Fee-only advisors in Texas
Fast-growing fee-only presence in Austin and Dallas.
192 advisors tracked — 4 canonical + 188 preliminary.
Canonical advisors serving Texas
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Ethan McRae, CFP
Drawdown strategy for retirees with concentrated single-stock positions.
19 yrs -
Jacob Owens, CFP, CFA
Retirement and late-career planning for physician households.
14 yrs -
Liam Frost, CFP
Flat-fee planning for tech-industry employees with equity-heavy compensation.
9 yrs -
Maya Chen, MD, CFP
Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.
7 yrs
Preliminary records in Texas (188)
Unclaimed listings drawn from public directories. Minimum facts only until the advisor claims and verifies.
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Albi Kacani
HFS Wealth Management — Dallas
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Alex Bridges
Tiverton Wealth — The Woodlands
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Alexander Yeager
Everlong Financial, LLC — Austin
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Alison James
WorthWise Financial Partners, LLC — Houston
-
Allen Gibson
GIBSON WEALTH ADVISORS LLC — Tyler
-
Allen Mueller
7 Saturdays Financial — Richardson
-
Amol Desai
Perceptive Wealth Advisors — Houston
-
Andre Small
A Small Investment, LLC — Houston
-
André Small
A Small Investment, LLC — Houston
-
Andy Lawson
Freshfield Investments — Plano
-
Anil Chacko
Ark Alliance Financial — Missouri City
-
Ashley Foster
Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth — Houston
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Austin Hon
Momentum Private Wealth Management LLC — Cedar Park
-
Autumn Lax
360 Wealth Creation — Austin
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Barron Gray
Gray Financial Planning LLC — McKinney
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Ben Earls
Earls Financial LLC — Fort Worth
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Ben Earls
Earls Financial — Fort Worth
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Ben Simiskey
Lakes Wealth Advisory, LLC — Katy
-
Benjamin Hooper
Comal Wealth Management — New Braunfels
-
Benjamin Yeung
Seaborn Financial, LLC — Austin
-
Billy DeFrance
Lauterbach Financial Advisors — El Paso
-
Bob Knode
Knode Wealth Management — Plano
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Brandon Renfro
Belonging Wealth Management — Longview
-
Brett Fry
Forteris Wealth Management — Dallas
-
Brian Fry
Safe Landing Financial — Plano
-
Britton Gregory
Seaborn Financial, LLC — Austin
-
Bryan Lee
Strategic Financial Planning, Inc. — Plano
-
Cameron Capriotti
Legacy Chief Financial — The Woodlands
-
Cameron Folse
Folse Financial — Missouri City
-
Cameron Penney
Penney Financial — Houston
-
Carl Ela
Avant Financial Advisors — Austin
-
Carleton McHenry
McHenry Capital, LLC — Houston
-
Carol Alexander
Retirement Investment Advisors, Inc. — Frisco
-
Cary Cates
Cates Financial Planning, LLC — Denton
-
Chao Zhang
Think Different Wealth Advisors LLC — Allen
-
Charles Parker
Parker Financial Advisors, LLC — Houston
-
Chris Lloyd
Lloyds Intrepid LLC — Spring
-
Christopher Baum
Palermo Wealth Management, LLC — San Antonio
-
Christopher Wells
Flourish Financial Planning — Grapevine
-
Cole Williams
Vessel Financial Planning — Plano
-
Crystal Rau
Beyond Balanced Financial — Midland
-
Danqin Fang
Wealth Beyond Math™ — Austin
-
David Nash
Magister Wealth — San Antonio
-
Dedrick Curtis
Penny Earned Financial — San Antonio
-
Della Stegall
Fruit of the Vine Financial — New Braunfels
-
Den Murley
Belonging Wealth Management — Longview
-
Derek Dansby
Brazos Wealth Advisors LLC — Iowa Park
-
Derek Finley
Open Door Financial Advisors — Lubbock
-
Dillon Cobb
Simply Human Advisors — Tuscola
-
Douglas Berti
Texas Assured Financial Planning LLC — Houston
-
Douglas Richardson
Fair Oaks Financial LLC — Fair Oaks Ranch
-
Elliott Weir
III Financial, LLC — Cedar Park
-
Emily Rassam
Archer Investment Management — Austin
-
Eric Simonson
Abundo Wealth — Houston
-
Erica Schnabel
Mountain Flower Investments & Planning — New Braunfels
-
Eryn Schultz
Her Personal Finance — Austin
-
Gabriel Motta
Inclinevest® — Plano
-
Glen Smith
GDS Wealth Management — Flower Mound
-
Hannah Moore
Guiding Wealth Management — Richardson
-
Hannah Szarszewski
Blue Mountain Financial Planning, LLC — Lubbock
-
Heather Haas
Imperium Wealth Management, LLC — San Antonio
-
Helen Stephens
Aspen Wealth Management — Fort Worth
-
Jake Ridley
Ridley Wealth Management — Round Rock
-
Jane Mepham
Elgon Financial Advisors — Austin
-
January Smith
Janus Financial Planning, LLC — San Antonio
-
Jared Jameson
WJ Interests, LLC — Sugar Land
-
Jarrod Sandra
Chisholm Wealth Management — Burleson
-
Jason Edgerton
Certified Financial Strategies — Dallas
-
Jason Hoffman
LGBTQ Wealth Planning LLC — Austin
-
Jason Stepanik
SF Planning Group, LLC — The Woodlands
-
Jason Stepanik
SF Planning Group LLC — The Woodlands
-
Jeff Weeks
ATX Portfolio Advisors® — Austin
-
Jeffrey Morneault
Hilltop Planning — Austin
-
Jennifer Failla
Strada Wealth Management — West Lake Hills
-
Jim Crider
Intentional Living FP LLC — New Braunfels
-
Joe Ward
Refined Wealth — Houston
-
Joel Chouinard
SharpEdge Financial LLC — Southlake
-
John Hetzel
No Fate BWWM — Plano
-
John Kvale
J.K. Financial, Inc. — Dallas
-
Jon Kolmetz
OWM Advice and Asset Management, Inc. — Houston
-
Jon Zahradka
Sather Financial Group — New Braunfels
-
Jonathan Davison
Austin Asset — Austin
-
Jonathan Kolmetz
Oaks Wealth Management — Houston
-
Jonathan McAlister
Integrity Road Wealth Partners LLC — Houston
-
Jordan Benold
Benold Financial Planning — Frisco
-
Joseph Team
Team Financial Strategies — Granbury
-
Josh Clifford
Quoinage Capital LLC — Austin
-
Joshua Brooks
Exponential Advisors — Weatherford
-
Joshua Clifford
Quoinage Capital LLC — Austin
-
Julia Lilly
Ryerson Financial — Houston
-
Justin Brownlee
BWM Planning LLC d/b/a Brownlee Wealth Management — Houston
-
Justin Reede
Integrity Road Wealth Partners LLC — Houston
-
Kacie Swartz
Black Barn Financial, LLC — Austin
-
Katie Brewer
Your Richest Life, LLC — Plano
-
Kelly Klingaman
Kelly Klingaman Financial Planning — Austin
-
Kent Hickey
Ubequity Wealth Management, LLC — Round Rock
-
Kenton Braun
Personal Prosperity — Spring
-
Kevin Force
Force Acres, LLC — New Braunfels
-
Kevin Rademacher
Lifetime Financial Planners LLC — San Antonio
-
Kirby Jacobson
Astoria Strategic Wealth — Lubbock
-
Kirk Reagan
High Flight Financial LLC — Dallas
-
Kyle A. Moore
Cru Wealth Management — North Richland Hills
-
Kyle Eaton
Counterbalance Divorce Solutions — Denton
-
Kyle Moore
Cru Wealth Management — North Richland Hills
-
Kyle Simmons
J.E. Simmons & Co., P.C. — Dallas
-
Kyle Simmons
JE Simmons and Company PC — Dallas
-
Lacy Rogers
The Dedicated Dollar, LLC — Fort Worth
-
Lance Elrod
Next Step Financial Transitions — Cypress
-
Larry Maddox
Horizon Wealth Advisors — Houston
-
Leah Coleman
Orchard Financial Group — Austin
-
Liem Hoang
Stillforest Wealth Management — Houston
-
Lorri Winkcompleck
Gap Financial Services — Austin
-
Maggie Klokkenga
Abundo Wealth — Houston
-
Marc Schindler
Pivot Point Advisors, LLC — Bellaire
-
Marcel Miu
Simplify Wealth Planning — Austin
-
MaryBeth Meyer
Bona Fide Wealth, LLC — Austin
-
Massi De Santis
Desmo Wealth Advisors, LLC — Lakeway
-
Massimiliano De Santis
DESMO Wealth Advisors, LLC — Lakeway
-
Matthew Goff
The Goff Financial Group — Houston
-
Matthew Russell
MTR Financial Services, LLC — Kingwood
-
Matthew Smith
Concert Financial Planning, LLC — Houston
-
Meghan Railey
Optas, LLC — Austin
-
Michael Bollinger
Bollinger Wealth Management — Plano
-
Michael Bollinger
Bollinger Wealth Management LLC — Plano
-
Michelle Gass
Paradigm Advisors, L.L.C. — Dallas
-
Michelle Goldstein
Goldstein Financial Future — Dallas
-
Michelle Vargas
Waymaker Financial Planning — Fort Worth
-
Miguel Gomez
Sophronia Wealth Advisors, Inc. — El Paso
-
Miguel Gomez Garcia
Sophronia Wealth Advisors, Inc. — El Paso
-
Mike Babcock
Azure Sky Financial Life Planning, LLC — Burleson
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Mike Kurz
OverShare Advice and Planning, LLC — Frisco
-
Mike Kurz
Overshare Advice and Planning LLC — Frisco
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Molly Laughter
Laughter Financial, LLC — Celina
-
Molly Laughter
Laughter Financial LLC — Celina
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Morgan Moore
Keener Financial Planning — Dallas
-
Morgann Zimmer
Goodman Financial Corporation — Houston
-
Nancy Gatens
Gatens Financial LLC — Dallas
-
Neil Krishnaswamy
Krishna Wealth Planning LLC — McKinney
-
Nikki Dunn
Clarified Wealth Advisory — Houston
-
Olivia Partin
Diesslin Group, Inc. — Fort Worth
-
Owen Stewart
Ataroke Wealth — McKinney
-
Paul Lightfoot
Optima Asset Management, Inc. — Dallas
-
Phil Orwig
Fair Asset Management, LLC — Dallas
-
Philip Olson
Solstice Wealth — Austin
-
Phillip Mills
Flying Forward Wealth Management — Boerne
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Pijus Bulvinas
Wealth and Plan — Cypress
-
Rachael Levine
Peltoma Capital Partners — Austin
-
Rebecca Jackson
SeedSafe Financial — Austin
-
Richard Alston
New Dimensions Wealth Management, LLC — Allen
-
Richard Lee
Lee Financial Corporation — Dallas
-
Rob Schulz
Schulz Wealth — Irving
-
Robert Holman
Holman Wealth Management, LLC — Dallas
-
Robert Rexford
Rexford Capital Wealth Management — Bellaire
-
Rodney James
Vineyard Family Wealth, LLC — Houston
-
Ross Dugas
Scientific Financial — Pearland
-
Ross Miller
ClearPoint Wealth Management — Colleyville
-
Ross Patterson
Simaris, LLC — Austin
-
Ryan Firth
Mercer Street Personal Financial Services — Bellaire
-
Sanjay Pamurthy
Artham Advisors LLC — Dallas
-
Sarah Ponder
Real Wealth Planning — Sunset Valley
-
Scott Garrett
Blue Trust — Houston
-
Scott Hamilton
Hamilton Financial Planning — Houston
-
Scott Jacobsmeyer
Argent Wealth Management Inc. — Round Rock
-
Scott Leavitt
Financial Life Advisors — San Antonio
-
Scott Monk
Charis Legacy Partners — Bryan
-
Scott Oeth
Cahill Financial Advisors, Inc. — Fort Worth
-
Sean Weaver
Weaver, Sean Awaiting Firm Name — Souhtlake
-
Shannon Pope
SFMG Wealth Advisors — Plano
-
Shar-Né Warren
Financial Excavation — Plano
-
Sharon Lear
Guideway Financial, LLC — Austin
-
Shaun Dowling
Sendera Wealth Advisors, LLC — Richardson
-
Shirley Stacy Sanchez
Pioneer Wealth Management Group — Austin
-
Skyler Denny
Legacy Financial Designs, LLC — The Woodlands
-
Spenser Liszt
Motif Planning — Dallas
-
Stephanie Sammons
Sammons Wealth Management LLC — Dallas
-
Stephen Bodwell
Walnut Hill Wealth Management, LLC — Dallas
-
Stu Sneen
TwoTen Planning PLLC — Austin
-
Stuart Sneen
TwoTen Planning PLLC — Austin
-
Tess Downing
Complete View Financial — San Antonio
-
TJ Stevenson
Avant Financial Advisors — Waco
-
Tony Noto
Noto Financial Planning, LLC — Dallas
-
Travis Gatzemeier
Kinetix Financial Planning LLC — Flower Mound
-
Travis McCullough
Forthright Financial Services — Weatherford
-
Trevor Winter
New Heights Planning, LLC — Houston
-
Zach Barton
Barton Financial Group LLC — Kyle
-
Zach Lopez
AnCap Financial — League City
-
Zach Reyes
Circadia Financial Planning — Westlake
-
Zach Thomas
Growth Horizons Wealth Management — Georgetown
Canonical firms headquartered in Texas
Preliminary firm records in Texas (159)
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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.