Fee-Only Financial Planners in Dallas, 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 Dallas, TX:

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

Hannah Szarszewski

CFP®, AFC®

Blue Mountain Financial Planning, LLC

Melissa, TX

Specialties: Comprehensive Financial Planning, Financial Independence, College Savings Planning & Student Loans, Adoption & Fertility Financial Planning, Tax Planning

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

Steve Blankenship

CFP®

Heritage Financial Planning

Dallas, TX

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

Fee-Only financial planner with offices in Dallas, TX, and Atlanta, GA serving clients locally and across the country

Doug Bolles

CAP®

WorthPointe

Tyler, TX

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

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

I can work with clients anywhere!

Lauryn Williams

CFP®, CSLP®, AFC®

Worth Winning, LLC

Dallas, TX

Specialties: Comprehensive Financial Planning, Student Loan Planning, Budget/Cash Flow Planning, Investment Management, College Education Planning

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

Sean Kelleher

CFP®, EA

Riverchase Wealth Management, LLC

Frisco, TX

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

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

Jason Edgerton

CFP®

Certified Financial Strategies

DALLAS, TX

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

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

Gretchen Behnke

CFP®, MBA, RLP®

Pearl Financial Planning LLC

Plano, TX

Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans

Holistic Financial Life Planning for Professional Women. Office located in Plano, TX, serving clients nationwide.

Molly Laughter

CFA®, CFP®, MBA, MA

Laughter Financial, LLC

Celina, TX

Specialties: Comprehensive Financial Planning, Investment Management, Business Consulting

Fee-Only financial planner located in DFW serving clients locally and across the country

I can work with clients anywhere!

Wes Shannon

CFP®

SJK Financial Planning, L.L.C.

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Estate Planning

Fee-Only financial planner located in the Fort Worth/Dallas, Texas metropolitan area, serving clients locally and across the country

Michael Fessler

CFP®, AWMA®, EA

Westlake Wealth Management

Roanoke, TX

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

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

Neil Krishnaswamy

CFP®, RICP®, EA

Krishna Wealth Planning LLC

McKinney, TX

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

Fee-Only financial planning and investment management located in McKinney, TX, serving clients in the Dallas area and virtually across the country

I can work with clients anywhere!

Shehara Wooten

CFP®

Your Story Financial, LLC

Plano, TX

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

Virtual Fee-Only financial planner located in Dallas Metro-Plex, serving clients locally and across the country

Rett Dean

CFP®, EA

Riverchase Wealth Management, LLC

Dallas, TX

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

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

John Gay

CFP®, CKA®, MS, CEBS

Frisco Financial Planning LLC

Frisco, TX

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

Fee-Only Advice-Only financial planner located in Frisco, TX (near Plano, McKinney, and Allen) serving clients locally and across the country since 2004.

John Kvale

CFP®, CFA®

J.K. Financial, Inc.

Dallas, TX

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

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

Brett Anderson

CRPC®

EP Wealth Advisors

Dallas, TX

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

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Roger Asel

CFP®, CPA, PFS

Certified Financial Strategies

Dallas, TX

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

Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.

I can work with clients anywhere!

Michelle Underwood Gass

CPA, CFP®, RLP®

Paradigm Advisors

Dallas, TX

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

We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.

I can work with clients anywhere!

Stephanie Sammons

CERTIFIED FINANCIAL PLANNER™

Sammons Wealth Management

Dallas, TX

Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation

Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.

Christopher Wells

CFP®, CKA®, MS

Flourish Financial Planning

Southlake, TX

Specialties: Tax Planning & Preparation, Comprehensive Financial Planning, Investment Management, Cashflow Planning, Student Loan Analysis

A no-minimum, fee-only financial planner located in Southlake, TX, and serving clients across the country.

Allen Mueller

CFA®, MBA

7 Saturdays Financial

Richardson, TX

Specialties: Financial Independence Planning, Tax-efficient accumulation and distribution strategies, Portfolio design and implementation, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning

I help busy professionals achieve early Financial Independence / work optional for a flat fee. Serving families in the Dallas area and nationwide.

Mason Clark

HFS Wealth Management

Dallas, TX

Robert Holman

CFA®, CFP®

Holman Wealth Management

Dallas, TX

Sarah Henze

Lee Financial Corporation

Dallas, TX

Emily Brooks

HFS Wealth Management

Dallas, TX

Emily Swerdlow

HFS Wealth Management

Dallas, TX

Richard Megica

The Mather Group

Dallas, TX

Greg Mangelsdorf

HFS Wealth Management

Dallas, TX

Derek Childs

HFS Wealth Management

Dallas, TX

Michael McErlane

DO, MBA, CFP®, RICP®, EA

Comprehensive Financial Planning for Doctors

Frisco, TX

Richard Lee

Lee Financial Corporation

Dallas, TX

Todd Pniewski

CFP®

TBMS Wealth

Plano, TX

Tony Noto

CFP®, CFA®

Noto Financial Planning, LLC

Dallas, TX

Anthony Pampel

CFP®, CPWA®, CFS, CLTC

True Life Financial Planning

Dallas, TX

Diana Bacon

CFP®, CDFA®, MBA

Apella Capital, LLC

Dallas, TX

Ross Morrow

HFS Wealth Management

Dallas, TX

Jenny Armstrong

Lee Financial Corporation

Dallas, TX

Abigail Phillips

HFS Wealth Management

Dallas, TX

William Gray

HFS Wealth Management

Dallas, TX

Mike Kurz

CIMA®, CFP®, CAIA®, CPWA®

OverShare Advice and Planning, LLC

Frisco, TX

James Howard

HFS Wealth Management

Dallas, TX

Shaun Dowling

HFS Wealth Management

Dallas, TX

John Holman

CFP®, CFA

Holman Wealth Management

Dallas, TX

Albi Kacani

HFS Wealth Management

Dallas, TX

Brett Fry

CFA®, CFP®

Forteris Wealth Management

Dallas, TX

Jean Keener

CFP®, CRPC®

Keener Financial Planning

Keller, TX

Summer Xia

Financial Planner M.S.

NorStar Financial of Plano, LLC

Plano, TX

Nancy M. Gatens

CFP®

Gatens Financial LLC

Dallas, TX

Michelle Goldstein

Goldstein Financial Future

Dallas, TX

Jeremy Andries

CFP®, EA, MSA

Master Plan Financial Advisers

Flower Mound, 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.


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