Fee-Only Financial Planners in Texas

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Texas:

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.

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

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.

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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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.

Derek Dansby

CFP®, JD

Dansby Wealth Management LLC

Wichita Falls, 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

Steve Swicegood

CFP®

Conscious Money Solutions

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

Morgan Stone

CFP®, CEPA, MBA

Stone Wealth Management

Austin, TX

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

Fee-Only financial planner located in Austin, 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!

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

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

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

Jane Mepham

CFP® Candidate

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!

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!

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

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

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

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!

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.

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

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

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!

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

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.

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!

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

Bill Parrott

CFP®

Parrott Wealth Management

Austin, TX

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

Fee-Only Financial Planner serving clients in the Austin, TX area 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.

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

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

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

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

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.

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

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

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

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

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

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

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

Derek Finley

CFP®

Open Door Financial Advisors

Lubbock, TX

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

Fee-Only financial planner located in Lubbock, 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

Anthony Guzman

CFP®

Pioneer Wealth Management 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

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

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.

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!

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.

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

Morgen B. Rochard

CFA®, CFP®

Origin Wealth Advisers LLC

Austin, TX

Specialties: Irregular Income Management, Tax Planning, Early Retirement Planning, Family Systems and Governance, Business Planning, Investment Management

Fee-Only financial planner located in Austin, TX and New York, NY, serving clients locally and 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

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

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!

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

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

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

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.

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

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

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

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

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.

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

Taylor Kovar

CFP®

Kovar Wealth Management

Lufkin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Philanthropy Planning, Tax Minimization Strategies, Personal Brand Management, Legacy Planning, Self-Directed IRAs

Fee-Only financial planner located in Lufkin, 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

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

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

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 Stillman

CPA/PFS, AIF®

EP Wealth Advisors

Dallas, TX

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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

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.

Chris Reddick

MBA, PhD, 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.

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).

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

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

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

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

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

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

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

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!

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

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

Kyle Moore

CFP®

Cru Wealth Management

North Richland Hills, TX

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

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

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

Ryan Firth

CPA/PFS, CCFC

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

Mercer Street, which was founded by Ryan Firth, is an independent financial planning and investment advisory firm located in Houston, TX, serving clients locally and across the country. Services are offered on an hourly basis.

Kacie Swartz

CFP®, CIMA®

Stone Wealth Management

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

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

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.

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!

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.

Amol Desai

CFA®, MBA

Perceptive 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

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.

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

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

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!

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

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

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

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

Jesus Marquez

EZ Financial Group, Inc.

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

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

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

Cody Garrett

Measure Twice Financial

Pearland, TX

Cary Beard

Carter Asset Management

Abilene, TX

Edward Kramer

Abacus Planning Group, Inc.

Fredericksburg, TX

Samuel Pond

Keener Financial Planning

Keller, TX

Randall Braziel

The Mather Group

Houston, TX

Kristin Jaggard

Austin Asset

Austin, TX

Stephen Trousdale

CFP®, CRPC®

Buckingham Strategic Wealth

Plano, TX

Jonathan Chapman

WJ Interests, LLC

Sugar Land, TX

Jamie Ileks

Austin Asset

Austin, TX

Drew Schlotter

CFP®, CCFC

On Point FP

Round Rock, TX

Richard Lee

Lee Financial Corporation

Dallas, TX

Mason Clark

HFS Wealth Management

Dallas, TX

Pamela Rowe

CFP®

Buckingham Strategic Wealth

Houston, TX

Steven Estrin

The Financial Advisory Group Inc.

Houston, TX

Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Austin, TX

Diana Bacon

CFP®, CDFA®, MBA

Apella Capital, LLC

Dallas, TX

Christine Nutt

Paragon Financial Advisors

College Station, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Austin, TX

W. Eric Hehman

Austin Asset

Austin, TX

Rachel Songer

CFP®

Keener Financial Planning

Keller, TX

Billy DeFrance

Lauterbach Financial Advisors

El Paso, TX

Greg Mangelsdorf

HFS Wealth Management

Dallas, TX

Mike Kurz

CIMA®, CFP®, CAIA®, CPWA®

OverShare Advice and Planning, LLC

Frisco, TX

Glenn Bishop

CFP®

GA Bishop and Associates

Coppell, TX

John Bohnsack

Briaud Financial Advisors

College Station, TX

Anthony Pampel

CFP®, CPWA®, CFS, CLTC

True Life Financial Planning

Dallas, TX

Shirley Sanchez

MS

Pioneer Wealth Management Group

Austin, TX

Erin Hilton

Hilton Financial Group, LLC

Austin, TX

Kenton Braun

Personal Prosperity

Spring, TX

Kyle Eaton

CFP®, CDFA®

Hedgefield Wealth Management

Denton, TX

Ruth Evans

Evans Financial Planning Inc.

McAllen, TX

Elliott Weir

CFP®, MBA

III Financial, LLC

Cedar Park, TX

Brett Fry

CFA®, CFP®

Forteris Wealth Management

Dallas, TX

John McGlothlin III

CFP®

Southwest Retirement Consultants

Austin, TX

Josh Nowitzky

Keener Financial Planning

Keller, TX

Lauren Lindsay

CFP®

Beacon Financial Planning

Houston, TX

Ryan Blair

SFMG Wealth Advisors

Plano, TX

Brian Cox

Pauley Financial

New Braunfels, TX

Steven Parker

Cypress Wealth Advisors, LLC

Shavano Park, TX

Summer Xia

Financial Planner M.S.

NorStar Financial of Plano, LLC

Plano, TX

Christina Slavonik

Keener Financial Planning

Keller, TX

Abigail Phillips

HFS Wealth Management

Dallas, TX

Amanda Muse

CFP®

The Mather Group

Houston, TX

Scott Jacobsmeyer

Argent Wealth Management Inc.

Round Rock, TX

Jonathan Davison

Austin Asset

Austin, TX

Rowdy Hakes

MitchellClark & Company

Brenham, TX

David Hailey

Paragon Financial Advisors

College Station, TX

Bryan Clintsman

Clintsman Financial Planning

Southlake, TX

Antonio Tovar

Stone Wealth Management

Austin, TX

Susan Lipscomb

Argent Wealth Management Inc.

Round Rock, TX

Tony Noto

CFP®, CFA®

Noto Financial Planning, LLC

Dallas, TX

Matthew Beeby

MHB Advisory Services LLC

Aledo, TX

Scott Turner

Rock Star Financial

Hudson Oaks, TX

Scott Van Den Berg

Century Management Financial Advisors

Austin, TX

Heather Haas

Imperium Wealth Management, LLC

San Antonio, TX

Kyle Simmons

J.E. Simmons & Co., P.C.

Dallas, TX

Peggy Sherman

Briaud Financial Advisors

College Station, TX

Galen Bearden

Conscious Money Solutions

Amarillo, TX

Candace Scholz

Aspen Wealth Management

Fort Worth, TX

Shannon Pope

SFMG Wealth Advisors

Plano, TX

Jeffrey Riley

The Mather Group

Houston, TX

Lance Elrod

CFP®

Next Step Financial Transitions

Houston, TX

Kirby Jacobson

CFA®, CFP®

Jacobson Wealth Management LLC

Lubbock, TX

Tessa Elrod

CFP®,CDFA®

Next Step Financial Transitions

Houston, TX

Philip Olson

CFP®, IAR

The Art of Finance LLC

Austin, TX

Frank Shields

Future Map Financial LLC

Houston, TX

Emily Brooks

HFS Wealth Management

Dallas, TX

George Williamson

Peirce Capital Management, LLC

The Woodlands, TX

Jared Jameson

WJ Interests, LLC

Sugar Land, TX

Carli Smith

ML&R Wealth Management

Austin, TX

Joseph Team

Team Financial Strategies

Abilene, TX

Marco Rimassa

CFE Financial

Katy, TX

Gary May

May Tree Financial Planning LLC

Leander, TX

Amy Parks

The Mather Group

Houston, TX

Derek Childs

HFS Wealth Management

Dallas, TX

Gregory Van Wyk

Austin Asset

Austin, TX

Vernon Welch

Strong Oak Financial LLC

Pflugerville, TX

Miguel Gomez

CFP®

Lauterbach Financial Advisors

El Paso, TX

Jenny Armstrong

Lee Financial Corporation

Dallas, TX

Janet Briaud

Briaud Financial Advisors

College Station, TX

Patty Priddy

CFP®, CRPC®

Keener Financial Planning

Keller, TX

Spenser Liszt

Paradigm Advisors

Dallas, TX

Nick Lyons

The Goff Financial Group

Houston, TX

James Coffman

Austin Asset

Georgetown, TX

Sheila Stowers

Garrett Investment Advisors, LLC

Austin, TX

David Faskas

CFA, CFP®

KMH Wealth Management, LLC

Victoria, TX

Sarah Henze

Lee Financial Corporation

Dallas, TX

Sonny Blanchard

CPA/PFS, CFP®

Blanchard Wealth Partners, LLC

Richmond, TX

Christopher Baum

CFP®

Palermo Wealth Management, LLC

Austin, TX

Nancy M. Gatens

CFP®

Gatens Financial LLC

Dallas, TX

Meghan Lefevre

Conscious Impact Financial Planning

Austin, TX

Michelle Miller

Buckingham Strategic Wealth

Austin, TX

Albi Kacani

HFS Wealth Management

Dallas, TX

Vanessa McElwrath

ML&R Wealth Management

Austin, TX

Richard Alphonso

The Financial Advisory Group Inc.

Houston, TX

Philip Maguire

Maguire Stewardship Partners, LLC

Allen, TX

Sarah Ponder

CFP®, MBA

Real Estate Wealth Planning

Sunset Valley, TX

Robert Holman

CFA®, CFP®

Holman Wealth Management

Dallas, TX

Jon Sonnen

Lauterbach Financial Advisors

El Paso, TX

Allison Loots

Austin Asset

Austin, TX

Julia Lilly

CFP®, MBA

Ryerson Financial

Houston, TX

Marc Schindler

Certified Financial Planner (CFP®)

Pivot Point Advisors, LLC

Bellaire, TX

April Busby

CPA

Pioneer Wealth Management Group

Austin, TX

Michael Kovalsky

The Mather Group

Houston, TX

Jessica Forrest

Austin Asset

Austin, TX

Chao Zhang

MBA, CFP®

Think Different Wealth Advisors LLC

Irving, TX

Steven London

Compendium Wealth Advisors, LLC

League City, TX

Joshua Clifford

Quoinage Capital LLC

Austin, TX

Jean Keener

CFP®, CRPC®

Keener Financial Planning

Keller, TX

James Kerr

Austin Asset

Austin, TX