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

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

Steve Swicegood

CFP®

Credent Wealth Management

Amarillo, TX

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

Fee-only financial planner located in Amarillo, TX, serving clients locally and across the country

Larry Maddox

CFP®, CPA

Horizon 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 Located in Houston, TX and Serving Clients Nationwide

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

Christopher Wells

CFP®, CKA®, MS

Flourish Financial Planning

Southlake, TX

Specialties: Tax Planning & Preparation, Comprehensive Financial Planning, Investment Management, Cashflow Planning, Student Loan Analysis

A no-minimum, fee-only financial planner located in Southlake, TX, and serving clients across the country.

Bob Stowe

CFP®

Stowe Financial Planning, 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 and Serving Clients Nationwide

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

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

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

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

John Gay

CFP®, CKA®, MS, CEBS

Frisco Financial Planning LLC

Frisco, TX

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

Fee-Only Advice-Only financial planner located in Frisco, TX (near Plano, McKinney, and Allen) serving clients locally and across the country since 2004.

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

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!

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.

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

Michael K. Babcock

MS, CFP®, RLP®

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

Fee-Only financial life planner for professionals in Telecom, Healthcare, and Tech. Serving in Austin, TX and virtually throughout the US.

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

Leah Coleman

CFP®, AAMS®

Orchard Financial Group

Austin, TX

Specialties: 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 Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Located in Austin, TX, serving clients locally and across the country.

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

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

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.

Michael Stillman

CPA/PFS, AIF®

EP Wealth Advisors

Dallas, TX

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

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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

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

Carleton McHenry

CFP®

McHenry Capital, LLC

Houston, TX

Specialties: Budget, Protect, Estate, Invest, Retire, Return on Life (ROL)

Fee-Only wealth management firm that works with emerging affluent individuals, couples, and 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).

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

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!

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

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

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

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

Doug Bolles

CAP®

WorthPointe

Tyler, TX

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

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

Robbie Morris

CSLP®

Roots Financial Planning

San Antonio, TX

Specialties: Student Loan Repayment, Tax Planning, Investment Management, Insurance Review, Dental Career Planning

Helping dentists maximize life beyond the chair.

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.

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

Julia Lilly

CFP®, ABFP℠, MBA

Ryerson Financial

Houston, TX

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

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

Todd Smurl

CFA®

Integrity Financial Planning, LLC

Houston, TX

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

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

Jarrod Sandra

CFP®, CPFA®, QKA®

Chisholm Wealth Management

Crowley, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Retirement Plan Consulting, 401k Plan Advisor

Fee-Only financial planner & retirement plan advisor located in Crowley, TX, serving clients locally and across the country

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

Kacie Swartz

CFP®, CIMA®

Black Barn Financial

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing, Life Transitions (Examples: changing careers, divorce, widowhood)

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

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.

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. Office located in Plano, TX, serving clients nationwide.

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

Andrew Hunt

CFP®, ChSNC®

EP Wealth Advisors

Dallas, TX

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

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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

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

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!

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

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

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

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

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!

Wes Shannon

CFP®

SJK Financial Planning, 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 the Fort Worth/Dallas, Texas metropolitan area, serving clients locally and across the country

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

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

I help busy professionals achieve early Financial Independence / work optional for a flat fee. Serving families in the Dallas area and nationwide.

Chad Rudy

CFP®, MBA

Retirement Investment Advisors, Inc.

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

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

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.

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.

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

Richard Archer

CDAA, CFA®, CFP®, MBA

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

Archer Investment Management provides people-focused financial planning for tech industry professionals.

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

Jordan Benold

CFP®, MBA

Benold Financial Planning

Prosper, TX

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

Financial Planning for Physicians and Healthcare Professionals | Offices near Austin and Dallas, TX

Roger Asel

CFP®, CPA, PFS

Certified Financial Strategies

Dallas, TX

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

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

Jason Edgerton

CFP®

Certified Financial Strategies

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

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

Matt Addington

CFP®

Worthpointe

Bedford, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

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!

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.

Angel Escobedo

CFP®

Capasso Planning Partners

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

James R. Waters

CFP®, MBA

The Mather Group

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.

Dr. Andy Lawson, PhD

CFP®

Freshfield Investments

Plano, TX

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

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

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

Kevin S. Rademacher

CFP®, CRPC®, CTFA

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning & Distribution Strategies, Tax Planning Strategies, Insurance Consulting, Multi-Generational Trust Planning

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

Laura Barnett Lion

CFP®

The Mather Group

Austin, TX

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

Fee-Only Financial Advisor serving Austin, TX area.

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!

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

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.

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.

Colin Lee

CFP®, AAMS®

Horizon Wealth Advisors

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

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.

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

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

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!

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

Bradley Phillips

J.D., CFP®, EA

The Mather Group

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

Kyle Moore

CFP®

Cru Wealth Management

North Richland Hills, TX

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

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

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.

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

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

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

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

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

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

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.

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!

Owen Murray

CFA®

Horizon 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 Located in Houston, TX and Serving Clients Nationwide

Brooks Morgan

CFP®

Worthpointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Peter Kim

CFP®

VenWealth

Frisco, TX

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

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

Morgan Smith Jr.

CFP®

WorthPointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

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

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!

Michael Domingo

MS, MBA, CFP®, CLU®

Cadence Financial Advisors, LLC

Allen, TX

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

Planning is bringing the future into the present so you can do something about it now.

I can work with clients anywhere!

Katie Brewer

CFP®

Your Richest Life

Rockwall, 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

Chris Reddick

MBA, PhD, EA, CFP®

Chris Reddick Financial Planning, LLC

San Antonio, TX

Specialties: Investment Management, Retirement Planning, Comprehensive Financial Planning, College Education Planning, Student Loan Analysis

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

Steve Blankenship

CFP®

Heritage Financial Planning

Dallas, TX

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

Fee-Only financial planner with offices in Dallas, TX, and Atlanta, GA serving clients locally and across the country

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

Matt Smith

CFA®, CFP®, CIMA®, CAIA®

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 and Private Practice attorneys

I can work with clients anywhere!

Scott O'Brien

CFP®, EA

WorthPointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

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.

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

Cary Cates

MBA, CFP®, EA

Cates Financial Planning, LLC

Denton, 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

Richard Wilkinson

CFP®

WorthPointe

Austin, TX

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

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Brett Anderson

CRPC®

EP Wealth Advisors

Dallas, TX

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

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Derek Dansby

CFP®, JD

Dansby Wealth Management LLC

Iowa Park, TX

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

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

Molly Laughter

CFA®, CFP®, MBA, MA

Laughter Financial, LLC

Celina, TX

Specialties: Comprehensive Financial Planning, Investment Management, Business Consulting

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

Natalie Pine

CFP®

Briaud Financial Advisors

College Station, TX

Pamela Rowe

CFP®

Buckingham Strategic Wealth

Houston, TX

Neil Vannoy

MBA, CFP®

Vannoy Advisory Group, Inc.

Dallas, TX

Lance Elrod

CFP®

Next Step Financial Transitions

Houston, TX

Todd Pniewski

CFP®

TBMS Wealth

Plano, TX

Kyle Eaton

CFP®, CDFA®

Hedgefield Wealth Management

Denton, TX

Sonny Blanchard

CPA/PFS, CFP®

Blanchard Wealth Partners, LLC

Richmond, TX

Kirby Jacobson

CFA®, CFP®

Astoria Strategic Wealth

Lubbock, TX

Elliott Weir

CFP®, MBA

III Financial, LLC

Cedar Park, TX

Chao Zhang

MBA, CFA®, CFP®

Think Different Wealth Advisors LLC

Irving, TX

Chris Cyndecki

CFA®, CFP®

Pioneer Wealth Management Group

Austin, TX

Jesus Marquez

EZ Financial Group, Inc.

Houston, TX

Anthony Guzman

CFP®

Pioneer Wealth Management Group

Austin, TX

Doug McCulley

CFP®, CAP®, CKA®

Buckingham Strategic Wealth

Plano, TX

Taylor Kovar

CFP®

Kovar Wealth Management

Lufkin, TX

Ross Patterson

CFP®

Life Path Financial, LLC

Austin, TX

Nicole Renaux

CFP®

Pioneer Wealth Management Group

Austin, TX

Ian Tennant

ChFC®, EA

Pioneer Wealth Management Group

Austin, TX

Sarah Buenger

CFP®, MPAS®, MSPFP

Traditions Wealth Advisors, LLC

College Station, TX

Christopher Baum

CFP®

Palermo Wealth Management, LLC

Austin, TX

Summer Xia

Financial Planner M.S.

NorStar Financial of Plano, LLC

Plano, TX

Mike Kurz

CIMA®, CFP®, CAIA®, CPWA®

OverShare Advice and Planning, LLC

Frisco, TX

Tessa Elrod

CFP®,CDFA®

Next Step Financial Transitions

Houston, TX

Cherie Church

MBA, CAIA®, CFP®

Oshun Financial Planning

Houston, TX

Glenn Bishop

CFP®

GA Bishop and Associates

Coppell, TX

Robert Holman

CFA®, CFP®

Holman Wealth Management

Dallas, TX

Rebecca Conner

CPA, CFP®

SeedSafe Financial LLC

Austin, TX

Nancy M. Gatens

CFP®

Gatens Financial LLC

Dallas, TX

Drew Schlotter

CFP®, CCFC

On Point FP

Round Rock, TX

Shirley Sanchez

MS

Pioneer Wealth Management Group

Austin, TX

Miguel Gomez

CFP®

Lauterbach Financial Advisors

El Paso, TX

Morgen B. Rochard

CFA®, CFP®

Origin Wealth Advisers LLC

Austin, TX

John McGlothlin III

CFP®

Southwest Retirement Consultants

Austin, TX

Brett Fry

CFA®, CFP®

Forteris Wealth Management

Dallas, TX

Sarah Ponder

CFP®, MBA

Real Estate Wealth Planning

Sunset Valley, TX

P. Mitchell Clark

MitchellClark & Company

Brenham, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Austin, TX

Spenser Liszt

CFP®, CCFC

Paradigm Advisors

Dallas, TX

Tony Noto

CFP®, CFA®

Noto Financial Planning, LLC

Dallas, TX

Amanda Muse

CFP®

The Mather Group

Houston, TX

Anthony Pampel

CFP®, CPWA®, CFS, CLTC

True Life Financial Planning

Dallas, TX

Deidra Fulton

CFP®

Fulton Financial Planning, Inc.

Plano, TX

Michael McErlane

DO, MBA, CFP®, RICP®, EA

Comprehensive Financial Planning for Doctors

Frisco, TX

Jean Keener

CFP®, CRPC®

Keener Financial Planning

Keller, TX

Stephen Trousdale

CFP®, CRPC®

Buckingham Strategic Wealth

Plano, TX

Bill Parrott

CFP®

Parrott Wealth Management

Austin, TX

Derek Finley

CFP®

Open Door Financial Advisors

Lubbock, TX

Erin Hilton

Hilton Financial Group, LLC

Austin, TX

Philip Olson

CFP®, IAR

The Art of Finance LLC

Austin, TX

Philip Maguire

Maguire Stewardship Partners, LLC

Allen, TX

Brian Cox

Pauley Financial

New Braunfels, TX

Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Austin, TX

Jeremy Andries

CFP®, EA, MSA

Master Plan Financial Advisers

Flower Mound, TX

Rob Schulz

CFP®

Schulz Wealth

Mansfield, TX

Lauren Lindsay

CFP®

Beacon Financial Planning

Houston, 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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