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Kristin R. Carlton

CFP®

Financial Plannning Senior

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Exencial Wealth Advisors, LLC

7373 Broadway, Ste 400
San Antonio, TX 78209
(210) 738-3888

David W. Nash

CFA, CFP®

Owner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248
(210) 251-4993

J. Tyler Russell

CFP®, RICP®

Managing Senior Vice President and Wealth Manager

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

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

Carter Financial Management

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

Travis W. Soppe

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181

William N. Goodson

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

100 Independence Place, Suite 402
Tyler, TX 75703
(903) 258-9600
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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

Elizabeth Shurtz

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.

1692 Keller Pkwy
Keller, TX 76248-3702
(817) 993-0401

Darrick L. McGill

CFP® CIMA®

Regional 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.

Primerica Advisors

1911 N Austin Avenue, Suite 300
Georgetown, TX 78626

Primerica Advisors

PO Box 708
Georgetown, TX 78627
(877) 238-9582
(512) 331-7552
CONNECT WITH Darrick
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Emerald Ward

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.

5960 Berkshire Lane, Ste 1150
Dallas, TX 75225
(214) 646-8747

Stephanie Sammons

CFP®

Founder

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043
(972) 440-1194
CONNECT WITH Stephanie
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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

Andrew Herzog

CFP®, EA

Wealth Advisor

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

Financial Advisor serving Texas and the surrounding communities.

The Watchman Group

5045 Lorimar Dr, Ste 200
Plano, TX 75093-5739
(469) 596-6470
CONNECT WITH Andrew
  • linkedin link

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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Zachary Thomas

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Growth Horizons Wealth Management LLC

601 Quail Valley Dr
Georgetown, TX 78626-8051
(737) 215-8317
CONNECT WITH Zachary
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Carol A. Anderson

CFP®

Vice President Sr Wealth Planner

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

Financial Advisor serving Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206
(214) 750-2005

Lana C. Mangold

Ph.D., CFP®

co-owner

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

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

Eagle Retirement Group

8372 Hillside Drive
Frisco, TX 75034
(972) 458-1222

Thomas H. Whitby, III

CFP®

Partner / Senior Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Mission Wealth Management

7500 San Felipe, Suite 150
Houston, TX 77063
(713) 781-1475
CONNECT WITH Thomas
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Meredith J. Rice

CFP®

Senior 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.

Mariner Wealth Advisors

1800 Bering Drive, Ste 250
Houston, TX 77057
(713) 344-9308

Shirley White-Stevens

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.

Investment Services Center

301 S Cedar Dr
Allen, TX 75002
(866) 625-6405
(214) 495-9993

Bryan K. Lee

CFP®, MBA

Owner and 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.

Strategic Financial Planning, Inc.

6513 Preston Rd, Ste 100
Plano, TX 75024
(972) 403-1234

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

Mitchell G. Rubin

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

ProWealth One

11757 Katy Freeway, Ste 1300-B
Houston, TX 77079
(281) 542-4400

Victoria L. Ward

CFP®

Founder & CEO / Planner / Investment Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Lifestyle Management

3101 Joe Ramsey Blvd, Ste 107
Greenville, TX 75401
(903) 455-1041
CONNECT WITH Victoria
  • linkedin link

James F. Kull

CFP®, CFA, JD

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cypress Point Wealth Management

4264 Westlake Drive
Austin, TX 78746
(512) 474-2188

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
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Laurie A. Belew

MS, MBA, CFP®

Partner

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

Financial Advisor serving Texas and the surrounding communities.

Cerity Partners

3100 North A St, Ste B-125
Midland, TX 79705

Cerity Partners

1900 Campus Commons Dr, Ste 500
Reston, VA 20191
(432) 570-1305
CONNECT WITH Laurie
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Charles E. Field

CFP®

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Capitol Wealth Strategies

Barton Oaks Plaza, 901 S Mopac Expy
Austin, TX 78746-5917
(512) 695-9303

Marc B. Schindler

CFP®

Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Pivot Point Advisors, LLC

5959 West Loop S, Ste 333
Bellaire, TX 77401
(832) 778-7100

Mary Margolis

CFP®, CPA/PFS

Principal

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

Financial Advisor serving Texas and the surrounding communities.

MBR Financial

2000 W Loop S, Ste 1510
Houston, TX 77027-3509
(713) 337-6345

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.

Keller Wealth Advisors

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