Find a Financial Planner in
Within of
Within of

John B. MacDonald

CPA, CFP®, MBA

Principal

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

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

JMac Financial Planning & Investment Services PLLC

7907 Trabajo Dr
Houston, TX 77083
(832) 483-3956
CONNECT WITH John
  • facebook link
  • linkedin link

Viktor Szucs

CFP®

Senior 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.

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201
(214) 382-2216
CONNECT WITH Viktor
  • linkedin link

Dan Mauck

CFP®

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

Lynn Lawrance

CFP®, MBA, CLTC

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

Financial Advisor serving Texas and the surrounding communities.

Cetera Advisor Networks

12221 Merit Dr, Ste 1760
Dallas, TX 75251-2351
(214) 358-0758

Melissa B. Brennan

CFP®

Financial Planner

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.

ARS Private Wealth

1917 Belgium Dr
Plano, TX 75025-3129
(214) 558-0228

Michael Shockley

CFP®, J.D., MBA

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

Financial Advisor serving Texas and the surrounding communities.

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225
(214) 360-7000

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.

Becky Wilder Ruthven CFP

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

Mark McClanahan

CFP®

Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

Fee Only Financial Advisor serving Texas and the surrounding communities.

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562
(214) 360-7000

Ryan J. Blair

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

3960 Dallas Parkway, Ste 400
Plano, TX 75093
(972) 960-6460

Jon L. Weinstein

CFP®

Financial Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Cetera Advisor Networks

5809 Lakehurst Ave
Dallas, TX 75230-5031
(972) 385-1106

Bryan D. Zschiesche

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
(713) 623-6600
CONNECT WITH Bryan
  • twitter link
  • linkedin link

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

Scott G. Hackett

CFP®

President

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.

Hackett Financial Group LLC

840 E. Summit Drive
Wimberley, TX 78676
(512) 847-0630

James G. McClellan

CFP®, CPA

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

Financial Advisor serving Texas and the surrounding communities.

12926 Dairy Ashford Rd, Suite 100
Sugar Land, TX 77478-3294
(281) 240-0330

Kevin A. Nelson

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Parkway, Ste 200
Houston, TX 77027
(713) 623-6600
CONNECT WITH Kevin
  • facebook link
  • linkedin link
  • youtube link

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

Gregory Deckert

CFP®, CPA, EA

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.

Green & Deckert LLC

601 Main St
Lubbock, TX 79401
(806) 744-2689

JASON BOTTENFIELD

CFP®, CDFA

PARTNER | MANAGING DIRECTOR | 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.

Park Cities Group

5940 Belz Rd
Sanger, TX 76266-3100
(469) 857-1525
CONNECT WITH JASON
  • facebook link
  • twitter link
  • linkedin link

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

Joseph Rothstein

CFP®, AIMC, CRPS

President

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

Financial Advisor serving Texas and the surrounding communities.

International Asset Management, Inc.

306 Camelia Dr
Laredo, TX 78041-2605
(956) 724-2144

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

Jasen Lee Wallace

CFP®

Certified Financial Plannerâ„¢ Professional

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

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

Exencial Wealth Advisors

4101 Parkstone Heights Dr., Suite 210
Austin, TX 78746
(512) 372-8118
CONNECT WITH Jasen
  • linkedin link

Mark I. Bass

CFP®, CPA, AIF®

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

Financial Advisor serving Texas and the surrounding communities.

Pennington, Bass & Associates

7818 Orlando
Lubbock, TX 79423
(806) 797-8349

Christopher Wise

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

1801 Kingwood Drive, Suite 160
Kingwood, TX 77339

Jordan Benold

CFP®

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.

11200 Seguin Drive
Frisco, TX 75035
(817) 235-6863
CONNECT WITH Jordan
  • facebook link
  • linkedin link

Adam Flagg

CFP®, AIF®

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

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

Collective Advisors

3755 S CAPITAL OF TEXAS HWY, Ste 105
Austin, TX 78704-6649
(512) 201-2426
CONNECT WITH Adam
  • facebook link
  • twitter link
  • linkedin link

Catherine Morrison

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Conservant Capital

434 N Loop 1604 W, Ste 2203
San Antonio, TX 78232-1375
(210) 728-3455

Daniel Brauer

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

JPMorgan

3111 Drexel Dr
Dallas, TX 75205-2910
(630) 532-4083

Michael Cross

CFP®, ChFC®

Financial Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Texas and the surrounding communities.

Edward Jones

5113 Southwest Parkway, Suite 295
Austin, TX 78735
(512) 692-6280

Ruth A. Evans

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

620 E Sandyhills Ave.
McAllen, TX 78503
(956) 519-8524