LGT FINANCIAL ADVISORS LLC
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About the firm
LGT Financial Advisors LLC offers personalized financial planning and investment management services for individuals, businesses, and entrepreneurs in the Dallas/Fort Worth area. Built on trust, confidence, and experience, the firm provides comprehensive financial solutions including wealth strategies, business consulting, and insurance services. With more than 50 years of familiarity with business in the Dallas/Fort Worth area, the firm aims to help clients achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
LGT Financial Advisors offers financial planning, investment management, business planning, and insurance services. Specific offerings include wealth strategies, asset preservation strategies, business consulting, business succession planning, buy/sell strategies, employee benefit plan implementation, estate and gift planning, insurance strategies, and retirement planning services. Investment management includes risk assessment, analysis and planning, benchmarking, and personalized strategies covering stocks, bonds, mutual funds, ETFs, alternative investments, and professional money managers.
Who they serve
Individuals, businesses, and entrepreneurs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 71 | $23M |
| High Net Worth Individuals | 63 | $391M |
| Charitable Organizations | 8 | $3.2M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,000 - $3,000,000 | 0.75% |
| $3,000,000 - $5,000,000 | 0.50% |
| $5,000,000+ | — |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LGT FINANCIAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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