Fee-Only Financial Advisors in Texas

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

I can work with clients anywhere!

Jared Johnson

CFP®

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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!

Sharon Lear

CFP®, MBA

Guideway Financial, LLC

Austin, TX

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

Fee Only Financial Advisor serving Austin TX, San Antonio TX, and the entire North East TX region

I can work with clients anywhere!

Chad Rudy

CFP®, MBA, RSSA®

Retirement Investment Advisors

Frisco, TX

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

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

I can work with clients anywhere!

Chukwudi Uraih

Lampados Financial Group

Dallas, TX

Specialties: Comprehensive Financial Planning, Investment Planning, Tax Planning, Insurance Planning, Debt Management Program, Financial Planning for Business Owners

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

I can work with clients anywhere!

Cameron Capriotti

CPA, CFP®

Legacy Chief Financial Office, LLC

The Woodlands, TX

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Net Unrealized Appreciation, Employer Stock Options

Fee-Only financial planner with our efforts focused in The Woodlands, TX area, Legacy CFO is situated perfectly to address the needs of the economically diverse workforce of Southeast Texas

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!

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.

I can work with clients anywhere!

Ross Patterson

CFP®, RLP®

Simaris, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Planning, Wealth and Investment Management, College Education Planning, Strategic Tax Planning, Work Benefits, Estate and Incapacity Planning, Business Planning

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

I can work with clients anywhere!

Michael Domingo

CFP®, CLU®, MPAS®

Cadence Financial Advisors, LLC

Allen, TX

Specialties: Planning your second life, Generating sustainable lifetime income, Tax Efficient Investment Strategy

Contact me and let's talk about what's important about money to you.

I can work with clients anywhere!

Lacy Rogers

CFP®

The Dedicated Dollar, LLC

Fort Worth, TX

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

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

I can work with clients anywhere!

Craig Narum

CFP®

Trisperity Advisors

Katy, TX

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

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

I can work with clients anywhere!

Massimiliano De Santis

PhD, CFP®

DESMO Wealth Advisors, LLC

Lakeway, TX

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

Fee-Only financial planner serving clients in the Austin metro area in person and virtually across the country

I can work with clients anywhere!

Dillon Cobb

CFP®, CPA/PFS

Simply Human Advisors

Abilene, TX

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

Fee-Only financial planner located in Abilene, 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!

Jeff Weeks

CFP®

ATX Portfolio Advisors

Austin, TX

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

Fee-Only (When You're Up) financial advisor located in Austin, TX, serving clients locally and across the country

I can work with clients anywhere!

Hannah Szarszewski

CFP®, AFC®

Blue Mountain Financial Planning, LLC

Melissa, TX

Specialties: Comprehensive Financial Planning, Financial Independence, College Savings Planning & Student Loans, Adoption & Fertility Financial Planning, Tax Planning

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

I can work with clients anywhere!

Bragg Comer

CFP®, MBA

Bragg Comer Financial Advisor, LLC

Plano, TX

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

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

I can work with clients anywhere!

Shehara Wooten

CFP®

Your Story Financial, LLC

Plano, TX

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

Virtual Fee-Only financial planner located in Dallas Metro-Plex, serving clients locally and across the country

I can work with clients anywhere!

Angela Johnson

CFP®

Worthen Financial Advisors

Friendswood, TX

Specialties: Wealth Management, Comprehensive Financial Planning, Portfolio Management, Personal Retirement Planning, Education Planning, Tax Planning Strategies, Divorce Planning, Risk Management

Fee-Only financial planner located in Friendswood, TX helping busy professionals & retirees plan, invest and enjoy life without the stress of money since 2005

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!

Jennifer Failla

CFP®, CDFA®, CRPC®, MAFF®

Strada Wealth Management

Austin, TX

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

Fee-Only Advanced Divorce Financial Planner ® located in Austin, TX and serving Texas families in a range of diverse marital matters.

I can work with clients anywhere!

Johanna Mussro

FPQP®

BlueSky Wealth Advisors

Plano, TX

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

Fee-Only financial planner located in Plano, 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!

Kyle Eaton

CFP®, CDFA®

Hedgefield Wealth Management

Denton, TX

Specialties: Comprehensive Financial Planning, Investment Management, Wealth Management, College Education Planning, Tax and Estate Planning

Fee-Only financial planner located in Denton, TX, serving clients in Denton, Frisco, Argyle and Dallas, TX and across the country

I can work with clients anywhere!

Michael Miller

CFP®

Miller Premier Investment Planning, LLC

Mansfield, TX

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Social Security Optimization, Comprehensive Financial Planning

Nurturing Your Nest Egg for a Golden Tomorrow!

I can work with clients anywhere!

Brett Anderson

CRPC®

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Wes Shannon

CFP®

Brazos Wealth Advisors, L.L.C.

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Estate Planning

Fee-Only financial planner located in Fort Worth and Wichita Falls, Texas, serving clients locally and across the country

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!

Allen Gibson

CFP®, ChFC®, CRPC®, CLTC®, CDFA®, CEP®, BFA, NSSA®, RSSA®

GIBSON WEALTH ADVISORS LLC

Allen, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security & Medicare Consulting, Investment Management, Tax Planning & Preparation, Insurance Analysis and Recommendations

Fee-Only financial planner with offices in DFW an Tyler, Texas, serving clients locally and virtually across the country

I can work with clients anywhere!

Steve Swicegood

CFP®

Credent Wealth Management

Amarillo, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Minimization Strategies, Goal Setting and Personal Accountability, Risk Management, Charitable Giving, Multigenerational Estate Planning, High-Net-Worth Investing, Business Planning, Long-term Strategic Planning, Insurance-Related Issues, Investment Advice with Ongoing Management, Cash Flow/Budgets/Credit Issues

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

I can work with clients anywhere!

Sean Kelleher

CFP®, EA

Riverchase Wealth Management, LLC

Flower Mound, TX

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

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

I can work with clients anywhere!

Lauryn Williams

CFP®, CSLP®, AFC®

Worth Winning, LLC

Dallas, TX

Specialties: Comprehensive Financial Planning, Student Loan Planning, Budget/Cash Flow Planning, Investment Management, College Education Planning

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

I can work with clients anywhere!

Scott Hamilton

CFP®, MBA

Hamilton Financial Planning

Austin, 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!

Garrett Prom

CFP®, EA, CRPC®

Prominent Financial Planning

Austin, TX

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

Fee Only Financial Planner Located in Austin, TX and Serving Clients Nationwide

I can work with clients anywhere!

Neil Krishnaswamy

CFP®, RICP®, EA

Krishna Wealth Planning LLC

McKinney, TX

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

Fee-Only financial planning and investment management located in McKinney, TX, serving clients in the Dallas area and virtually 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!

Benjamin Hooper

CFP®, CIMA®, RLP®, ChFC®, CLU®, RICP®

Comal Wealth Management

New Braunfels, TX

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

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

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!

Chris Reddick

MBA, PhD, EA, CFP®

Chris Reddick Financial Planning, LLC

San Antonio, TX

Specialties: Investment Advice, Retirement Planning, Tax Planning, Comprehensive Financial Planning

Fee-Only and Advice Only financial planner located in San Antonio, TX, serving clients locally and virtually nationwide.

I can work with clients anywhere!

John Kvale

CFP®, CFA®

J.K. Financial, Inc.

Dallas, TX

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

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

I can work with clients anywhere!

Jose Antonio Cadena

Endurance Financial Planning

McAllen, TX

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

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

I can work with clients anywhere!

Justin Hall

CFP®

Good Life Asset Strategies

Fort Worth, TX

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

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

I can work with clients anywhere!

Michelle Underwood Gass

CPA, CFP®, RLP®

Paradigm Advisors

Dallas, TX

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

We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.

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!

Jane Mepham

CFP®

Elgon Financial Advisors

Austin, TX

Specialties: Comprehensive Financial Planning, Equity Compensation (Stock Options, RSU, ESPP), Employee Benefits Analysis, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country virtually. Special affinity to those who are foreign born.

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!

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!

Robert Rexford

CFP®

Rexford Capital Wealth Management

Bellaire, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate and Generational Planning Needs

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

I can work with clients anywhere!

Robert Holman

CFA®, CFP®

Holman Wealth Management

Dallas, TX

Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Savings and Cash Flow

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

I can work with clients anywhere!

Bob Morrison

CFP®, CPA/PFS

Downing Street Wealth Management

San Antonio, TX

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

Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX

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!

Jason Edgerton

CFP®

Certified Financial Strategies

Dallas, TX

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

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

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!

Kacie Swartz

CFP®, CIMA®

Black Barn Financial

Austin, TX

Specialties: Life Transitions (Examples: changing careers, divorce, widowhood), Maximizing Tax Efficiencies, Collaborative Advisory Relationships, Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing, Simplifying Income Distribution Strategies

Kacie specializes in supporting clients who are going through major life changes like ending a marriage or losing a spouse.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Kevin S. Rademacher

CFP®, CRPC®, CTFA, MSPFP

Lifetime Financial Planners

San Antonio, TX

Specialties: Behavioral Coaching to Navigate Emotional Life Events, Comprehensive Financial & Retirement Planning, Investment Management, Tax Planning Strategies, Insurance & Risk Management Planning, Multi-Generational Trust Planning, Executive Compensation Plans

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

I can work with clients anywhere!

Scott Van Den Berg

CFP®, ChFC®, CEPA, AIF, CRPS®, CMFC®, AWMA®

Century Management Financial Advisors

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Tax Planning, Business Transition Planning, 401k & Pension Planning

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

I can work with clients anywhere!

Stephanie Sammons

CERTIFIED FINANCIAL PLANNER™

Sammons Wealth Management

Dallas, TX

Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation

Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.

I can work with clients anywhere!

Adam Spence

CFP®

Credent Wealth Management

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Risk Management, Charitable Giving, Multigenerational Estate Planning, High-Net-Worth Investing, Business Planning, Executive Compensation, Comprehensive Lifetime Income Planning, Contingency Planning, Establishment and Periodic Tracking of Goals, Key Life Decisions, Personalized Financial Planning, Customized Investment Portfolio Construction, Strategic Tax and Income Planning, Estate and Generational Planning Issues, Investment Advice with Ongoing Management, Retirement Plan Investment Advice

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

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!

Dr. Andy Lawson

BS, MS, PhD (Finance), CFP®

Freshfield Investments

Plano, TX

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

I'm an investment manager and financial planner and the principal of Freshfield Investments, a fee-only, fiduciary Registered Investment Advisory firm in Plano, Texas serving clients locally and nationally.

I can work with clients anywhere!

Jim Crider

CFP®

Intentional Living FP

New Braunfels, TX

Specialties: Comprehensive Financial Planning, Financial Independence, Real Estate Strategy, Tax Planning, Investment Management, Early Retirement Planning, Business Planning, Cash Flow Planning, Net Worth Planning, College Education Planning

Fee-Only financial planner in New Braunfels, TX, helping clients locally and across the country achieve early financial independence.

I can work with clients anywhere!

Paul Staib

CFP®, MBA, RICP®

Staib Financial Planning, LLC

Frisco, TX

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, Social Security Income Planning, Tax Planning

Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Parker | Aurora, CO

I can work with clients anywhere!

Justin Brownlee

CFP®

Brownlee Wealth Management

The Woodlands, 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!

Andrew Hunt

CFP®, ChSNC®

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Helen Stephens

CFP®, EA, CEPA

Aspen Wealth Management

Fort Worth, TX

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

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

I can work with clients anywhere!

Roger Asel

CFP®, CPA/PFS

Certified Financial Strategies

Dallas, TX

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

Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.

I can work with clients anywhere!

Kim Nourie

CPA,CFP®

Financial Life Advisors

San Antonio, TX

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

Guiding you along the road map toward Financial Independence and security. Located full-time in San Antonio, TX.

I can work with clients anywhere!

Allen Mueller

CFA®, MBA

7 Saturdays Financial

Richardson, TX

Specialties: Financial Independence Planning, Tax-efficient accumulation and distribution strategies, Portfolio design and implementation, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning

We're physically based in Dallas, Texas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.

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!

Gretchen Behnke

CFP®, MBA, RLP®

Pearl Financial Planning LLC

Plano, TX

Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans

Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.

I can work with clients anywhere!

Michelle Vargas

CFP®

Waymaker Financial Planning

Fort Worth, TX

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

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

I can work with clients anywhere!

Jarrod Winkcompleck

CFP®, ChFC®, CRPC®, CMFC®,CBC®,CHSA®,CASL®

Gap Financial Services

Austin, TX

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

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

I can work with clients anywhere!

Ross Dugas, Ph.D.

Candidate for CFP® Certification

Scientific Financial

Pearland, TX

Specialties: Financial Education & Group Q/A, One-Time Projects - portfolio assessments, financial plans, etc., Comprehensive Financial Planning

Fee-only, advice-only financial advisor located in Pearland, TX, serving curious investors who seek to understand.

I can work with clients anywhere!

Stephen Bodwell

CFP®, CPA/PFS

Walnut Hill Wealth Management

Dallas, TX

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

Fee-Only financial planner located in Dallas, TX, serving clients locally and 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!

Britton Gregory

CFP®

Seaborn Financial, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Investment Management, ESPP and Stock Options, Employee Benefit Analysis, Tax Planning, College Education Planning, Retirement Income Planning

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

I can work with clients anywhere!

Raoul Celerier

CFP®, CEP®, CRPC®, MBA

Austin Private Wealth

Austin, TX

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

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

I can work with clients anywhere!

Brad Parsons

Edge Capital Partners

Dallas, TX

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

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

I can work with clients anywhere!

Rosa H. Ybarra

MS, CFP®

Endurance Financial Planning, LLC

McAllen, TX

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

Fee-Only Financial Planner located in McAllen, TX and serving clients locally and across the country

I can work with clients anywhere!

Marc Schindler

Certified Financial Planner (CFP®)

Pivot Point Advisors, LLC

Bellaire, TX

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

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

I can work with clients anywhere!

Derek Dansby

CFP®, JD

Brazos Wealth Advisors, L.L.C.

Iowa Park, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Valuations, Tax Planning

Fee-Only financial planner located in the Wichita Falls and Fort Worth, TX area, serving clients locally and across the country

I can work with clients anywhere!

Michael Stillman

CPA/PFS, AIF®

EP Wealth Advisors

Dallas, TX

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Benjamin Gurwitz

CFP®

Financial Life Advisors

San Antonio, TX

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

Helping grow, protect and transfer your legacy!

I can work with clients anywhere!

Anil "Neil" Chacko

CFP®

Ark Alliance Financial, LLC

Sugar Land, TX

Specialties: Financial Stewardship, Purpose Driven Financial Planning, Values-Based Investment Management, Retirement Income Planning, Estate & Incapacity Planning, Late Stage College Funding

Fee-only financial advisor for pre-retirees, retirees and parents of high schoolers located in the Sugar Land/Houston, TX area but serving clients throughout Texas.

I can work with clients anywhere!

Michael Fessler

CFP®, AWMA®, EA

Westlake Wealth Management

Roanoke, TX

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

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

I can work with clients anywhere!

Brandon Renfro

Ph.D., CFP®, RICP®, EA

Belonging Wealth Management

Longview, TX

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

Fee-Only financial planner located in Longview, TX serving clients virtually across the country

I can work with clients anywhere!

Marc Jimenez

CFA® CFP®

CAM Investor Solutions

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning

We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.

I can work with clients anywhere!

Molly Laughter

CFA®, CFP®, MBA, MA

Laughter Financial, LLC

Celina, TX

Specialties: Comprehensive Financial Planning, Investment Management,

Fee-Only financial planner located in DFW serving clients locally and across the country

I can work with clients anywhere!

Alex Yeager

CFP®

Everlong Financial

Austin, TX

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

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

I can work with clients anywhere!

Lance Alston

CFP®, MA

New Dimensions Wealth Management, LLC

Allen, TX

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

Financial Planner and investment mangement located in Allen, TX and Serving Clients Nationwide

I can work with clients anywhere!

Richard Archer

MBA, CFA®, CFP®, CDAA

Archer Investment Management

Austin, TX

Specialties: Comprehensive Financial Planning, Cryptocurrency Investing, Retirement Income Planning, Investment Management, Employee Stock Options & Restricted Stock, College Education Planning, Tax Planning, Financial Life Planning

Financial Planning for High-Achieving Professionals | Optimize Your Peak Earning Years | Make Work Optional • Minimize Taxes • Invest Smarter

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

I can work with clients anywhere!

Christopher Van Slyke

CFP®, CKA®

Constitution Wealth

Austin, TX

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

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Jackson, WY

I can work with clients anywhere!

Brian Davis

CFP®

Credent Wealth Management

Woodway, TX

Specialties: Insurance Analysis and Strategy, Cash Management and Cash Flow Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Risk Management, Charitable Giving, Multigenerational Estate Planning, High-Net-Worth Investing, Business Planning, Wealth Management & Financial Advisory Services, Intergenerational Wealth Transfer, Estate & Generational Planning Issues, Investment Advice with Ongoing Management, Retirement Planning & Distribution Rules

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

I can work with clients anywhere!

Tess Downing

MBA, CFP®

Complete View Financial LLC

San Antonio, TX

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

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

I can work with clients anywhere!

Jim Lear

CFP®

Guideway Financial, LLC

Austin, TX

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

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

I can work with clients anywhere!

Travis Gatzemeier

CFP®

Kinetix Financial Planning

Flower Mound, TX

Specialties: Investment Management, Comprehensive Financial Planning, College Education Planning, Debt Management, Cash Flow Optimization, Budgeting, Retirement Planning, Risk Management

Fee-Only financial planner located in Flower Mound, TX, serving clients locally and as a virtual practice throughout the country

I can work with clients anywhere!

Scott Ela

CFP®, CPA

Avant Financial Advisors

Austin, TX

Specialties: Multi-Generational Planning, Inheritance Planning, Tax Planning, Equity Compensation Planning

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

I can work with clients anywhere!

David Nash

CFA®, CFP®

MAGISTER WEALTH

San Antonio, TX

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

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

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!

Phillip Mills

CFP®, CIMA®, ChFC®, CLU®, EA

Flying Forward Wealth Management

Boerne, TX

Specialties: Wealth Management & Investment Planning, Comprehensive Financial Planning, Long-Term Planning, Asset Management, Business Planning, Estate Planning, Tax Planning, Risk Management

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

I can work with clients anywhere!

Michael K. Babcock

CFP®, RLP®, MS

Azure Sky Financial Life Planning, LLC

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Life Planning, Executive Compensation, Cash Flow Planning

In addition to receiving advice, a plan, organization, and supportive accountability so you can make even better decisions about your money and achieve your financial goals, you also get the satisfaction of aligning your money and your values with your life.

I can work with clients anywhere!

Leah Coleman

CFP®, AAMS®

Orchard Financial Group

Austin, TX

Specialties: LGBTQIA, Equity Recipients (RS/RSU SOP ESPP), Socially Responsible Investments (SRI), Equity Compensation Review, Investment Management, Tax Implications & Outlines, Retirement Income Planning, Comprehensive Financial Planning, Inheritance Planning, Qualified Tuition Plans (529 Plan)

Fee-Only financial planner specializing in financial advice for LGBTQ Couples and Families, Socially Responsible Investment Management and Strategies, and Equity Compensation Recipients. Located in Austin, TX, serving clients locally and across the country.

I can work with clients anywhere!

Taylor Stewart

CFP®

Ataroke Wealth

McKinney, TX

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

Fee-Only financial planner, wealth manager, and author located in McKinney, TX, serving clients locally and across the country

I can work with clients anywhere!

Travis McCullough

CFP®, MST

Forthright Financial Services

Weatherford, TX

Specialties: Personalized Financial Planning, Retirement Income and Social Security Benefits Planning, Investment Management, College Education Planning, Tax Saving Strategies, Real Estate Property Planning, Estate Planning, Cash Flow, Budgeting and Debt Management

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

I can work with clients anywhere!

Glen Smith

CFP®, CRPC®

GDS Wealth Management

Flower Mound, TX

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

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

I can work with clients anywhere!

Rett Dean

CFP®, EA

Riverchase Wealth Management, LLC

Flower Mound, TX

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

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

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!

Cary Cates

MBA, CFP®, EA

Cates Financial Planning, LLC

Gainesville, TX

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

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

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!

Sara Glakas

Black Barn Financial

Austin, TX

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

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

I can work with clients anywhere!

Kelly Klingaman

CFP®, RLP®

Kelly Klingaman Financial Planning

Austin, TX

Specialties: Ongoing Comprehensive Financial Planning, Investment Management, Tax Planning, Equity Compensation Planning

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

I can work with clients anywhere!

Bryan Lee

CFP®, MBA

Strategic Financial Planning, Inc.

Plano, TX

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

Fee-Only Financial Advisor serving Frisco/Plano, TX area.

I can work with clients anywhere!

Katie Brewer

CFP®

Your Richest Life

Plano, TX

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

Fee-Only Financial Planner Located in Dallas, TX and Serving Clients Across the Country

I can work with clients anywhere!

Mike Bard

CFP®, CWS®

The Sum

The Woodlands, TX

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

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

I can work with clients anywhere!

Austin Hon

CFP®

Momentum Private Wealth Management, LLC

Cedar Park, TX

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

Fee-Only financial planner located in Cedar Park, TX, serving the greater Austin, TX area and clients across the country

Summer Xia

Financial Planner M.S.

NorStar Financial of Plano, LLC

Plano, TX

Chris Lipper

CFP® CIMA®

Credent Wealth Management

Plano, TX

Rob Schulz

CFP®

Schulz Wealth

Mansfield, TX

Brooks Morgan

CFP®

Worthpointe

Austin, TX

Miguel Gomez

CFP®

Lauterbach Financial Advisors

El Paso, TX

Ian Tennant

ChFC®, EA

Pioneer Wealth Management Group

Austin, TX

Larry Maddox

CFP®, CPA

Horizon Wealth Advisors

Houston, TX

Morgan Smith Jr.

CFP®

WorthPointe

La Jolla, TX

Matt Addington

CFP®

WorthPointe

Bedford, TX

John Gay

CFP®, CKA®, MS, CEBS

Frisco Financial Planning LLC

Frisco, TX

Jesus Marquez

EZ Financial Group, Inc.

Houston, TX

Sarah Ponder

CFP®, MBA

Real Estate Wealth Planning

Sunset Valley, TX

James R. Waters

CFP®, MBA

The Mather Group

Houston, TX

Bill Parrott

CFP®

Parrott Wealth Management

Austin, TX

Scott O'Brien

CFP®

WorthPointe

Austin, TX

Lauren Lindsay

CFP®

Beacon Financial Planning

Houston, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Austin, TX

Shirley Sanchez

MS

Pioneer Wealth Management Group

Austin, TX

Owen Murray

CFA®

Horizon Wealth Advisors

Houston, TX

Amanda Muse

CFP®

The Mather Group

Houston, TX

Laura Barnett Lion

CFP®

The Mather Group

Austin, TX

Chao Zhang

MBA, CFA®, CFP®

Think Different Wealth Advisors LLC

Irving, TX

Brian Remson

CFP®

Credent Wealth Management

Woodway, TX

Mike Kurz

CIMA®, CFP®, CAIA®, CPWA®

OverShare Advice and Planning, LLC

Frisco, TX

Taylor Kovar

CFP®

Kovar Wealth Management

Lufkin, TX

Jeff Grimes

CFP®

11 Financial

Round Rock, TX

Sonny Blanchard

CPA, CFP®

Titan Wealth Management

Richmond, TX

Elliott Weir

CFP®, MBA

III Financial, LLC

Cedar Park, TX

Marcel Miu

CFA, CFP®, CAIA®, CDAA

Simplify Wealth Planning

Austin, TX

Erin Hilton

Hilton Financial Group, LLC

Austin, TX

Rebecca Conner

CPA, CFP®

SeedSafe Financial LLC

Austin, TX

Lance Elrod

CFP®

Next Step Financial Transitions

Houston, TX

Glenn Bishop

CFP®

GA Bishop and Associates

Coppell, TX

Chris Cyndecki

CFA®, CFP®

Pioneer Wealth Management Group

Austin, TX

Derek Finley

CFP®

Open Door Financial Advisors

Lubbock, TX

Cherie Church

MBA, CAIA®, CFP®

Oshun Financial Planning

Houston, TX

C. Alan Blaylock

Ph.D., CFA®, CTP®

Corvum Investment Management, LLC

Texarkana, TX

Jean Keener

CFP®, CRPC®

Keener Financial Planning

Keller, TX

Richard Wilkinson

CFP®

WorthPointe

Bedford, TX

Michael McErlane

DO, MBA, CFP®, RICP®, EA

Comprehensive Financial Planning for Doctors

Frisco, TX

Colin Lee

CFP®, AAMS®

Horizon Wealth Advisors

Houston, TX

Tessa Elrod

CFP®,CDFA®

Next Step Financial Transitions

Houston, TX

Natalie Pine

CFP®

Briaud Financial Advisors

College Station, TX

Adam Broughton

CFP®(r) CPWA®(r)

PBL Wealth Management LLC

Austin, TX

P. Mitchell Clark

MitchellClark & Company

Brenham, TX

Neil Vannoy

MBA, CFP®

Vannoy Advisory Group, Inc.

Dallas, TX

John McGlothlin III

CFP®

Southwest Retirement Consultants

Austin, TX

Anthony Guzman

CFP®

Pioneer Wealth Management Group

Austin, TX

Bradley Phillips

J.D., CFP®, EA

The Mather Group

Austin, TX

Brian Cox

Pauley Financial

New Braunfels, TX

Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Austin, TX

Jordan Benold

CFP®, MBA

Benold Financial Planning

Prosper, TX

Julia Lilly

CFP®, ABFP™, MBA

Ryerson Financial

Houston, TX

Todd Pniewski

CFP®

TBMS Wealth

Plano, TX

Nicole Renaux

CFP®

Pioneer Wealth Management Group

Austin, TX

Kyle Moore

CFP®

Cru Wealth Management

North Richland Hills, TX

Doug McCulley

CFP®, CAP®, CKA®

Buckingham Strategic Wealth

Plano, TX

Jarrod Sandra

CFP®, CPFA®, QKA®

Chisholm Wealth Management

Crowley, TX

Morgen B. Rochard

CFA, RLP®

Origin Wealth Advisers LLC

Austin, TX

Tony Noto

CFP®, CFA®

Noto Financial Planning, LLC

Dallas, TX

Pamela Rowe

CFP®

Buckingham Strategic Wealth

Houston, TX

Sarah Buenger

CFP®, MPAS®, MSPFP

Traditions Wealth Advisors, LLC

College Station, TX

Brett Fry

CFA®, CFP®

Forteris Wealth Management

Dallas, TX

Kirby Jacobson

CFA®, CFP®

Astoria Strategic Wealth

Lubbock, TX

Philip Olson

CFP®, IAR

The Art of Finance LLC

Austin, TX

Christopher Baum

CFP®

Palermo Wealth Management, LLC

Austin, TX

Doug Bolles

CAP®

WorthPointe

Tyler, TX

January Smith

Janus Financial Planning, LLC

San Antonio, TX

Nancy M. Gatens

CFP®

Gatens Financial LLC

Dallas, TX

Spenser Liszt

CFP®, CCFC®

Motif Planning

Dallas, 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.


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