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 Keller, 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 Keller, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Elizabeth Shurtz
CFP®, CRPC®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income and Tax Planning, Investment Analysis and Management, College Education Planning, Tax Planning, Long-term Care Planning, Insurance Review, Stock Options and Other Executive Compensation
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
Samuel Pond
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
Jean Keener
CFP®, CRPC®
Keener Financial Planning
Keller, TX
Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits
Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.
Rachel Songer
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
Steven Myers
CFP®
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income and Tax Planning, Investment Analysis and Management, College Education Planning, Tax Planning, Long-term Care Planning, Insurance Review, Stock Options and Other Executive Compensation
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
Christopher Wells
CFP®, CKA®, MS
Flourish Financial Planning
Grapevine, TX
Specialties: Tax Planning & Preparation, Comprehensive Financial Planning, Investment Management, Cashflow Planning, Student Loan Analysis
A no-minimum, fee-only financial planner located in Grapvine, TX, and serving clients across the country.
Trista Jacobs
CFP®, CPA*
Keener Financial Planning
Keller, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Keller, TX, serving clients locally and across the country
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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)
