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Financial advisors for tax planning in Texas

All 530 advisors

Fee-only advisors for tax planning in Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Bryan Sauceda Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Calynn Mullins BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Carissa Steffler Paragon Advisors College Station Not listed Percentage of assets
Casey Rench Relevance Capital Management Denton CFP, CFA Percentage of assets, Hourly
Corey Hinkle Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
Daniel Trgovich Waterway Wealth Management The Woodlands CFA Percentage of assets, Hourly
David Tombs Amicus Financial Advisors Lubbock CFP, CFA Percentage of assets, Hourly
Evan Smith Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
George Allen Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Jaden Verrico Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
James Rench Relevance Capital Management Denton CFP Percentage of assets, Hourly
Jesus Longoria Amicus Financial Advisors Mcallen CFP Percentage of assets, Hourly
John Morrison Geometric Advisors Austin CFA Percentage of assets
John Robertson Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jonathan Solo Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jordan Salim Corus Family Wealth Advisors Mckinney ChFC Percentage of assets, Hourly
Kimberly Cushman BentOak Capital Katy Not listed Percentage of assets, Hourly
Kristopher Hicks Paragon Advisors College Station Not listed Percentage of assets
Kyle Watkins CF Financial Fort Worth CFP Ongoing planning fee
Leonard Golub New Capital Management Houston CFA Percentage of assets, Fixed fees
Lori Slaughter Millennial Wealth Management Amarillo Not listed Percentage of assets, Ongoing planning fee
Loyd Stegent Stegent Equity Advisors Houston CFP, PFS Percentage of assets
Mark Miller Gibraltar Capital Management Irving PFS, CFA Percentage of assets, Hourly
Michael Chisum Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
Michael Younkman Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
Nam Phan Phan Capital Management San Antonio Not listed Ongoing planning fee, Percentage of assets
Neale Ellis Fidelis Capital Dallas CFA Percentage of assets, Fixed fees
Nyle Bayer Up Capital Management Bulverde Not listed Percentage of assets, Hourly
Robyn Turner Retirement Plan Fiduciaries Austin CFP Percentage of assets, Hourly
Ryan Briggs Paragon Advisors College Station Not listed Percentage of assets
Samuel Webb BentOak Capital Katy Not listed Percentage of assets, Hourly
Suresh Raghavan MBR Financial Houston CFA Percentage of assets, Flat fee or retainer
Terin Rundus BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Trey Touchstone Lifeway Financial Plano CFA Percentage of assets, Fixed fees
William Jobes Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Zeta Russell Tuggle & Russell Richardson CFP Percentage of assets, Hourly
Allen Tyndall Seaside Wealth Advisors Plano Not listed Percentage of assets, Hourly
Amanda Farrar PMG Family Office Plano Not listed Percentage of assets, Hourly
Andre Baldanza Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Andrew Herzog The Watchman Group Plano CFP Percentage of assets, Hourly
Ann Nowell Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Arnold Van Den Berg Century Management Financial Advisors Austin Not listed Percentage of assets, Fixed fees
Austin Miller Teamwork Financial Group San Antonio Not listed Percentage of assets
Barbara Villard Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Bonnie Chadwick Paratus Financial Dallas Not listed Hourly, Fixed fees
Brian Cheatham Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Brian Heath Conviction Wealth Management Austin Not listed One-time planning fee, Ongoing planning fee
Brianna Pradia SSB&T Wealth Fredericksburg Not listed Percentage of assets, Fixed fees
Caeden Goering Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Carlos Lowenberg Masterpiece Capital Austin ChFC Percentage of assets, Fixed fees