Fee-Only Financial Advisors in Texas

Retirement Investment Advisors

Frisco, TX

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

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

The Sum

The Woodlands, TX

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

A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.

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

Future focused. Fiduciaries. Financial planning and investment firm founded and growing in Austin, Texas.

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, Estate Planning & Trust Administration

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

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning

Helping grow, protect and transfer your legacy!

Intentional Living FP

Brownsboro, TX

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

Fee-only wealth management for business owners, executives, and families nearing or in retirement. Based in New Braunfels, Texas. Serving clients nationwide.

Simplify Wealth Planning

Austin, TX

Specialties: Optimize Equity Compensation and Tax Outcomes, Comprehensive Financial Planning, Insurance, Estate Planning, Budgeting and Beyond, Retirement Income Planning, Investment Management

Fiduciary, Fee-Only, Flat-Fee Financial Planner fast-tracking work optional for employees with company stock. Based in Austin, TX.

Wealth and Plan

Cypress, TX

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Equity Compensation Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Planning

Wealth and Plan helps high-income earners in their 30s and 40s navigate wealth accumulation, taxes, and plan for retirement. Based in Houston, Texas, serving clients virtually nationwide.

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning

Helping grow, protect and transfer your legacy!

Ataroke Wealth

McKinney, TX

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

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

Brownlee Wealth Management

Fort Worth, 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.

McHenry Capital, LLC

Austin, TX

Specialties: Special Needs , 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).

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

Wealth Beyond Math®

Austin, TX

Specialties: Comprehensive Financial Planning, Inheritance, Divorce, Widowhood, Personalized Investment Strategies, Career Changes and Sabbaticals, Starting a Business, Optimizing Equity Comp (Stock Options, RSUs)

Danqin Fang speaks fluent Mandarin Chinese. 我们会说流利的中文。

Forteris Wealth Management

Dallas, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Education Planning, Risk Management Strategies, Estate Planning, Wealth Accumulation Planning

Regardless of where you are on your financial path, Forteris Wealth Management can create a unique, individualized plan to help you at every stage of life and lift the burden you feel concerning your financial future.

Solstice Wealth

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Strategy, Insurance and Benefits Review, Equity Compensation Planning

We work to navigate change, together, including the financial and emotional parts (we've been through this a lot, ourselves!). Ongoing financial planning, investment management, and tax strategies.

Strategic Financial Planning, Inc.

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Investment Portfolio Analysis and Management, Insurance/Risk Management Analysis, Stock Option Evaluation & Strategies, Proactive Tax Planning, Estate Planning, Education Planning, Business Planning

As financial advisors in Plano, TX we specialize in holistic financial planning and wealth management.

Certified Financial Strategies

Dallas, TX

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

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

EP Wealth Advisors

Dallas, TX

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

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.

Forthright Family Wealth

Houston, TX

Specialties: Entrepreneurs Building & Exiting Enterprises, Comprehensive, Lifecycle Wealth Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Risk Management & Mitigation, Legacy Planning with Generational Wealth, Family Giving & Philanthropy

We Serve as the Chief Financial Officer to Families.

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

I provide hourly planning services that help you address the financial complexities in your life.

EP Wealth Advisors

Dallas, TX

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

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

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

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

Crusonia Wealth Management

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing, College Education Planning, Tax Planning, Gift and Estate Planning, Risk Management, Asset Allocation and Investment Selection

Fee-Only financial advisor helping clients plan for and enjoy retirement.  Located in Austin, TX, working with clients locally and across the country.

EP Wealth Advisors

Graham, TX

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

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Houston, TX

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

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Motif Planning

Dallas, TX

Specialties: Comprehensive Financial Planning, Cashflow Management, Lifetime Tax Planning, Retirement Planning, Investment Planning, Major Lifestyle Decisions, Estate Planning, College Planning, Insurance Planning, Equity Compensation, Employee Benefits

Flat-fee financial planner serving high-earning families nationwide. I specialize in holistic financial life planning, equity compensation strategy, and lifetime tax planning.

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.

SF Planning Group, LLC

The Woodlands, TX

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

Simple, Straightforward, Stress-Free Financial Planning. Serving clients locally in the Houston, TX metro area and virtually, nationwide.

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

Earls Financial

Fort Worth, TX

Specialties: Customized Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management Assessment, Estate Planning, Charitable Planning, 401k Optimization

We work with retirees and business owners within 10 years of retirement to help them turn their nest egg into retirement income, become more tax efficient, worry less about the stock market, and have peace of mind that they're on the right track.

Endurance Financial Planning, LLC

McAllen, TX

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

We are not simply financial advisors, we are financial planners. We believe that it is not enough to move forward with your investments and that financial success happens when you execute a well thought out plan.

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.

Artham Financial Advisors

Dallas, TX

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

Dallas, TX based advisor helping physicians, entrepreneurs, executives and retirees nationwide gain financial clarity and confidence. 100% Thoughtful, Independent, Fee-only, Comprehensive Planning. 0% product sales, hidden fees and complex jargon.

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

Staib Financial Planning, LLC

Frisco, TX

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

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

Archer Investment Management

Austin, TX

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

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

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.

Laughter Financial, LLC

Celina, TX

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor for Women Navigating Widowhood, Divorce, Inheritance & Retirement. Helping women confidently manage significant wealth and enjoy the lives they've built. Fee-only fiduciary based in Dallas-Fort Worth, serving clients nationwide.

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

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.

Flying Forward Wealth Management

Boerne, TX

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

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

Black Barn Financial, LLC

Austin, TX

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

Future focused. Fiduciaries. Financial planning and investment firm founded and growing in Austin, Texas.

TopRac Financial LLC

Cypress, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, Education Savings Planning, Tax Strategies, Charitable Giving

Fee-only, hourly and project based financial planner located in Cypress, TX, serving clients locally and across the country.

Ark Alliance Financial, LLC

Sugar Land, TX

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

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

The Sum

League City, TX

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

A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.

Barton Financial Group LLC

Kyle, TX

Specialties: Comprehensive Financial Planning, Tax Planning, Preparation, and Filing, Estate Planning, Investment Management, Retirement Income Planning, College Education Planning, ESG Investing

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

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

Tiverton Wealth

The Woodlands, TX

Specialties: Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Tax Planning and Prep, Insurance Analysis, Estate Planning Coordination

Tiverton Wealth & Tax is a fee-only, flat-fee financial planning firm in The Woodlands, TX, serving Houston and nationwide. We provide retirement planning, investment management, tax planning, and tax preparation with no commissions.

J.K. Financial, Inc.

Dallas, TX

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

J.K. Financial is an approachable, fee-only total wealth management firm that offers a roll-up-the-sleeves, deep understanding approach to each client’s unique financial situation. Located in Dallas, TX, serving clients locally and nationwide.

Axon Capital Management

Georgetown, TX

Specialties: Comprehensive Financial Planning, Retirement planning, Investment Management, Wealth management, Tax Planning

We provide fee-only financial planning and investment management to individuals and families in the Austin, TX metropolitan area.

Cadence Financial Advisors, LLC

Allen, TX

Specialties: Helping you make smart financial decisions., Tax Efficient Investment Strategy, Generating sustainable lifetime income, Planning your second life

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

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

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.

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.

LGBTQ Wealth Planning

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Review, Equity Compensation Planning, Insurance and Estate Planning Review

LGBTQ Wealth Planning is a flat-fee financial planning and investment management for LGBTQ+ tech professionals, high earners, and allies. Located in Austin, TX, serving clients locally and across the country.

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.

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

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, New to America Planning, Cross-border Issues

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

New Heights Planning

Houston, TX

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Company Benefits

Helping oil and gas professionals invest smarter, minimize taxes, and become financially independent.

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

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

Forthright Financial Services

Weatherford, TX

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

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

Brazos Wealth Advisors, L.L.C.

Fort Worth, TX

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

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

Concert Financial Planning, LLC

Houston, TX

Specialties: Financial Planning for Attorneys, Student Loans, Tax Planning, Investment Management

Flat-fee financial planning for BigLaw attorneys and their families

Growth Horizons Wealth Management LLC

Georgetown, TX

Specialties: Fractional CFO Services, Business Exit Planning, Growth Consulting, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning

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

Lampados Financial Group

Dallas, TX

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

Financial planning for first-generation STEM and healthcare professionals balancing family, culture, and wealth.

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.

Prominent Financial Planning

Austin, TX

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

Prominent Financial Planning LLC is a fee-only fiduciary firm in Austin serving Gen X, Gen Y (Millennial), and Gen Z clients who recognize the time to start making educated and sound financial decisions is now.

Mountain Flower Investments & Planning, LLC

San Marcos, TX

Specialties: Investment Management, Comprehensive Financial Planning, Company Stock or Crypto Diversification, Retirement Strategies, Tax Efficiency & Roth Conversions, ESG / Socially Responsible Investing

Mountain Flower Investments & Planning offers investment management with a financial planning focus to help individuals, families, and small business owners optimize their resources to help achieve their personal goals.

The Sum

The Woodlands, TX

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

A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.

Comal Wealth Management

New Braunfels, TX

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Planning, Distribution Planning, Planning for Busy Professionals, Wealth Management, Retirement Income Planning

Fee-Only, fiduciary, financial advisor serving clients that are approaching retirement in New Braunfels, TX. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.

The Sum

The Woodlands, TX

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

A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.

Simaris, LLC

Austin, TX

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

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

Legacy Chief Financial Office, LLC

Shenandoah, 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

Good Life Private Wealth, LLC

Fort Worth, TX

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

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

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.

Clark Asset Management, LLC

Ballpark Way, TX

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

We offer our bundle of investment management & financial planning for a simple fixed flat fee of $12,500 per year.

Strong Mountains Financial Planning

Amarillo, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Optimization Strategies, Risk Management and Insurance Review

At Strong Mountains Financial Planning, we provide comprehensive, personalized financial planning and investment management tailored to your goals, your timeline, and your life.

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning

Helping grow, protect and transfer your legacy!

7 Saturdays Financial

Dallas, TX

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

Independent. Modern. Flat-fee. No commissions, no BS.

Think Different Wealth Advisors LLC

Allen, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Cash Flow Budgeting, Investment Management, Active Investing, Stock Options/Stock Grants/RSUs/Employee Stock Purchase Plans (ESPP), Tax Planning, Education Planning, Estate Planning, Risk Management/Insurance Review and Planning

I offer a white glove, high touch model. While other advisors may serve 100 to 200 clients each, I intend to serve only 20 financial planning clients exceptionally well.

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

As independent, fiduciary financial advisors, our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.

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

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

As independent, fiduciary financial advisors, our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice tailored to your unique situation, on a fee-only basis. Offices in Dallas and Keller, TX, serving the region and clients across the country.

Safe Landing Financial

Plano, TX

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

Flat-fee comprehensive financial planning for professionals and pre-retirees pursuing a work-optional lifestyle. Based in Plano, TX and serving clients nationwide virtually. Tax-efficient strategies. Smart investing. Financial clarity.

Fruit of the Vine Financial

New Braunfels, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning & Strategies, Biblically Responsible Investing (BRI), College Education Planning, Estate Planning

Fee-Only financial planner located in New Braunfels, TX, serving clients locally and in other states, offering personalized financial planning and investment guidance to help Christians retire with clarity and confidence.

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

Nxt:Gen Financial Planning

Houston, TX

Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Student Loan Planning, Tax Planning, Investment Management

Helping Veterinarians Build Wealth, Crush Student Debt, Manage Burnout, and Design a Life They Love

EP Wealth Advisors

Dallas, TX

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

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

As independent, fiduciary financial advisors, our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.

Credent Wealth Management

Plano, TX

Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning

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

Your Richest Life

Plano, TX

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

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

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

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

Refined Wealth

Houston, TX

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

Refined Wealth helps energy industry professionals navigate retirement with tailored planning. Based in Houston, Texas. Serving clients remotely nationwide.

The Sum

The Woodlands, TX

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

A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.

Orchard Financial Group

Austin, TX

Specialties: LGBTQIA , Queer Money, One-Time Financial Plan, 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), Advice-Only, Family Planning

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.

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

Solstice 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

Hamilton Financial Planning

Austin, TX

Specialties: Comprehensive Financial Planning, Special Needs Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Cash Flow Planning

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

AnCap Financial

League City, TX

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

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

Intentional Living FP

New Braunfels, TX

Specialties: Tax planning and strategy, Retirement income planning, Investment management, Roth conversion and withdrawal strategy, Business owner planning, Business exit planning, Estate planning, Charitable giving strategy, Real estate consulting, Cash flow and budgeting

Fee-only wealth management for business owners, executives, and families nearing or in retirement. Based in New Braunfels, Texas. Serving clients nationwide.

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

Walnut Hill Wealth Management

Dallas, TX

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

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

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

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

Elation Wealth LLC

Fort Worth, TX

Specialties: Comprehensive Financial Planning, Investment Advisory Services, Retirement Income Planning, Education Planning, Tax Planning, Estate & Legacy Planning, Cash Flow & Debt Strategy

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

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

Belonging Wealth Management

Longview, TX

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

Simplifying Retirement. As a fee-only financial planner in Longview, TX, we help families create retirement plans that inspire confidence and provide lasting support. We serve clients in East Texas and across the U.S.

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

We're built from the ground up to work with tech professionals. We're located in Austin, TX, though we serve clients anywhere in the US.

Belonging Wealth Management

Longview, TX

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

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

Schneider Wealth Management

Austin, TX

Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Helping tech professionals make confident decisions about equity, retirement, and what’s next. 27+ years of data-driven, human-centered planning for engineers, executives, and founders navigating complex financial lives.

EP Wealth Advisors

Dallas, TX

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

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Credent Wealth Management

Plano, TX

Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning

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

GDS Wealth Management

Flower Mound, TX

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

A curated wealth management experience.

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

Fair Asset Management

Dallas, TX

Specialties: Tax Planning & Projections, Retirement Income Planning (Order & Sequence of Withdrawals), Portfolio Management, College Education Planning, Analysis & Strategy for Equity Comp., Analysis & Strategy for Deferred Comp., Charitable Giving Strategies, Insurance & Risk Planning, Intergenerational Wealth Transfer

Flat fee financial planning & asset management firm focusing on high-net-worth employees, executives, and retirees. We are located in Dallas, Texas, but work with clients across the United States.

The Sum

The Woodlands, TX

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

A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.

Blue Mountain Financial Planning, LLC

Lubbock, TX

Specialties: Comprehensive Financial Planning, Financial Independence, Equity Compensation, Adoption & Fertility Financial Planning, Tax Planning, Small Business Planning

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

SeedSafe Financial LLC

Austin, TX

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

Fee-Only financial planner located in Austin, TX, serving tech professionals virtually via video calls, emails, and over the phone.

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

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning

Financial Life Advisors is a San Antonio, Texas fee-only fiduciary financial planning firm helping individuals and businesses build purposeful plans for retirement, investing, taxes, and long-term financial well-being.

Cates Financial Planning, LLC

Gainesville, TX

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

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

CAM Investor Solutions

Austin, TX

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

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

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

Azure Sky Financial Life Planning, LLC

Austin, TX

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

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

TwoTen Planning

Austin, TX

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

**Flat Fee Financial Advisor** Financial planning for tech professionals. We help you maximize equity, reduce taxes, invest wisely, and manage risk.

Vessel Financial Planning

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Milestone Planning, Insurance and Risk Management

Helping young and mid-career professionals align their money with what matters most.

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, equipping Christian women to have financial peace of mind in every season of their lives.

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

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

Brownlee Wealth Management

Fort Worth, TX

Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning

We help Oil & Gas Professionals optimize investments, lower taxes, and grow wealth.

Keener Financial Planning

Dallas, TX

Specialties: Support and Analysis for Financial Decisions, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning, Small Business Retirement Plans, Restricted Stock and Stock Options, Insurance Review and Recommendations, Pension Analysis , Social Security Timing, Employment Benefits

Objective financial advice, on a fee-only basis, covering decisions around retirement, college planning, changing careers, getting control of your finances, and investing more effectively.

Century Management Financial Advisors

Austin, TX

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

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

Haven Financial Advisors

Austin, TX

Horizon Wealth Advisors

Houston, TX

Pioneer Wealth Management Group

Austin, TX

Millennial Wealth Management

Amarillo, TX

Sophronia Wealth Advisors

El Paso, TX

CFE Financial

Katy, TX

The Dedicated Dollar, LLC

Fort Worth, TX

DESMO Wealth Advisors, LLC

Lakeway, TX

Lifetime Financial Planners

San Antonio, TX

Horizon Wealth Advisors

Houston, TX

Pivot Point Advisors, LLC

Bellaire, TX

Palermo Wealth Management, LLC

Austin, TX

Optima Asset Management, Inc.

Dallas, TX

Schulz Wealth

Mansfield, TX

PBL Wealth Management LLC

Austin, TX

Shearwater Capital, LLC

Houston, TX

Gatens Financial LLC

Dallas, TX

Legacy Financial Designs

Spring, TX

Traditions Wealth Advisors, LLC

College Station, TX

III Financial, LLC

Cedar Park, TX

Pioneer Wealth Management Group

Austin, TX

Open Door Financial Advisors

Lubbock, TX

Astoria Strategic Wealth

Lubbock, TX

Frisco Financial Planning LLC

Frisco, TX

Noto Financial Planning, LLC

Dallas, TX

Next Step Financial Transitions

Houston, TX

SharpEdge Financial LLC

Dallas, TX

Pioneer Wealth Management Group

Austin, TX

Financial Excavation

PLANO, TX

Comprehensive Financial Planning for Doctors, LLC

Frisco, TX

Pioneer Wealth Management Group

Austin, TX

Chisholm Wealth Management

Burleson, TX

TBMS Wealth

Plano, TX

Norsu Financial Planning

The Woodlands, TX

A Penny Planned

Cedar Park, TX

Circadia Financial Planning

San Angelo, TX

SeedSafe Financial LLC

Austin, TX

Real Estate Wealth Planning

Sunset Valley, TX

Vannoy Advisory Group, Inc.

Dallas, TX

Horizon Wealth Advisors

Houston, TX

Austin Private Wealth

Austin, TX

Gap Financial Services

Austin, TX

Janus Financial Planning, LLC

San Antonio, TX

Corvum Investment Management, LLC

Texarkana, TX

GA Bishop and Associates

Coppell, TX

EZ Financial Group, Inc.

Houston, TX

Holman Wealth Management

Dallas, TX

Miller Premier Investment Planning, LLC

Mansfield, TX

Origin Wealth Advisers LLC

Austin, TX

Briaud Financial Advisors

College Station, TX

NorStar Financial of Plano, LLC

Plano, TX

Pioneer Wealth Management Group

Austin, TX

Next Step Financial Transitions

Houston, TX

Pioneer Wealth Management Group

Austin, TX

Kelly Klingaman Financial Planning

Austin, TX

Cru Wealth Management

North Richland Hills, TX

WorthWise Financial Partners, LLC

Houston, TX

OverShare Advice and Planning, LLC

Frisco, TX

Scientific Financial

Pearland, TX

Hedgefield Wealth Management

Denton, TX

Benold Financial Planning

Prosper, TX

Worthen Financial Advisors

Friendswood, TX