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Travis W. Soppe

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181

Royal D. Hoffman

CFP®, CPA

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

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

Johnson & Hoffman P.C.

2637 Plaza Pkwy
Wichita Falls, TX 76308-3889
(940) 767-7142

Jonathan R. Meaney

CFP®

Wealth Manager

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

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

12222 Merit Drive, Suite 1800
Dallas, TX 75251
(214) 363-4200

Lance Alston

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Career Change, Asset Allocation,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

New Dimensions Wealth Management, LLC

550 S. Watters Road, Suite 242
Allen, TX 75013
(972) 972-8565

Kurt Box

CFP®, AIF, MS

Partner

Specialties: Comprehensive Financial Planning, Attending College, 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
CONNECT WITH Kurt
  • linkedin link

Bryan D. Zschiesche

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4265 San Felipe St, Ste 1450
Houston, TX 77494
(713) 623-6600
CONNECT WITH Bryan
  • twitter link
  • linkedin link

Sharon Lear

CFP®

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Guideway Financial, LLC

7700 Broadway, Suite 104-128
San Antonio, TX 78209

Guideway Financial, LLC

6005 Worchester Cove
Austin, TX 78746

Guideway Financial, LLC

510 E Loop 281
Longview, TX 75605
(512) 487-7762
CONNECT WITH Sharon
  • facebook link
  • linkedin link
  • youtube link

Christopher Currin

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Mercer Advisors

555 Republic Drive, Ste 200
Plano, TX 75074

Mercer Advisors

4925 Greenville Avenue, Suite 200
Dallas, TX 75206

Mercer Advisors

1701 W. Northwest Hwy
Grapevine, TX 76051
(877) 799-4647
(877) 799-4647

Jacob B. King

CFP®

Financial Planner

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.

Beaird Harris Wealth Management, Inc.

12221 Merit Dr, Ste 750
Dallas, TX 75251
(972) 503-1040
CONNECT WITH Jacob
  • twitter link
  • linkedin link
  • youtube link

Sharon Snowden

CFP®

First Vice President - Investments

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds,...More

Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services Inc.

4400 Post Oak Pkwy, Ste 1700
Houston, TX 77027
(800) 538-6436
(713) 940-2986

John R. Grigsby

CFP®

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

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

First Command Financial Plan.

700 W FM78 No 100, PO Box 557
Cibolo, TX 78108
(800) 443-2104
(210) 658-3809

Rosemary M. DeHaven

CFP®

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

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

Ameriprise Financial Services, Inc.

1314 E Sonterra Blvd, Suite 401
San Antonio, TX 78258
(210) 582-1300

Les E. Vicain, Jr.

CFP®, IAR, MS

Regional Vice President

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

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

Primerica Advisors

16102 Capri Dr
Jersey Village, TX 77040
(877) 270-2201
(713) 681-7818

Mary Jane Dixon

CPA, CFP®, CSA

Owner

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

Financial Advisor serving Texas and the surrounding communities.

Mary Jane Dixon, CPA, CFP

16830 Royal Crest Dr
Houston, TX 77058
(281) 486-4144

Earl E. Newsome

CFP®, CLU, ChFC

Certified Financial Planner

Specialties: Annuities, Asset Allocation, Investment Management, Retirement, Long-term Care, Sudden...More

Financial Advisor serving Texas and the surrounding communities.

NEXT Financial Group, Inc.

5306 Summerfield Ln
Spring, TX 77379
(281) 370-1818

Nathan Bowen

CFP®

Chief Planning Officer

Specialties:

Financial Advisor serving Texas and the surrounding communities.

The Financial Advisory Group, Inc.

5599 San Felipe St, Ste 900
Houston, TX 77056
(713) 624-4223

John Gay

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Frisco Financial Planning LLC

2770 Main Street, Suite 215
Frisco, TX 75033

Frisco Financial Planning LLC

8105 Rasor Blvd
Plano, TX 75024
(469) 248-6237
CONNECT WITH John
  • facebook link

Gregory J. Hermes

CPA/PFS, CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

KMH Wealth Management, LLC

101 S Main St
Victoria, TX 77901
(361) 573-4383

Mark S. Henderson

CFP®

CEO

Specialties: Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

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

Asset Preservation Group, Inc.

2750 William D Tate Ave, Ste 100
Grapevine, TX 76051
(817) 251-1008

Christopher S. Young

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Quest Capital Management, Inc.

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 691-6090

Keith D. Huff

CPA,PFS,CFP®,CLU®,

President

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management,...More

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

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058
(281) 984-7503

Nowell E. Loop

CFP®

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

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

Cetera Advisor Networks, LLC

12221 Merit Dr, Ste 1900
Dallas, TX 75251
(214) 987-0924 x3825

Brett S. Carleton

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Texas and the surrounding communities.

Heritage Wealth Management

4400 Post Oak Pkwy, Ste 2510
Houston, TX 77027
(713) 871-9800

Joseph Rothstein

CFP®, AIMC, CRPS

President

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

Financial Advisor serving Texas and the surrounding communities.

International Asset Management, Inc.

306 Camelia Dr
Laredo, TX 78041-2605
(956) 724-2144

Carl J. Kunhardt

CFP®, CIMA®, AEP®

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

Financial Advisor serving Texas and the surrounding communities.

Quest Capital Management, Inc.

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 691-6090

Melissa B. Brennan

CFP®

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.

Vogel Financial Advisors

2221 Lakeside Blvd., Ste 1110, Ste 1100
Richardson, TX 75082
(214) 346-5880

Loyd J. Stegent

CPA/PFS, CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Stegent Equity Advisors, Inc.

24 Greenway Plaza, Ste 515
Houston, TX 77046
(713) 840-9300 x104

Cathy M. Buchanan

CFP®, AAMS®, CRPC®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

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

Ameriprise Financial Services, Inc.

3050 Post Oak Boulevard, Suite 1710
Houston, TX 77056
(713) 551-4003

Charlotte M. Jungen

CFP®, CPA

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

5177 Richmond Ave, Suite 700, Suite 700
Houston, TX 77056
(713) 599-1777

Jenny Armstrong

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001