Fee-only advisors in Texas

Canonical advisors serving Texas

• Ethan McRae, CFP

  Drawdown strategy for retirees with concentrated single-stock positions.

  AUM (fee-only) Los Angeles, California Highline Capital Advisors virtual
  19 yrs

• Jacob Owens, CFP, CFA

  Retirement and late-career planning for physician households.

  Annual retainer Denver, Colorado Meridian Physician Advisors virtual
  14 yrs

• Liam Frost, CFP

  Flat-fee planning for tech-industry employees with equity-heavy compensation.

  Flat fee Seattle, Washington Foundry Flat Fee virtual
  9 yrs

• Maya Chen, MD, CFP

  Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.

  Annual retainer Austin, Texas Meridian Physician Advisors virtual
  7 yrs

Preliminary records in Texas (188)

Unclaimed listings drawn from public directories. Minimum facts only until the advisor claims and verifies.

• Albi Kacani

  HFS Wealth Management — Dallas

  Unclaimed CFPCPACDFA

• Alex Bridges

  Tiverton Wealth — The Woodlands

  Unclaimed CFPChFCRICP

• Alexander Yeager

  Everlong Financial, LLC — Austin

  Unclaimed CFP

• Alison James

  WorthWise Financial Partners, LLC — Houston

  Unclaimed CFP

• Allen Gibson

  GIBSON WEALTH ADVISORS LLC — Tyler

  Unclaimed CFPChFCCDFA

• Allen Mueller

  7 Saturdays Financial — Richardson

  Unclaimed CFACFPMBA

• Amol Desai

  Perceptive Wealth Advisors — Houston

  Unclaimed CFACFPMBA

• Andre Small

  A Small Investment, LLC — Houston

  Unclaimed CFPMBA

• André Small

  A Small Investment, LLC — Houston

  Unclaimed CFPMBA

• Andy Lawson

  Freshfield Investments — Plano

  Unclaimed BACFPMS

• Anil Chacko

  Ark Alliance Financial — Missouri City

  Unclaimed CFPCKA

• Ashley Foster

  Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth — Houston

  Unclaimed CFP

• Austin Hon

  Momentum Private Wealth Management LLC — Cedar Park

  Unclaimed CFP

• Autumn Lax

  360 Wealth Creation — Austin

  Unclaimed CFP

• Barron Gray

  Gray Financial Planning LLC — McKinney

  Unclaimed CFPMBA

• Ben Earls

  Earls Financial LLC — Fort Worth

  Unclaimed CFP

• Ben Earls

  Earls Financial — Fort Worth

  Unclaimed CFP

• Ben Simiskey

  Lakes Wealth Advisory, LLC — Katy

  Unclaimed CFPCPA

• Benjamin Hooper

  Comal Wealth Management — New Braunfels

  Unclaimed CFPChFCCIMA

• Benjamin Yeung

  Seaborn Financial, LLC — Austin

  Unclaimed CFP

• Billy DeFrance

  Lauterbach Financial Advisors — El Paso

  Unclaimed CFP

• Bob Knode

  Knode Wealth Management — Plano

  Unclaimed CFPEA

• Brandon Renfro

  Belonging Wealth Management — Longview

  Unclaimed CFPEARICP

• Brett Fry

  Forteris Wealth Management — Dallas

  Unclaimed CFACFP

• Brian Fry

  Safe Landing Financial — Plano

  Unclaimed CFP

• Britton Gregory

  Seaborn Financial, LLC — Austin

  Unclaimed CFP

• Bryan Lee

  Strategic Financial Planning, Inc. — Plano

  Unclaimed CFPMBA

• Cameron Capriotti

  Legacy Chief Financial — The Woodlands

  Unclaimed CFPCPA

• Cameron Folse

  Folse Financial — Missouri City

  Unclaimed CFP

• Cameron Penney

  Penney Financial — Houston

  Unclaimed CFP

• Carl Ela

  Avant Financial Advisors — Austin

  Unclaimed CFPCPAEA

• Carleton McHenry

  McHenry Capital, LLC — Houston

  Unclaimed CFP

• Carol Alexander

  Retirement Investment Advisors, Inc. — Frisco

  Unclaimed AIFCDFACFP

• Cary Cates

  Cates Financial Planning, LLC — Denton

  Unclaimed CFPEAMBA

• Chao Zhang

  Think Different Wealth Advisors LLC — Allen

  Unclaimed CFACFPMBA

• Charles Parker

  Parker Financial Advisors, LLC — Houston

  Unclaimed AEPBBACFP

• Chris Lloyd

  Lloyds Intrepid LLC — Spring

  Unclaimed CFP

• Christopher Baum

  Palermo Wealth Management, LLC — San Antonio

  Unclaimed CFP

• Christopher Wells

  Flourish Financial Planning — Grapevine

  Unclaimed CFPCKAMS

• Cole Williams

  Vessel Financial Planning — Plano

  Unclaimed BFA™CFPCIMA

• Crystal Rau

  Beyond Balanced Financial — Midland

  Unclaimed CFPMBA

• Danqin Fang

  Wealth Beyond Math™ — Austin

  Unclaimed CFACFPRLP

• David Nash

  Magister Wealth — San Antonio

  Unclaimed CFACFP

• Dedrick Curtis

  Penny Earned Financial — San Antonio

  Unclaimed CFPAFCChFC

• Della Stegall

  Fruit of the Vine Financial — New Braunfels

  Unclaimed CFPCIMARICP

• Den Murley

  Belonging Wealth Management — Longview

  Unclaimed CFPMBAMSFP

• Derek Dansby

  Brazos Wealth Advisors LLC — Iowa Park

  Unclaimed CFPJD

• Derek Finley

  Open Door Financial Advisors — Lubbock

  Unclaimed CFP

• Dillon Cobb

  Simply Human Advisors — Tuscola

  Unclaimed CFPCPA

• Douglas Berti

  Texas Assured Financial Planning LLC — Houston

  Unclaimed BSCFPEA

• Douglas Richardson

  Fair Oaks Financial LLC — Fair Oaks Ranch

  Unclaimed CFP

• Elliott Weir

  III Financial, LLC — Cedar Park

  Unclaimed CFPCPAMBA

• Emily Rassam

  Archer Investment Management — Austin

  Unclaimed AIFACDAA™CFP

• Eric Simonson

  Abundo Wealth — Houston

  Unclaimed CFPCRPC

• Erica Schnabel

  Mountain Flower Investments & Planning — New Braunfels

  Unclaimed CFACFP

• Eryn Schultz

  Her Personal Finance — Austin

  Unclaimed CFP

• Gabriel Motta

  Inclinevest® — Plano

  Unclaimed CFPMBA

• Glen Smith

  GDS Wealth Management — Flower Mound

  Unclaimed CFPCRPC

• Hannah Moore

  Guiding Wealth Management — Richardson

  Unclaimed CeFTCFP

• Hannah Szarszewski

  Blue Mountain Financial Planning, LLC — Lubbock

  Unclaimed CFPAFC

• Heather Haas

  Imperium Wealth Management, LLC — San Antonio

  Unclaimed CFP

• Helen Stephens

  Aspen Wealth Management — Fort Worth

  Unclaimed CEPACFPEA

• Jake Ridley

  Ridley Wealth Management — Round Rock

  Unclaimed CFP

• Jane Mepham

  Elgon Financial Advisors — Austin

  Unclaimed CFPMSC

• January Smith

  Janus Financial Planning, LLC — San Antonio

  Unclaimed CFPEA

• Jared Jameson

  WJ Interests, LLC — Sugar Land

  Unclaimed CFPMBA

• Jarrod Sandra

  Chisholm Wealth Management — Burleson

  Unclaimed CFPCKAMS

• Jason Edgerton

  Certified Financial Strategies — Dallas

  Unclaimed CFP

• Jason Hoffman

  LGBTQ Wealth Planning LLC — Austin

  Unclaimed CFPEA

• Jason Stepanik

  SF Planning Group, LLC — The Woodlands

  Unclaimed CFPCIMA

• Jason Stepanik

  SF Planning Group LLC — The Woodlands

  Unclaimed CFP

• Jeff Weeks

  ATX Portfolio Advisors® — Austin

  Unclaimed CFP

• Jeffrey Morneault

  Hilltop Planning — Austin

  Unclaimed CFPEARICP

• Jennifer Failla

  Strada Wealth Management — West Lake Hills

  Unclaimed CDFACFPCRPC

• Jim Crider

  Intentional Living FP LLC — New Braunfels

  Unclaimed CFP

• Joe Ward

  Refined Wealth — Houston

  Unclaimed CFPRICPTPCP

• Joel Chouinard

  SharpEdge Financial LLC — Southlake

  Unclaimed CFPChFC

• John Hetzel

  No Fate BWWM — Plano

  Unclaimed AEPAIFACAIA

• John Kvale

  J.K. Financial, Inc. — Dallas

  Unclaimed CFACFP

• Jon Kolmetz

  OWM Advice and Asset Management, Inc. — Houston

  Unclaimed CFPMBA

• Jon Zahradka

  Sather Financial Group — New Braunfels

  Unclaimed CFPCPA

• Jonathan Davison

  Austin Asset — Austin

  Unclaimed CFPCPAMBA

• Jonathan Kolmetz

  Oaks Wealth Management — Houston

  Unclaimed CFP

• Jonathan McAlister

  Integrity Road Wealth Partners LLC — Houston

  Unclaimed CFPMBACKA

• Jordan Benold

  Benold Financial Planning — Frisco

  Unclaimed CFPMBA

• Joseph Team

  Team Financial Strategies — Granbury

  Unclaimed CFP

• Josh Clifford

  Quoinage Capital LLC — Austin

  Unclaimed CFPCFACPA

• Joshua Brooks

  Exponential Advisors — Weatherford

  Unclaimed CFPM.Div.

• Joshua Clifford

  Quoinage Capital LLC — Austin

  Unclaimed CFACFPCPA

• Julia Lilly

  Ryerson Financial — Houston

  Unclaimed CFPMBA

• Justin Brownlee

  BWM Planning LLC d/b/a Brownlee Wealth Management — Houston

  Unclaimed CFP

• Justin Reede

  Integrity Road Wealth Partners LLC — Houston

  Unclaimed CFPCKA

• Kacie Swartz

  Black Barn Financial, LLC — Austin

  Unclaimed CFPCIMA

• Katie Brewer

  Your Richest Life, LLC — Plano

  Unclaimed CFPMBA

• Kelly Klingaman

  Kelly Klingaman Financial Planning — Austin

  Unclaimed CFPRLP

• Kent Hickey

  Ubequity Wealth Management, LLC — Round Rock

  Unclaimed CFPCPWAMBA

• Kenton Braun

  Personal Prosperity — Spring

  Unclaimed CFPChFC

• Kevin Force

  Force Acres, LLC — New Braunfels

  Unclaimed CFP

• Kevin Rademacher

  Lifetime Financial Planners LLC — San Antonio

  Unclaimed CFPCRPCMSFP

• Kirby Jacobson

  Astoria Strategic Wealth — Lubbock

  Unclaimed CFACFP

• Kirk Reagan

  High Flight Financial LLC — Dallas

  Unclaimed CFPChFC

• Kyle A. Moore

  Cru Wealth Management — North Richland Hills

  Unclaimed CFP

• Kyle Eaton

  Counterbalance Divorce Solutions — Denton

  Unclaimed CDFACFP

• Kyle Moore

  Cru Wealth Management — North Richland Hills

  Unclaimed CFP

• Kyle Simmons

  J.E. Simmons & Co., P.C. — Dallas

  Unclaimed CFP

• Kyle Simmons

  JE Simmons and Company PC — Dallas

  Unclaimed CFP

• Lacy Rogers

  The Dedicated Dollar, LLC — Fort Worth

  Unclaimed CFP

• Lance Elrod

  Next Step Financial Transitions — Cypress

  Unclaimed CFPCDFA

• Larry Maddox

  Horizon Wealth Advisors — Houston

  Unclaimed CFPCPAMBA

• Leah Coleman

  Orchard Financial Group — Austin

  Unclaimed CFPAAMS

• Liem Hoang

  Stillforest Wealth Management — Houston

  Unclaimed CFACFPJD

• Lorri Winkcompleck

  Gap Financial Services — Austin

  Unclaimed CFPChFCCRPC

• Maggie Klokkenga

  Abundo Wealth — Houston

  Unclaimed CFPAFCCPA

• Marc Schindler

  Pivot Point Advisors, LLC — Bellaire

  Unclaimed CFP

• Marcel Miu

  Simplify Wealth Planning — Austin

  Unclaimed CFACFP

• MaryBeth Meyer

  Bona Fide Wealth, LLC — Austin

  Unclaimed CFP

• Massi De Santis

  Desmo Wealth Advisors, LLC — Lakeway

  Unclaimed CFP

• Massimiliano De Santis

  DESMO Wealth Advisors, LLC — Lakeway

  Unclaimed CFPPhD

• Matthew Goff

  The Goff Financial Group — Houston

  Unclaimed

• Matthew Russell

  MTR Financial Services, LLC — Kingwood

  Unclaimed CFP

• Matthew Smith

  Concert Financial Planning, LLC — Houston

  Unclaimed CFACFP

• Meghan Railey

  Optas, LLC — Austin

  Unclaimed CFP

• Michael Bollinger

  Bollinger Wealth Management — Plano

  Unclaimed CFP

• Michael Bollinger

  Bollinger Wealth Management LLC — Plano

  Unclaimed CFP

• Michelle Gass

  Paradigm Advisors, L.L.C. — Dallas

  Unclaimed CFPCPAPFS

• Michelle Goldstein

  Goldstein Financial Future — Dallas

  Unclaimed CFPMBA

• Michelle Vargas

  Waymaker Financial Planning — Fort Worth

  Unclaimed CFP

• Miguel Gomez

  Sophronia Wealth Advisors, Inc. — El Paso

  Unclaimed CFPEA

• Miguel Gomez Garcia

  Sophronia Wealth Advisors, Inc. — El Paso

  Unclaimed CFPEA

• Mike Babcock

  Azure Sky Financial Life Planning, LLC — Burleson

  Unclaimed CFPRLP

• Mike Kurz

  OverShare Advice and Planning, LLC — Frisco

  Unclaimed CAIACFPCIMA

• Mike Kurz

  Overshare Advice and Planning LLC — Frisco

  Unclaimed CFP

• Molly Laughter

  Laughter Financial, LLC — Celina

  Unclaimed CFACFPMA

• Molly Laughter

  Laughter Financial LLC — Celina

  Unclaimed CFPCFAMBA

• Morgan Moore

  Keener Financial Planning — Dallas

  Unclaimed CFPCRPC

• Morgann Zimmer

  Goodman Financial Corporation — Houston

  Unclaimed CFPCPA

• Nancy Gatens

  Gatens Financial LLC — Dallas

  Unclaimed CFP

• Neil Krishnaswamy

  Krishna Wealth Planning LLC — McKinney

  Unclaimed CFPEARICP

• Nikki Dunn

  Clarified Wealth Advisory — Houston

  Unclaimed CFP

• Olivia Partin

  Diesslin Group, Inc. — Fort Worth

  Unclaimed AAMSCFP

• Owen Stewart

  Ataroke Wealth — McKinney

  Unclaimed CFP

• Paul Lightfoot

  Optima Asset Management, Inc. — Dallas

  Unclaimed CFP

• Phil Orwig

  Fair Asset Management, LLC — Dallas

  Unclaimed CFPCPWAChFC

• Philip Olson

  Solstice Wealth — Austin

  Unclaimed CFP

• Phillip Mills

  Flying Forward Wealth Management — Boerne

  Unclaimed AEPCFPChFC

• Pijus Bulvinas

  Wealth and Plan — Cypress

  Unclaimed CFP

• Rachael Levine

  Peltoma Capital Partners — Austin

  Unclaimed CFP

• Rebecca Jackson

  SeedSafe Financial — Austin

  Unclaimed CFPCPAPFS

• Richard Alston

  New Dimensions Wealth Management, LLC — Allen

  Unclaimed CFPMA

• Richard Lee

  Lee Financial Corporation — Dallas

  Unclaimed BBACFACFP

• Rob Schulz

  Schulz Wealth — Irving

  Unclaimed CFP

• Robert Holman

  Holman Wealth Management, LLC — Dallas

  Unclaimed CFPCFA

• Robert Rexford

  Rexford Capital Wealth Management — Bellaire

  Unclaimed CFP

• Rodney James

  Vineyard Family Wealth, LLC — Houston

  Unclaimed CFP

• Ross Dugas

  Scientific Financial — Pearland

  Unclaimed

• Ross Miller

  ClearPoint Wealth Management — Colleyville

  Unclaimed CFPCPA

• Ross Patterson

  Simaris, LLC — Austin

  Unclaimed CFPRLP

• Ryan Firth

  Mercer Street Personal Financial Services — Bellaire

  Unclaimed CFPCPA/PFSMaster of Science Accounting

• Sanjay Pamurthy

  Artham Advisors LLC — Dallas

  Unclaimed CFPMBA

• Sarah Ponder

  Real Wealth Planning — Sunset Valley

  Unclaimed CFPMBA

• Scott Garrett

  Blue Trust — Houston

  Unclaimed AFCCFPChFC

• Scott Hamilton

  Hamilton Financial Planning — Houston

  Unclaimed CFPMBA

• Scott Jacobsmeyer

  Argent Wealth Management Inc. — Round Rock

  Unclaimed CFPMBA

• Scott Leavitt

  Financial Life Advisors — San Antonio

  Unclaimed CFPCPA

• Scott Monk

  Charis Legacy Partners — Bryan

  Unclaimed CFACFP

• Scott Oeth

  Cahill Financial Advisors, Inc. — Fort Worth

  Unclaimed CFPMSFS

• Sean Weaver

  Weaver, Sean Awaiting Firm Name — Souhtlake

  Unclaimed CFPMBA

• Shannon Pope

  SFMG Wealth Advisors — Plano

  Unclaimed CFP

• Shar-Né Warren

  Financial Excavation — Plano

  Unclaimed CFPCRPC

• Sharon Lear

  Guideway Financial, LLC — Austin

  Unclaimed CFPMBA

• Shaun Dowling

  Sendera Wealth Advisors, LLC — Richardson

  Unclaimed CFP

• Shirley Stacy Sanchez

  Pioneer Wealth Management Group — Austin

  Unclaimed CFPMSAAMS

• Skyler Denny

  Legacy Financial Designs, LLC — The Woodlands

  Unclaimed CFP

• Spenser Liszt

  Motif Planning — Dallas

  Unclaimed CFP

• Stephanie Sammons

  Sammons Wealth Management LLC — Dallas

  Unclaimed CFP

• Stephen Bodwell

  Walnut Hill Wealth Management, LLC — Dallas

  Unclaimed CFPCPAPFS

• Stu Sneen

  TwoTen Planning PLLC — Austin

  Unclaimed CFPCFA

• Stuart Sneen

  TwoTen Planning PLLC — Austin

  Unclaimed CFACFP

• Tess Downing

  Complete View Financial — San Antonio

  Unclaimed CFPMBA

• TJ Stevenson

  Avant Financial Advisors — Waco

  Unclaimed CFP

• Tony Noto

  Noto Financial Planning, LLC — Dallas

  Unclaimed CFACFP

• Travis Gatzemeier

  Kinetix Financial Planning LLC — Flower Mound

  Unclaimed CFP

• Travis McCullough

  Forthright Financial Services — Weatherford

  Unclaimed BSCFPMST

• Trevor Winter

  New Heights Planning, LLC — Houston

  Unclaimed CFPCRPC

• Zach Barton

  Barton Financial Group LLC — Kyle

  Unclaimed CFP

• Zach Lopez

  AnCap Financial — League City

  Unclaimed CFP

• Zach Reyes

  Circadia Financial Planning — Westlake

  Unclaimed CFP

• Zach Thomas

  Growth Horizons Wealth Management — Georgetown

  Unclaimed CFP

Canonical firms headquartered in Texas

• Meridian Physician Advisors

  Physician-only fee-only practice serving residents through attending practice-owners. Retainer pricing, student-loan expertise.

  8 advisors

Preliminary firm records in Texas (159)

• A Small Investment, LLC

  Houston, Texas

• J.E. Simmons & Co., P.C.

  Dallas, Texas

• Perceptive Wealth Advisors

  Houston, Texas

• Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth

  Houston, Texas

• Concert Financial Planning, LLC

  Houston, Texas

• Janus Financial Planning, LLC

  San Antonio, Texas

• Intentional Living FP LLC

  New Braunfels, Texas

• Fruit of the Vine Financial

  New Braunfels, Texas

• Kelly Klingaman Financial Planning

  Austin, Texas

• TwoTen Planning PLLC

  Austin, Texas

• Simaris, LLC

  Austin, Texas

• Avant Financial Advisors

  Austin, Texas

• Everlong Financial, LLC

  Austin, Texas

• Gap Financial Services

  Austin, Texas

• Quoinage Capital LLC

  Austin, Texas

• Wealth Beyond Math™

  Austin, Texas

• DESMO Wealth Advisors, LLC

  Lakeway, Texas

• Elgon Financial Advisors

  Austin, Texas

• Noto Financial Planning, LLC

  Dallas, Texas

• High Flight Financial LLC

  Dallas, Texas

• Forteris Wealth Management

  Dallas, Texas

• Vessel Financial Planning

  Plano, Texas

• Bollinger Wealth Management

  Plano, Texas

• Flourish Financial Planning

  Grapevine, Texas

• 7 Saturdays Financial

  Richardson, Texas

• Your Richest Life, LLC

  Plano, Texas

• SFMG Wealth Advisors

  Plano, Texas

• Inclinevest®

  Plano, Texas

• Earls Financial LLC

  Fort Worth, Texas

• Waymaker Financial Planning

  Fort Worth, Texas

• Chisholm Wealth Management

  Burleson, Texas

• SharpEdge Financial LLC

  Southlake, Texas

• Cru Wealth Management

  North Richland Hills, Texas

• Exponential Advisors

  Weatherford, Texas

• Forthright Financial Services

  Weatherford, Texas

• Sophronia Wealth Advisors, Inc.

  El Paso, Texas

• Laughter Financial, LLC

  Celina, Texas

• Think Different Wealth Advisors LLC

  Allen, Texas

• OverShare Advice and Planning, LLC

  Frisco, Texas

• Krishna Wealth Planning LLC

  McKinney, Texas

• Solstice Wealth

  Austin, Texas

• Scientific Financial

  Pearland, Texas

• New Dimensions Wealth Management, LLC

  Allen, Texas

• No Fate BWWM

  Plano, Texas

• ATX Portfolio Advisors®

  Austin, Texas

• Vineyard Family Wealth, LLC

  Houston, Texas

• Integrity Road Wealth Partners LLC

  Houston, Texas

• Stillforest Wealth Management

  Houston, Texas

• Parker Financial Advisors, LLC

  Houston, Texas

• The Goff Financial Group

  Houston, Texas

• McHenry Capital, LLC

  Houston, Texas

• Horizon Wealth Advisors

  Houston, Texas

• Blue Trust

  Houston, Texas

• Refined Wealth

  Houston, Texas

• Goodman Financial Corporation

  Houston, Texas

• Hamilton Financial Planning

  Houston, Texas

• Oaks Wealth Management

  Houston, Texas

• Penney Financial

  Houston, Texas

• Texas Assured Financial Planning LLC

  Houston, Texas

• Pivot Point Advisors, LLC

  Bellaire, Texas

• Mercer Street Personal Financial Services

  Bellaire, Texas

• Rexford Capital Wealth Management

  Bellaire, Texas

• Her Personal Finance

  Austin, Texas

• Imperium Wealth Management, LLC

  San Antonio, Texas

• Financial Life Advisors

  San Antonio, Texas

• Lifetime Financial Planners LLC

  San Antonio, Texas

• Magister Wealth

  San Antonio, Texas

• Palermo Wealth Management, LLC

  San Antonio, Texas

• Comal Wealth Management

  New Braunfels, Texas

• Sather Financial Group

  New Braunfels, Texas

• Hilltop Planning

  Austin, Texas

• Simplify Wealth Planning

  Austin, Texas

• Seaborn Financial, LLC

  Austin, Texas

• Real Wealth Planning

  Sunset Valley, Texas

• Guideway Financial, LLC

  Austin, Texas

• Black Barn Financial, LLC

  Austin, Texas

• Orchard Financial Group

  Austin, Texas

• Astoria Strategic Wealth

  Lubbock, Texas

• Archer Investment Management

  Austin, Texas

• Pioneer Wealth Management Group

  Austin, Texas

• Austin Asset

  Austin, Texas

• Optas, LLC

  Austin, Texas

• Goldstein Financial Future

  Dallas, Texas

• Keener Financial Planning

  Dallas, Texas

• Lee Financial Corporation

  Dallas, Texas

• Certified Financial Strategies

  Dallas, Texas

• Gatens Financial LLC

  Dallas, Texas

• Optima Asset Management, Inc.

  Dallas, Texas

• Walnut Hill Wealth Management, LLC

  Dallas, Texas

• Motif Planning

  Dallas, Texas

• J.K. Financial, Inc.

  Dallas, Texas

• Guiding Wealth Management

  Richardson, Texas

• Schulz Wealth

  Irving, Texas

• Freshfield Investments

  Plano, Texas

• Sendera Wealth Advisors, LLC

  Richardson, Texas

• Strategic Financial Planning, Inc.

  Plano, Texas

• Diesslin Group, Inc.

  Fort Worth, Texas

• Cahill Financial Advisors, Inc.

  Fort Worth, Texas

• The Dedicated Dollar, LLC

  Fort Worth, Texas

• Team Financial Strategies

  Granbury, Texas

• Argent Wealth Management Inc.

  Round Rock, Texas

• WJ Interests, LLC

  Sugar Land, Texas

• Lauterbach Financial Advisors

  El Paso, Texas

• Blue Mountain Financial Planning, LLC

  Lubbock, Texas

• Brazos Wealth Advisors LLC

  Iowa Park, Texas

• Gray Financial Planning LLC

  McKinney, Texas

• Cates Financial Planning, LLC

  Denton, Texas

• Ataroke Wealth

  McKinney, Texas

• Ark Alliance Financial

  Missouri City, Texas

• Wealth and Plan

  Cypress, Texas

• Lakes Wealth Advisory, LLC

  Katy, Texas

• Mountain Flower Investments & Planning

  New Braunfels, Texas

• SeedSafe Financial

  Austin, Texas

• WorthWise Financial Partners, LLC

  Houston, Texas

• Sammons Wealth Management LLC

  Dallas, Texas

• ClearPoint Wealth Management

  Colleyville, Texas

• New Heights Planning, LLC

  Houston, Texas

• Personal Prosperity

  Spring, Texas

• Counterbalance Divorce Solutions

  Denton, Texas

• Safe Landing Financial

  Plano, Texas

• BWM Planning LLC d/b/a Brownlee Wealth Management

  Houston, Texas

• Fair Oaks Financial LLC

  Fair Oaks Ranch, Texas

• Fair Asset Management, LLC

  Dallas, Texas

• Charis Legacy Partners

  Bryan, Texas

• Folse Financial

  Missouri City, Texas

• Tiverton Wealth

  The Woodlands, Texas

• Benold Financial Planning

  Frisco, Texas

• Growth Horizons Wealth Management

  Georgetown, Texas

• Simply Human Advisors

  Tuscola, Texas

• 360 Wealth Creation

  Austin, Texas

• Peltoma Capital Partners

  Austin, Texas

• Legacy Chief Financial

  The Woodlands, Texas

• Open Door Financial Advisors

  Lubbock, Texas

• Holman Wealth Management, LLC

  Dallas, Texas

• Artham Advisors LLC

  Dallas, Texas

• OWM Advice and Asset Management, Inc.

  Houston, Texas

• Weaver, Sean Awaiting Firm Name

  Souhtlake, Texas

• Belonging Wealth Management

  Longview, Texas

• LGBTQ Wealth Planning LLC

  Austin, Texas

• Penny Earned Financial

  San Antonio, Texas

• Force Acres, LLC

  New Braunfels, Texas

• III Financial, LLC

  Cedar Park, Texas

• SF Planning Group LLC

  The Woodlands, Texas

• GIBSON WEALTH ADVISORS LLC

  Tyler, Texas

• Legacy Financial Designs, LLC

  The Woodlands, Texas

• Bona Fide Wealth, LLC

  Austin, Texas

• Lloyds Intrepid LLC

  Spring, Texas

• Financial Excavation

  Plano, Texas

• Next Step Financial Transitions

  Cypress, Texas

• Paradigm Advisors, L.L.C.

  Dallas, Texas

• Ryerson Financial

  Houston, Texas

• Beyond Balanced Financial

  Midland, Texas

• Circadia Financial Planning

  Westlake, Texas

• Kinetix Financial Planning LLC

  Flower Mound, Texas

• Momentum Private Wealth Management LLC

  Cedar Park, Texas

• Clarified Wealth Advisory

  Houston, Texas

• Complete View Financial

  San Antonio, Texas

• Ubequity Wealth Management, LLC

  Round Rock, Texas

• AnCap Financial

  League City, Texas

Metros tracked

• Austin
• Dallas
• Houston

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.