Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
14yrs
Joseph Averett has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Fort Worth, Texas. Joseph has been with Cetera Investment Advisers since 2025; before that, Joseph spent ten years at Avantax Advisory Services and a year at WFG Advisors. Joseph holds the CFP® designation.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 60% of advisors in Fort Worth
Office4055 International Plaza Suite 630, Fort Worth, TX 76109
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2015 – 2025Avantax Advisory ServicesPreviously
- May 2013 – Sep 2014WFG Advisors, LPPreviously
Contact Joseph
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Joseph. 4055 International Plaza Suite 630Fort Worth, TX 76109Office · Get directions
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Joseph Averett. Joseph works from the Fort Worth, TX office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2013, about 14 years. More experience than 60% of advisors in Fort Worth.
What licenses does Joseph hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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