation letters to the Best Financial Planners and Top Wealth Managers in Dallas.

After notification, our sales team is allowed to view the list and offer advertising opportunities to winners.

We play fair:

  • Advertising dollars have zero impact on the creation of this list.
  • Best Financial Planners and Top Wealth Managers are featured in our November issue and marked as a Best or Top in our online directory whether they advertise or not.

Congratulations to our Best Financial Planners and Top Wealth Managers

FAQ

How do I make nominations?

Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association can submit nominations for Best Financial Planners here. 

Top Wealth Managers can submit their firm here.

How are winners selected?

Best Financial Planners 

Nominating financial planners must: 

  • Be a Certified Financial Planner in good standing. 
  • Be a member of the Financial Planning Association. 
  • Currently practice within our geographic boundaries (view here). In addition to those listed, financial planners can also practice in Tarrant County. 

The staff does not count: 

  • Self-nominations 
  • Duplicate ballots 
  • Nominees outside of our geographic boundaries 

 

Independent Panel Review: 

  • The remaining votes are vetted by an anonymous panel of esteemed Certified Financial Planners. The panel changes periodically to ensure consideration is impartial. 

 

D Magazine editors finalize the list by verifying each financial planner’s: 

  • CFP status 
  • FPA membership
     

 

Top Wealth Managers 

Top Wealth Managers are selected based on the following criteria: 

  • Total assets under management for individual clients of at least $100 million. 
  • Average assets under management per client of at least $1 million. 
  • A 95 percent client retention rate over the last two years. 
  • No current disciplinary actions. 
  • All firms or teams must have been in existence for at least five years as of the application deadline. 
  • They must hold themselves out as fiduciaries for their clients and provide them with a written disclosure. 

D Magazine editors finalize the list following an independent panel review. 

When will the winners be announced?

D Magazine will contact winners mid-June 2021.

Where can I get more information?

For information on the program, contact Aileen Jimenez here.

For information regarding advertising, contact Kimberlee Jones here.