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
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
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
Jim Crider
CFP®
Intentional Living FP
New Braunfels, TX
Specialties: Comprehensive Financial Planning, Investment Management, Wealth Management, Retirement Income Planning, Tax Planning, Business Planning
Fee-Only financial planner in New Braunfels, TX, helping clients locally and across the country achieve early financial independence.
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
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
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.
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
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.
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
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
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.
Jim Garvin
CFP®, EA
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 Pittsburgh, PA, serving tech professionals virtually via video calls, emails, and over the phone.
Marcel Miu
CFA, CFP®
Simplify Wealth Planning - Flat Fees Starting at $3k
Austin, TX
Specialties: Optimize Equity Compensation and Tax Outcomes, Comprehensive Financial Planning, Insurance, Estate Planning, Budgeting and Beyond, Retirement Income Planning, Investment Management
Fee-Only Financial Planner making finance easy for tech pros. Because you want to turn your stock compensation into wealth, cut taxes, and live life your way. Based in Austin, TX and serving clients nationwide.
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
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
Sara Glakas
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
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.
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
Ethan Kwon
Bright Road Wealth Management
Austin, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Anchorage, AK, serving clients locally and across the country
Zachary Thomas
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
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.
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
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
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
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
John McGlothlin III, PhD
CFP®
Southwest Retirement Advisors, LLC
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 planner located in Austin, TX specializing in helping clients plan for and enjoy retirement.
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.
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.
Stu Sneen
CFA, CFP®
TwoTen Planning
Austin, TX
Specialties: Equity Compensation Planning, Tax Planning, Financial Planning, Investment Management
**Flat Fee Financial Planner** Financial planning for mid- to late-career professionals (often tech). We help you maximize equity, reduce taxes, invest wisely, and manage risk.
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
Rebecca 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.
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
Kacie specializes in supporting clients who are going through major life changes like ending a marriage or losing a spouse.
Carleton McHenry
CFP®
McHenry Capital, LLC
Austin, 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).
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)
