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Financial advisors for estate planning in Texas

All 573 advisors

Fee-only advisors for estate planning in Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Christopher Vasquez Lucien, Stirling & Gray Advisory Group Austin Not listed Percentage of assets, Hourly
Cole McClellan Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Cooper Segars QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Cortnie Rodriguez QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Daniel Bender MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
David Belding Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
David Blair QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
David Stuyck Tanglewood Legacy Advisors Houston Not listed Percentage of assets, Hourly
David Wulfert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Delonte Harrell QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Eli Mitcham Asset Lift Wealth Management Cypress Not listed Percentage of assets, Hourly
Ephimia Coumanakos Concord Financial Group Allen Not listed Percentage of assets, Hourly
Evan McMordie Golden Spread Wealth Canadian Not listed Percentage of assets, Hourly
Francisco Salaverry Tanglewood Legacy Advisors Houston Not listed Percentage of assets, Hourly
Garrett Williams Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Gianna Mossotti QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Griffin Eberly Mills Wealth Advisors Southlake Not listed Percentage of assets, Hourly
Ian Richards CMH Wealth Management Dallas Not listed Ongoing planning fee
James ONeill Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
John Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Jonathan Arnold RidgeOak Wealth Tomball Not listed Percentage of assets
Jonathan Berry TrueHaven Capital Richardson Not listed Percentage of assets, Hourly
Jordan Mathews Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Joshua Chandler Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Julie Hebert Ascension Capital Advisors Liberty Not listed Percentage of assets, Fixed fees
Kathryn Atkins Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Kristine Sawyer Concord Financial Group Allen Not listed Percentage of assets, Hourly
Kyle Reese Sprout Capital Management Austin Not listed Percentage of assets, Hourly
Lance Peters Nautical Star Financial Las Colinas Not listed Percentage of assets, Hourly
Mary Harris QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Michael Quigley Beck Capital Management Austin ChFC Percentage of assets
Miguel Rundstrom-Holguin QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Nicholas Oldham Waterway Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Orie Helaire Epiphany Wealth Management Houston ChFC, PFS Percentage of assets, Hourly
Paul Thompson Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Robert Alston QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Robin Austin Mills Wealth Advisors Southlake Not listed Percentage of assets, Hourly
Scott Schwinger Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Shane Bilski Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Teresa Farmer - Clemens Vega Financial Plano Not listed Percentage of assets, Hourly
Thomas Kowalczyk Concord Financial Group Allen Not listed Percentage of assets, Hourly
Thomas Twombly Lucien, Stirling & Gray Advisory Group Austin Not listed Percentage of assets, Hourly
Timothy Foster QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Todd Berger Concord Financial Group Allen Not listed Percentage of assets, Hourly
Victor Beck Beck Capital Management Austin CFA Percentage of assets
Walter Thomas GoalFusion Wealth Management Austin Not listed Percentage of assets, Fixed fees
Westley Schubert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
William Berger Fortiter Wealth Management Houston CFA Percentage of assets
Aaron Haase Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Althea Maravelas GCB Private Wealth Austin Not listed Percentage of assets, Hourly