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John R. Grigsby

CFP®

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

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

First Command Financial Plan.

700 W FM78 No 100, PO Box 557
Cibolo, TX 78108
(800) 443-2104
(210) 387-6488

Brandon J. Day

CFP®

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

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

360 Wealth Planners, LLC.

17300 N Dallas Pkwy, Ste 2865
Dallas, TX 75248
(972) 421-1358

Alexander Yeager

CFP®

Founder

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.

Everlong Financial

PO Box 302067
Austin, TX 78703
(512) 524-3832

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CLU

Financial Advisor

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

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

Asset Management Advisors, Inc.

1 Riverway
Houston, TX 77056
(713) 977-9600

David S. Totah, Jr.

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

David Totah

2425 Vista Point Dr
Plano, TX 75093
(214) 356-4124

Daphne Jordan

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Pioneer Wealth Management Group

800 W 5th St, Ste 100B
Austin, TX 78703-5507
(512) 334-6800
CONNECT WITH Daphne
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Rachel R. Ballengee

CFP®

Sr. Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

The Mather Group

4400 Post Oak Parkway, Suite 2330, Suite 2330
Houston, Texas 77027
(832) 699-8543

Michelle Gass

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Paradigm Advisors

6125 LUTHER LANE, #225
Dallas, TX 75225

Paradigm Advisors

8111 Preston Road
Dallas, TX 75225

Paradigm Advisors

102 East Sunbridge
Fayetteville, AR 72703
(214) 756-6060
CONNECT WITH Michelle
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Gretchen Behnke

CFP®

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Pearl Financial Planning LLC

7800 Preston Rd, Suite 149
Plano, TX 75024
(972) 696-9733
CONNECT WITH Gretchen
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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

Brett S. Carleton

CFP®

Principal

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

Financial Advisor serving Texas and the surrounding communities.

Heritage Wealth Management

4400 Post Oak Pkwy, Ste 2510
Houston, TX 77027
(713) 871-9800

P. Mitchell Clark, Jr.

CLU,ChFC,MSFS,CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

MitchellClark & Company

PO Box 117
Brenham, TX 77834
(979) 836-0550

Lana C. Mangold

Ph.D., CFP®

co-owner

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

Financial Advisor serving Texas and the surrounding communities.

Eagle Retirement Group

15441 Knoll Trl, Ste 100
Dallas, TX 75248
(972) 458-1222

Lori A. Sidrony

CFP®

SVP, Product Management

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

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

First Command Financial Services

1 First Command Plaza
Fort Worth, TX 76109
(817) 731-8621

Lisa M. Lee

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.

Turnkey Financial Services LLC

12524 Cutten Rd, Ste A
Houston, TX 77066
(713) 728-7308

Thomas E. Muir

CPA/PFS, CFP®

President/CEO

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cultivar Capital, Inc.

421 E Hickory St, Ste 103
Denton, TX 76201
(940) 600-4553

Jeffrey G. Rhame

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Rhame & Gorrell Wealth Management

1330 Lake Robbins Dr, Ste 360
The Woodlands, TX 77380
(832) 789-1100
CONNECT WITH Jeffrey
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Theodore X. Koinis

CFP®

Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Helios Wealth Advisors

8703 Broadway St, Ste 111
Pearland, TX 77584
(713) 893-0070

Jenny Armstrong

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Kenneth W. Price

CFP®, CFA®, AEP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Texas and the surrounding communities.

Per Stirling Capital Management, LLC

106 N Frontier Ln
Cedar Park, TX 78613
(512) 628-2287

Becky W. Ruthven

CFP®

Registered Rep./Investment Advisor

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

Financial Advisor serving Texas and the surrounding communities.

2537 S. Gessner, Suite 134
Houston, TX 77063
(713) 621-7563

Cheri C. Measom

MBA, CFP®, EA

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

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

Raymond James

5592 Davis Blvd, Ste 400
North Richland Hills, TX 76180
(888) 325-5130
(682) 325-5130
CONNECT WITH Cheri
  • linkedin link

Anna Popke

CFP®, RICP®

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Majestic Oak Financial

4411 Pasada Lane
Round Rock, TX 78681
(512) 291-3546

Cole Campbell

CFP®

Partner

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

William R. Parrott

CFP®

President and CEO

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Parrott Wealth Management

6500 River Place Blvd, Suite 250, Bldg 7
Austin, TX 78730
(512) 813-7642
CONNECT WITH William
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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

Scott B. Swanson

CFP®

VP/Financial Planning

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

Financial Advisor serving Texas and the surrounding communities.

Swanson Vann of Raymond James

9 Greenway Plaza, Ste 3112
Houston, TX 77046
(713) 787-2122

Thomas B. Walsh

CFP®

Managing Director

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Frontier Investments

4903 Valley Oak Dr
Austin, TX 78731
(800) 553-8034

Ginette Oskoui

M.B.A., CFS®, CFP®

Investment Analyst

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Austin Private Wealth, LLC, a Registered Investment Adviser

11809 Granite Bay Place
Austin, TX 78732

Austin Private Wealth, LLC, a Registered Investment Adviser

3108 N. Lamar
Austin, TX 78705

Martin Scott Rasmussen

CFP®

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

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

Global Financial Advisory & Rasmussen Financial Group

777 Main Street, Suite 600
Fort Worth, TX 76102