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Sunny C. Tang

CFP®

Financial Consultant

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

Financial Advisor serving Texas and the surrounding communities.

SilverOak Financial Grp, Ltd.

5503 Blossom St
Houston, TX 77007-5152

Ken Painter

CFP®

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231
214-420-7020

Jan G. Valecka

CFP®

Owner

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

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

Valecka Wealth Management

16610 Dallas Pkwy, Ste 1250
Dallas, TX 75248
(972) 899-1679

James A. Wade

CFP® CSA®

Specialties: Attending College, Annuities, Asset Allocation, Business Taxes, Estate Planning,...More

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

UNITY Financial Services

610 N Town East Blvd, Suite 102
Mesquite, TX 75150
(877) 328-6489
(972) 329-9453

James G. McClellan

CFP®, CPA

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

Financial Advisor serving Texas and the surrounding communities.

12926 Dairy Ashford Rd, Suite 100
Sugar Land, TX 77478-3294
(281) 240-0330

Amy G. LeGate

CFP®

Principal and Client Service Director

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

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

Silverman LeGate Advisory Group, LLC

5300 Town and Country Blvd, Suite 160
Frisco, TX 75034
(214) 469-0062

Thomas L. Keller

CPA/PFS, CFP®

Owner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

KMH Wealth Management, LLC

101 S Main St, Suite 300
Victoria, TX 77901
(361) 573-4383

Adam Frinsco

CFP®, CMT

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 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 Adam
  • linkedin link

Ralph J. Schroeder

CFP®, CLU, ChFC, MS

Private Wealth Advisor

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

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

Schroeder & Associates

1610 Woodstead Ct, Suite 110
The Woodlands, TX 77380
(866) 900-8910
(281) 362-1995

Robert Frater

CFP®

CEO

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.

Houston Asset Management Inc

1800 West Loop South, Ste 1980
Houston, TX 77027-3212
(713) 629-1534

Richard J. Greenfield

CFP®

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

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

RJG Financial

6403 Shakespeare Pl
Dallas, TX 75252
(972) 267-5040
CONNECT WITH Richard
  • linkedin link

James R. Waters

CFP®

Founder and President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

PartnersInWealth

3400 Bissonnet St, Ste 145
Houston, TX 77005
(713) 964-4028
CONNECT WITH James
  • linkedin link

Dennis D. Holzwarth

CFP®, CPA

President

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

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

Wealth Building, Inc.

9635 Ravensway Dr
Dallas, TX 75238-1860
(214) 349-8326

Eric Rabbanian

CFP®, JD, MBA

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

Financial Advisor serving Texas and the surrounding communities.

Rabbanian Financial Planning, Inc.

9442 Capital of Texas Hwy N, Ste 500 Arboretum Plaza One
Austin, TX 78759
(512) 502-1928

Jason L. McGarraugh

CFP®

Financial Advisor

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

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

Neal Financial Group

1770 Saint James Place, Suite 360
Houston, TX 77056
(866) 880-5337
(713) 880-5337
CONNECT WITH Jason
  • linkedin link

Philip B. Moran

CFP®

Advisor

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.

Portfolio Advisory Council, LLC

3 Greenway Plaza, Ste 1776
Houston, TX 77046
(713) 574-6030

Sam C. Cooper

CPA, PFS, CFP®, CLU®

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

Financial Advisor serving Texas and the surrounding communities.

The Financial Pavilion LLC

251 N FM 1626, Bldg 1 D
Buda, TX 78610
(512) 295-8180

Susan M. Dingle

CFP®, ChFC®

President, AFO, Financial Advisor, RJFS

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

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

Aventura Family Office

25511 Budde Rd, Ste 2301
The Woodlands, TX 77380
(281) 292-1635

Juan L. Munoz

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Life Strategy Financial

17515 Spring-Cypress, C #569
Cypress, TX 77429
(832) 602-3400
CONNECT WITH Juan
  • facebook link
  • twitter link
  • linkedin link

Jean Freeman

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Brown and Freeman LLC

1600 Airport Fwy, Ste 207
Bedford, TX 76022
(817) 545-4001
CONNECT WITH Jean
  • linkedin link

Bill E. Carter

CFP®, ChFC®, CLU®

Chief Executive Officer

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

Financial Advisor serving Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Dan T. Garrett

AEP®, CFP®™, HDP™

Vice Chancellor & Pres/ACU Foundation

Specialties: Charitable & Planned Giving, Estate Planning

Financial Advisor serving Texas and the surrounding communities.

The ACU Foundation

Hunter Welcome Center, Box 29200
Abilene, TX 79699-9200
(800) 979-1906

Kathleen Muldoon

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Elizabeth Dipp Metzger

CFP®

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

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

Eagle Strategies/ NY Life

4907 Crossroads Dr, Ste A
El Paso, TX 79922
(915) 613-4300
CONNECT WITH Elizabeth
  • facebook link
  • twitter link
  • linkedin link

Jace Ray Hart

CFP®

Financial Planner

Specialties:

Financial Advisor serving Texas and the surrounding communities.

LPL Financial LLC

1311 Live Oak St
Commerce, TX 75428-2577
(903) 886-8050

Ruth A. Evans

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Evans Financial Planning, Inc.

620 E Sandyhills Ave.
McAllen, TX 78503
(956) 519-8524

James Rench

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Relevance Capital Management

2556 Lillian Miller Pkwy, Ste 105
Denton, TX 76210
(940) 387-7526

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

8105 Rasor Blvd
Plano, TX 75024

Frisco Financial Planning LLC

2770 Main Street
Frisco, TX 75033
(469) 248-6237

James A. Petersen

PhD, CFP®, ChFC®

Adjunct Professor

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

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

4640 Sidonia Court
Fort Worth, TX 76126-1921
(817) 683-6444

James A. Bailey

CFP®, CPA

Financial Advisor

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

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

Ameriprise Financial

7917 Snook Hook Tr
Austin, TX 78729