Fee-Only Financial Planners in Austin, TX

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Austin, TX:

I can work with clients anywhere!

Scott O'Brien

CFP®, EA

WorthPointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Kacie Swartz

CFP®, CIMA®

Stone Wealth Management

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing, Life Transitions (Examples: changing careers, divorce, widowhood)

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

Jane Mepham

CFP®

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.

Jennifer Failla

CFP®, CDFA®, CRPC®, MAFF

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.

Jim Crider

CFP®

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.

Raoul Celerier

CFP®, CEP®, CRPC®, MBA

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

Christopher Van Slyke

CFP®, CKA®

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

Scott Ela

CFP®, CPA

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

Carleton McHenry

CFP®

McHenry Capital, LLC

Austin, TX

Specialties: Budget, Protect, Estate, Invest, Retire, Return on Life (ROL)

Fee-Only wealth management firm that works with emerging affluent individuals, couples, and 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).

Richard Archer

CDAA, CFA®, CFP®, MBA

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

Archer Investment Management provides people-focused financial planning for tech industry professionals.

Richard Wilkinson

CFP®

WorthPointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Garrett Prom

CFP®, EA, CRPC®

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

Laura Barnett Lion

CFP®

The Mather Group

Austin, TX

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

Fee-Only Financial Advisor serving Austin, TX area.

Morgan Smith Jr.

CFP®

WorthPointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Taylor Kovar

CFP®

Kovar Wealth Management

Lufkin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Philanthropy Planning, Tax Minimization Strategies, Personal Brand Management, Legacy Planning, Self-Directed IRAs

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

I can work with clients anywhere!

Sharon Lear

CFP®, MBA

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

Bill Parrott

CFP®

Parrott Wealth Management

Austin, TX

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

Fee-Only Financial Planner serving clients in the Austin, TX area and across the country.

Jordan Benold

CFP®, MBA

Benold Financial Planning

Prosper, TX

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

Financial Planning for Physicians and Healthcare Professionals | Offices near Austin and Dallas, TX

Kelly Klingaman

CFP®, RLP®

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

Angel Escobedo

CFP®

Capasso Planning Partners

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

Anthony Guzman

CFP®

Pioneer Wealth Management Group

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

Leah Coleman

CFP®, AAMS®

Orchard Financial Group

Austin, TX

Specialties: 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 Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Located in Austin, TX, serving clients locally and across the country.

Jeff Weeks

CFP®

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

Marc Jimenez

CFA® CFP®

CAM Investor Solutions

Austin, TX

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

Massimiliano De Santis

PhD, CFP®

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

Bradley Phillips

J.D., CFP®, EA

The Mather Group

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

Michael K. Babcock

MS, CFP®, RLP®

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

Fee-Only financial life planner for professionals in Telecom, Healthcare, and Tech. Serving in Austin, TX and virtually throughout the US.

I can work with clients anywhere!

Britton Gregory

CFP®

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

I can work with clients anywhere!

Alex Yeager

CFP®

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

Brooks Morgan

CFP®

Worthpointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Jim Lear

CFP®

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

Austin Hon

CFP®

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

Scott Hamilton

CFP®, MBA

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.

Morgen B. Rochard

CFA®, CFP®

Origin Wealth Advisers LLC

Austin, TX

Specialties: Irregular Income Management, Tax Planning, Early Retirement Planning, Family Systems and Governance, Business Planning, Investment Management

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

Philip Olson

CFP®, IAR

The Art of Finance LLC

Austin, TX

Jessica Forrest

Austin Asset

Austin, TX

W. Eric Hehman

Austin Asset

Austin, TX

Allie Bequette

Austin Asset

Austin, TX

MaryBeth Meyer

Austin Asset

Austin, TX

Christopher Baum

CFP®

Palermo Wealth Management, LLC

Austin, TX

Sheila Stowers

Garrett Investment Advisors, LLC

Austin, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Austin, TX

Erin Hilton

Hilton Financial Group, LLC

Austin, TX

Jamie Ileks

Austin Asset

Austin, TX

Chris Cyndecki

CFA®, CFP®

Pioneer Wealth Management Group

Austin, TX

Ian Tennant

ChFC®, EA

Pioneer Wealth Management Group

Austin, TX

Jonathan Davison

Austin Asset

Austin, TX

Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Austin, TX

Kermit Johns

WorthPointe Financial Planners

Austin, TX

Rebecca Conner

CPA, CFP®

SeedSafe Financial LLC

Austin, TX

Scott Van Den Berg

Century Management Financial Advisors

Austin, TX

Gregory Van Wyk

Austin Asset

Austin, TX

John McGlothlin III

CFP®

Southwest Retirement Consultants

Austin, TX

Daphne Jordan

CFP®

Pioneer Wealth Management Group

Austin, TX

Elliott Weir

CFP®, MBA

III Financial, LLC

Cedar Park, TX

Allison Loots

Austin Asset

Austin, TX

Kristin Jaggard

Austin Asset

Austin, TX

Shirley Sanchez

MS

Pioneer Wealth Management Group

Austin, TX

April Busby

CPA

Pioneer Wealth Management Group

Austin, TX

Meghan Lefevre

Conscious Impact Financial Planning

Austin, TX

Nicole Renaux

CFP®

Pioneer Wealth Management Group

Austin, TX

Ross Patterson

CFP®

Life Path Financial, LLC

Austin, TX

Will Wike

Austin Asset

Austin, TX

Drew Schlotter

CFP®, CCFC

On Point FP

Round Rock, TX

Lorri Winkcompleck

Gap Financial Services

Austin, TX

James Kerr

Austin Asset

Austin, TX

Kevin O'Shea

Austin Financial Advisors, Inc.

Austin, TX

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    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)

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