Find a Financial Planner in
Within of
Within of

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

Charles E. Field

CFP®

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Ascension Seton

5114 Balcones Woods Drive, Ste 302
Austin, TX 78759
(512) 695-9303

Paul J. Carroll

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.

Efficient Wealth Management LLC

2829 Technology Forest Blvd, Ste #300
The Woodlands, TX 77381
(281) 528-1200

Lora J. Hoff

CFP®

Wealth Manager

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

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

IPI Wealth Mgmt, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231
(214) 706-0839

Michael D. Woods

CFP®

Vice President

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

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

Stocker Woods Financial, Inc.

3000 Wind River Lane, Ste 110
Denton, TX 76210
(940) 566-1212

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

Melissa A. Cox

CFP®

Financial Consultant

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

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

Fetterman Investments

12700 Hillcrest Rd, Suite 276
Dallas, TX 75230
(972) 233-1120
CONNECT WITH Melissa
  • facebook link
  • linkedin link

Randall S. Crimmings

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Clintsman Financial Planning

1900 W Kirkwood Blvd, Ste 2500C
Southlake, TX 76092
(817) 410-8200

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

A. David Holland

CFP®

Managing Director

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Optimum Investment Advisors

5930 LBJ Fwy
Dallas, TX 75240
(312) 371-6143

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

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

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

Kacie Swartz

CFP®, CIMA®

Senior Wealth Manager

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Stone Wealth Management

4210 Spicewood Springs, Building E
Austin, TX 78759
(512) 469-9152

Jesús Castellanos

CFP®

Senior Vice President, International Wealth Advisor

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Merrill Lynch

4699 N Mesa St
El Paso, TX 79912
(915) 534-3108
CONNECT WITH Jesús
  • linkedin link

Ricky L. Grunden, Sr.

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Grunden Financial Advisory, Inc.

515 South Carroll Blvd
Denton, TX 76201
(940) 591-9007

Joseph R. Birkofer

CFP®

Principal

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

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

Legacy Asset Management

3411 Richmond Ave, Ste 750
Houston, TX 77046
(713) 355-7171

Michael W. Evans

CFP®, CSA

President

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Long-term Care

Financial Advisor serving Texas and the surrounding communities.

Legacy Group

909 E Southeast Loop 323, Ste 210
Tyler, TX 75701-9608
(903) 245-0209
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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

Gregory L. Reed

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Smith, Frank & Partners

5400 Lyndon B Johnson Fwy, Suite 1250
Dallas, TX 75240-6243
(972) 490-4377

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

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

Shane T. Sherwood

CFP®, CRPC®, ChFC®

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

911 W Loop 281, Suite 113
Longview, TX 75604
(903) 297-9800

Michael Orf

CFP®

Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Orf Capital Management

12305 Deer Track
Austin, TX 78727
(512) 219-6318

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
  • twitter link
  • linkedin link

Kris Beaulieu

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.

Clarity Financial Group

1200 Summit Ave Suite 516
Fort Worth, TX 76102
(817) 338-4150

Dimitrian Jimenez

CFP®

Associate Financial Planner

Specialties: Comprehensive Financial Planning

Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

7800 Dallas Pkwy, Suite 350
Plano, Texas 75024
(972) 960-6460

Suzanne D. Rismiller

CFP®

Director - Investments

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Oppenheimer & Co Inc

711 Louisiana St, Ste 1500
Houston, TX 77002-2821
(713) 650-2054
CONNECT WITH Suzanne
  • linkedin link

Janet J. Montgomery

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

4405 Front St
Brookshire, TX 77423

PO Box 1115
Brookshire, TX 77423
CONNECT WITH Janet
  • facebook link
  • twitter link
  • linkedin link

Hannah Szarszewski

CFP®, AFC®

Founder & Financial Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Blue Mountain Financial Planning, LLC

3701 101st St
Lubbock, TX 79423-5116

Blue Mountain Financial Planning, LLC

2217 Switchgrass St
Melissa, TX 75454-2732
(972) 413-5505
CONNECT WITH Hannah
  • linkedin link