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 Round Rock, 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 Round Rock, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jim Crider
CFP®
Intentional Living FP
New Braunfels, TX
Specialties: Tax planning and strategy, Retirement income planning, Investment management, Roth conversion and withdrawal strategy, Business owner planning, Business exit planning, Estate planning, Charitable giving strategy, Real estate consulting, Cash flow and budgeting
Fee-only wealth management for business owners, executives, and families nearing or in retirement. Based in New Braunfels, Texas. Serving clients nationwide.
Brian Fry
CFP®
Safe Landing Financial
Round Rock, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning
Flat-fee comprehensive financial planning for professionals and pre-retirees pursuing a work-optional lifestyle. Based in Plano, TX and serving clients nationwide virtually. Tax-efficient strategies. Smart investing. Financial clarity.
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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)
