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!

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

Richard Archer

CFA®, CFP®, MBA

Archer Investment Management

Austin, TX

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

WE ARE AN INDEPENDENT, FEE-ONLY FIRM SERVING CLIENTS WHO HAVE $500,000+ TO INVEST.

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

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.

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.

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.

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

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

Katie Horton

CFP®, CPA

Financial Cairn

San Marcos, TX

Specialties: Comprehensive Financial Planning, Financial Coaching, Retirement Income Planning, Tax Planning

Hourly, Fee-Only financial planner based in Central Utah with an office in the Austin, Texas area.

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.

Jane Mepham

CFP® Candidate

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

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.

Christopher Van Slyke

CFP®

WorthPointe

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

Hayden McCoy

CFE, CAMS, EA, CTC, CFP®

Synergy Wealthcare Solutions, LLC

Round Rock, TX

Specialties: Comprehensive Financial Planning, Advanced Tax Reduction Strategies, Tax Preparation, Investment Management, Care Planning for Aging Parents

Fee-Only financial & tax planner that works virtually, serving clients across the country

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.

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.

Brian Fry

CFP®

Safe Landing Financial

Austin, TX

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

Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ in Austin, TX serving clients nationwide on a virtual basis.

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

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

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

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.

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.

Kacie Swartz

CFP®, CIMA®

Stone Wealth Management

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

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.

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

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

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

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

Christopher Baum

CFP®

Palermo Wealth Management, 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

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.

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

Ian Tennant

Pioneer Wealth Management Group

Austin, TX

Kristin Jaggard

Austin Asset

Austin, TX

MaryBeth Meyer

Austin Asset

Austin, TX

Gregory Van Wyk

Austin Asset

Austin, TX

Elliott Weir

CFP®, MBA

III Financial, LLC

Cedar Park, TX

Ross Patterson

CFP®

Life Path Financial, LLC

Austin, TX

Scott Van Den Berg

Century Management Financial Advisors

Austin, TX

Jonathan Davison

Austin Asset

Austin, TX

Allison Loots

Austin Asset

Austin, TX

Philip Olson

CFP®, IAR

The Art of Finance LLC

Austin, TX

Jennifer Rickle

WellPlanned Finance

Austin, TX

Meghan Lefevre

Conscious Impact Financial Planning

Austin, TX

Jamie Ileks

Austin Asset

Austin, TX

Milad Taghehchian

CFP®

Pioneer Wealth Management Group

Austin, TX

Allie Bequette

Austin Asset

Austin, TX

Erin Hilton

Hilton Financial Group, LLC

Austin, TX

Will Wike

Austin Asset

Austin, TX

James Kerr

Austin Asset

Austin, TX

John McGlothlin III

CFP®

Southwest Retirement Consultants

Austin, TX

Kermit Johns

WorthPointe Financial Planners

Austin, TX

Adam Reinking

AdvicePeriod

Austin, TX

Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Austin, TX

W. Eric Hehman

Austin Asset

Austin, TX

Sheila Stowers

Garrett Investment Advisors, LLC

Austin, TX

Chris Cyndecki

CFA, CFP®

Pioneer Wealth Management Group

Austin, TX

Kevin O'Shea

Austin Financial Advisors, Inc.

Austin, TX

Jessica Forrest

Austin Asset

Austin, TX

Daphne Jordan

CFP®

Pioneer Wealth Management Group

Austin, TX

Nicole Renaux

CFP®

Pioneer Wealth Management Group

Austin, TX

Lorri Winkcompleck

Gap Financial Services

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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