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Stephen A. Carter

CFP®,MBA,ChFC®,CLU®

Financial Planner

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.

Ameriprise Financial Services, LLC

2851 Joe DiMaggio Blvd., Ste 16
Round Rock, TX 78665
(512) 986-5569

Ben Simiskey

CFP®, CPA

Owner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Lakes Wealth Advisory, LLC

5423 Humboldt Park Ln
Katy, TX 77494
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Ben D. Gurwitz

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Life Advisors

2338 N Loop 1604 West, Suite 311
San Antonio, TX 78248
(210) 918-8998
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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.

Future-Focused Wealth

5301 Alpha Road, Ste 80-114
Dallas, TX 75240
(972) 707-1731
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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
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Roddy Warren

CFP®, CRC®

Executive Vice 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.

Astra Wealth Management Group

5700 Granite Parkway, Ste 330
Plano, TX 75024
(972) 674-1321
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Sergio G. Garcia

CFP®, EA

Senior Financial Planner

Specialties: Comprehensive Financial Planning

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

Frontier Investments

8411 Preston Rd., Suite 700
Dallas, TX 75225
(469) 895-2064

Devin DeLapp

CFP®, CDFA

Wealth Advisor & Stakeholder

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors, LLC

3960 Dallas Parkway, Ste 400
Plano, TX 75093
(972) 674-2547

John McGlothlin, III

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Crusonia Wealth Advisors

13809 Research Blvd, Suite 645
Austin, TX 78750
(512) 521-0890

Kris Etter

CFP® MBA ChFC RICP

Principal

Specialties:

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

Beacon Financial Planners

2525 Robinhood
Houston, TX 77005
(281) 953-7442

Patrick Fontana

CFP®

Founder

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

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

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089
(214) 400-1001
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Michael Walters

CFP®

Wealth Advisor

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

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

SWBC Wealth Management

9311 San Pedro Ave, Ste 600
San Antonio, TX 78216-4459
(210) 376-3117
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Shannon Bouffard

CFP®

Director of Financial Planning and Investments

Specialties:

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

Northwestern Mutual

1 Riverway, Suite 900
Houston, TX 77056
(281) 760-4816

Colleen M. Bowler

CFP®

Co-Founder

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

Financial Advisor serving Texas and the surrounding communities.

4331 Brookview Dr
Dallas, TX 75220
(972) 754-4721

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

Gregory L. Reed

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

307 Napa Drive
Allen, TX 75013
(469) 656-8094

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.

3602 LAKES OF KATY LN
Katy, TX 77493

4405 Front St
Brookshire, TX 77423
(281) 375-2040
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Theodore X. Koinis

CFP®

Partner

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement

Fee Only Financial Advisor serving Texas and the surrounding communities.

Helios Wealth Advisors

8703 Broadway St, Ste 111
Pearland, TX 77584
(713) 893-0070

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

Howard Timothy Hudson

CFP®, CEPA, CLU

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

SilverStar Wealth Management, Inc.

17844 Mound Rd., Suite E
CYPRESS, TX 77433
(281) 477-3847

Cheri C. Measom

MBA, CFP®

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

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

Raymond James

5592 Davis Blvd, Ste 400
North Richland Hills, TX 76180-5203
(888) 325-5130
(682) 325-5130
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  • linkedin link

David P. Gamble

CFP®

Senior Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Stocks & Bonds,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

7800 Dallas Parkway #350
Plano, TX 75024
(972) 960-6460

Tara L. Scottino

CFP®

Vice President

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

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

True North Advisors, LLC

3131 Turtle Creek Blvd, Ste 1300A
Dallas, TX 75219
(214) 360-7300

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

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

Tiffany D. Garza

CFP®

Portfolio Consultant

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

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

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225
(214) 378-2243

John L. Arnot

CFP®, AIF

President

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

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

Coble-Cravens Financial Services, Inc.

504 W Main St, Suite 101
Arlington, TX 76010
(800) 709-4209
(817) 462-4200
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Heath V. Hightower

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
(713) 623-6600

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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Kevin P. Moore

CFP®, AIF®

Principal

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

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

I*FINANCIAL

1901 NW Military Hwy,, Suite 102
San Antonio, TX 78213
(210) 342-4346