Karsten Advisors

Karsten Advisors (CRD# 158571) is a financial advisory firm headquartered in Fort Worth, TX. They manage $328,049,034 in 1,738 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    1,738
    ACCOUNTS
  • Average Account Value
    $188,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, LA, NE, OK, TX

Financial Advisors at Karsten Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Thomas A. Karsten
CRD#: 2305465
3526 West Vickery Blvd, Fort Worth, TX 76107
96
Wealthminder
score

Thomas Karsten (CRD# 2305465) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has over 25 years of experience in the finance industry. Thomas Karsten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey C. Paladini
CRD#: 4341198
3526 West Vickery Blvd, Fort Worth, TX 76107
96
Wealthminder
score

Jeffrey Paladini (CRD# 4341198) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has over 16 years of experience in the finance industry. Jeffrey Paladini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark A. Wakeley
CRD#: 1527631
607 Cheek Sparger Rd., Suite 100, Colleyville, TX 76034
96
Wealthminder
score

Mark Wakeley (CRD# 1527631) is an Investment Advisor Representative working at Karsten Advisors in Colleyville, TX and has over 31 years of experience in the finance industry. Mark Wakeley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas H. Richardson
CRD#: 2830881
3526 West Vickery Blvd, Fort Worth, TX 76107
93
Wealthminder
score

Thomas Richardson (CRD# 2830881) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has over 21 years of experience in the finance industry.

5
Jeffrey S. Zych
CRD#: 5760431
3526 West Vickery Blvd, Fort Worth, TX 76107
93
Wealthminder
score

Jeffrey Zych (CRD# 5760431) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has over 7 years of experience in the finance industry.

6
Phillip Hernandez
CRD#: 6610603
3526 West Vickery Blvd, Fort Worth, TX 76107
88
Wealthminder
score

Phillip Hernandez (CRD# 6610603) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.

7
Peter E. Martin
CRD#: 6618039
3526 West Vickery Blvd, Fort Worth, TX 76107
88
Wealthminder
score

Peter Martin (CRD# 6618039) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.

8
Hunter P. Haley
CRD#: 6095835
3526 West Vickery Blvd, Fort Worth, TX 76107
87
Wealthminder
score

Hunter Haley (CRD# 6095835) is an Investment Advisor Representative working at Karsten Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.

9
Jerry B. Jackson
CRD#: 1201049
1800 Norwood Dr., Suite 104, Hurst, TX 76107
86
Wealthminder
score

Jerry Jackson (CRD# 1201049) is an Investment Advisor Representative working at Karsten Advisors in Hurst, TX and has over 34 years of experience in the finance industry. Jerry Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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