Fee-Only Financial Advisors in Texas

Kinetix Financial Planning

Flower Mound, TX

Specialties: Investment Management, Comprehensive Financial Planning, College Education Planning, Debt Management, Cash Flow Optimization, Budgeting, Retirement Planning, Risk Management

Fee-Only financial planner located in Flower Mound, TX, serving clients locally and as a virtual practice throughout the country

Waymaker Financial Planning

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Fort Worth, TX, serving clients locally and virtually across the country

Edge Capital Partners

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Krishna Wealth Planning LLC

McKinney, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planning and investment management located in McKinney, TX, serving clients in the Dallas area and virtually across the country

Brazos Wealth Advisors, L.L.C.

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Estate Planning

Fee-Only financial planner located in Fort Worth and Wichita Falls, Texas, serving clients locally and across the country

7 Saturdays Financial

Richardson, TX

Specialties: Financial Independence Planning, Tax-efficient accumulation and distribution strategies, Portfolio design and implementation, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning

We're physically based in Dallas, Texas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.

Cates Financial Planning, LLC

Gainesville, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Denton, TX, serving clients locally and across the country

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

Worth Winning, LLC

Dallas, TX

Specialties: Comprehensive Financial Planning, Student Loan Planning, Budget/Cash Flow Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Bragg Comer Financial Advisor, LLC

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Plano, TX, serving clients locally and across the country

Flying Forward Wealth Management

Boerne, TX

Specialties: Wealth Management & Investment Planning, Comprehensive Financial Planning, Long-Term Planning, Asset Management, Business Planning, Estate Planning, Tax Planning, Risk Management

Fee-Only financial planner located in Boerne, TX, serving clients locally and across the country

Pivot Point Advisors, LLC

Bellaire, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bellaire, TX, serving clients locally and across the country

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.

Austin Private Wealth

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Ark Alliance Financial, LLC

Sugar Land, TX

Specialties: Financial Stewardship, Purpose Driven Financial Planning, Values-Based Investment Management, Retirement Income Planning, Estate & Incapacity Planning, Late Stage College Funding

Fee-only financial advisor for pre-retirees, retirees and parents of high schoolers located in the Sugar Land/Houston, TX area but serving clients throughout Texas.

Endurance Financial Planning, LLC

McAllen, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in McAllen, TX and serving clients locally and across the country

Seaborn Financial, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Investment Management, ESPP and Stock Options, Employee Benefit Analysis, Tax Planning, College Education Planning, Retirement Income Planning

Fee-Only financial planner located in Austin, TX serving clients locally and across the country

Westlake Wealth Management

Roanoke, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Roanoke, TX, serving clients locally and across the country

Credent Wealth Management

Plano, TX

Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Key life decisions, Contingency planning, Executive compensation, including restricted stock, stock options, and deferred compensation, Comprehensive lifetime income planning, Establishment and periodic tracking of goals

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

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

Endurance Financial Planning

McAllen, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in McAllen, TX, serving clients locally and across the country

Orchard Financial Group

Austin, TX

Specialties: LGBTQIA, Equity Recipients (RS/RSU SOP ESPP), Socially Responsible Investments (SRI), Equity Compensation Review, Investment Management, Tax Implications & Outlines, Retirement Income Planning, Comprehensive Financial Planning, Inheritance Planning, Qualified Tuition Plans (529 Plan)

Fee-Only financial planner specializing in financial advice for LGBTQ Couples and Families, Socially Responsible Investment Management and Strategies, and Equity Compensation Recipients. Located in Austin, TX, serving clients locally and across the country.

Momentum Private Wealth Management, LLC

Cedar Park, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation

Fee-Only financial planner located in Cedar Park, TX, serving the greater Austin, TX area and clients across the country

Forthright Financial Services

Weatherford, TX

Specialties: Personalized Financial Planning, Retirement Income and Social Security Benefits Planning, Investment Management, College Education Planning, Tax Saving Strategies, Real Estate Property Planning, Estate Planning, Cash Flow, Budgeting and Debt Management

Fee-Only financial planner located in Weatherford, TX, serving clients locally and across the country

Elgon Financial Advisors

Austin, TX

Specialties: Comprehensive Financial Planning, Equity Compensation (Stock Options, RSU, ESPP), Employee Benefits Analysis, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country virtually. Special affinity to those who are foreign born.

Ataroke Wealth

McKinney, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner, wealth manager, and author located in McKinney, TX, serving clients locally and across the country

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Hedgefield Wealth Management

Denton, TX

Specialties: Comprehensive Financial Planning, Investment Management, Wealth Management, College Education Planning, Tax and Estate Planning

Fee-Only financial planner located in Denton, TX, serving clients in Denton, Frisco, Argyle and Dallas, TX and across the country

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.

Constitution Wealth

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Jackson, WY

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

Credent Wealth Management

Amarillo, TX

Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Charitable giving, Risk management, Education planning, Business planning, Multigenerational estate planning, High-net-worth investing, Insurance-related issues, Goal setting and personal accountability, Cash flow, budgets, and credit issues, Strategies for entrepreneurs, Long-term strategic planning for families and small business owners, Strategies for medical professionals

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

Legacy Chief Financial Office, LLC

The Woodlands, TX

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Net Unrealized Appreciation, Employer Stock Options

Fee-Only financial planner with our efforts focused in The Woodlands, TX area, Legacy CFO is situated perfectly to address the needs of the economically diverse workforce of Southeast Texas

Azure Sky Financial Life Planning, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Life Planning, Executive Compensation, Cash Flow Planning

In addition to receiving advice, a plan, organization, and supportive accountability so you can make even better decisions about your money and achieve your financial goals, you also get the satisfaction of aligning your money and your values with your life.

Worthen Financial Advisors

Friendswood, TX

Specialties: Wealth Management, Comprehensive Financial Planning, Portfolio Management, Personal Retirement Planning, Education Planning, Tax Planning Strategies, Divorce Planning, Risk Management

Fee-Only financial planner located in Friendswood, TX helping busy professionals & retirees plan, invest and enjoy life without the stress of money since 2005

Rexford Capital Wealth Management

Bellaire, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate and Generational Planning Needs

Fee-Only financial planner located in Bellaire, TX, serving clients locally and across the country

Belonging Wealth Management

Longview, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Longview, TX serving clients virtually across the country

Freshfield Investments

Plano, TX

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

I'm an investment manager and financial planner and the principal of Freshfield Investments, a fee-only, fiduciary Registered Investment Advisory firm in Plano, Texas serving clients locally and nationally.

Complete View Financial LLC

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Cash Flow Planning

Fee-Only financial planner located in San Antonio, TX, serving clients locally and across the country

J.K. Financial, Inc.

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

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

DESMO Wealth Advisors, LLC

Lakeway, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving clients in the Austin metro area in person and virtually across the country

Archer Investment Management

Austin, TX

Specialties: Comprehensive Financial Planning, Cryptocurrency Investing, Retirement Income Planning, Investment Management, Employee Stock Options & Restricted Stock, College Education Planning, Tax Planning, Financial Life Planning

Financial Planning for High-Achieving Professionals | Optimize Your Peak Earning Years | Make Work Optional • Minimize Taxes • Invest Smarter

Kelly Klingaman Financial Planning

Austin, TX

Specialties: Ongoing Comprehensive Financial Planning, Investment Management, Tax Planning, Equity Compensation Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

MAGISTER WEALTH

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business Consulting

Fee-Only financial planner located in San Antonio, TX, serving clients locally and across the country

Intentional Living FP

New Braunfels, TX

Specialties: Comprehensive Financial Planning, Financial Independence, Real Estate Strategy, Tax Planning, Investment Management, Early Retirement Planning, Business Planning, Cash Flow Planning, Net Worth Planning, College Education Planning

Fee-Only financial planner in New Braunfels, TX, helping clients locally and across the country achieve early financial independence.

ATX Portfolio Advisors

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only (When You're Up) financial advisor located in Austin, TX, serving clients locally and across the country

Cadence Financial Advisors, LLC

Allen, TX

Specialties: Helping you make smart financial decisions., Tax Efficient Investment Strategy, Generating sustainable lifetime income, Planning your second life

Contact me and let's talk about what's important about money to you.

Retirement Investment Advisors

Frisco, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Frisco, TX, serving clients locally and across the country

Strada Wealth Management

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only Advanced Divorce Financial Planner ® located in Austin, TX and serving Texas families in a range of diverse marital matters.

Credent Wealth Management

Waco, TX

Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving strategies, Multigenerational estate planning, High-net-worth investing, Business planning, Cash management and cash flow planning, Insurance analysis and strategies relating to life, health, disability, long-term care, liability, and more

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

Walnut Hill Wealth Management

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Insurance Review, College Education Planning

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Hamilton Financial Planning

Austin, 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.

Downing Street Wealth Management

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX

Good Life Asset Strategies

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fort Worth, TX, serving clients locally and across the country

Gap Financial Services

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Chris Reddick Financial Planning, LLC

San Antonio, TX

Specialties: Investment Advice, Retirement Planning, Tax Planning, Comprehensive Financial Planning

Fee-Only and Advice Only financial planner located in San Antonio, TX, serving clients locally and virtually nationwide.

Lifetime Financial Planners

San Antonio, TX

Specialties: Behavioral Coaching to Navigate Emotional Life Events, Comprehensive Financial & Retirement Planning, Investment Management, Tax Planning Strategies, Insurance & Risk Management Planning, Multi-Generational Trust Planning, Executive Compensation Plans

Fee-Only financial planner located in San Antonio, TX, serving clients locally and across the country

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

The Dedicated Dollar, LLC

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fort Worth, TX, serving clients locally and across the country

GIBSON WEALTH ADVISORS LLC

Allen, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security & Medicare Consulting, Investment Management, Tax Planning & Preparation, Insurance Analysis and Recommendations

Fee-Only financial planner with offices in DFW an Tyler, Texas, serving clients locally and virtually across the country

BlueSky Wealth Advisors

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Plano, TX, serving clients locally and across the country

Flourish Financial Planning

Grapevine, TX

Specialties: Tax Planning & Preparation, Comprehensive Financial Planning, Investment Management, Cashflow Planning, Student Loan Analysis

A no-minimum, fee-only financial planner located in Grapvine, TX, and serving clients across the country.

Brazos Wealth Advisors, L.L.C.

Iowa Park, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Tax Planning

Fee-Only financial planner located in the Wichita Falls and Fort Worth, TX area, serving clients locally and across the country

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.

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Guiding you along the road map toward Financial Independence and security. Located full-time in San Antonio, TX.

Brownlee Wealth Management

The Woodlands, 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.

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Helping grow, protect and transfer your legacy!

Avant Financial Advisors

Austin, TX

Specialties: Multi-Generational Planning, Inheritance Planning, Tax Planning, Equity Compensation Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Black Barn Financial

Austin, TX

Specialties: Life Transitions (Examples: changing careers, divorce, widowhood), Maximizing Tax Efficiencies, Collaborative Advisory Relationships, Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing, Simplifying Income Distribution Strategies

Kacie specializes in supporting clients who are going through major life changes like ending a marriage or losing a spouse.

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.

Trisperity Advisors

Katy, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Katy, TX, serving clients locally and across the country

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

Sammons Wealth Management

Dallas, TX

Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation

Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.

Century Management Financial Advisors

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Tax Planning, Business Transition Planning, 401k & Pension Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Strategic Financial Planning, Inc.

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving Frisco/Plano, TX area.

Comal Wealth Management

New Braunfels, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in New Braunfels, TX, serving clients locally and across the country

Simaris, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Planning, Wealth and Investment Management, College Education Planning, Strategic Tax Planning, Work Benefits, Estate and Incapacity Planning, Business Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

New Dimensions Wealth Management, LLC

Allen, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Financial Planner and investment mangement located in Allen, TX and Serving Clients Nationwide

Simply Human Advisors

Abilene, TX

Specialties: Comprehensive Financial Planning, Grief, Retirement Income Planning, Tax Planning, Investment Management, Estate Planning, Risk Management

Fee-Only financial planner located in Abilene, TX, serving clients locally and across the country

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

Everlong Financial

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

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

CAM Investor Solutions

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning

We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.

Pearl Financial Planning LLC

Plano, TX

Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans

Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.

Laughter Financial, LLC

Celina, TX

Specialties: Comprehensive Financial Planning, Investment Management,

Fee-Only financial planner located in DFW serving clients locally and across the country

Your Richest Life

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Dallas, TX and Serving Clients Across the Country

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

Guideway Financial, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

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

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Lampados Financial Group

Dallas, TX

Specialties: Comprehensive Financial Planning, Investment Planning, Tax Planning, Insurance Planning, Debt Management Program, Financial Planning for Business Owners

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Miller Premier Investment Planning, LLC

Mansfield, TX

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Social Security Optimization, Comprehensive Financial Planning

Nurturing Your Nest Egg for a Golden Tomorrow!

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.

Prominent Financial Planning

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Austin, TX and Serving Clients Nationwide

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

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.

The Sum

The Woodlands, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in The Woodlands, TX, serving clients locally and across the country

Holman Wealth Management

Dallas, TX

Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Savings and Cash Flow

Fee-Only financial planner and investment professional located in Dallas, TX, serving clients locally and across the country

Certified Financial Strategies

Dallas, TX

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning

Fee-Only financial planner located in Dallas, TX serving clients locally and across the country

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).

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

Blue Mountain Financial Planning, LLC

Melissa, TX

Specialties: Comprehensive Financial Planning, Financial Independence, College Savings Planning & Student Loans, Adoption & Fertility Financial Planning, Tax Planning

Fee-Only financial planner located in Melissa, TX and Lubbock, TX, serving clients locally and across the country virtually

Riverchase Wealth Management, LLC

Flower Mound, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country

Aspen Wealth Management

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Business Exit Planning

Fee-Only financial planner located in Fort Worth and Southlake, TX, serving clients locally and across the country

Certified Financial Strategies

Dallas, TX

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning

Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Your Story Financial, LLC

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Virtual Fee-Only financial planner located in Dallas Metro-Plex, serving clients locally and across the country

Guideway Financial, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Tax Preparation, College Education Planning

Fee Only Financial Advisor serving Austin TX, San Antonio TX, and the entire North East TX region

GDS Wealth Management

Flower Mound, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country

Black Barn Financial

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Paradigm Advisors

Dallas, TX

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning, College Education Planning

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.

Staib Financial Planning, LLC

Frisco, TX

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, Social Security Income Planning, Tax Planning

Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Parker | Aurora, CO

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

Riverchase Wealth Management, LLC

Flower Mound, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country

GA Bishop and Associates

Coppell, TX

The Mather Group

Houston, TX

Titan Wealth Management

Richmond, TX

Benold Financial Planning

Prosper, TX

Motif Planning

Dallas, TX

Hilton Financial Group, LLC

Austin, TX

TBMS Wealth

Plano, TX

Pioneer Wealth Management Group

Austin, TX

Think Different Wealth Advisors LLC

Irving, TX

Worthpointe

Austin, TX

Keener Financial Planning

Keller, TX

Vannoy Advisory Group, Inc.

Dallas, TX

Beacon Financial Planning

Houston, TX

Buckingham Strategic Wealth

Houston, TX

NorStar Financial of Plano, LLC

Plano, TX

Noto Financial Planning, LLC

Dallas, TX

Horizon Wealth Advisors

Houston, TX

Janus Financial Planning, LLC

San Antonio, TX

Frisco Financial Planning LLC

Frisco, TX

Pioneer Wealth Management Group

Austin, TX

Gatens Financial LLC

Dallas, TX

WorthPointe

La Jolla, TX

SeedSafe Financial LLC

Austin, TX

Ryerson Financial

Houston, TX

Buckingham Strategic Wealth

Plano, TX

Next Step Financial Transitions

Houston, TX

Horizon Wealth Advisors

Houston, TX

Real Estate Wealth Planning

Sunset Valley, TX

Parrott Wealth Management

Austin, TX

The Mather Group

Houston, TX

Astoria Strategic Wealth

Lubbock, TX

Lauterbach Financial Advisors

El Paso, TX

Cru Wealth Management

North Richland Hills, TX

The Art of Finance LLC

Austin, TX

Chisholm Wealth Management

Crowley, TX

Schulz Wealth

Mansfield, TX

Pauley Financial

New Braunfels, TX

Corvum Investment Management, LLC

Texarkana, TX

Pioneer Wealth Management Group

Austin, TX

Southwest Retirement Consultants

Austin, TX

Pioneer Wealth Management Group

Austin, TX

The Mather Group

Austin, TX

WorthPointe

Tyler, TX

Next Step Financial Transitions

Houston, TX

Open Door Financial Advisors

Lubbock, TX

Haven Financial Advisors

Austin, TX

WorthPointe

Bedford, TX

Palermo Wealth Management, LLC

Austin, TX

EZ Financial Group, Inc.

Houston, TX

PBL Wealth Management LLC

Austin, TX

Pioneer Wealth Management Group

Austin, TX

Comprehensive Financial Planning for Doctors

Frisco, TX

Pioneer Wealth Management Group

Austin, TX

Credent Wealth Management

Waco, TX

Credent Wealth Management

Plano, TX

III Financial, LLC

Cedar Park, TX

WorthPointe

Austin, TX

Briaud Financial Advisors

College Station, TX

11 Financial

Round Rock, TX

Horizon Wealth Advisors

Houston, TX

Oshun Financial Planning

Houston, TX

Traditions Wealth Advisors, LLC

College Station, TX

MitchellClark & Company

Brenham, TX

OverShare Advice and Planning, LLC

Frisco, TX

Forteris Wealth Management

Dallas, TX

Kovar Wealth Management

Lufkin, TX

WorthPointe

Bedford, TX

Simplify Wealth Planning

Austin, TX

The Mather Group

Austin, TX

Origin Wealth Advisers LLC

Austin, TX