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".
Select a city to refine your search:
- Abilene, TX
- Allen, TX
- Amarillo, TX
- Arlington, TX
- Austin, TX
- Bedford, TX
- Bellaire, TX
- Boerne, TX
- Brenham, TX
- Brownsville, TX
- Buda, TX
- Carrollton, TX
- Cedar Park, TX
- Celina, TX
- College Station, TX
- Colleyville, TX
- Coppell, TX
- Corinth, TX
- Corpus Christi, TX
- Crowley, TX
- Dallas, TX
- Denton, TX
- Edinburg, TX
- El Paso, TX
- Euless, TX
- Flower Mound, TX
- Fort Worth, TX
- Frisco, TX
- Garland, TX
- Georgetown, TX
- Grapevine, TX
- Harlingen, TX
- Houston, TX
- Hurst, TX
- Iowa Park, TX
- Irving, TX
- Katy, TX
- Keller, TX
Every Texas Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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
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
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.
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.
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.
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, 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.
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
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
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.
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.
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
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.
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
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.
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
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
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
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.
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
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.
Kevin S. Rademacher
CFP®, CRPC®, CTFA, MSPFP
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
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
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
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
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.
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
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
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.
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.
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.
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
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
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
Jeff Grimes
CFP®
Parakaleo Planning
Round Rock, TX
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Colorado Springs, CO, and Austin, TX. Offers hourly and project engagement planning to those looking for a plan centered on their values.
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!
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
Richard Wilkinson
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.
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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.
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
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
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
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.
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
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
Michael Domingo
MS, MPAS®, MBA, CFP®, CLU®
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.
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.
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.
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.
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.
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
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
Morgan Smith Jr.
CFP®
WorthPointe
La Jolla, 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.
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
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.
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
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
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.
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.
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
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
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
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
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
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!
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
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
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.
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
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
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
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
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
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.
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
Robbie Morris
CSLP®
Roots Financial Planning
San Antonio, TX
Specialties: Student Loan Repayment, Tax Planning, Investment Management, Insurance Review, Dental Career Planning
Financial planning for Dentists
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
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
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.
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
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
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
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.
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
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
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
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
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
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.
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
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
Scott O'Brien
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.
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
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: 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).
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
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
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 in their 30s and 40s invest smarter, minimize taxes, and become financially independent.
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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)
