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:
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
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.
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
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
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)
