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Chris Stolte

CFP®,AIF®,ChFC®,CLU®

Financial Planner

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

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

Fortus

925 S. Capital of Texas Hwy., Suite B235
Austin, TX 78746
(512) 542-9433

Kyle Imhof

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Focus Partners Wealth

1900 W KIRKWOOD BLVD, SUITE 2500C
Southlake, TX 76092
(817) 890-9131
CONNECT WITH Kyle
  • linkedin link

Paul D. Smith

CFP®

Financial Adviser

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.

Physicians Resource Services

6500 River Place Blvd, Bldg 7 Ste 250
Austin, TX 78730
(512) 334-6200
CONNECT WITH Paul
  • linkedin link

Carl A. Larimore

CFP®

Director, Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Texas and the surrounding communities.

Mercer Advisors

8117 Preston Road, # 700
Dallas, TX 75225
(469) 300-9867

Kacie Swartz

CFP®, CIMA®

Managing Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Black Barn Financial

2305 Hancock Dr
Austin, TX 78756-2510
(512) 368-9179

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
  • twitter link
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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, Suite H120 PMB 22
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

Laura Marquard

CFP®

Financial Planner

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Equitable Advisors

12377 Merit Dr, Ste 1500
Dallas, TX 75251
(972) 455-9112

Rachel Songer

CFP®

Specialties: Investment Management, Mutual Funds, Insurance, Retirement, Personal Taxes

Fee Only Financial Advisor serving Texas and the surrounding communities.

Keener Financial Planning

1692 Keller Parkway
Keller, TX 76248
(817) 993-0401

Bryan C. Jackson

CFP®

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.

5960 Berkshire Ln, Suite 1150
Dallas, TX 75244
(214) 577-2940

Madison J. Wallace

CFP®

Wealth Advisor

Specialties:

Financial Advisor serving Texas and the surrounding communities.

BentOak Capital

5000 Overton Plaza, Ste. 110
Fort Worth, TX 76109
817-288-3004

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

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

Tasha Rock

CFP®, CDFA®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Per Stirling

4800 Bee Cave Rd
Austin, TX 78746
1-888-355-6075
(512) 628-2300
CONNECT WITH Tasha
  • linkedin link

Christopher Wise

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

1801 Kingwood Drive, Suite 160
Kingwood, TX 77339

John C. Classe

CFP®

Specialties:

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

Bell Classe Financial

5850 Town and Country Blvd, Ste 802
Frisco, TX 75034-6954
(972) 608-0873

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.

Fairbanks Financial Wealth Management

PO Box 117
Brenham, TX 77834
(713) 446-9841

Allen J. Dogger

CFP®

Senior Vice President - Investments

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

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

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201
(214) 932-8917

Patrick Dougherty

MBA, CFP®, AEPĀ©

Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

WPWealth

1919 Camden Way
Carrollton, TX 75007-2401

Trudy R. Turner

CPA/PFS, CFP®, CPWA®

VP, Wealth Advisor

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

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

United Capital Financial Advisors, LLC

6160 Warren Parkway, Suite 100, Room 174
Frisco, TX 75034
(972) 441-8064
CONNECT WITH Trudy
  • twitter link
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Christie S. Williams

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

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

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

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

Rebecca B. Paterik

CFP®

Investment Advisory Representative

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Mutual Funds,...More

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

United Planners

7506 Hundley Blvd
Dallas, TX 75231
(214) 478-1822

Edward P. Mahaffy

CFP®

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

ClientFirst Wealth, Legacy & Estate Planning

4200 South Hulen, Ste 412
Fort Worth, TX 76109
(501) 603-0406

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

Joseph S. Team

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Team Financial Strategies

425 Cypress St
Abilene, TX 79601

Team Financial Strategies

1208 Fall Creek Hwy, Ste B
Granbury, TX 76049
(325) 480-1587
CONNECT WITH Joseph
  • facebook link
  • linkedin link

Sharon Snowden

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds,...More

Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services Inc.

4400 Post Oak Pkwy, Ste 1700
Houston, TX 77027
(800) 538-6436
(713) 940-2986

Carter C. Benkendorfer

CFP®, ChFC

Financial Advisor

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

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

Benkendorfer Investment Group

500 North Water Street Suite 400, Ste 400
Corpus Christi, TX 78401
(361) 653-0472