The Wealth Planner
Contact Information
-
Address
Financial planner · · 1300 Summit Ave Suite 120, Fort Worth, TX -
Phone
(817) 877-0717 -
Website
thewealthplanner.com
Location
About The Wealth Planner
The Wealth Planner is a financial planner in Fort Worth, TX, located at 1300 Summit Ave Suite 120. Led by John W. Loyd, CFP, the firm serves retirees, small business owners, windfall winners, and high-income professionals. The firm’s clients span 15 states, including Oklahoma, Arizona, California, Colorado, Iowa, Florida, Maryland, Michigan, North Carolina, New Jersey, and Wyoming. The office offers virtual meetings and access to meeting locations across the Dallas/Fort Worth area.
Loyd graduated summa cum laude in finance from Texas State University and earned a Master’s degree in Personal Financial Planning from the College for Financial Planning, followed by an MBA from Purdue University. He spent nearly eight years at Edward Jones Investments, where he received the Iron Will award, before establishing his firm in 2004. He holds the Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Behavioral Financial Advisor (BFA) designations. His licenses include Series 7, Series 63, Series 65, Series 24, and a Group 1 Life and Health Insurance license. Loyd serves as an Adjunct Professor at Georgetown University and has instructed CFP Review Courses.
The firm provides customized advice on investments, taxes, insurance, and estate planning. The team includes another CFP practitioner and an insurance specialist. Services focus on minimizing longevity risk, reducing tax exposure, asset protection, and wealth transfer. Loyd was named InvestmentNews Advisor of the Year for the 2025 Southwest Region.
The Wealth Planner is recognized for its extensive academic background and specialized credentials in retirement and wealth management. Its approach combines traditional financial planning with behavioral science to address the specific needs of high-net-worth individuals. The firm’s history in Fort Worth and its national client base demonstrate its capacity to handle complex financial situations.
The Wealth Planner brings deep expertise in retirement planning and wealth management to Fort Worth, helping clients secure their financial futures with precision and care.
The Wealth Planner is situated on Summit Avenue, just a tenth of a mile from the Eddleman-McFarland House and the Child Study Center. The office is also near Jim Finley's Pump Jack and West Lancaster Avenue.
BizScoreAI awarded the business a perfect 100 out of 100 for its Schema and Structure score, which ensures AI assistants and search engines clearly understand the firm's services. The technical score of 87 out of 100 confirms the website is secure and easily readable by search engines.
Services:
- Comprehensive Financial Planning
- Estate Planning
- Investment Management
- Retirement Planning
- Tax Consulting
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