Hartman Wanzor McNamara LLP

Plan to Dream Big

Accounting firm in Fort Worth, TX (show on map)

3.3

★★★☆☆

4 reviews

Prime Capital Financial offers personalized wealth planning, retirement consulting, family office services, and financial wellness solutions for individuals, families, and business owners.

Call (817) 529-3930

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About

Prime Capital Financial provides a range of services including wealth management, family office, tax advisory, retirement consulting, and financial wellness. With decades of experience and national resources, the firm offers personalized guidance for individuals, families, plan sponsors, and participants, backed by advisor-owners who are invested in client success.

Personalized guidance for individuals, families, plan sponsors, and participants

Decades of experience and national resources

Advisor-owners with a personal stake in client success

Fiduciary commitment to client financial success

Services

Wealth Management

Personalized financial coaching and technology-driven financial wellness education to empower employees and clients to gain control of their financial future.

Right-sized suite of services based on client needs Funding college education, retirement planning, estate planning, and family office services

Family Office

Comprehensive suite of tailored solutions for managing significant wealth, including investment management, estate planning, tax strategies, and philanthropic guidance.

Preservation and enhancement of legacy across generations Simplification of wealth management complexities

Retirement Consulting

Fiduciary consulting approach focusing on the needs of plan participants, offering comprehensive services for plan sponsors and participants.

Fiduciary consulting Comprehensive plan sponsor and participant services

Financial Wellness

Personalized financial coaching combined with engaging technology to deliver financial wellness education and empower employees.

Personalized financial coaching Technology-driven financial wellness programs

Tax Advisory

Advanced tax planning and strategic advisory services for individuals and companies, focusing on business accounting, individual and entity taxation, wealth preservation, and tax planning.

Strategic tax planning Tax return preparation Mergers & acquisitions analysis Corporate formation assistance Tax credit consultation

Credentials & Certifications

Barron’s Top 100 RIA Firm 2025

Since 2025

Barron’s Top 100 RIA Firm 2024

Since 2024

KCBJ Fee Based Investment Advisors 2024

Since 2024

KCBJ Fee Based Investment Advisors 2023

Since 2023

Barron’s Top 100 RIA Firm 2023

Since 2023

KCBJ Fee Based Investment Advisors 2022

Since 2022

Barron’s Top 100 RIA Firm 2022

Since 2022

Reviews

Rating

3.3

★★★☆☆

Reviews

"End of story!!!"

Frequently Asked Questions

What is the difference between wealth management and financial wellness? +

Wealth management focuses on comprehensive financial planning and investment management for individuals and families, while financial wellness provides personalized coaching and technology-driven education to empower employees to gain control of their financial future.

How does Prime Capital Financial ensure fiduciary responsibility in retirement consulting? +

Prime Capital Retirement operates as a fiduciary, prioritizing the needs of plan participants and offering a comprehensive consulting approach that includes strategic planning, fiduciary oversight, and ongoing support.

What tax services does Prime Capital Tax Advisory offer? +

Prime Capital Tax Advisory provides advanced tax planning, federal and state tax return preparation, mergers & acquisitions analysis, corporate formation assistance, various tax credit consultation, and strategic planning for wealth preservation.