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408 Financial Planners in Texas
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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

Chad Rudy

CFP®

Executive Vice President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy, Ste 504
Frisco, TX 75035-5952
(972) 377-2850
CONNECT WITH Chad
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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

Aubrey Carlisle

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

GuideStone Funds

5005 LBJ Fwy. #2200
Dallas, TX 75244
(888) 984-8433

Mark I. Bass

CFP®, CPA, AIF®

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

Financial Advisor serving Texas and the surrounding communities.

Pennington, Bass & Associates

7818 Orlando
Lubbock, TX 79423
(806) 797-8349

Megan N. Coyne

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Keener Financial Planning

1692 Keller Pkwy
Keller, TX 76248-3702
+ 1 More Address

Keener Financial Planning

Remote
Durham, NC 27713
(817) 993-0401

Ashley Bloom

CFP®, CPWA®, ADPA™

Financial Advisor

Specialties: Comprehensive Financial Planning, Nontraditional Households, Women's Finances

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

Edward Jones

1117 Glade Rd, Ste 120
Colleyville, TX 76034-4421
(817) 605-8474
CONNECT WITH Ashley
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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

8117 Preston Rd Ste 700
Dallas, TX 75225-6327
(877) 799-4647
+1 More Number
(469) 300-9868

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

Scott S. Van Den Berg

CFP®,ChFC, CEPA, AIF

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Century Management

805 Las Cimas Pkwy, Ste 305
Austin, TX 78746-9923
(800) 664-4888
+1 More Number
(512) 636-2026

Troy A. Chesnut

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Troy Chesnut & Associates, Inc.

4820 E Universtiy Blvd
Odessa, TX 79762
(432) 550-0901

Alan Goldfarb

CFP®, AIF, MBA

Senior Wealth Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Financial Strategies Group

10747 Villager Rd, Apt A
Dallas, TX 75230-3936
(972) 333-0120
CONNECT WITH Alan
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Gary D. Wurl

CFP®

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

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

Financial Destiny, Inc.

7802 Autumn Hollow Lane
Houston, TX 77041
(855) 863-2195
+1 More Number
(713) 688-8681

Wayne Smith, III

CFP®

Managing Partner

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

Financial Advisor serving Texas and the surrounding communities.

Insight Wealth Partners, LLC

3333 Premier Dr, Suite 800
Plano, TX 75023
(866) 476-0379
+1 More Number
(972) 543-4800

Viktor Szucs

CFP®

Senior Vice President

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

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

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201
(214) 382-2216
CONNECT WITH Viktor
  • linkedin link

Michael A. Mills

CFP®, CLU®, CFS

Wealth Manager

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

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

Mills Wealth Advisors, LLC

1207 South White Chapel, Ste 150
Southlake, TX 76092
(817) 416-7300

Molly Ward

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Well Lived Wealth, LLC

3200 Southwest Frwy, Ste 1800
Houston, TX 77027
(713) 402-6466

Michael Shockley

CFP®, J.D., MBA

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

Financial Advisor serving Texas and the surrounding communities.

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225
(214) 360-7000

Howard Timothy Hudson

CFP®, CEPA, CLU

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.

17844 Mound Rd., Suite E
CYPRESS, TX 77433
(281) 477-3847

Shashin G. Shah

CFA, CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Limited...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

Jon M. Speight

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Speight Asset Management, LLC

8300 Cypress Creek Parkway, Ste 450
Houston, TX 77070
(281) 469-7284
CONNECT WITH Jon
  • linkedin link

Tara L. Scottino

CFP®

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.

True North Advisors, LLC

3131 Turtle Creek Blvd, Ste 1300A
Dallas, TX 75219
(214) 360-7300

Michael S. Felker

CFP®, CLU®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Ameriprise Financial Services, LLC

1401 Precinct Line Rd
Hurst, TX 76053-3827
(817) 591-8023

E. Kim Dignum

CFP®

CFP

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

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

Dignum Financial Partners

4816 Bryant Irvin Ct
Fort Worth, TX 76107
(817) 989-1300

Monte C. Ferguson

CFP®, ChFC®, AIF

President/COO

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

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

Pivotal Financial Advisors, LLC

6300 Ridglea Pl, Ste 801
Fort Worth, TX 76116
(817) 201-8776

Tiffany D. Garza

CFP®

Portfolio Consultant

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

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

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225
(214) 378-2243

Laurie L. Clark

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Employee...More

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

Woodlands Wealth Builders

9595 Six Pines Dr, Ste 6330
The Woodlands, TX 77380
(281) 681-2800

Nathan Mateer

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

6760 Horizon Rd, Ste 100
Rockwall, TX 75032-2101

André Small

CFP® , MBA

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

Financial Advisor serving Texas and the surrounding communities.

A Small Investment, LLC

250 Assay Street, Suite 300-380
Houston, TX 77044
(832) 303-3732

Michael K. Babcock

CFP®, RLP®

CEO & Financial Life Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Azure Sky Financial Life Planning, LLC

222 E Renfro St, Suite 184
Burleson, TX 76028-3917
(737) 204-2828
CONNECT WITH Michael
  • facebook link
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