Financial Planners in Houston, Texas

Dean L. Boebinger

CFP^®

Director Emeritus 19.96 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Strategic Financial Concepts, LLC

14505 Palazzo Dr
Houston, TX 77070-2151

(281) 300-8120

CONNECT WITH Dean

Brett S. Carleton

CFP^®

Principal 5.42 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Heritage Wealth Management

4400 Post Oak Pkwy, Ste 2510
Houston, TX 77027

(713) 871-9800

William G. Christian

J.D., CFP^®.

9.1 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Capital Financial Planning Group

975 Corbindale Rd, Ste 109
Houston, TX 77024-2810

(713) 932-1955

Carolyn E. Douglas

CFP^®

Principal/Owner 5.93 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Integra Wealth Advisors, LLC

4900 Woodway Drive, Suite 1030
Houston, TX 77056

(713) 966-6156

CONNECT WITH Carolyn

Robert Frater

CFP^®

CEO 5.72 Miles

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

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

Houston Asset Management Inc

1800 West Loop South, Ste 1980
Houston, TX 77027-3212

(713) 629-1534

David Hanson

CFP^®

4.44 Miles

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

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

Sovereign Wealth Advisors

3120 Southwest Fwy, Ste 500
Houston, TX 77098

(713) 527-3400

Marcel J. Hebert

CFA, CFP^®

Principal 6.74 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Beacon Financial Advisors Ltd

1800 Saint James Pl, Suite 101
Houston, TX 77056-3403

(713) 622-9981

Lawrence E. Maddox

CFP^®, CPA

President 7.31 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Horizon Advisors, LLC

2603 Augusta Dr, Ste 1400
Houston, TX 77057

(713) 748-7000

Paul E. Palmer, Jr.

CFP^®

Sr. Financial Advisor 6.56 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Goodman Financial Corporation

5177 Richmond Ave, Ste 700
Houston, TX 77056-6752

(713) 599-1777

CONNECT WITH Paul

Donald W. Roberts

CFP^®

7.27 Miles

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

Fee Only Financial Advisor serving Houston, 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

Lisa M. Lee

CFP^®

16.92 Miles

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

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

Turnkey Financial Services LLC

10260 Westhimer, suite 300
Houston, TX 77042

(832) 615-2905

Gary D. Wurl

CFP^®

17.66 Miles

Specialties: Budget & Debt Management, Annuities, Asset Allocation, Investment Management, Employee...More

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

Financial Destiny, Inc.

7802 Autumn Hollow Lane
Houston, TX 77041

(855) 863-2195

+1 More Number

(713) 688-8681

Becky W. Ruthven

CFP^®

Registered Rep./Investment Advisor 11.74 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

2537 S. Gessner, Suite 134
Houston, TX 77063

(713) 621-7563

Cole Campbell

CFP^®

Partner 10.43 Miles

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

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

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024

(713) 827-8014

John E. Landers

CFP^®

Senior Vice President 6.19 Miles

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

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

UBS Financial Services

750 Town and Country Blvd Ste 400
Houston, TX 77024

(800) 437-0041 0

+1 More Number

(713) 965-8115

Daniel Goott

CFP^®, AIF

Partner 5.93 Miles

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

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

Cerity Partners, LLC

4900 Woodway Dr, Ste 550
Houston, TX 77056

(713) 622-9111

Ana Maria Salas

CFP^®, EA

Wealth Advisor 3.04 Miles

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Intrua Financial

3737 Buffalo Speedway, Ste. 400
Houston, TX 77098

713-355-9910

Keith D. Huff

CPA,PFS,CFP^®,CLU^®,

President 20.02 Miles

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

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

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058

(281) 984-7503

Sharon Snowden

CFP^®

Senior Vice President-Wealth Management 5.42 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

UBS Financial Services Inc.

4400 Post Oak Pkwy, Ste 1700
Houston, TX 77027

(800) 538-6436

+1 More Number

(713) 940-2986

William Gentry Lee

CFP^®

President 0.6 Miles

Specialties: Comprehensive Financial Planning, Corporate Finance, Estate Planning, Investment...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Elfam Investments Company LLC

3665 Overbrook Ln
Houston, TX 77027-4127

17136294418

Jeffrey Ivy

MBA, CFP^®

Owner 12.98 Miles

Specialties:

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Vestis Advisors, LLC

11111 Katy Freeway, Suite 910
Houston, TX 77079

(713) 485-6642

Karen H. King

CPA, CFP^®, CDFA

CPA 5.35 Miles

Specialties: Getting Divorced

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Karen Hook King, CPA

4265 San Felipe, Ste 1100
Houston, TX 77027

(713) 349-0711

Joshua Hebert

CFP^®

Principal 6.74 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Beacon Financial Advisors, Ltd.

1800 St. James Place, Ste 101
Houston, TX 77056

(713) 622-9981 x13

Michael W. Hesse

CFP^®, ChFC, CLU

Managing Member 21.82 Miles

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

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

Texas Wealth Management,LLC

18333 Egret Bay Blvd, Suite 600
Houston, TX 77058

(281) 333-3800

Ricardo Mihaly

CFP^®

Director of Planning and Investments 6.14 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Icon Wealth Partners

1980 Post Oak Boulevard, Suite 1300
Houston, TX 77056

(713) 904-5027

CONNECT WITH Ricardo

Michelle J. Gessner

CFP^®

Owner 6.66 Miles

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

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

Gessner Wealth Strategies, LLC

1717 St James Place, Suite 625
Houston, TX 77056

(713) 589-6448

CONNECT WITH Michelle

Rashonner K. Lillie

CFP^®, CRPC^®

Private Wealth Advisor, Managing Director 6.17 Miles

Specialties:

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

Ameriprise Financial

5151 San Felipe St., Suite 2100
Houston, TX 77056

(713) 260-1371

Trevor Winter

CFP^®

8.22 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

540 Heights Boulevard, Suite 207
Houston, TX 77007

(832) 787-1912

CONNECT WITH Trevor

Matthew P. Kardesch

CFP^®

4.81 Miles

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

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

Ameriprise Financial Services, LLC

11 Greenway Plaza, Ste 3000
Houston, TX 77046

(713) 332-4343

Scott B. Swanson

CFP^®

VP/Financial Planning 4.78 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Swanson Vann of Raymond James

9 Greenway Plaza, Ste 3112
Houston, TX 77046

(713) 787-2122

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Strategic Financial Concepts, LLC

CONNECT WITH Dean

CFP®

Heritage Wealth Management

J.D., CFP®.

Capital Financial Planning Group

CFP®

Integra Wealth Advisors, LLC

CONNECT WITH Carolyn

CFP®

Houston Asset Management Inc

CFP®

Sovereign Wealth Advisors

CFA, CFP®

Beacon Financial Advisors Ltd

CFP®, CPA

Horizon Advisors, LLC

CFP®

Goodman Financial Corporation

CONNECT WITH Paul

CFP®

Logic Capital Management, LLC

CONNECT WITH Donald

CFP®

Turnkey Financial Services LLC

CFP®

Financial Destiny, Inc.

CFP®

CFP®

The Advocates

CFP®

UBS Financial Services

CFP®, AIF

Cerity Partners, LLC

CFP®, EA

Intrua Financial

CPA,PFS,CFP®,CLU®,

Lakeshore Wealth Advisors, LLC

CFP®

UBS Financial Services Inc.

CFP®

Elfam Investments Company LLC

MBA, CFP®

Vestis Advisors, LLC

CPA, CFP®, CDFA

Karen Hook King, CPA

CFP®

Beacon Financial Advisors, Ltd.

CFP®, ChFC, CLU

Texas Wealth Management,LLC

CFP®

Icon Wealth Partners

CONNECT WITH Ricardo

CFP®

Gessner Wealth Strategies, LLC

CONNECT WITH Michelle

CFP®, CRPC®

Ameriprise Financial

CFP®

CONNECT WITH Trevor

CFP®

Ameriprise Financial Services, LLC

CFP®

Swanson Vann of Raymond James

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CFP^®

CFP^®

J.D., CFP^®.

CFP^®

CFP^®

CFP^®

CFA, CFP^®

CFP^®, CPA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, AIF

CFP^®, EA

CPA,PFS,CFP^®,CLU^®,

CFP^®

CFP^®

MBA, CFP^®

CPA, CFP^®, CDFA

CFP^®

CFP^®, ChFC, CLU

CFP^®

CFP^®

CFP^®, CRPC^®

CFP^®

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