Financial Planners in Texas

Laurie L. Clark

CFP^®

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

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

Woodlands Wealth Builders

9595 Six Pines Dr, Ste 6330
The Woodlands, TX 77380

(281) 681-2800

Ken Painter

CFP^®

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231

214-420-7020

Carl F. Vincent

CFP^®

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

Financial Advisor serving Texas and the surrounding communities.

11 Greenway Plaza, Ste 3000
Houston, TX 77046

(713) 332-4410

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

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

Albert E. Dean, III

CFP^®, EA

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Riverchase Wealth Management, LLC

3419 Cross Timbers Rd, Ste 105
Flower Mound, TX 75028

(972) 471-9013

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, Inc.

2851 Joe DiMaggio Blvd., Ste 16
Round Rock, TX 78665

(512) 986-5569

Diana Bacon

CFP^®

Senior Financial Advisor

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

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

Apella Capital

1808 S Good Latimer, Ste 102
Dallas, TX 75226

9722392700

Jean Keener

CFP^®, CRPC

Principal

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Keener Financial Planning, LLC

1692 Keller Parkway
Keller, TX 76248

(817) 993-0401

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

12720 Hillcrest Rd, Suite 980
Dallas, TX 75230

(972) 233-1120

CONNECT WITH Melissa

Billy Yarbrough

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Ameriprise Financial Services, Inc.

1612 Summit Ave, Ste 410
Fort Worth, TX 76102-5916

(817) 210-0207

Patrick Dempsey

CFP^®

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

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

Dempsey Wealth Management LLC

4374 Lockhill Selma Rd, Ste 102
San Antonio, TX 78249-3539

(210) 509-1900

Corey B. Long

CFP^®

Senior Wealth Strategist

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Clear Rock Advisors

9020 N. Capital of Texas Hwy., Building 1, Suite 345
Austin, TX 78759

(832) 693-8254

W Joy Joy Adams

CFP^®, ChFC

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

Financial Advisor serving Texas and the surrounding communities.

Adams Financial Group

6643 Oak Hill Blvd
Tyler, TX 75703

(903) 595-4236

Isaac Ayala

CFP^®

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

Financial Advisor serving Texas and the surrounding communities.

Isaac Ayala & Associates

8415 Datapoint Dr, Ste 750
San Antonio, TX 78229-6300

(210) 697-8155

Pamela K. Ahlers

CFP^®

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

Financial Advisor serving Texas and the surrounding communities.

Ahlers & Stoll, PC

15311 Vantage Pkwy W, Ste 160
Houston, TX 77032-1970

(281) 999-1283

Dianna G. Parker

CFP^®

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits,...More

Financial Advisor serving Texas and the surrounding communities.

Lincoln Financial Group

14911 Quorum Dr, Ste 300
Dallas, TX 75254-7002

(972) 361-3928

Scott S. Van Den Berg

CFP^®,ChFC,CRPS

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Century Management

805 Las Cimas Parkway, Suite 430
Austin, TX 78746

(800) 664-4888

+1 More Number

(512) 329-0050

Gary D. Wurl

CFP^®

Specialties: Budget & Debt Management, Annuities, Asset Allocation, Investment Management, Employee...More

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

Financial Destiny, Inc.

7802 Autumn Hollow Lane
Houston, TX 77041

(855) 863-2195

+1 More Number

(713) 688-8681

Bryan K. Lee

CFP^®, MBA

Owner and 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.

Strategic Financial Planning, Inc.

6513 Preston Rd, Ste 100
Plano, TX 75024

(972) 403-1234

Kevin E. Davis

CFP^®

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

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

Davis Financial Services

9330 LBJ Frwy, Ste 1020
Dallas, TX 75243

(972) 233-8300

Debra Keitzer Outlaw

CFP^®

Chief Financial Officer

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Financial Advisor serving Texas and the surrounding communities.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251

972-770-4800

Kenneth W. Price

CFP^®, CFA^®, AEP^®

Partner / Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Texas and the surrounding communities.

Per Stirling Capital Management, LLC

106 N Frontier Ln
Cedar Park, TX 78613

(512) 628-2287

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

Wendy E. B. Korman

CPA, PFS, CFP^®

Principal

Specialties: Comprehensive Financial Planning, Buying a Home, Business Taxes, Estate Planning, Getting...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

WEB Korman CPA, PLLC

5535 Memorial Dr Ste F PMB 516
Houston, TX 77007

(713) 267-0770

Gail F. Van Nest

CFP^®

President

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

Financial Advisor serving Texas and the surrounding communities.

Bridgepoint Financial

10 River Hollow Lane
Houston, TX 77027

(713) 586-2502

John E. Landers

CFP^®

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

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

UBS Financial Services

750 Town and Country Blvd Ste 400
Houston, TX 77024

(800) 437-0041 0

+1 More Number

(713) 965-8115

James F. Kull

CFP^®, CFA, JD

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cypress Point Wealth Management

4264 Westlake Drive
Austin, TX 78746

(512) 474-2188

Michael Booker

CFP^®

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

Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027

713-623-6600

Darrick L. McGill

CFP^®

Regional 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.

Primerica Advisors

1911 N Austin Avenue, Suite 300
Georgetown, TX 78626

+ 1 More Address

Primerica Advisors

PO Box 708
Georgetown, TX 78627

(877) 266-0540

+1 More Number

(512) 331-7552

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Woodlands Wealth Builders

CFP®

Strata Wealth Advisors, LLC

CFP®

CFP®

Hackett Financial Group LLC

CFP®

Financial Synergies Wealth Advisors, Inc.

CONNECT WITH Kevin

CFP®, EA

Riverchase Wealth Management, LLC

CFP®,MBA,ChFC®,CLU®

Ameriprise Financial Services, Inc.

CFP®

Apella Capital

CFP®, CRPC

Keener Financial Planning, LLC

CFP®

Fetterman Investments

CONNECT WITH Melissa

CFP®

Ameriprise Financial Services, Inc.

CFP®

Dempsey Wealth Management LLC

CFP®

Clear Rock Advisors

CFP®, ChFC

Adams Financial Group

CFP®

Isaac Ayala & Associates

CFP®

Ahlers & Stoll, PC

CFP®

Lincoln Financial Group

CFP®,ChFC,CRPS

Century Management

CFP®

Financial Destiny, Inc.

CFP®, MBA

Strategic Financial Planning, Inc.

CFP®

Davis Financial Services

CFP®

Perryman Financial Advisory, Inc.

CFP®, CFA®, AEP®

Per Stirling Capital Management, LLC

CFP®

United Planners

CPA, PFS, CFP®

WEB Korman CPA, PLLC

CFP®

Bridgepoint Financial

CFP®

UBS Financial Services

CFP®, CFA, JD

Cypress Point Wealth Management

CFP®

Financial Synergies Wealth Advisors

CFP®

Primerica Advisors

Primerica Advisors

CONNECT WITH Darrick

Please provide the following information:

Success!

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, EA

CFP^®,MBA,ChFC^®,CLU^®

CFP^®

CFP^®, CRPC

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, ChFC

CFP^®

CFP^®

CFP^®

CFP^®,ChFC,CRPS

CFP^®

CFP^®, MBA

CFP^®

CFP^®

CFP^®, CFA^®, AEP^®

CFP^®

CPA, PFS, CFP^®

CFP^®

CFP^®

CFP^®, CFA, JD

CFP^®

CFP^®