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David J. Dugger

CPA, CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Westbrooks Dugger & Westbrooks

2600 N Central Expressway, Ste 575
Richardson, TX 75080
(469) 621-1800

Gay F. Thompson

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Per Stirling Capital Management

4800 Bee Caves Rd
Austin, TX 78746
(512) 628-2275
CONNECT WITH Gay
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Robert M. Sesich

CFP®, CRPC

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Lincoln Financial Advisors

4687 N Mesa St, Suite 200
El Paso, TX 79912
(915) 543-5630

Brian D. Esway

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Financial Advisor serving Texas and the surrounding communities.

Eagle Strategies

6200 Bridgepoint Pkwy, Ste 300
Austin, TX 78730-5106
(512) 329-4288

Jarrod A. Upton

MBA, MS, CFP®

COO & Sr. Consultant

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Herbers & Company

5604 Texas Trl
Colleyville, TX 76034-3444

Herbers & Company

5604 Texas Trl
Colleyville, TX 76034
(972) 974-5135

David S. Dryden

CFP®, ChFC, MS

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Insight Wealth Partners, LLC

3333 Premier Dr, Ste 800
Plano, TX 75023
(972) 543-4800

Gary Montgomery

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Per Stirling Capital Management

100 Congress Ave, Suite 2000
Austin, TX 78701
(877) 256-1681
(512) 284-1604

Kathryn Diduch

CFP®

President

Specialties: 401(k)/403(b)/IRAs, Annuities, Mutual Funds, Insurance, Retirement, Long-term Care

Financial Advisor serving Texas and the surrounding communities.

East Texas Wealth Planning Advisors, Inc.

6725 Highlands Court
Tyler, TX 75703
(800) 683-5463
(903) 418-1972

Patrick Dempsey

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Dempsey Wealth Management LLC

6307 Sevilla Way
San Antonio, TX 78257
(210) 509-1900

Emory R. Guest

CFP®

President

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Cinco Ranch Financial

23501 Cinco Ranch Blvd, Ste H120-222
Katy, TX 77494
(281) 693-2222

Jaclyn E. Bell

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Texas and the surrounding communities.

Houston Police Officers' Pension System

602 Sawyer St STE. 300
Houston, TX 77007
(713) 869-8734
CONNECT WITH Jaclyn
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Sergio G. Garcia

CFP®, EA

Senior Financial Planner

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Frontier

8401 N. Central Expressway, Ste. 250
Dallas, TX 75225

Jasen Lee Wallace

CFP®

Certified Financial Plannerâ„¢ Professional

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Exencial Wealth Advisors

4101 Parkstone Heights Dr., Suite 210
Austin, TX 78746
(512) 372-8118
CONNECT WITH Jasen
  • linkedin link

Bill E. Carter

CFP®, ChFC®, CLU®

Chief Executive Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Kyle M. McClain

CFP®, CIMA®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Rhame & Gorrell Wealth Management

1330 Lake Robbins Dr. Suite #360
The Woodlands, TX 77380
(888) 332-8108
(832) 789-1100
CONNECT WITH Kyle
  • linkedin link

Rodney Jarrell

CPA, CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Lakeview Financial Solutions

2340 E. Trinity Mills Rd., Suite 300
Carrollton, TX 75006
(214) 764-7755

Chris Mankoff

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

5700 Tennyson Pkwy, Suite 300
Plano, TX 75024
(972) 800-2321

P. Mitchell Clark, Jr.

CLU,ChFC,MSFS,CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

MitchellClark & Company

PO Box 117
Brenham, TX 77834
(713) 446-9841

David Hanson

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Estate Planning, Employee Benefits, Life...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Sovereign Wealth Advisors

3120 Southwest Fwy, Ste 500
Houston, TX 77098
(713) 527-3400

Donald W. Roberts

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Logic Capital Management, LLC

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 781-1475
CONNECT WITH Donald
  • linkedin link

Trudy R. Turner

CPA/PFS, CFP®, CPWA®

VP, Senior Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Goldman Sachs Personal Financial Management

5810 Tennyson Parkway, Suite 200
Plano, TX 75024
(972) 441-8064
CONNECT WITH Trudy
  • twitter link
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Melissa B. Brennan

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

ARS Private Wealth

1917 Belgium Dr
Plano, TX 75025-3129
(214) 558-0228

Howard Timothy Hudson

CFP®, CLU, CRPS®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

SilverStar Wealth Management, Inc.

14150 HUFFMEISTER RD STE 200, Office 125
CYPRESS, TX 77429
(281) 477-3847

Chris T. Troseth

CFP®

Senior Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

The Watchman Group, Inc.

5045 Lorimar Drive, Suite 200
Plano, TX 75093
(469) 241-0122

Ryan W. Huey

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

RoseRock Wealth Management, LLC

5950 Sherry Lane, Suite 201
Dallas, TX 75225
(214) 220-8989

Cole Campbell

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
(713) 827-8014

Ryan J. Blair

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
(972) 960-6460

Morgan Stone

CFP®, MBA

Sr. Wealth Advisor | Parnter

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Avidian Wealth Solutions

4210 Spicewood Springs Rd, Building E
Austin, TX 78759
512-469-9152

Derek D. Ripp

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Texas and the surrounding communities.

Austin Wealth Management

1301 S Capital of Texas Highway, Ste C210
Austin, TX 78746
(512) 565-0536

Craig A. Parks

CFP®, CRPC®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Houston Wealth Management

1035 Dairy Ashford, Ste 222
Houston, TX 77079
(855) 833-8017
(281) 372-8410