Best Financial Advisors in Haltom City

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.9/5.0
Average Rating

Haltom City Financial Landscape

Haltom City boasts a population of 43,580 and is part of the dynamic Fort Worth metropolitan area. The local economy is supported by retail, healthcare, and manufacturing sectors.

Major industries
Retail, Healthcare, Manufacturing
Population
1.3M (metro: 7.8M)
Median household income
$60,000
Unique needs
Haltom City requires tailored financial services to address its diverse economic base and community needs.
Market Insights
Economic Growth
According to BEA (2023), Haltom City's economy is growing steadily, driven by retail and healthcare expansion.
Wealth Demographics
According to Census (2023), the median income in Haltom City is approximately $60,000, reflecting a diverse economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Haltom City are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Haltom City is competitive, with housing costs being slightly below the national average.
Real Estate Market
According to Zillow (2024), the real estate market in Haltom City shows moderate appreciation, but affordability remains a concern for many residents.
Business Environment
According to Fortune (2024), Haltom City has a favorable business climate, attracting small businesses and startups due to low taxes and supportive local policies.

Top 5 Financial Advisors in Haltom City

1st Prosperity Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Stacey Holifield, AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Carson Wealth
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: John W Chapman, CFP®|CPWA®|CEPA®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Gary E Short, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Haltom City, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Haltom City-Specific Expertise
For Haltom City residents working in Retail, Healthcare, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Haltom City's retail focus poses risks from e-commerce shifts. Real estate prices may face volatility; consider diversification. Monitor tornado and flooding risks.

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