Fee-Only Financial Planners in Houston, 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 Houston, 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

Jonathan Kolmetz

MBA, CFP®

Oaks Wealth Management

Houston, TX

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

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

Marc Laviage

CFP®

The Sum

The Woodlands, TX

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

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

Todd Smurl

CFA®

Integrity Financial Planning, LLC

Houston, TX

Specialties: Investment Management, Comprehensive Financial Planning, Tax Loss Harvesting, Socially Responsible Investing, Faith-Based Investing

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

Colin Lee

CFP®, AAMS®

Horizon Wealth Advisors

Houston, TX

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

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

Alison James

CFP®, PMP®

WorthWise Financial Partners, LLC

Houston, TX

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Planning for a Second Home, Maximizing Retirement Income, Tax Strategies

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

Scott Monk

CFP®, CFA®, MBA

Charis Legacy Partners

Bryan, TX

Specialties: Charitable Planning, Cashflow Planning, Retirement Income Planning, Estate Planning, Tax Planning, Insurance Planning, Investment Management

Fee-Only legacy planner serving clients virtually across the country

Carleton McHenry

CFP®

McHenry Capital, LLC

Houston, 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).

Cameron Penney

CFP®

Penney Financial, LLC

Houston, TX

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

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

Adam Beaty

CFP®, EA, RICP®

Bullogic Wealth Management

Pearland, TX

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

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

Matt Smith

CFA®, CFP®, CIMA®, CAIA®

Concert Financial Planning, LLC

Houston, TX

Specialties: Comprehensive Financial Planning, Investment Management, Budgeting and Cash Flow Management, College Education Planning, Tax Planning

Financial Advice for BigLaw and Private Practice attorneys

Bryan Zschiesche

CFP®, MS, MBA

Financial Synergies Wealth Advisors

Houston, TX

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

Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide

Jesus Marquez

EZ Financial Group, Inc.

Houston, TX

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

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

Scott Hamilton

CFP®, MBA

Hamilton Financial Planning

Houston, 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.

James R. Waters

CFP®, MBA

The Mather Group

Houston, TX

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

Fee-Only financial planner located in Houston, Tx, serving clients locally and across the country.

Ashley Foster

CFP®

Nxt:Gen Financial Planning

Houston, TX

Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Student Loan Planning, Tax Planning, Investment Management

A fee-only, private practice, serving clients who are in the wealth accumulation stage of their lives via a transparent fee structure that eliminates conflicts of interest.

Emily Allen

CFP®

Buckingham Strategic Wealth

Houston, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management, Stock Equity Compensation

Forever standing on the side of our clients.

Chris Melber

CFP®

The Sum

The Woodlands, TX

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

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

Heath Hightower

CFP®

Financial Synergies Wealth Advisors

Houston, TX

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

Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide

Michael Rahn

CFP®

The Sum

The Woodlands, TX

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

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

Justin Brownlee

CFP®

Brownlee Wealth Management

Houston, TX

Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only financial planning firm in Forth Worth and The Woodlands serving families with extensive tax, estate planning, and investment needs. Our job is to optimize your investments, lower your taxes, and grow your wealth.

Amol Desai

CFA®, MBA

Perceptive Wealth Advisors

Houston, TX

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

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

Julia Lilly

CFP®, ABFP, MBA

Ryerson Financial

Houston, TX

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

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

Owen Murray

CFA®

Horizon Wealth Advisors

Houston, TX

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

Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide

Matthew Goff

The Goff Financial Group

Houston, TX

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

Fee-Only & Fully Independent Financial Advisor

Ryan Firth

CPA/PFS, CFP®, CCFC, GFP (USA), RLP®

Mercer Street Company

Bellaire, TX

Specialties: Comprehensive, Holistic Financial Planning, Cash Flow and Debt Management Planning, Tax Planning, College Education Planning, Investment Advice, Virtual Currencies (a.k.a., Cryptocurrencies), Hourly Planning, Business Consulting, International and cross-border planning, Planning for closely held businesses

Mercer Street, which was founded by Ryan Firth, is an independent financial planning and investment advisory firm located in Houston, TX, serving families locally and across the country. Services are offered on an hourly basis.

Skyler Denny

CFP®

Legacy Financial Designs

Spring, TX

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

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

Larry Maddox

CFP®, CPA

Horizon Wealth Advisors

Houston, TX

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

Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide

Jeffrey Riley

The Mather Group

Houston, TX

Sarah Buenger

CFP®, MPAS®, MSPFP

Traditions Wealth Advisors, LLC

College Station, TX

Amy Parks

The Mather Group

Houston, TX

Amanda Muse

CFP®

The Mather Group

Houston, TX

Tessa Elrod

CFP®,CDFA®

Next Step Financial Transitions

Houston, TX

Nick Lyons

The Goff Financial Group

Houston, TX

Richard Alphonso

The Financial Advisory Group Inc.

Houston, TX

Michael Kovalsky

The Mather Group

Houston, TX

Steven Estrin

The Financial Advisory Group Inc.

Houston, TX

Frank Shields

Future Map Financial LLC

Houston, TX

Charles Parker

Parker Financial Advisors, LLC

Houston, TX

Nathan Bowen

The Financial Advisory Group Inc.

Houston, TX

Pamela Rowe

CFP®

Buckingham Strategic Wealth

Houston, TX

Cherie Church

MBA, CAIA®, CFP®

Oshun Financial Planning

Houston, TX

Randall Braziel

The Mather Group

Houston, TX

William David Beutel

The Mather Group

Houston, TX

Lance Elrod

CFP®

Next Step Financial Transitions

Houston, 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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