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Jonathan R. Meaney

CFP®

Vice President / Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Carter Financial Management, 12222 Merit Drive, Suite 1800
Dallas, TX 75251
(214) 363-4200
CONNECT WITH Jonathan
  • linkedin link

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

Nic Gibson

CFP®

Capital Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy
Dallas, TX 75206
(972) 960-1001

Scott Schlegel

CFP®, CPA

Capital Analysts

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

Financial Advisor serving Texas and the surrounding communities.

Commonwealth Financial Network

6800 Dallas Parkway, Ste 200
Plano, TX 75024
(972) 731-6799

Michael D. Woods

CFP®

Vice President

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

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

Stocker Woods Financial, Inc.

3000 Wind River Lane, Ste 110
Denton, TX 76210
(940) 566-1212

Nowell E. Loop

CFP®

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

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

Cetera Advisor Networks, LLC

12221 Merit Dr, Ste 625
Dallas, TX 75251
(214) 987-0924

Brandon W. Garrett

CFP®, CIMA®

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

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

BentOak Capital

201 Fort Worth Hwy
Weatherford, TX 76086
(817) 550-6750
CONNECT WITH Brandon
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Helen B. Stephens

CFP®, EA

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Aspen Wealth Management

4200 S Hulen St, Suite 422
Fort Worth, TX 76109
(817) 546-6353
CONNECT WITH Helen
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David S. Totah, Jr.

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

David Totah

2425 Vista Point Dr
Plano, TX 75093
(214) 356-4124

Anita L. Hawks

CFP®, CRPS®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

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

Capital Strategies - Mass Mutual

317 Grace Lane, Suite 250
Austin, TX 78746
5126376230

Patrick Wallace

MBA, CFP®

Wealth Advisor

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

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

Higher Strata Wealth Management LLC

3505 Stone Creek Ct
Ft. Worth, TX 76137
(817) 591-1145
CONNECT WITH Patrick
  • linkedin link

Jasen Lee Wallace

CFP®

Certified Financial Planner™ Professional

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

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

Exencial Wealth Advisors

4101 Parkstone Heights Dr., Suite 210
Austin, TX 78746
(512) 372-8118
CONNECT WITH Jasen
  • linkedin link

Rodney Jarrell

CPA, CFP®

CEO

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

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

Lakeview Financial Solutions

2340 E. Trinity Mills Rd., Suite 300
Carrollton, TX 75006
(214) 764-7755

Carol A. Anderson

CFP®

Vice President Sr Wealth Planner

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

Financial Advisor serving Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206
(214) 750-2005

James B. Coffman

CFP®

Associate

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

Financial Advisor serving Texas and the surrounding communities.

Austin Asset Management

3011 Dawn Dr, Suite 108
Georgetown, TX 78628
(512) 635-3065

Lori A. Sidrony

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

1 First Command Plaza
Fort Worth, TX 76109
(817) 781-8551

John B. MacDonald

CPA, CFP®, MBA

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

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

JMac Financial Planning & Investment Services PLLC

950 Echo Ln, Ste 200
Houston, TX 77024
(713) 464-4152
CONNECT WITH John
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J. Russell Armstrong

CFP®

President

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

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

AIS Financial

1311 Live Oaks St, PO Box 677
Commerce, TX 75428
(903) 886-8050

John Gay

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Frisco Financial Planning LLC

https://ffplan.com
Frisco, TX 75034
(469) 248-6237

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

Thomas H. Jackson

CFP®

President

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

Financial Advisor serving Texas and the surrounding communities.

T. Jackson & Company, P.C.

9720 Cypresswood Dr, Ste 120
Houston, TX 77070-3557
(281) 890-5800

Earl E. Newsome

CFP®, CLU, ChFC

Certified Financial Planner

Specialties: Annuities, Asset Allocation, Investment Management, Retirement, Long-term Care, Sudden...More

Financial Advisor serving Texas and the surrounding communities.

NEXT Financial Group, Inc.

5306 Summerfield Ln
Spring, TX 77379
(281) 370-1818

Susan J. Travis

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Kanaly Trust, LTA

5555 San Felipe St, Ste 200
Houston, TX 77056-2760
(713) 561-9370

Jimmy Perryman

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

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

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800
CONNECT WITH Jimmy
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Mark McClanahan

CFP®

Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

Fee Only Financial Advisor serving Texas and the surrounding communities.

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562
(214) 360-7000

Derek D. Ripp

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Austin Wealth Management

1301 S Capital of Texas Highway, Ste C210
Austin, TX 78746
(512) 565-0536

Paul D. Troyer

CPA/PFS, CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Franklin, Parlapiano, Turner & Welch, LLC

15115 Park Row, Suite 140
Houston, TX 77084
(281) 599-3129

Laura Addington

CFP®, MSFS

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long...More

Financial Advisor serving Texas and the surrounding communities.

Addington Financial Group

PO Box 143
Winnsboro, TX 75494
(866) 220-7788

Lily Ho

CFP®

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.

4002 E Highway 290
Dripping Springs, TX 78620-4207
(626) 589-6197
CONNECT WITH Lily
  • linkedin link

Andrew Herzog

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Texas and the surrounding communities.

The Watchman Group

5045 Lorimar Dr, Ste 200
Plano, TX 75093-5739
(469) 596-6470
CONNECT WITH Andrew
  • linkedin link