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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.

5005 LBJ Fwy, Ste 1700
Dallas, TX 75244
(972) 503-1040
CONNECT WITH Jacob
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Michael J. Miller

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

GWN Securities, Inc.

7120 I-40 West, Ste 418
Amarillo, TX 79106
(806) 359-6526

Brandon W. Garrett

CFP®, CIMA®

CEO

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

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

BentOak Capital

201 Fort Worth Hwy
Weatherford, TX 76086
(817) 550-6750
CONNECT WITH Brandon
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Craig Cowles

CFP®

Partner

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

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

Mergent Group

7701 Lemmon Ave, Ste 260-A226
Dallas, TX 75209
(972) 590-8808

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CM&AA,

Director, Transaction Advisory Services

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

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

abip CPAs & Advisors

1 Riverway
Houston, TX 77056
(713) 409-8033

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.

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

Rich Childs

CFP®, AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS

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

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

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
(214) 382-3333
CONNECT WITH Rich
  • linkedin link

Meredith Schneider

CFP®

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Schneider Wealth Management

3005 S Lamar Blvd, Ste 103
Austin, TX 78704-4786

Schneider Wealth Management

2995 Woodside Rd Ste 400
Woodside, CA 94062-2496
(888) 444-9981
CONNECT WITH Meredith
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Paul Lightfoot

CFP®

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Optima Asset management, Inc.

8144 Walnut Hill Ln, Ste 1180
Dallas, TX 75231-4323
(972) 726-0400

Joe A. Chairez, Jr.

MBA, CFP®, CKA

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Ameriprise Financial Services, LLC

220 Rawhide St
Waxahachie, TX 75165-8792

Rashonner K. Lillie

CFP®, CRPC®

Private Wealth Advisor, Managing Director

Specialties:

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

xxx-xx-xxxx

2000 West Loop South, Suite 2110
Houston, TX 77027
(713) 260-1371

Elizabeth Ashley Sullivan

CFP®

Wealth Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Murphy & Sylvest

13760 Noel Rd, Ste. 300
Dallas, TX 75240
214.373.8362

Paul S. Michel

CFP®

Fiduciary Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Provident Financial Planning

6275 W. Plano Pkwy., Ste 500
Plano, TX 75093
(469) 500-5200

Wesley Adam McGee

CFP®

Financial Advisor

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Edward Jones

10350 Bandera Rd Ste 301
San Antonio, TX 78250
(210) 681-3249

Paul M. Schreier

CFP®, RICP®, ChFC®

Wealth Management Advisor

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

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

Schreier Wealth

13341 W US 290 Bldg 2, Mailbox 18
Austin, TX 78737
(512) 737-5970
CONNECT WITH Paul
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Heidi L. Davis

CFP®, CPA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long...More

Financial Advisor serving Texas and the surrounding communities.

Linscomb Wealth

1333 West Loop South, Ste 1500
Houston, TX 77027
(713) 840-1000

Alex R. Stowe, Jr.

MBA, CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Stowe Financial Planning, LLC

1316 Village Creek, Ste 700
Plano, TX 75093
(972) 733-9959

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.

4900 Woodway Dr
Houston, TX 77056
(855) 863-2195
(346) 659-5771

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

https://ffplan.com
Frisco, TX 75034
(469) 248-6237

Paige Pickar Guinn

CFP®

Wealth Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Mission Wealth

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 322-7757

W. Eric Hehman

CFP®

CEO

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

Financial Advisor serving Texas and the surrounding communities.

Austin Asset

7200 North Mopac, Ste 315
Austin, TX 78731
(512) 453-6622

Daniel P. Michalk

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Waterway Wealth Management

21 Waterway Ave, Suite 500
The Woodlands, TX 77380
(281) 363-0000

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

Raleigh Bailes, Jr.

CPA, CFP®

Associate Financial Planner

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

Financial Advisor serving Texas and the surrounding communities.

Bailes Bates & Associates

1650 Highway 6, Ste 470
Sugar Land, TX 77478
(281) 565-6400

Laura Addington

CFP®, MSFS

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long...More

Financial Advisor serving Texas and the surrounding communities.

Addington Financial Group

PO Box 143
Winnsboro, TX 75494
(866) 220-7788

Robert B. Dwyer

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

4400 Post Oak Pkwy, Ste. 2510
Houston, TX 77027
(346) 613-2333

Allison G. Geiger

CFP®

Managing Director

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

Financial Advisor serving Texas and the surrounding communities.

Beacon Pointe Advisors

601 S MAIN ST, Ste 201
Grapevine, TX 76051-5383
(214) 272-2209

Scott Schlegel

CFP®, CPA

Financial Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Commonwealth Financial Network

7160 Dallas Pkwy, Ste 230
Plano, TX 75024
(972) 978-1190

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.

Osaic Wealth

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

Matthew P. Kardesch

CFP®

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

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

Ameriprise Financial Services, LLC

11 Greenway Plaza, Ste 3000
Houston, TX 77046
(713) 332-4343