D Magazine’s 2018 Best Financial Planners & Top Wealth Managers

We are honored to have been named in D Magazine’s 2018 list of “Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team be selected by peers for D Magazine’s “Best Financial Planners in Dallas.”

The wealth management team members are Jaime Boyles, CFP®, Richie Lee, CFA, CFP®, Nic Gibson, CFP®, Dana Pingenot, CFP®, CLU, CAP®, Dusty Wallace, CFP®, J.D. and Christie Williams, CFP®.  A copy of the full list is available in the November issue of D Magazine.

Best Financial Planner in Dallas:

D Magazine asked every Certified Financial Planner™ professional in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were 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 counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. 750 votes were cast, and a total of 235 individuals were nominated. Of these, 91 were selected.

Top Wealth Manager in Dallas

D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have 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; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 13, 2018). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 44 that applied, 24 firms and teams were selected.

Please Note: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if LFC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of LFC by any of its clients.  ANY QUESTIONS: LFC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.