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
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
Ashley Foster
CFP®
Nxt:Gen Financial Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Student Loan Planning, Tax Planning, Investment Management
Helping Veterinarians Build Wealth, Crush Student Debt, Manage Burnout, and Design a Life They Love
Chris Melber
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Income Planning, Investment Management, Tax Planning, Tax Preparation & Filing
A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.
Nathan Steele
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.
Jason Stepanik
CFP®, CIMA®
SF Planning Group, LLC
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Simple, Straightforward, Stress-Free Financial Planning. Serving clients locally in the Houston, TX metro area and virtually, nationwide.
Justin Brownlee
CFP®
Brownlee Wealth Management
Houston, TX
Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning
We help Oil & Gas Professionals optimize investments, lower taxes, and grow wealth.
Heath Hightower
CFP®
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
As independent, fiduciary financial advisors, our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.
Rachael Smith
MBA, ChFC®
TopRac Financial LLC
Cypress, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, Education Savings Planning, Tax Strategies, Charitable Giving
Fee-only, hourly and project based financial planner located in Cypress, TX, serving clients locally and across the country.
PJ Bulvinas
CFP®
Wealth and Plan
Cypress, TX
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Equity Compensation Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Planning
Wealth and Plan helps high-income earners in their 30s and 40s navigate wealth accumulation, taxes, and plan for retirement. Based in Houston, Texas, serving clients virtually nationwide.
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.
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
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
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
Michael Rahn
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Tax Preparation & Filing
A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.
Zach Lopez
CFP®
AnCap Financial
League City, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in League City, TX, serving clients locally and across the country
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.
Carleton McHenry
CFP®
McHenry Capital, LLC
Houston, TX
Specialties: Special Needs , 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).
Alex Bridges
CFP®, EA, ChFC®, RICP®
Tiverton Wealth
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Tax Planning and Prep, Insurance Analysis, Estate Planning Coordination
Tiverton Wealth is a fee-only financial planning firm in The Woodlands, TX, serving Houston and nationwide. We provide flat-fee retirement, tax, investment, and estate planning with fiduciary advice and no commissions.
Bryan Zschiesche
CFP®, MS, MBA
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
As independent, fiduciary financial advisors, our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.
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 Fellow, 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
I provide hourly planning services that help you address the financial complexities in your life.
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
As independent, fiduciary financial advisors, our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.
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
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)
