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 Austin, 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 Austin, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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 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
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
Stu Sneen
CFA, CFP®
TwoTen Planning
Austin, TX
Specialties: Equity Compensation Planning, Tax Planning, Financial Planning, Investment Management
**Flat Fee Financial Advisor** Financial planning for tech professionals. We help you maximize equity, reduce taxes, invest wisely, and manage risk.
Kacie Swartz
CFP®, CIMA®
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
Future focused. Fiduciaries. Financial planning and investment firm founded and growing in Austin, Texas.
Carleton McHenry
CFP®
McHenry Capital, LLC
Austin, TX
Specialties: Special Needs , 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).
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.
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
We're built from the ground up to work with tech professionals. We're located in Austin, TX, though we serve clients anywhere in the US.
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.
Meredith Schneider
CFP®
Schneider Wealth Management
Austin, TX
Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Helping tech professionals make confident decisions about equity, retirement, and what’s next. 27+ years of data-driven, human-centered planning for engineers, executives, and founders navigating complex financial lives.
Zachary Barton
CFP®
Barton Financial Group LLC
Kyle, TX
Specialties: Comprehensive Financial Planning, Tax Planning, Preparation, and Filing, Estate Planning, Investment Management, Retirement Income Planning, College Education Planning, ESG Investing
Fee-Only financial planner located in Kyle, 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
Rebecca Jackson (Conner)
CPA/PFS, CFP®, RLP®
SeedSafe Financial LLC
Austin, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, IPO Planning, Acquisitions
Fee-Only financial planner located in Austin, TX, serving tech professionals virtually via video calls, emails, and over the phone.
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
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
Jason Hoffman
CFP®, EA, ECA
LGBTQ Wealth Planning
Austin, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Review, Equity Compensation Planning, Insurance and Estate Planning Review
LGBTQ Wealth Planning is a flat-fee financial planning and investment management for LGBTQ+ tech professionals, high earners, and allies. Located in Austin, TX, serving clients locally and across the country.
Richard Archer
MBA, CFA®, CFP®, CDAA
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
Erica Schnabel
CFA®, CFP®
Mountain Flower Investments & Planning, LLC
San Marcos, TX
Specialties: Investment Management, Comprehensive Financial Planning, Company Stock or Crypto Diversification, Retirement Strategies, Tax Efficiency & Roth Conversions, ESG / Socially Responsible Investing
Mountain Flower Investments & Planning offers investment management with a financial planning focus to help individuals, families, and small business owners optimize their resources to help achieve their personal goals.
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, New to America Planning, Cross-border Issues
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country virtually. Special affinity to those who are foreign born.
Zachary Thomas
CFP®
Growth Horizons Wealth Management LLC
Georgetown, TX
Specialties: Fractional CFO Services, Business Exit Planning, Growth Consulting, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Georgetown, 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
Ross Patterson
CFP®, RLP®
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
Michael K. Babcock
CFP®, RLP®, MS
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.
John McGlothlin III, PhD
CFP®
Crusonia Wealth Management
Austin, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing, College Education Planning, Tax Planning, Gift and Estate Planning, Risk Management, Asset Allocation and Investment Selection
Fee-Only financial advisor helping clients plan for and enjoy retirement. Located in Austin, TX, working with clients locally and across the country.
Brady Lochte
Axon Capital Management
Georgetown, TX
Specialties: Comprehensive Financial Planning, Retirement planning, Investment Management, Wealth management, Tax Planning
We provide fee-only financial planning and investment management to individuals and families in the Austin, TX metropolitan area.
Jim Crider
CFP®
Intentional Living FP
New Braunfels, TX
Specialties: Tax planning and strategy, Retirement income planning, Investment management, Roth conversion and withdrawal strategy, Business owner planning, Business exit planning, Estate planning, Charitable giving strategy, Real estate consulting, Cash flow and budgeting
Fee-only wealth management for business owners, executives, and families nearing or in retirement. Based in New Braunfels, Texas. Serving clients nationwide.
Scott Van Den Berg
CFP®, ChFC®, CEPA®, AIF®, CRPS™, CMFC™, AWMA™
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
Sara Glakas
Black Barn Financial, LLC
Austin, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Future focused. Fiduciaries. Financial planning and investment firm founded and growing in Austin, Texas.
Marcel Miu
CFA, CFP®
Simplify Wealth Planning
Austin, TX
Specialties: Optimize Equity Compensation and Tax Outcomes, Comprehensive Financial Planning, Insurance, Estate Planning, Budgeting and Beyond, Retirement Income Planning, Investment Management
Fiduciary, Fee-Only, Flat-Fee Financial Planner fast-tracking work optional for employees with company stock. Based in Austin, TX.
Garrett Prom
CFP®, EA, CRPC®
Prominent Financial Planning
Austin, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Prominent Financial Planning LLC is a fee-only fiduciary firm in Austin serving Gen X, Gen Y (Millennial), and Gen Z clients who recognize the time to start making educated and sound financial decisions is now.
Leah Coleman
CFP®, AAMS®
Orchard Financial Group
Austin, TX
Specialties: LGBTQIA , Queer Money, One-Time Financial Plan, 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), Advice-Only, Family Planning
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.
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, 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.
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)
