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.
Select a city to refine your search:
- Abilene, TX
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Fee-Only Financial Planners in Texas:
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
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.
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).
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
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
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
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
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
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
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.
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
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
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.
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
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
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.
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
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
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
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
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.
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
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
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
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.
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
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.
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
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
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
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
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
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.
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.
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
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
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
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
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
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
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.
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
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.
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
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!
Brett Anderson
CRPC®
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
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
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.
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
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.
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.
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
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.
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.
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
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
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
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.
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
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.
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
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
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
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
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
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.
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 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
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.
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
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
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 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
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
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!
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.
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
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
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
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
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
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
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
Julia Lilly
CFP®, ABFP, MBA
Ryerson Financial
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
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
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.
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
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.
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
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
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.
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
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
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
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.
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
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
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
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
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.
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
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
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.
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
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.
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.
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.
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.
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.
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
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
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.
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
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