What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Houston, TX area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Houston, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Michael Rahn
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in The Woodlands, TX, serving clients locally and across the country.
Ross Dugas, Ph.D.
Candidate for CFP® Certification
Scientific Financial
Pearland, TX
Specialties: Financial Education & Group Q/A, One-Time Projects - portfolio assessments, financial plans, etc., Comprehensive Financial Planning
Fee-only, advice-only financial advisor located in Pearland, TX, serving curious investors who seek to understand.
Amol Desai
CFP®, CFA®, MBA
Perceptive Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country. We specialize in working with Mid-Career Professionals and First-Generation Americans
Bryan Zschiesche
CFP®, MS, MBA
Financial Synergies Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide
Carleton McHenry
CFP®
McHenry Capital, LLC
Houston, TX
Specialties: College Planning, Retirement/Financial Independence, Budget/Cash Flow, Protect/Insurance, Estate Planning, Investment Management, Financial Transitions, Lifestyle Design, Return on Life (ROL)
Fee-Only wealth management firm that works with families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL).
Chris Melber
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in The Woodlands, TX, serving clients locally and across the country
Kevin Nelson
CFP®, CDFA®
Financial Synergies Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Estate and Gift Planning, Insurance Planning, Company Retirement Plans
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Cameron Penney
CFP®
Penney Financial, LLC
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Marc Laviage
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Investment Management, Tax Planning
Fee-Only financial planner located in The Woodlands, TX, serving clients locally and across the country
Matt Smith
CFA®, CFP®
Concert Financial Planning, LLC
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, Budgeting and Cash Flow Management, College Education Planning, Tax Planning
Financial Advice for BigLaw attorneys
Justin Brownlee
CFP®
Brownlee Wealth Management
Houston, TX
Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planning firm in Forth Worth and The Woodlands serving families with extensive tax, estate planning, and investment needs. Our job is to optimize your investments, lower your taxes, and grow your wealth.
Scott Monk
CFP®, CFA®, MBA
Charis Legacy Partners
Bryan, TX
Specialties: Charitable Planning, Cashflow Planning, Retirement Income Planning, Estate Planning, Tax Planning, Insurance Planning, Investment Management
Fee-Only legacy planner serving clients virtually across the country
Trevor Winter
CFP®
New Heights Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Company Benefits
Helping oil and gas professionals invest smarter, minimize taxes, and become financially independent.
Todd Smurl
CFA®
Integrity Financial Planning, LLC
Houston, TX
Specialties: Investment Management, Comprehensive Financial Planning, Tax Loss Harvesting, Socially Responsible Investing, Faith-Based Investing, Personal Index Portfolios
Fee-Only financial planner located in Houston, TX, serving clients virtually both locally and across the country
Matthew Goff
The Goff Financial Group
Houston, TX
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, College Education Planning, Tax Planning
Fee-Only & Fully Independent Financial Advisor
Ryan Firth
CPA/PFS, CFP®, CCFC®, GFP (USA), RLP®
Mercer Street Company
Bellaire, TX
Specialties: Comprehensive, Holistic Financial Planning, Cash Flow and Debt Management Planning, Tax Planning, College Education Planning, Investment Advice, Virtual Currencies (a.k.a., Cryptocurrencies), Hourly Planning, Business Consulting, International and cross-border planning, Planning for closely held businesses
Mercer Street, which was founded by Ryan Firth, is an independent financial planning and investment advisory firm located in Houston, TX, serving families locally and across the country. Services are offered on an hourly basis.
Scott Hamilton
CFP®, MBA
Hamilton Financial Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Austin and Houston areas.
Emily Allen
CFP®
Buckingham Strategic Wealth
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management, Stock Equity Compensation
Forever standing on the side of our clients.
Jonathan Kolmetz
MBA, CFP®
Oaks Wealth Management
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Heath Hightower
CFP®
Financial Synergies Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide
Ashley Foster
CFP®
Nxt:Gen Financial Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Student Loan Planning, Tax Planning, Investment Management
A fee-only, private practice, serving clients who are in the wealth accumulation stage of their lives via a transparent fee structure that eliminates conflicts of interest.
Skyler Denny
CFP®
Legacy Financial Designs
Spring, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Spring, TX, serving clients locally and across the country
Alison James
CFP®, PMP®
WorthWise Financial Partners, LLC
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Planning for a Second Home, Maximizing Retirement Income, Tax Strategies
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Adam Beaty
CFP®, EA, RICP®
Bullogic Wealth Management
Pearland, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pearland, TX, serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
