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Steven J. Bloch

Esq., CFP®

Managing Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Bloch Private Wealth, LLC

3040 Kingsbarns
The Colony, TX 75056
(214) 494-2715

Albert E. Dean, III

CFP®, EA

Principal

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Riverchase Wealth Management, LLC

3419 Cross Timbers Rd, Ste 105
Flower Mound, TX 75028
(972) 471-9013

David J. Dugger

CPA, CFP®

Partner

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.

Westbrooks Dugger & Westbrooks

2600 N Central Expressway, Ste 575
Richardson, TX 75080
(469) 621-1800

Melissa A. Cox

CFP®

Financial Consultant

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

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

Fetterman Investments

12700 Hillcrest Rd, Suite 276
Dallas, TX 75230
(972) 233-1120
CONNECT WITH Melissa
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A. David Holland

CFP®

Managing Director

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Optimum Investment Advisors

5930 LBJ Fwy
Dallas, TX 75240
(312) 371-6143

Kyle Imhof

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Buckingham Strategic Wealth

1900 W KIRKWOOD BLVD, SUITE 2500C
Southlake, TX 76092
(817) 890-9131
CONNECT WITH Kyle
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J. Tyler Russell

CFP®, RICP®

Vice President and Wealth Manager

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

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

Carter Financial Management

12222 Merit Dr, Suite 1800
Dallas, TX 75251
(214) 363-4200

Travis W. Soppe

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181

Anne Bednarz

CFP®, AIF®

Sr. Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Evensky & Katz / Foldes Financial Wealth Management

3223 S loop 289, Suite 220
Lubbock, TX 79423
(806) 747-7995

Ross L. Patterson

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Simaris Financial

5808 gorham glen ln
Austin, TX 78739
(512) 298-2085
CONNECT WITH Ross
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Sergio G. Garcia

CFP®, EA

Senior Financial Planner

Specialties: Comprehensive Financial Planning

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

Frontier Investments

8401 N. Central Expressway, Ste. 250
Dallas, TX 75225
(469) 895-2064

Kris Beaulieu

CFP® CPWA®

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

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

Clarity Financial Group

1622 Park Place Ave
Fort Worth, TX 76110-1377
(817) 338-4150

Chris Mankoff

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

5700 Tennyson Pkwy, Suite 300
Plano, TX 75024
(972) 800-2321

P. Mitchell Clark, Jr.

CLU,ChFC,MSFS,CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

MitchellClark & Company

PO Box 117
Brenham, TX 77834
(713) 446-9841

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

Donald W. Roberts

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Logic Capital Management, LLC

7500 San Felipe St, Ste 150
Houston, TX 77063-1721
(713) 781-1475
CONNECT WITH Donald
  • linkedin link

Bryan Clintsman

CFP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Clintsman Financial Planning

1900 W Kirkwood Blvd, Ste 2500C
Southlake, TX 76092
(817) 410-8200

Ted D. Snow

CFP®

Founder/Owner

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.

Snow Financial Group, LLC

12404 Park Central Drive, Suite 125-S
Dallas, TX 75251
(469) 522-4056

Gregory L. Reed

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Smith, Frank & Partners

5400 Lyndon B Johnson Fwy, Ste 1250
Dallas, TX 75240-6243
(972) 490-4377

Cheri C. Measom

MBA, CFP®

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

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

Raymond James

5592 Davis Blvd, Ste 400
North Richland Hills, TX 76180-5203
(888) 325-5130
(682) 325-5130
CONNECT WITH Cheri
  • linkedin link

Gail F. Van Nest

CFP®

President

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

Financial Advisor serving Texas and the surrounding communities.

Bridgepoint Financial

6243 Bayou Bridge Dr
Houston, TX 77096-3705
17133048773

Joshua W. Patterson

CFP®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Avidian Wealth Solutions

Avidian Wealth Solutions, 800 Town and Country Blvd
Houston, TX 77024-4558
(281) 822-8800
CONNECT WITH Joshua
  • linkedin link

Holly H. Moore

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

CAPTRUST

1910 Cupolla Mtn
Cedar Park, TX 78613-1445
(512) 576-2797

Laurie A. Belew

MS, MBA, CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Financial Advisor serving Texas and the surrounding communities.

Cerity Partners

3100 North A St, Ste B-125
Midland, TX 79705

Cerity Partners

1900 Campus Commons Dr, Ste 500
Reston, VA 20191
(432) 570-1305
CONNECT WITH Laurie
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Jon L. Weinstein

CFP®

Financial Advisor

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

Financial Advisor serving Texas and the surrounding communities.

Cetera Advisor Networks

5809 Lakehurst Ave
Dallas, TX 75230-5031
(972) 385-1106

Marc B. Schindler

CFP®

Partner

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Pivot Point Advisors, LLC

5959 West Loop S, Ste 333
Bellaire, TX 77401
(832) 778-7100

Catherine Morrison

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Conservant Capital

434 N Loop 1604 W, Ste 2203
San Antonio, TX 78232-1375
(210) 591-7100

André Small

CFP® , MBA

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

Financial Advisor serving Texas and the surrounding communities.

A Small Investment, LLC

250 Assay Street, Suite 300-380
Houston, TX 77044
(832) 303-3732

Michelle Gass

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Paradigm Advisors

8111 Preston Road, Suite 575
Dallas, TX 75225

Paradigm Advisors

6125 LUTHER LANE
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701
(214) 756-6066
CONNECT WITH Michelle
  • linkedin link

Angel G. Escobedo

CFP®

Senior Financial Advisor

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Fiduciary Financial Advisors

9600 Great Hills Trl, Ste 150W
Austin, TX 78759-6303

Fiduciary Financial Advisors

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