Fee-Only Financial Advisors in Houston, TX

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 Houston, 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 Houston, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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

I can work with clients anywhere!

Kevin Nelson

CFP®, CDFA®

Financial Synergies Wealth Advisors

Houston, TX

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Estate and Gift Planning, Insurance Planning, Company Retirement Plans

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Trevor Winter

CFP®

New Heights Planning

Houston, TX

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Company Benefits

Helping oil and gas professionals invest smarter, minimize taxes, and become financially independent.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Carleton McHenry

CFP®

McHenry Capital, LLC

Houston, 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).

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Matt Smith

CFA®, CFP®

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 attorneys

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Amol Desai

CFP®, CFA®, MBA

Perceptive Wealth Advisors

Houston, TX

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

Fee-Only financial planner located in Houston, TX, serving clients locally and across the country. We specialize in working with Mid-Career Professionals and First-Generation Americans

I can work with clients anywhere!

Todd Smurl

CFA®

Integrity Financial Planning, LLC

Houston, TX

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

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

Jesus Marquez

EZ Financial Group, Inc.

Houston, TX

Lauren Lindsay

CFP®

Beacon Financial Planning

Houston, TX

Colin Lee

CFP®, AAMS®

Horizon Wealth Advisors

Houston, TX

James R. Waters

CFP®, MBA

The Mather Group

Houston, TX

Larry Maddox

CFP®, CPA

Horizon Wealth Advisors

Houston, TX

Julia Lilly

CFP®, ABFP™, MBA

Ryerson Financial

Houston, TX

Taylor Kovar

CFP®

Kovar Wealth Management

Lufkin, TX

Tessa Elrod

CFP®,CDFA®

Next Step Financial Transitions

Houston, TX

Lance Elrod

CFP®

Next Step Financial Transitions

Houston, TX

Amanda Muse

CFP®

The Mather Group

Houston, TX

Owen Murray

CFA®

Horizon Wealth Advisors

Houston, TX

Cherie Church

MBA, CAIA®, CFP®

Oshun Financial Planning

Houston, TX

Sarah Buenger

CFP®, MPAS®, MSPFP

Traditions Wealth Advisors, LLC

College Station, TX

Zach Lopez

CFP®

AnCap Financial

League City, 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)

    NAPFA Consumer Tools PDF

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