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ClientFirst Wealth, Legacy & Estate PlanningFinancial advisor in Fort Worth, TX

ClientFirst Wealth, Legacy & Estate Planning is a financial advisor at 4200 S Hulen St Ste 417, Fort Worth, TX 76109, ranked #39 of 110 wealth managers in Fort Worth and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fort Worth, TXUpdated 0 paid placements in any rankingHow we rank

Call (817) 546-8018Website ↗

Key facts

Key facts about ClientFirst Wealth, Legacy & Estate Planning
Address4200 S Hulen St Ste 417, Fort Worth, TX 76109Get directions
Phone(817) 546-8018
Websiteclientfirstwm.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Fort Worth and 11 towns within 25 miles: Benbrook, White Settlement, Forest Hill, Crowley, Burleson, Haltom City, Rendon, Saginaw, North Richland Hills, Watauga and Hurst.

Based in Fort Worth, TXView on map

Opening hours

Opening hours for ClientFirst Wealth, Legacy & Estate Planning
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about ClientFirst Wealth, Legacy & Estate Planning

How is ClientFirst Wealth, Legacy & Estate Planning ranked in Fort Worth?

ClientFirst Wealth, Legacy & Estate Planning is ranked #39 of 110 wealth managers in Fort Worth by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are ClientFirst Wealth, Legacy & Estate Planning’s hours?

ClientFirst Wealth, Legacy & Estate Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does ClientFirst Wealth, Legacy & Estate Planning serve?

Serves Fort Worth and 11 towns within 25 miles: Benbrook, White Settlement, Forest Hill, Crowley, Burleson, Haltom City, Rendon, Saginaw, North Richland Hills, Watauga and Hurst. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about ClientFirst Wealth, Legacy & Estate Planning?

ClientFirst Wealth, Legacy & Estate Planning has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact ClientFirst Wealth, Legacy & Estate Planning?

Call ClientFirst Wealth, Legacy & Estate Planning on (817) 546-8018. The business is at 4200 S Hulen St Ste 417, Fort Worth, TX 76109. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

ClientFirst Wealth, Legacy & Estate Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
ClientFirst Wealth, Legacy & Estate Planning (this business)—625.0 (3)NoNo
Pinnacle Wealth Advisors#38625.0 (3)YesNo1.9 mi
Oath Planning - Fort Worth Wealth Management & Financial Advisors#40625.0 (3)NoNo3.5 mi

See all 110 ranked wealth managers in Fort Worth