How can I find an insurance broker near Denton, Texas?

Mployer lets you search for Denton, Texas-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Denton, Texas paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Denton, Texas area?

It can feel overwhelming to sift through the many brokers in the Denton, Texas area. It's why Mployer provides a free comprehensive list of all Denton, Texas insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Denton, Texas?

Insurance brokers, agents, and consultants in Denton, Texas all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Denton, Texas based insurance brokers and consultants.

Should I hire an independent Denton, Texas insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Denton, Texas. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Denton, Texas area will have familiarity to the Denton, Texas healthcare systems and insurance plans. This gives Denton, Texas insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Denton, Texas?

It can feel overwhelming to sift through the many brokers in the Denton, Texas area. That is why Mployer provides a free comprehensive list of all Denton, Texas insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Denton, Texas-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Denton, Texas based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Denton, Texas do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Denton, Texas brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Denton, Texas-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Denton, Texas-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Denton, Texas

Advisors near Denton, Texas

Showing 13 - 24 of 107 results

WHITEROCK WEALTH MANAGEMENT CO.

Dallas, Texas

Whiterock Wealth Management Co., a small investment advisory firm based in Dallas, TX, is dedicated to providing comprehensive financial solutions to their clients. With over 50 individual clients and a remarkable $224,061,000 in assets under management, they have established a solid reputation in the industry. While 401K and individual accounts make up less than 30% of their portfolio, Whiterock Wealth Management Co. possesses the expertise to efficiently manage employer funds. Impressive 87% of the assets they oversee are discretionary, reflecting the trust their clients place in their strategic decision-making. Catering primarily to high-net-worth individuals, Whiterock Wealth Management Co. has a diverse compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. With a team of six dedicated professionals, four of whom specialize in providing investment advisory services, they ensure personalized attention to each client's unique financial goals. On average, their investment advisors handle approximately $56,020,000 in assets under management, aligning with the industry standard. Whiterock Wealth Management Co. takes pride in its experienced team, including long-tenured advisors such as David Gurun, Joseph Lastelick, and John Gurun. Their deep knowledge and expertise in the financial industry contribute to the firm's success and its ability to deliver tailored solutions to meet their clients' needs. Driven by their commitment to excellence, Whiterock Wealth Management Co. continues to provide exceptional financial guidance, helping clients navigate the complexities of wealth management and secure their financial futures.

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LEE FINANCIAL COMPANY, LLC

Dallas, Texas

Lee Financial Company, LLC, based out of Dallas, TX, is a prominent local investment advisory firm serving over 190 individual clients. With assets under management surpassing $1,166,341,000, the company has established itself as a trusted partner in wealth management. Lee Financial specializes in discretionary management of high net worth individuals' assets, with 401K and individual accounts comprising less than 30% of their portfolio. However, they possess the expertise to handle employer funds as well. Lee Financial Company prides itself on a diverse compensation structure, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. With a team of 35 dedicated professionals, 23 of whom are investment advisory experts, the company ensures personalized and comprehensive financial guidance. On average, each investment advisor manages approximately $50,710,000 in assets, which aligns with industry standards. Lee Financial Company values the experience and expertise of its team, with advisors such as Christina Williams, Jaime Boyles, and Jennifer Armstrong boasting long tenures with the firm. As a leading investment advisory firm, Lee Financial Company, LLC prioritizes delivering tailored financial solutions and maximizing clients' wealth. Their deep-rooted commitment to excellence, coupled with a wealth of experience, makes them a trusted choice for individuals seeking comprehensive asset management services in the Dallas area and beyond.

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GDS WEALTH MANAGEMENT

Flower Mound, Texas

GDS Wealth Management is a local investment advisory firm based out of Flower Mound, TX. With one office, the firm boasts a team of 15 employees, 11 of whom provide investment advisory services. With an average of approximately $58,530,000 in assets under management per investment advisor, GDS Wealth Management maintains an industry-average position. The firm's compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, GDS Wealth Management has the capability to effectively manage employer funds. Notably, all of the assets they handle are discretionary, offering clients a hands-off approach to their investments. GDS Wealth Management primarily focuses on serving high net worth individuals, managing a substantial client base of over 370 individuals with assets under management totaling more than $643,804,000. The firm takes pride in its team of experienced advisors, with long-tenured professionals such as Jordan Kast, Victoria Rogers, and Glen Smith leading the way. By providing comprehensive investment advisory services, GDS Wealth Management strives to empower its clients to make informed financial decisions. With a commitment to personalized service and a proven track record, the firm aims to help clients achieve their financial goals while navigating the complexities of the ever-changing market.

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SWMG, LLC

Fort Worth, Texas

SWMG, LLC is a small investment advisory firm headquartered in Fort Worth, TX, with one office. With a team of four dedicated professionals, SWMG, LLC offers comprehensive investment advisory services to its diverse client base. Each investment advisor at the firm manages an average of approximately $49,100,000 in assets under management, which aligns with the industry average. The firm's compensation structure is designed to cater to various client needs and includes options such as a percentage of assets under management, hourly charges, and fixed fees. SWMG, LLC has established a strong presence in the employer 401K and individual investment space, with approximately half of their assets under management originating from these sources. Their extensive experience in this area positions them well to serve the unique requirements of both employers and individuals seeking reliable and effective investment strategies. With over 200 individual clients, SWMG, LLC oversees an impressive $196,399,000 in assets under management, reflecting the trust and confidence clients have placed in their services. The firm takes pride in the expertise and dedication of its team, which includes seasoned advisors like Kelly Buchfink, Carol Allen, and Joshua Strittmatter, who have made significant contributions to the firm's success and client satisfaction over the years. SWMG, LLC is committed to providing exceptional investment advisory services that help clients achieve their financial goals and secure their financial futures. Their personalized approach, industry expertise, and commitment to excellence make them a trusted partner for individuals and employers seeking professional investment guidance.

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ROGERS WEALTH GROUP, INC.

Fort Worth, Texas

Rogers Wealth Group, Inc., a local investment advisory firm based out of Fort Worth, TX, is dedicated to providing comprehensive financial services to its clients. With over 270 individual clients and an impressive $876,332,000 in assets under management, the firm has established itself as a trusted partner in wealth management. At the core of their success is their extensive experience in managing employer 401Ks and individual portfolios, with these two segments accounting for approximately half of their assets under management. The firm's expertise in this space ensures that clients receive tailored investment strategies that align with their goals and risk tolerance. With a compensation structure that includes a percentage of assets under management and fixed fees, Rogers Wealth Group, Inc. demonstrates its commitment to transparency and aligning its interests with those of its clients. The firm boasts a team of 23 dedicated professionals, including six investment advisors who provide personalized guidance and strategic advice. Their impressive average of $146,060,000 in assets under management per investment advisor far surpasses the industry average, reflecting their exceptional level of expertise and client-centric approach. Rogers Wealth Group, Inc. takes pride in its longstanding advisory team, which includes notable individuals such as Matthew Lankford, Craig Rogers, and Dale Rogers. These seasoned advisors bring a wealth of experience and insight to the table, further enhancing the firm's ability to deliver top-notch financial solutions. As they continue to serve their clients, Rogers Wealth Group, Inc. remains committed to fostering strong relationships, providing exceptional service, and helping individuals and organizations navigate the complexities of wealth management with confidence.

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KEENE & DORCHAK

Fort Worth, Texas

Keene & Dorchak is a small investment advisory firm based out of Fort Worth, TX, with a team of four highly skilled professionals. With an average of $54,630,000 in assets under management per investment advisor, they offer comprehensive investment advisory services to a diverse client base. The firm manages over $163,097,000 in assets, primarily catering to high net worth individuals. While the majority of their clients are individuals, they also possess the expertise to manage employer funds. Keene & Dorchak's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. As a discretionary investment manager, they have full authority to make investment decisions on behalf of their clients. With two office locations, the firm is well-positioned to serve clients in the Fort Worth area. Matthew Dorchak, Gregg Jahnke, and John Keene are among the firm's longest-tenured advisors, bringing extensive industry knowledge and experience to the team. Keene & Dorchak prides itself on delivering personalized investment strategies tailored to each client's unique financial objectives. With a commitment to providing exceptional service and delivering solid investment performance, they strive to build long-term relationships based on trust and integrity. Keene & Dorchak's dedication to delivering quality investment advisory services, combined with their experienced team and client-centric approach, sets them apart in the industry. As a result, they have established a strong reputation as a trusted partner in helping clients navigate the complexities of the financial markets and achieve their financial goals.

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SMH CAPITAL ADVISORS LLC

Fort Worth, Texas

SMH Capital Advisors LLC, a reputable investment advisory firm headquartered in Fort Worth, TX, proudly serves a diverse client base of over 230 individuals. With their steadfast commitment to delivering exceptional financial services, they manage an impressive $370,511,000 in assets. Boasting two strategically located offices, the firm ensures accessibility and convenience for their valued clientele. As a registered representative of a broker-dealer, insurance broker, or agent, SMH Capital Advisors LLC goes beyond traditional investment advisory services. While they specialize in discretionary management of assets, they also possess the expertise to effectively oversee employer funds, although such accounts constitute less than 30% of their asset portfolio. The compensation structure at SMH Capital Advisors LLC encompasses various options tailored to meet clients' unique needs. These options include a percentage of assets under management, hourly charges, and commissions. With a dedicated team of three highly skilled employees, all exclusively focused on delivering top-notch investment advisory services, the firm maintains a healthy average of approximately $123,500,000 in assets under management per investment advisor, aligning with industry standards. Lisa Haley, Daniel Rudnitsky, and Dwayne Moyers are among the esteemed, longest-serving advisors at SMH Capital Advisors LLC. Their extensive experience and unwavering dedication to client success epitomize the firm's commitment to providing unparalleled financial guidance. With their track record of excellence and comprehensive range of services, SMH Capital Advisors LLC continues to be a trusted partner for individuals seeking expert investment advice and comprehensive asset management solutions in the Fort Worth area and beyond.

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LEGACY CONSULTING GROUP

Plano, Texas

Legacy Consulting Group is a small investment advisory firm headquartered in Plano, TX. With a single office, they serve clients with a dedicated team of four professionals. Two of these highly skilled individuals specialize in providing comprehensive investment advisory services. The firm boasts an impressive average of $134,620,000 in assets under management per investment advisor, surpassing industry standards. Legacy Consulting Group implements a flexible compensation structure, offering various options such as a percentage of assets under management and hourly charges. Their portfolio management discretion extends to a significant portion of the assets they oversee, accounting for 96% of the total. These assets primarily belong to high net worth individuals seeking expert guidance in maximizing their investments. Notably, Legacy Consulting Group has established strong relationships with more than 40 individual clients, collectively representing over $269,232,000 in assets under management. The firm takes pride in its ability to cultivate enduring client partnerships built on trust and consistent financial performance. The advisory team at Legacy Consulting Group includes highly experienced professionals such as Matthew Quinn, Roger Shake, and Steven Wachs, who have demonstrated their expertise and dedication over many years. Their commitment to delivering personalized and strategic investment advice has earned the firm a reputation for excellence and reliability within the industry. As a small but thriving investment advisory firm, Legacy Consulting Group remains committed to providing exceptional service and helping their clients navigate the complex world of investments with confidence and success.

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RTW FINANCIAL ADVISORS INC

Dallas, Texas

RTW Financial Advisors Inc, headquartered in Dallas, TX, is a reputable small investment advisory firm catering to a diverse client base. With over 110 individual clients and an impressive $464,138,000 in assets under management, they have established themselves as a trusted partner in wealth management. While specializing in investment advisory services, RTW Financial Advisors Inc also possesses the expertise to effectively manage employer funds, expanding their reach and providing comprehensive solutions to clients. Notably, 94% of the assets they manage are discretionary, demonstrating their commitment to personalized strategies tailored to individual client goals. The firm's compensation structure is designed to accommodate various client needs, offering flexibility through options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This ensures that clients can choose the most suitable arrangement based on their preferences and financial objectives. With a dedicated team of 12 employees, including four investment advisors, RTW Financial Advisors Inc provides a high level of personalized attention and service to each client. On average, their investment advisors manage approximately $116,030,000 in assets under management, reflecting their ability to handle substantial portfolios. Notably, Morris Williams and Peter Roe stand as two of the firm's longest tenured registered advisors, contributing their extensive experience and knowledge to the team's success. RTW Financial Advisors Inc continues to uphold its commitment to delivering comprehensive financial solutions and superior client service, solidifying their position as a leading investment advisory firm in Dallas, TX.

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HODGES CAPITAL MANAGEMENT INC

Dallas, Texas

Hodges Capital Management Inc, a prominent local investment advisory firm headquartered in Dallas, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of 20 skilled professionals, including 10 investment advisors, they offer expert guidance in managing investment portfolios. The firm's average assets under management per investment advisor are approximately $65,710,000, which aligns with industry standards. Hodges Capital Management Inc prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This ensures that the firm's interests are closely aligned with their clients' financial goals and objectives. With over 220 individual clients and a substantial $769,092,000 in assets under management, Hodges Capital Management Inc has built a strong reputation for delivering exceptional results. While the majority of their assets under management are derived from individual accounts and 401K plans, the firm also possesses the expertise to manage employer funds. All of the assets entrusted to Hodges Capital Management Inc are managed on a discretionary basis, enabling the firm to make investment decisions autonomously, guided by their extensive knowledge and expertise. The firm's presence extends beyond Dallas, TX, with one office serving as their hub for providing personalized investment advisory services. Hodges Capital Management Inc boasts a team of highly experienced advisors, including Derek Maupin, Clark Hodges, and Eric Marshall, who have demonstrated their commitment and dedication to client satisfaction over the years. In summary, Hodges Capital Management Inc stands as a trusted partner, committed to delivering comprehensive financial solutions tailored to meet the unique needs of each client, backed by their experienced team and proven track record of success.

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HODGES CAPITAL MANAGEMENT INC

Dallas, Texas

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ALLRED CAPITAL MANAGEMENT, LLC

Dallas, Texas

Allred Capital Management, LLC is a reputable investment advisory firm based in Dallas, TX, providing comprehensive financial services to a diverse clientele. With a knowledgeable team and a strong track record, they manage over $347,442,000 in assets under management for more than 200 individual clients. Specializing in employer 401Ks and individual investments, Allred Capital Management, LLC has earned a solid reputation for their expertise in this sector. In fact, approximately half of their assets under management come from these sources. The firm operates out of one office in Dallas and manages 99% of their assets on a discretionary basis, ensuring flexibility and adaptability to market conditions. Allred Capital Management, LLC offers a range of compensation structures tailored to meet their clients' needs, including a percentage of assets under management, hourly charges, and fixed fees. With a team of five dedicated professionals, including three investment advisors, the firm provides personalized attention and strategic guidance to each client. On average, each investment advisor manages approximately $115,810,000 in assets, aligning with industry standards. The firm takes pride in its long-standing team, including highly experienced advisors such as Stanley Allred, James Harris, and Jonathan Allred. Their tenure reflects their deep commitment to client success and their ability to navigate complex financial landscapes. Allred Capital Management, LLC continues to uphold its reputation as a trusted partner in helping clients achieve their financial goals with integrity and professionalism.

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MAIN STREET RETIREMENT PLANNING, LLC

Coppell, Texas

Main Street Retirement Planning, LLC is a highly regarded investment advisory firm located in Coppell, TX. With a single office, they serve a diverse clientele both locally and beyond. Committed to delivering top-notch financial guidance, all three of their employees are dedicated investment advisors. Impressively, Main Street Retirement Planning manages an average of approximately $194,020,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers a range of options, primarily based on a percentage of assets under management. Renowned for their expertise in employer 401Ks and individual accounts, Main Street Retirement Planning handles nearly half of their assets under management in this sector. Their extensive experience in retirement planning and investment strategies allows them to provide tailored solutions to their clients' unique financial needs. In addition to their investment advisory services, Main Street Retirement Planning also serves as an insurance broker or agent. This comprehensive approach enables them to offer holistic solutions for their clients' retirement planning and risk management needs. Main Street Retirement Planning prides itself on its client-centric approach and manages all client assets on a discretionary basis. With over 880 individual clients and more than $582,068,000 in assets under management, their dedication to exceptional service is evident. The firm boasts a team of highly tenured advisors, including Mark Krehel, Elias Dragon, and Jennifer Dragon, who bring extensive industry experience to the table. Their expertise and commitment to client success have solidified Main Street Retirement Planning's reputation as a trusted advisory firm in Coppell and beyond.

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