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Crystal L. Billing

CFP®, AEP

Sr. Wealth Advisor & Chief Compliance Officer

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

3960 Dallas Parkway, Ste. 400
Plano, TX 75093
(972) 960-6460

Jacob B. King

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Beaird Harris Wealth Management, Inc.

5005 LBJ Fwy, Ste 1700
Dallas, TX 75244
(972) 503-1040
CONNECT WITH Jacob
  • twitter link
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Alexander B. Yeager

CFP®

Founder

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.

Everlong Financial

PO BOX 160325
Austin, TX 78716-0325
(512) 524-3832

Rich Childs

CFP®, AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS

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

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

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
(214) 382-3333
CONNECT WITH Rich
  • linkedin link

Ralph J. Schroeder

CFP®, CLU, ChFC, MS

Private 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.

Schroeder Wealth Advisors

10001 Woodloch Forest Drive, Suite 550
THE WOODLANDS, TX 77380
(866) 900-8910
+1 More Number
(281) 362-1995

Bradley H. Cantrill

CFP®

President

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

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

Cantrill Financial Group LLC

2440 Timber Ridge Drive Suite 103
Frisco, TX 75034
(214) 669-1074

JASON BOTTENFIELD

CFP®, CDFA

PARTNER | MANAGING DIRECTOR | 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.

Park Cities Group

5940 Belz Rd
Sanger, TX 76266-3100
(469) 857-1525
CONNECT WITH JASON
  • facebook link
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Michael Minter

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027
(713) 623-6600
CONNECT WITH Michael
  • facebook link
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  • youtube link

Devin DeLapp

CFP®, CDFA

Wealth Advisor & Stakeholder

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors, LLC

3960 Dallas Parkway, Ste 400
Plano, TX 75093
(972) 674-2547

Angel G. Escobedo

CFP®

Senior Financial Advisor

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Fiduciary Financial Advisors

9600 Great Hills Trail, Suite 150W
Austin, TX 78759
+ 1 More Address

Fiduciary Financial Advisors

9600 Great Hills Trl
Austin, TX 78759-6303
(512) 710-5089
CONNECT WITH Angel
  • linkedin link

Shirley Stacy Sanchez

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Pioneer Wealth Management

800 W. 5th Street
Austin, TX 78703
(512) 334-6800
CONNECT WITH Shirley
  • linkedin link

Jaime Galvan

CFP®

Partner

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

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

Spectrum Strategies, L.L.C.

13455 Noel Road, 20th floor
Dallas, TX 75240
(972) 455-4346

Paul E. Palmer, Jr.

CFP®

Sr. Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Goodman Financial Corporation

5177 Richmond Ave, Ste 700
Houston, TX 77056-6752
(713) 599-1777
CONNECT WITH Paul
  • linkedin link

Thomas H. Whitby, III

CFP®

President

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

Financial Advisor serving Texas and the surrounding communities.

Logic Capital Management, LLC

7500 San Felipe, Suite 150
Houston, TX 77063
(713) 781-1475
CONNECT WITH Thomas
  • facebook link
  • linkedin link

Janet J. Montgomery

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

3602 LAKES OF KATY LN
Katy, TX 77493
+ 1 More Address

4405 Front St
Brookshire, TX 77423
(281) 375-2040
CONNECT WITH Janet
  • facebook link
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Debra Keitzer Outlaw

CFP®

Chief Financial Officer

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Financial Advisor serving Texas and the surrounding communities.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800

Jenny Armstrong

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Ronald Tobleman

CFP®, CFA, FSA, ChFC

Principal

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

Financial Advisor serving Texas and the surrounding communities.

Rudd & Wisdom, Inc.

9500 Arboretum Blvd, Ste 200
Austin, TX 78759-6329
(512) 346-1590

Chris T. Troseth

CFP®

Senior Wealth Manager

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

The Watchman Group, Inc.

5045 Lorimar Drive, Suite 200
Plano, TX 75093
(469) 241-0122

Shane T. Sherwood

CFP®, ChFC®, CKA®

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

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

Ameriprise Financial Services, LLC

911 W Loop 281, Suite 113
Longview, TX 75604
(903) 297-9800

Barton L. Couch

CFP®

Partner

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

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

Per Stirling Captal Management

4900 Spicewood Springs Rd, Suite 300
Austin, TX 78759
(512) 527-8411
CONNECT WITH Barton
  • linkedin link

Morgan Stone

CFP®, MBA

Sr. Wealth Advisor | Parnter

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Avidian Wealth Solutions

4210 Spicewood Springs Rd, Building E
Austin, TX 78759
512-469-9152

Keith D. Huff

CPA,PFS,CFP®,CLU®,

President

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management,...More

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

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058
(281) 984-7503

Joseph S. Team

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Team Financial Strategies

425 Cypress St
Abilene, TX 79601
+ 1 More Address

Team Financial Strategies

1208 Fall Creek Hwy, Ste B
Granbury, TX 76049
(325) 480-1587
CONNECT WITH Joseph
  • facebook link
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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

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

Carter C. Benkendorfer

CFP®, ChFC

Financial Advisor

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

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

Bergstrom Benkendorfer

101 N. Shoreline Boulevard, Ste 560
Corpus Christi, TX 78401
(361) 884-6347

John Hoover

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Virtual
Dallas, TX 75204
(972) 573-0391
CONNECT WITH John
  • linkedin link

Matthew P. Kardesch

CFP®

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

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

Ameriprise Financial Services, LLC

11 Greenway Plaza, Ste 3000
Houston, TX 77046
(713) 332-4343

David Lindau

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Lauterbach Financial Advisors LLC

4130 Rio Bravo St, Suite B
El Paso, TX 79902-1002
(915) 544-6950
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