Fee-Only Financial Planners in:
Texas

These Texas Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Texas Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Kacie Swartz, CFP®, CIMA®
Stone Asset Management
Austin TX
Fee-Only Financial Planner serving the Austin, TX area.
Rosa Ybarra, MS, CFP®
Tranquility Financial Planning
McAllen TX, Del Rio TX, Corpus Chrisit TX, San Antonio TX, Laredo TX, Harlingen TX
Fee-Only Financial Planner located in McAllen, TX and serving clients locally and across the country
Brent Dickerson, CFP® EA
Trinity Wealth Management
Beachwood OH, Painesville OH, Mentor OH, Amarillo TX, Cleveland OH, Lubbock TX
Fee-Only Financial Planner Based in Painesville, Ohio and Serving Clients Throughout the Northeast Ohio Region. We also Serve Clients in Lubbock, Texas and the West Texas Region.
Bragg Comer, CFP®, MBA
Bragg Comer Financial Advisor
Plano TX
Fee Only Financial Planner Located in Plano, TX and Serving Clients Nationwide
Steve Swicegood, CFP®
Conscious Money Solutions
Amarillo TX
Fee-Only Financial Planner serving the Amarillo, TX area.
Matt Addington, CFP®
Worthpointe
Bedford TX
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Spencer Crow, MS, CFP®, MPAS®, CRPC®, AWMA®, AAMS®, CFS®
Financial Engines®
San Antonio TX
Fee-Only CERTIFIED FINANCIAL PLANNER™, NAPFA- Registered Financial Advisor, Dave Ramsey Smartvestor Pro and Senior Vice President of Financial Planning at Financial Engines® in San Antonio, Texas.
Joseph Thomson, CFP®, CPA
Horizon Advisors
Houston TX
Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
Owen Murray, CFA
Horizon Advisors
Houston TX
Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
Christopher Troseth, CFP®
The Watchman Group, Inc.
Plano TX
Fee-Only Financial Advisor serving Plano, TX area.
Alex Yeager, CFP®
Everlong Financial
Austin TX
Fee-Only Financial Planner serving the Austin, TX area.
Jason Self, CFA, CFP®
Resonance Financial
Austin TX
Fee-Only Financial Planner serving the Austin, TX area and Nationwide
Scott Hamilton, CFP®, MBA
Hamilton Financial Planning
Austin TX, Houston TX, Charleston SC, Austin TX
Fee-Only Financial Planner serving the Austin, Houston and Charleston, SC areas.
Michelle Gass, CPA, CFP®
Paradigm Advisors
Dallas TX, Fayetteville AR
We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.
Jennifer Failla, CFP®, CDFA™, CRPC®
Strada Wealth Management
Austin TX
Fee-Only Financial Planner located in Austin, TX and serving Texas families in diverse marital matters.
Bob Morrison, CFP®, CPA/PFS
Downing Street Wealth Management
Greenwood Village CO, San Antonio TX, Broomfield CO, Denver CO
Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX
Milad Taghehchian, CFP®
Pioneer Wealth Management Group
Austin TX
Fee-Only Financial Planner serving the Austin, TX area.
Bryan Zschiesche, CFP®, MS, MBA
Financial Synergies Asset Management
Houston TX
Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide
Christopher Baum, CFP®
Palermo Wealth Management, LLC
Austin TX, San Antonio TX
Fee-Only Financial Advisor serving Austin, TX area.
Heath Hightower, CFP®
Financial Synergies Asset Management
Houston TX
Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide
Matthew Goff
The Goff Financial Group
Houston TX
Fee-Only & Fully Independent Financial Advisor
Brooks Morgan, CFP®
Worthpointe
Austin TX
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Christopher Van Slyke, CFP®
WorthPointe
San Diego CA, Austin TX, Bedford TX, San Diego CA
Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Orange County
Bill Parrott, CFP®
Parrott Wealth Management
Austin TX
Fee-Only Financial Planner serving clients in the Austin, TX area and across the country.
Cameron Penney, CFP®
Penney Financial, LLC
Houston TX
Fee-Only Financial Planner serving the Houston, TX area.
Laura Rowley, CFP®, CTFA
Kanaly Trust Company
Houston TX
Fee-Only Financial Planner, investment advisor, and trust officer, serving clients across the united states. Located in Houston, Texas, the galleria area.
Michael Miller, CFP®
Miller Premier Investment Planning, LLC
Midlothian TX, Mansfield TX, Cedar Hills TX
Nurturing Your Nest Egg for a Golden Tomorrow!
Benjamin Gurwitz, CFP®
Financial Life Advisors
San Antonio TX
Family Fiduciary helping grow, protect and transfer your legacy!
Katie Brewer, CFP®
Your Richest Life
Garland TX, Dallas TX, Rockwall TX, Plano TX, Richardson TX
Fee-Only Financial Planner Located in Dallas, TX and Serving Clients Across the Country
Garrett Prom, CFP®, CRPC®
Prominent Financial Planning
Austin TX
Fee Only Financial Planner Located in Austin, TX and Serving Clients Nationwide
Neil Vannoy, MBA, CFP®
Vannoy Advisory Group, Inc.
Round Rock TX, San Antonio TX
Fee-Only financial planner serving the Round Rock, Austin, and San Antonio, TX areas.
Sharon Lear, CFP®
Guideway Financial
Austin TX, San Antonio TX, Longview TX
Fee Only Financial Advisor serving Austin TX, San Antonio TX, and the entire North East TX region
Morgan Smith Jr., CFP®
WorthPointe
Austin TX
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Roger Asel, CFP®, CPA, PFS
Certified Financial Strategies
Tesuque NM, Dallas TX, Santa Fe NM
Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.
Morgan Stone, CFP®, MBA
Stone Asset Management
Austin TX
Fee Only Financial Planner Located in Austin, TX and Serving Clients Nationwide
Laura Barnett Lion, CFP®
Barnett Financial
Austin TX
Fee-Only Financial Advisor serving Austin, TX area.
John Kvale, CFP®, CFA®
J.K. Financial, Inc.
Dallas TX
Fee-Only Financial Planner serving the Dallas, TX area.
Chris Floyd, CFP®, CPA
Paradigm Advisors
Dallas TX
We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.
Richard Wilkinson, CFP®
WorthPointe
Austin TX
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Bryan Lee, CFP®, MBA
Strategic Financial Planning, Inc.
Plano TX, Lewisville TX, Frisco TX
Fee-Only Financial Advisor serving Frisco/Plano, TX area.
Bob Stowe, CFP®
Stowe Financial Planning, LLC
Plano TX, Dallas TX, Allen TX, Carrollton TX, Denton TX, Frisco TX, Garland TX, Lewisville TX, McKinney TX, Prosper TX, Richardson TX
Fee Only Financial Planner Located in Plano, TX and Serving Clients Nationwide
Jeffrey Weeks, CFP®
ATX Portfolio Advisors
Austin TX
Fee-Only Financial Planner serving the Austin, TX area.
Philip Olson, CFP®, IAR
The Art of Finance, LLC
Austin TX
Fee-Only Certified Financial Planner serving the Austin, TX area.
Larry Maddox, CFP®, CPA
Horizon Advisors
Houston TX
Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
Scott O'Brien, CFP®
WorthPointe
Austin TX
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Richard Archer, CFA, CFP®, MBA
Archer Investment Management
Austin TX
FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVICE FOR OUR NEIGHBORS IN SOUTH AUSTIN AND BEYOND
Ryan Vogl, CFP®
Horizon Advisors
Houston TX
Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
Lance Alston, CFP®, MA
New Dimensions Wealth Management, LLC
Allen TX, Plano TX, McKinney TX
Financial Planner and investment mangement located in Allen, TX and Serving Clients Nationwide
Jim Oliver, CFP®, CPA, PFS
Financial Life Advisors
San Antonio TX
Fee-Only Financial Planner located in San Antonio, TX and serving Clients Nationwide
Mitchell Clark - MitchellClark & Company - Brenham TX
Sarah Henze - Lee Financial Corporation - Dallas TX
Stephen Trousdale - Buckingham Strategic Wealth - Plano TX
Dominique Henderson - DJH Capital Management, LLC - Desoto TX
Rodney James - Kanaly Trust Company - Houston TX
Gregory Van Wyk - Austin Asset Management Company - Austin TX
Lynn Miori, CFP®, CPA, PFS - KMH Wealth Management, LLC - Victoria TX
Roger Pine, CFP®, CFA® - Briaud Financial Advisors - College Station TX
Julie Toler - Lee Financial Corporation - Dallas TX
Jean Keener, CFP® - Keener Financial Planning - Dallas TX, Keller TX
David Stull, CFP® - Storehouse Financial LLC - Fort Worth TX
Micky Reeves - Buckingham Strategic Wealth - Plano TX
Eric Rabbanian - Rabbanian Financial Planning, Inc. - Austin TX, Boise ID
Hannah Moore - Guiding Wealth Management - Dallas TX
Jody Team, CFP® - Team Financial Strategies - Granbury TX, Abilene TX
Dan Sonnen - Lauterbach Financial Advisors - El Paso TX
Bryan Clintsman - Clintsman Financial Planning - Southlake TX
Richard Alphonso - The Financial Advisory Group Inc. - Houston TX
Marc Schindler, CFP®, BA - Pivot Point Advisors - Bellaire TX Houston TX
Douglas Pauley, CFP®, MBA, AIF - Pauley Financial - Flower Mound TX
Peggy Sherman, CFP® - Briaud Financial Advisors - College Station TX
Jason Clevlen - Lake Hills Wealth Management - Austin TX
John Gay, CFP®, CEBS, CLU, MSFS - Frisco Financial Planning, LLC - Frisco TX
Billy DeFrance - Lauterbach Financial Advisors - El Paso TX
Carleton McHenry, CFP® - McHenry Capital, LLC - Austin TX, Horseshoe Bay TX, Houston TX
Virginia Paneda, CFP® - Richard P. Slaughter Associates, Inc. - Austin TX, Richardson TX
Jennifer Armstrong - Lee Financial Corporation - Dallas TX
Chris Cyndecki, CFP® - Pioneer Wealth Management Group - Austin TX, Dallas TX
Helen Stephens, CFP®, EA - Aspen Wealth Management - Fort Worth TX, Colleyville TX
John Eaton, CFP®, CRPS - Cypress Wealth Advisors, LLC - San Antonio TX Dallas TX, Austin TX, Houston TX
David Hailey - Paragon Financial Advisors - College Station TX
Michelle Miller, CFP®, CPA - Michelle R. Miller, CPA, CFP, PC - Austin TX
Brandon Parkhurst - Parkhurst Consulting CPA PC - Round Rock TX
Richard Omobogie - Zuwa Financial LLC - Dallas TX
Glenn Bishop, CFP®, MBA - GA Bishop and Associates, LLC - Carrollton TX
Wes Shannon - SJK Financial Planning, L.L.C. - Hurst TX
Louis Kokernak - Haven Financial Advisors - Austin TX
Michelle Goldstein, MBA - Goldstein Financial Future - Dallas TX
Angel Melgoza, CFP® - MyLife Financial, LLC - Edinburg TX
Shelia Stowers - Stowers Financial Planning - Austin TX
Craig Narum - Trisperity Advisors - Katy TX
Emily Allen - Buckingham Strategic Wealth - Houston TX
Scott Jacobsmeyer - Argent Wealth Management Inc. - Round Rock TX
Kirby Jacobson, CFP®, CFA® - Lee Financial Corporation - Dallas TX
Marcus Introna - Wealth In The Works - Austin TX
Erin Hilton, CFP® - Hilton Financial Group, LLC - Austin TX
Norman Stewart, CFP®, CPA - Total Financial Planning, Inc. - Amarillo TX
Chris Floyd - Paradigm Advisors - Dallas TX
Peter Regan, CFP®, MBA, CLU - CEP Financial LLC - Houston TX
Eric Hehman - Austin Asset Management - Austin TX
Deidra Fulton, CFP® - Fulton Financial Planning, Inc. - Plano TX
Adam Reinking - AdvicePeriod - Austin TX
Robert Rexford, CFP® - Rexford Capital Wealth Management - Bellaire TX
Jeffrey Riley - PartnersInWealth, Inc. - Houston TX
Ryan Blair, CFP® - SFMG Wealth Advisors - Plano TX
Jim Munchbach - Archetype Wealth Partners, LLC - Houston TX
Pamela Rowe - Buckingham Strategic Wealth - Houston TX
Austin Lewis, CFP® - Rooted Financial Planning - Fort Worth Tx
Sean Kelleher, CFP®, EA - Riverchase Financial Planning, LLC - Flower Mound TX
Gary Busch, CFP®, MBA - Busch Financial Planning - Houston TX
Dana Pingenot - Lee Financial Corporation - Dallas TX
Daniel Martucci, CFP®, CPA - MWA Advisors, Inc. - Houston TX
Doug McCulley - Buckingham Strategic Wealth - Plano TX
Christopher Currin, CFP® - Pegasus Advisors, LLC - Plano TX, Grapevine TX, Dallas TX
Bethany Ketron - Buckingham Strategic Wealth - Plano TX
Brent Little, CFP®, CPA/PFS - Odyssey Wealth Management, LP - Plano TX
John Hetzel - Beaird Harris - Plano TX
Randall Crimmings - Clintsman Financial Planning - Southlake TX
Dusty Wallace - Lee Financial Corporation - Dallas TX
Christine Nutt - Paragon Financial Advisors - College Station TX
David Lindau - Lauterbach Financial Advisors - El Paso TX
Jack Marino, Jr., CFP®, CRPC® - Lake Hills Wealth Management - Austin TX
Frank Marrone, CFP® - Fieldstone Financial - Houston TX
Anthony Pampel - True Life Financial Planning - Dallas TX
Nathan Bowen - The Financial Advisory Group Inc. - Houston TX
Colin Bell, CFP® - Bell Wealth Management - Austin TX
Christine Walker, CFP®, CFA® - MWA Advisors, Inc. - Houston TX
Shaun Dowling, CFP® - HFS Wealth Management - Dallas TX
Cary Beard, CPA/PFS, CFP®, AIF® - Carter Asset Management, Inc. - Abilene TX
Jonathan Chapman - WJ Interests, LLC - Sugar Land TX
Charles Parker, Jr. CFP, AEP - Parker Financial Advisors - Houston TX
James Coffman, CFP®, CFA®, CPA, PFS - Austin Asset Management Company - Austin TX, Georgetown TX
Kevin O'Shea - Austin Financial Advisors, Inc. - Austin TX
Rett Dean, EA, CFP® - Riverchase Financial Planning, LLC - Allen TX, Flower Mound TX
Derick Kann, CFP®, MBA, ChFC®, CLU®, CASL®, CMFC®, CRPC®, AAMS® - Index Fund Advisors - Austin TX
Nancy Gatens - Lee Financial Corporation - Dallas TX
Miguel Gomez - Lauterbach Financial Advisors - El Paso TX
Ruth Evans, CFP®, MBA - Evans Financial Planning Inc. - McAllen TX
Randy Kratz, CFP® - Willoughby Hill Wealth Management - Nashville TN, Franklin KY, Brentwood TN, Nashville TN Houston TX, Bowling Green KY, Nashville TN
Richard Lee - Lee Financial Corporation - Dallas TX
Jared Jameson, CFP®, MBA - WJ Interests, LLC - Sugar Land TX Houston TX
Norman Farr - Diesslin Group, Inc. - Fort Worth TX
James Kerr - Austin Asset Management Company - Austin TX
Michael Domingo - Cadence Financial Advisors, LLC - Plano TX
Kathryn Allen, CFP® - Aspen Wealth Management - Fort Worth TX, Colleyville TX