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Jonathan R. Meaney

CFP®

Vice President / Wealth Manager

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.

Carter Financial Management, 12222 Merit Drive, Suite 1800
Dallas, TX 75251
(214) 363-4200
CONNECT WITH Jonathan
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Nancy M. Gatens

CFP®

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Gatens Financial LLC

8106 San Fernando Way, Suite 200
Dallas, TX 75218
(855) 695-4877
(855) 695-4877

Jeremy J. Newton

CFP®

Owner

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

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

LPL Financial

2900 Villiage Pkwy, ste 350
Lewisville, TX 75077-3332
(214) 613-1541

Anne Bednarz

CFP®, AIF®

Sr. Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Evensky & Katz / Foldes Financial Wealth Management

3223 S loop 289, Suite 220
Lubbock, TX 79423
(806) 747-7995

Bradley H. Cantrill

CFP®

President

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.

Cantrill Financial Group LLC

2440 Timber Ridge Drive Suite 103
Frisco, TX 75034
(214) 669-1074

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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Robert Wesley Shannon

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Brazos Wealth Advisors, L.L.C.

2833 Crockett St., Suite 102
Fort Worth, TX 76107
(682) 350-1055
CONNECT WITH Robert
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Ross L. Patterson

CFP®, RLP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Simaris Financial

5701 W Slaughter Ln, Bldg A-130181
Austin, TX 78749
(512) 298-2085
CONNECT WITH Ross
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Brandon D. Ratzlaff

CFP®

Director

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cypress Point Wealth Management

3838 Oak Lawn, Suite 1150
Dallas, TX 75219
(214) 736-8887

Jonathan H. Swanburg

JD,MBA,CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

TSA Wealth Management

5718 Westheimer Rd, Ste 950
Houston, TX 77057-5782
(713) 735-9228
CONNECT WITH Jonathan
  • linkedin link

Preston D. Cherry

Ph.D., CFT™,CFP®

Founder & 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.

Concurrent Wealth Management

11111 Katy Freeway, Suite 910
Houston, TX 77079
(832) 744-1176
CONNECT WITH Preston
  • linkedin link
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Brice Milliorn

CFP®

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.

Edward Jones

1110 S Blue Bell Road
Brenham, TX 77833-4110
(979) 836-1730
CONNECT WITH Brice
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Debra L. Hedgcoth

CFP®,RICP®,CKA®,CLTC

Wealth Advisor

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

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

West Texas Invesments

7021 Kewanee Ave, Suite 6-103
Lubbock, TX 79424
(806) 795-7474
CONNECT WITH Debra
  • linkedin link

Rodney Jarrell

CPA, CFP®

CEO

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

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

Lakeview Financial Solutions

2340 E. Trinity Mills Rd., Suite 300
Carrollton, TX 75006
(214) 764-7755

Trevor Winter

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

540 Heights Boulevard, Suite 207
Houston, TX 77007
(832) 787-1912
CONNECT WITH Trevor
  • linkedin link

Troy A. Chesnut

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Troy Chesnut & Associates, Inc.

4820 E Universtiy Blvd
Odessa, TX 79762
(432) 550-0901

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 J. McBride

CFP®, CIMA®,CPWA®

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

Financial Advisor serving Texas and the surrounding communities.

Merrill Lynch

5910 N Central Expy, Ste 2000
Dallas, TX 75206-5152
(214) 750-2004

Scott K. Jacobsmeyer

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Argent Wealth Management, Inc.

2251 Double Creek Drive Suite 606
Round Rock, TX 78664
(512) 238-6883

Sean P. Kelleher

CFP®, EA

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Riverchase Wealth Management, LLC

3419 Cross Timbers Road, Suite 105
Flower Mound, TX 75028
(972) 471-9013

Eric N. Sawyer

CFP®

Financial Planner / Owner

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

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

Peacefield Wealth Solutions

1500 Broadway St, Suite 1120
Lubbock, TX 79401
(214) 794-0193
CONNECT WITH Eric
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Howard K. Bellet

CFP®, CRPC®, MBA

Financial Advisor - Platinum Financial Services Practice - Franchise Owner

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

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

Ameriprise Financial Services, LLC

1401 Precinct Line Rd
Hurst, TX 76053
(817) 591-8025
CONNECT WITH Howard
  • facebook link
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Gregory D. Gardner

CFP®

President

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

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

The Gardner Group

5656 N. Central Expressway, Suite 500
Dallas, TX 75206
(214) 706-4369

Jon M. Speight

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Speight Asset Management, LLC

8300 Cypress Creek Parkway, Ste 450
Houston, TX 77070
(281) 469-7284
CONNECT WITH Jon
  • linkedin link

Fernando Suarez

CFP®, CLU, ChFC

Managing Director

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Northwestern Mutual

17802 W Interstate 10, Ste 114
San Antonio, TX 78257
(210) 446-5701

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

PO Box 158
Cape Girardeau, TX 63702-0158

Katie W. Brewer

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Your Richest Life

1008 Ridge Rd
Rockwall, TX 75087
(469) 708-7975

David A. Ragan

CFP®

Partner 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.

Allworth Financial

406 Pegasus Rdg
Argyle, TX 76226-1886

Allworth Financial

515 S Carroll Blvd
Denton, TX 76201
CONNECT WITH David
  • linkedin link

Anil "Neil" Chacko

CFP®, CKA®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Ark Alliance Financial, LLC

6854 Bears Path Ln
Missouri City, TX 77459-3571

Ark Alliance Financial, LLC

Remote
Sugar Land, TX 77459-3571

Michael K. Babcock

CFP®, RLP®

CEO & Financial Life Planner

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Retirement

Fee Only Financial Advisor serving Texas and the surrounding communities.

Azure Sky Financial Life Planning, LLC

222 E Renfro St, Suite 184
Burleson, TX 76028-3917
(737) 204-2828
CONNECT WITH Michael
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