Financial Planners in Houston, Texas

Joseph R. Birkofer

CFP^®

Principal 9.53 Miles

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

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

Legacy Asset Management

3411 Richmond Ave, Ste 750
Houston, TX 77046

(713) 355-7171

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

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

Edward M. Gardner

CFP^® CPA PFS MPA

Branch Manager 4.15 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.

Royal Alliance Associates, Inc.

2519 South Blvd, Ste 100
Houston, TX 77098

(713) 659-7526

Donnie W. Roberts

CFP^®

Partner/ Wealth Advisor 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.

Mission Weath

7500 San Felipe St, Ste 400
Houston, TX 77063-1721

(713) 322-7797

CONNECT WITH Donnie

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

Meredith J. Rice

CFP^®

Senior Wealth Advisor 7.1 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.

Mariner Wealth Advisors

1800 Bering Drive, Ste 250
Houston, TX 77057

(713) 344-9308

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

Thomas H. Jackson

CFP^®

President 19.33 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

T. Jackson & Company, P.C.

9720 Cypresswood Dr, Ste 120
Houston, TX 77070-3557

(281) 890-5800

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.

Becky Wilder Ruthven CFP

2537 S. Gessner, Suite 134
Houston, TX 77063

(713) 621-7563

Jon M. Speight

CFP^®

President 17.56 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

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

Speight Asset Management, LLC

8300 Cypress Creek Parkway, Ste 450
Houston, TX 77070

(281) 469-7284

CONNECT WITH Jon

Mitchell G. Rubin

CFP^®

23.31 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

ProWealth One

11757 Katy Freeway, Ste 1300-B
Houston, TX 77079

(281) 542-4400

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

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

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

Craig A. Parks

CFP^®, CRPC^®

14.69 Miles

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

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

Houston Wealth Management

1035 Dairy Ashford, Ste 222
Houston, TX 77079

(855) 833-8017

+1 More Number

(281) 372-8410

Heath V. Hightower

CFP^®

Financial Advisor 5.42 Miles

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

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

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027

(713) 623-6600

Juanita Olson

CFP^®, ChFC, CLU, AIF

Financial Advisor 6.94 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.

Cambridge Investment Research, Inc.

675 Bering Dr, Ste 575
Houston, TX 77057

(713) 212-7565

CONNECT WITH Juanita

Mary Margolis

CFP^®, CPA/PFS

Principal 5.76 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

MBR Financial

2000 W Loop S, Ste 1510
Houston, TX 77027-3509

(713) 337-6345

Joseph P. Griffard

CFP^®

Wealth Manager 670.99 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable &...More

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

Bridgewater Asset Management

1502 Knox St
Houston, TX 77007-3021

(877) 876-1666

+1 More Number

(636) 256-2440

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

L. McKinley

CFP^®

27.55 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.

MNM Vested, LLC

16420 Park Ten PL, STE 220
Houston, TX 77084

(281) 582-0228

CONNECT WITH L.

Jaclyn E. Bell

CFP^®

Financial Planner 671.04 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Houston Police Officers' Pension System

602 Sawyer St STE. 300
Houston, TX 77007

(713) 869-8734

CONNECT WITH Jaclyn

Douglas Anthony Berti

CFP^®, EA

President/Owner 19.36 Miles

Specialties:

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

Texas Assured Financial Planning

15711 Elk Park Ln
Houston, TX 77062-4771

(281) 636-8075

Kris Etter

CFP^® MBA ChFC RICP

Principal 4.55 Miles

Specialties:

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

Beacon Financial Planners

2525 Robinhood
Houston, TX 77005

(281) 953-7442

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

Steve O. Oniya

CFP^®, ChFC^®, CPWA^®

Director, Certified Professional Wealth Advisor Consultant

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

OM Investments

Virtual & Remote
Houston, TX 77083

(281) 584-3405

CONNECT WITH Steve

Diego Carus Garrido

CFP^®

0.09 Miles

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Investment Management,...More

Financial Advisor serving Houston, Texas and the surrounding communities.

Monex Securities, Inc.

440 Louisiana St Ste 1240
Houston, TX 77002-1060

CONNECT WITH Diego

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

Andrew T. Gardener

CFP^®

President 6.01 Miles

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

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

Tanglewood Legacy Advisors, LLC

One Riverway, Ste 1550
Houston, TX 77056

(713) 599-4999

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Legacy Asset Management

J.D., CFP®.

Capital Financial Planning Group

CFP®

Houston Asset Management Inc

CFP® CPA PFS MPA

Royal Alliance Associates, Inc.

CFP®

Mission Weath

CONNECT WITH Donnie

CFP®

Turnkey Financial Services LLC

CFP®

Mariner Wealth Advisors

CFP®

Financial Destiny, Inc.

CFP®

T. Jackson & Company, P.C.

CFP®

Becky Wilder Ruthven CFP

CFP®

Speight Asset Management, LLC

CONNECT WITH Jon

CFP®

ProWealth One

CFP®

The Advocates

CFP®, AIF

Cerity Partners, LLC

CFP®

UBS Financial Services Inc.

CFP®, CRPC®

Houston Wealth Management

CFP®

Financial Synergies Wealth Advisors, Inc.

CFP®, ChFC, CLU, AIF

Cambridge Investment Research, Inc.

CONNECT WITH Juanita

CFP®, CPA/PFS

MBR Financial

CFP®

Bridgewater Asset Management

CPA, CFP®, CDFA

Karen Hook King, CPA

CFP®

MNM Vested, LLC

CONNECT WITH L.

CFP®

Houston Police Officers' Pension System

CONNECT WITH Jaclyn

CFP®, EA

Texas Assured Financial Planning

CFP® MBA ChFC RICP

Beacon Financial Planners

CFP®

CONNECT WITH Trevor

CFP®, ChFC®, CPWA®

OM Investments

CONNECT WITH Steve

CFP®

Monex Securities, Inc.

CONNECT WITH Diego

CFP®

Ameriprise Financial Services, LLC

CFP®

Tanglewood Legacy Advisors, LLC

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CFP^®

J.D., CFP^®.

CFP^®

CFP^® CPA PFS MPA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, AIF

CFP^®

CFP^®, CRPC^®

CFP^®

CFP^®, ChFC, CLU, AIF

CFP^®, CPA/PFS

CFP^®

CPA, CFP^®, CDFA

CFP^®

CFP^®

CFP^®, EA

CFP^® MBA ChFC RICP

CFP^®

CFP^®, ChFC^®, CPWA^®

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