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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
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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
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Patrick R. Grayson

CFP®

Senior Vice President-Wealth Management

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Retirement, Sudden...More

Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services

100 Crescent Court, Suite 600
Dallas, TX 75201
(214) 981-0574

Crystal L. Billing

CFP®

Manager of Financial Planning

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

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
(972) 960-6460

Jeffrey W. McClure

MSpfp, CFP®

President and Chief Investment Officer

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

Financial Advisor serving Texas and the surrounding communities.

The Personal Wealth Coach®

918 N Main St, PO Box 1029
Salado, TX 76571
(800) 914-7526
(254) 947-1111

Michael Crews

MBA, CFP®

VP, Financial Planner

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

Financial Advisor serving Texas and the surrounding communities.

Ricker Retirement Specialists

6600 Naaman Forest Blvd
Garland, TX 75044-5695
(972) 840-3764

Bruce D. Wise

CFP®, TGPC

Retirement Specialist

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.

Wise Capital Partners

1801 Kingwood Dr, Ste 160
Kingwood, TX 77339
(281) 360-9473

Douglas F. Garrison

CFP®

Senior Wealth Advisor

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

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

Investec Wealth Strategies

2608 Brightwork Way
The Woodlands, TX 77380-1072
(713) 622-9111

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CLU

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.

Asset Management Advisors, Inc.

1 Riverway
Houston, TX 77056
(713) 977-9600

Edward M. Gardner

CFP® CPA PFS MPA

Branch 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.

Royal Alliance Associates, Inc.

2519 South Blvd, Ste 100
Houston, TX 77098
(713) 659-7526

David Hanson

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Estate Planning, Employee Benefits, Life...More

Financial Advisor serving Texas and the surrounding communities.

Sovereign Wealth Advisors

3120 Southwest Fwy, Ste 500
Houston, TX 77098
(713) 527-3400

John A. Trusela

MBA, CFP®,ChFC, CLU

Financial 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.

Ameriprise Financial

1314 E Sonterra Blvd, Ste 401
San Antonio, TX 78258
(210) 582-1300 x128
CONNECT WITH John
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Lisa M. Lee

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.

Turnkey Financial Services LLC

12524 Cutten Rd, Ste A
Houston, TX 77066
(713) 728-7308

Robert Allen Cox

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance

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

Quest Capital Management

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 691-6090 x2224

Michael R. Misner

CFP®, CLU, ChFC, CMF

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.

Ameriprise Financial Services, Inc.

24 Waterway Ave, Ste 1400
The Woodlands, TX 77380
(281) 719-3219
CONNECT WITH Michael
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Royal D. Hoffman

CFP®, CPA

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

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

Johnson & Hoffman P.C.

2637 Plaza Pkwy
Wichita Falls, TX 76308-3889
(940) 767-7142

Matthew T. Russell

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

MTR Financial Services, LLC

2909 High Valley Dr, Ste 107
Kingwood, TX 77345
(281) 913-1844
CONNECT WITH Matthew
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Earl E. Newsome

CFP®, CLU, ChFC

Certified Financial Planner

Specialties: Annuities, Asset Allocation, Investment Management, Retirement, Long-term Care, Sudden...More

Financial Advisor serving Texas and the surrounding communities.

NEXT Financial Group, Inc.

5306 Summerfield Ln
Spring, TX 77379
(281) 370-1818

Ronald Tobleman

CFP®, CFA, FSA, ChFC

Principal

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

Financial Advisor serving Texas and the surrounding communities.

Rudd & Wisdom, Inc.

9500 Arboretum Blvd, Ste 200
Austin, TX 78759-6329
(512) 346-1590

Daniel P. Michalk

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Waterway Wealth Management

21 Waterway Ave, Suite 500
The Woodlands, TX 77380
(281) 363-0000

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 FM 1960 W, Ste 450
Houston, TX 77070
(281) 469-7284
CONNECT WITH Jon
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Scott K. Jacobsmeyer

CFP®

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

Philip B. Moran

CFP®

Advisor

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

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

Portfolio Advisory Council, LLC

3 Greenway Plaza, Ste 1776
Houston, TX 77046
(713) 574-6030

Michael J. Anderson

JD, CFP®

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.

True North Advisors

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

Jonathan H. Swanburg

JD,MBA,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.

Tri-Star Advisors

5718 Westheimer Rd, Ste. 950
Houston, TX 77057
(713) 735-9228

Kim Abmeyer

CFA, CFP®

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

XO Wealth Management

14850 Quorum Dr., Ste 350
Dallas, TX 75254
(469) 844-8064

Blake Rhodes

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

TCG Advisors, LP

900 S Capital of Tx Hwy, Ste. 350
Austin, TX 78749
(512) 600-5234

Mark B. Cannon

CFP®

Managing Partner

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

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

Jones, Cannon & Scofield

5910 North Central Expressway, Suite 1040
Dallas, TX 75206
(214) 272-7919
CONNECT WITH Mark
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Christopher Currin

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Mercer Advisors

1701 W. Northwest Hwy, Ste 100
Grapevine, TX 76051

Mercer Advisors

4925 Greenville Avenue, Suite 200
Dallas, TX 75206

Mercer Advisors

555 Republic Drive
Plano, TX 75074
(877) 799-4647
(214) 357-9478

Jarrod A. Upton

MBA, MS, CFP®

COO & Sr. Consultant

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Herbers & Company

5604 Texas Trl
Colleyville, TX 76034

Herbers & Company

5604 Texas Trl
Colleyville, TX 76034-3444
(972) 974-5135