Fiduciary advisors in Texas

Abilene, Texas

Koda Wealth Management LLC, based in Abilene, Texas, provides financial planning and investment management services. The firm is led by Brendan Messenger, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®) with over 20 years of experience in financial services. Messenger works with clients across investments, insurance, and debt reduction strategies, drawing on knowledge of stocks, bonds, ETFs, and mutual funds. The firm has earned a 5-star rating on Google based on 30 reviews.

Abilene, Texas

Plan Ahead Financial Management, Inc., based in Abilene, Texas, offers investment management, financial consulting, and a proprietary spending plan service called Plan Ahead Spending® to individuals, business owners, retirees, and trusts. The firm operates on a fee-only basis, using a mix of exchange-traded funds, options, individual securities, and alternative investments, with Paul Schnitman (ChFC) as President and Kyle Schnitman (CFP®) as Investment Advisor. The firm was established in 1992 and emphasizes customized planning for goals such as retirement, education funding, and debt reduction, with internally developed systems rather than vendor-purchased strategies.

Abilene, Texas

William Madison Advisors is an investment advisory firm in Abilene, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Abilene, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Abilene, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Abilene, Texas

VistaCrest Financial is an investment advisory firm in Abilene, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Abilene, Texas

Steven Wegrzynowicz is a Wealth Manager at LPL Financial in Abilene, Texas, holding Series 7, 66, and Life and Health licenses since 2022. He works with professionals across various fields—including educators, medical practitioners, attorneys, accountants, and business owners—to develop personalized financial strategies aligned with individual goals and values. His practice emphasizes ongoing financial guidance across multiple areas of planning, with a focus on tax-efficient approaches and long-term client relationships.

Addison, Texas

Prime Sentry Wealth Management is a fee-only, fiduciary firm founded in 2025 that provides investment management, wealth management, financial planning, retirement planning, estate planning, and small business advisory services to individuals, families, and business owners in the Dallas-Addison area. The firm's team includes CFPs, CPAs, JDs, and CFAs who employ evidence-based, globally diversified portfolio strategies integrated with comprehensive financial planning across tax, estate, and risk management. The firm operates on a commission-free model and coordinates across multiple disciplines—investment management, tax strategy, and estate planning—through an ongoing monitoring and adjustment process designed to align with clients' evolving financial circumstances.

Allen, Texas

Ascend Financial Group in Allen, Texas offers retirement planning, estate planning, investment management, and insurance analysis with a focus on integrated strategy across income, taxes, and legacy. The firm uses its proprietary RothEdge software to model tax scenarios including Roth conversions, required minimum distributions, and Social Security optimization. Services span income protection modeling, trust creation and funding, capital gains strategy, and coordinated planning that treats retirement income, tax positioning, and estate structure as interconnected components rather than separate decisions.

Allen, Texas

North Texas Wealth Management is an investment advisory firm in Allen, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 46 Google reviews.

Allen, Texas

Fee Structure Min 100,000 Independent RIA

Revere Asset Management is an SEC-registered independent investment advisor in Allen, Texas that provides active portfolio management, retirement planning, and estate planning services on a fee-only basis. The firm operates as a fiduciary and emphasizes rules-based investment strategies designed to manage downside risk in volatile market conditions. Revere serves investors seeking direct access to their portfolio manager and transparent communication about investment strategy and rationale.

Amarillo, Texas

Credent Wealth Management - Amarillo, TX is an investment advisory firm in Amarillo, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Amarillo, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Amarillo, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 4 Google reviews.

Amarillo, Texas

Canadian River Wealth Management, LLC is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Amarillo, Texas

Kingsview Partners - Amarillo Office is an investment advisory firm in Amarillo, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Amarillo, Texas

Jess Miller - Caliber Wealth Management is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Amarillo, Texas

Palo Duro Financial Group, founded in 1975 and based in Amarillo, Texas, provides financial planning, investment management, and insurance analysis with a focus on retirement strategies. Led by Mark Haworth and Sunny Strickland, the firm works with clients to clarify financial goals, develop customized roadmaps, and adjust strategies as circumstances change. The firm emphasizes personalized service and client education on investing, insurance, and wealth preservation, with particular attention to retirement income sustainability.

Amarillo, Texas

Carson Wealth is an investment advisory firm in Amarillo, Texas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Amarillo, Texas

Caliber Wealth Management is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Amarillo, Texas

Haley Miller, AAMS - Caliber Wealth Management is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Amarillo, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Amarillo, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Amarillo, Texas

Hutto Financial Strategies is an investment advisory firm in Amarillo, Texas. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Amarillo, Texas

Veritas Legacy Wealth is an independent fiduciary firm based in Amarillo, Texas, offering estate planning, financial planning, investment management, and retirement planning services. The firm structures client portfolios according to individual circumstances, risk tolerance, and life changes, with ongoing rebalancing as needed. Led by a team including a managing director with over two decades of experience, the firm emphasizes transparency and personalized strategies aligned with clients' values and objectives.

Amarillo, Texas

JCSB Wealth Management is a fee-based advisory firm in Amarillo led by CFP® professional Brent, who provides financial planning and investment management services to individuals and families. The firm coordinates across investments, income, insurance, taxes, and estate planning within a single integrated strategy, emphasizing retirement income sequencing, tax management, and withdrawal planning. Operating under a fiduciary standard in its investment advisory capacity, the firm structures compensation around the client's financial plan rather than product sales.

Argyle, Texas

RFG Wealth Advisory is an investment advisory firm in Argyle, Texas. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 51 Google reviews.

Arlington, Texas

The MMI Group is an Arlington-based financial advisory firm founded by Jason R. Adams, who holds Series 65 licensing and designations including LUTCF and CLTC. The firm offers financial planning services across multiple areas including retirement planning, insurance products (life, disability, long-term care), managed accounts, college savings plans, and employee benefit strategies, working through a systematic planning process that consolidates client financial information and monitors progress against stated goals. The firm also partners with Adams Insurance Services for home and auto coverage needs.

Athens, Texas

Athens Investment Center is an investment advisory firm in Athens, Texas. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Austin, Texas

Oath Planning - Austin Wealth Management & Financial Advisors is an investment advisory firm in Austin, Texas. It acts as a fiduciary. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Austin, Texas

Carlin Wealth Management Group, based in Austin, Texas, provides investment management and wealth planning services, founded in 2023 by Nick Carlin. The firm works collaboratively with clients and their professional advisors to develop personalized financial plans across multiple areas including retirement, education funding, and estate considerations. Nick Carlin holds several professional designations including Certified Financial Planner™, Chartered Special Needs Consultant®, and Chartered Financial Consultant, and previously worked as a private wealth advisor at Ameriprise Financial.

Austin, Texas

Collective Advisors is an investment advisory firm in Austin, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Austin, Texas

4M Financial is an independent financial advisory firm in Austin, Texas, founded by Bryant Wilson and Miguel Barreda. The firm offers comprehensive financial planning, wealth management, tax planning coordination, insurance and risk management review, income and retirement planning, Social Security and Medicare guidance, small business planning, and estate planning coordination. The team follows a five-step planning process centered on discovery, goal-setting, plan development, implementation, and ongoing review. Both founding advisors hold securities licenses (Series 7, 63, and 65) and bring backgrounds in financial services and insurance.

Austin, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Austin, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Austin, Texas

Independent RIA

Archer Investment Management is an independent ria firm in Austin, Texas. Services include Financial Planning and Investment Management. Service options include online appointment booking. Appointments are recommended. The office is open five days a week. It holds a 5-star rating from 35 Google reviews.

Austin, Texas

Sparkman Wealth Management, based in Austin, offers financial planning, investment management, and insurance analysis services. The firm is led by Travis Sparkman, a financial advisor affiliated with Raymond James, who emphasizes a comprehensive, goal-focused approach that incorporates portfolio management, retirement planning strategies, estate planning, and education savings vehicles tailored to individual client circumstances.

Austin, Texas

Caprock is a registered investment advisor and multi-family office based in Austin, Texas, serving ultra-high-net-worth individuals and families across the state. Founded in 2005, the firm manages clients' complete balance sheets rather than limiting itself to investment execution alone, offering access to both public markets and private investment opportunities. Caprock operates as an independent firm with revenue derived entirely from client fees, avoiding commission-based compensation and affiliated sales pressures. The firm's approach emphasizes custom portfolio construction aligned to each family's specific objectives rather than standardized risk-based models.

Austin, Texas

Family Wealth Counseling, based in Austin, Texas, provides financial planning services for individuals and families who prioritize alignment between their financial decisions and core values centered on family and community. The firm employs its proprietary Impact Culture Model, which integrates both tangible and intangible resources to develop comprehensive plans. Service areas include retirement planning, estate planning, and business value strategy.

Austin, Texas

Lewis Weil is a financial planner and investment advisor based in Austin, Texas who works with individuals, couples, and families across the country. He offers ongoing financial planning meetings and ad hoc availability, addressing budgeting, debt management, savings, business planning, retirement, homeownership, and life transitions. His fee structure includes a one-time $500 setup charge and 1% annual investment management fees on assets he directly manages, with no asset minimum. Weil serves a diverse clientele including artists, business owners, self-employed professionals, and those seeking financial organization and accountability.

Austin, Texas

Van Nostrand Wealth Management is a fee-only registered investment advisor with offices in San Diego and Austin specializing in retirement planning and wealth management for young professionals and those approaching or in retirement. Founded 20 years ago, the firm is led by CFP® Mary Van Nostrand, who brings over 30 years of investment industry experience, and includes advisor Garrett Van Nostrand (CFA®) and analyst Grant Van Nostrand (pursuing CFA certification). As a NAPFA member, the firm operates under fiduciary obligation, receives compensation only directly from clients, and avoids commission-based products to eliminate conflicts of interest.

Austin, Texas

Venturi Private Wealth is an Austin-based wealth management and family office firm serving founders, entrepreneurs, corporate executives, and ultra-high-net-worth families. The firm offers financial planning and investment management services, with a focus on handling concentrated equity, multi-generational wealth transition, and personalized advisory strategies. The firm emphasizes transparency, relationship-building, and accountability in its approach to client service.

Austin, Texas

Tony DeLeon & Associates is a financial advisory firm in Austin, Texas that provides financial planning with a focus on retirement planning and investment management. The firm specializes in coordinating business, estate, succession, and tax planning across clients' existing professional relationships, working to identify and address planning gaps. With over 40 years of experience and membership in Nautilus Group, the firm serves families and business owners seeking to align their financial and business objectives.

Austin, Texas

Redbud Advisors is an investment advisory firm in Austin, Texas. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Austin, Texas

Lucien, Stirling & Gray Advisory Group is an investment advisory firm in Austin, Texas. Services include Financial Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Austin, Texas

Austin Divorce Planners is a financial planning firm in Austin, Texas specializing in divorce-related financial guidance. Principal Keith Powell holds CFP® and CDFA™ credentials and has over 30 years of experience; the firm was founded in 2012 and also employs wealth manager Kristen Fuhrman. Services include divorce financial analysis, asset division recommendations, settlement evaluation, post-divorce planning, retirement planning, and investment management for individuals and couples. The firm charges $100 for an initial consultation and is a member of the Institute of Divorce Financial Analyst.

Austin, Texas

vcfo is an investment advisory firm in Austin, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.

Beaumont, Texas

Pollans & Cohen, P.C. is an investment advisory firm in Beaumont, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.7-star rating from 3 Google reviews.

Beaumont, Texas

Scardino Strategic Partners is an investment advisory firm in Beaumont, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Beaumont, Texas

Retirement Financial Group | Beaumont is an investment advisory firm in Beaumont, Texas. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Bedford, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bedford, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Big Spring, Texas

Talent Financial Services-Raymond James Office of Garrett Gunn- Big Spring is an investment advisory firm in Big Spring, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Boerne, Texas

1900 Wealth is a fee-based investment advisory firm in Boerne, Texas, operating as a fiduciary that does not earn commissions or sell branded products. The firm specializes in investment management and wealth management services, with particular expertise in alternative investments such as private equity and real estate for portfolio diversification. The firm serves family-owned businesses and multigenerational families, drawing on deep experience in family office operations, portfolio management, trust and estate planning, and coordination with affiliated banking and accounting services.

Brenham, Texas

Marathon Entrusted, based in Brenham, Texas, offers estate planning, financial planning, investment management, and retirement planning services. The firm operates through registered representatives and investment advisors affiliated with Cambridge Investment Research, and maintains licensure across 22 states. The team includes advisors with backgrounds in finance and accounting, including one principal with CPA credentials and 25 years of financial advisory experience.

Bryan, Texas

The Erskine Group is a boutique financial planning and investment advisory firm in Bryan, Texas, founded by Didine M. Erskine, a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in financial services. The firm provides personalized financial planning and investment management services using a five-step process that emphasizes understanding client values and goals before developing custom strategies. Didine holds relevant securities licenses (Series 7 and 66) and a life and health insurance license in Texas, and brings professional expertise in retirement planning, investments, insurance, and estate planning matters.

Bryan, Texas

ANCO Investment Services is an investment advisory firm in Bryan, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Buda, Texas

Wealth Strategies Inc is an investment advisory firm in Buda, Texas. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in College Savings. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 1 Google review.

Canadian, Texas

Golden Spread Wealth is a registered investment advisor based in Canadian, Texas, serving multi-generational families, business owners, and legacy holders with complex assets such as ranches, oil and gas interests, and private businesses. The firm offers portfolio management, retirement planning, estate planning, business valuation and succession planning, education planning, and tax analysis coordinated with clients' other professional advisors. Golden Spread operates on a personalized approach emphasizing asset preservation, risk management, and long-term succession strategy rather than growth alone, drawing on the firm's own five-generation family business experience in the region.

Canadian, Texas

Perennial Wealth Advisors, based in Canadian, Texas, offers financial planning, investment management, tax planning, estate planning, and specialized agriculture and ranch advising. Led by CFP® professional Brock Hedgecoke and a team with 35+ years of combined experience, the firm operates as a fiduciary on a fee-based model with assets-under-management fees ranging from 0.90% to 1.25%. The firm primarily serves two client profiles: Foundation Builders earning $3,000+ monthly and Retirement Planners with $750,000+ in investable assets, emphasizing personalized strategy, ongoing partnership, and long-term financial planning.

Carrollton, Texas

My Own Money is an investment advisory firm in Carrollton, Texas. The office has a wheelchair-accessible entrance.

Celina, Texas

Merchant Wealth Management, based in Celina, Texas, offers financial planning, investment management, and insurance analysis services. The firm works with investors across different experience levels and risk profiles, using a three-step process that begins with financial document review and risk assessment, moves to strategy design aligned with individual circumstances, and continues with ongoing portfolio management through life changes and market conditions.

College Station, Texas

Independent RIA

Briaud Financial Advisors is an independent ria firm in College Station, Texas. It acts as a fiduciary. Services include Estate Planning and Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

College Station, Texas

Fee-Only Independent RIA

Paragon Financial Advisors is an independent, fee-only registered investment advisor founded in 2007 serving households and institutions with $1 million or more in investable assets from College Station, Texas. The firm offers financial planning, investment management, and estate planning services, with a team holding credentials including CFA® and CFP® designations and over 120 years of combined experience. They manage over $950 million in assets and construct customized portfolios incorporating private equity, private credit, and public market instruments, along with coordination on tax, retirement, and estate strategies with clients' external professionals. The firm operates on a fiduciary basis with no commissions, compensated solely through asset management fees.

College Station, Texas

Evan Weeks - Financial Advisor is an investment advisory firm in College Station, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

College Station, Texas

G Squared Private Wealth is an independent fiduciary firm based in College Station, Texas that provides financial planning, investment management, estate structuring, and succession planning services. The firm serves affluent families and brings industry expertise across sectors including oil, agriculture, technology, and finance. As a boutique operation, the firm emphasizes personalized strategies and access to institutional-level resources through partner relationships.

College Station, Texas

Evans Financial Group is an independent financial advisory practice based in College Station, Texas, with roots dating to 1967. The firm offers estate planning and retirement planning services to individuals, families, and businesses, led by R. Travis Evans, a CFP® and Certified Tax Coach, along with team member Landon Evans, who holds a Certified in Long Term Care® credential. The practice emphasizes comprehensive financial planning informed by macroeconomic analysis and tax-aware strategies, operating under fiduciary principles as an independent firm with access to a network of specialized professionals.

College Station, Texas

Kingsview Partners College Station Office is an investment advisory firm in College Station, Texas. Services include Financial Planning. The firm specializes in College Savings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

College Station, Texas

GFG Wealth Advisors is a family-owned firm in College Station, Texas with over 30 years of experience providing financial planning, investment management, and wealth management services. The firm works with families of various sizes and generations, offering customized strategies that encompass portfolio construction, tax planning, estate planning, risk management, and employee benefit plan consulting. The firm emphasizes a relationship-based approach, beginning with a discovery conversation about client goals and continuing with regular monitoring and adjustments as circumstances evolve.

Colleyville, Texas

Saorsa Wealth Management LLC is a boutique advisory firm founded in March 2023 by Jackie and Gerald Finley, based in Colleyville, Texas. The firm provides investment management and wealth planning services, drawing on over 60 years of combined experience between its principals. The firm's approach emphasizes personalized advisory solutions and long-term client relationships designed around individual financial and personal objectives.

Commerce, Texas

Alderman Financial Group, based in Commerce, Texas, is led by President and CEO Sarah Alderman, who holds Series 7 and 66 licenses along with insurance credentials. The firm provides financial planning and advisory services using a client-centered approach that emphasizes understanding individual circumstances, goals, and risk tolerance to develop personalized financial strategies. The team includes operations and benefits management support alongside financial planning functions, and the firm maintains a focus on financial education and transparent communication with clients.

Conroe, Texas

Scott Strategic Investments is an investment advisory firm in Conroe, Texas. Services include Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Conroe, Texas

Frontier Wealth Management is an independent advisory firm based in Conroe, Texas, founded approximately 10 years ago by Jeff, who transitioned into financial services after selling a family business. The firm offers retirement planning, investment management, and wealth management services, with an approach that addresses investing, insurance, taxes, healthcare, and lifestyle considerations. The firm's stated practice emphasizes personalized planning and client education delivered through hands-on service.

Copperas Cove, Texas

Riley Enterprises LLC, based in Copperas Cove with additional locations in Austin and Killeen, has operated for over 15 years serving clients across the United States and internationally. The firm provides estate planning, investment management, tax preparation, financial planning, wealth management, and debt management services, staffed by Certified Financial Counselors, Certified Financial Education Instructors, and Financial Planners. Riley Enterprises serves both individual and business clients and offers virtual advisory services in addition to in-person consultations.

Copperas Cove, Texas

Fresh Fire CCI is an investment advisory firm in Copperas Cove, Texas. Services include Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Corpus Christi, Texas

Melissa Lara Financial is an independent firm in Corpus Christi, Texas, offering financial planning, insurance placement, and tax services to individuals and small businesses throughout the Coastal Bend. The principal, Melissa Lara, holds more than 13 years of experience and operates on a fiduciary basis, combining investment guidance with home, auto, and commercial insurance solutions tailored to local market conditions. The firm coordinates retirement income strategies, handles year-round tax planning and filing, and emphasizes transparent, relationship-based service.

Corpus Christi, Texas

Spotlight Financial, based in Corpus Christi, Texas, provides investment management, financial planning, risk management, and personal CFO services. Founded in March 2024 by Alex DeLeon and Bob Griffin, the firm is led by a team with decades of combined experience at major financial institutions, alongside Armando J. De Leon who brings nearly 40 years of financial consulting background. The firm emphasizes education-driven advisory, transparent fee arrangements, and a holistic approach to client wealth and risk management across business transitions, real estate, and tax planning.

Corpus Christi, Texas

MGA Wealth Management & Life Coaching, based in Corpus Christi, Texas, provides investment management and wealth management services alongside life coaching. The firm employs a proprietary three-phase planning process—discovery, design, and deployment—that addresses financial planning, risk assessment, and ongoing service coordination. The firm serves clients seeking work-optional lifestyles and guidance through major financial transitions, with an in-house life coach available to connect clients with health and wellness resources. Michael Gorichanaz leads the firm's approach, which integrates financial objectives with broader lifestyle and wellness goals through a unified planning strategy.

Corpus Christi, Texas

Strategic Financial Services in Corpus Christi offers investment management, retirement planning, and estate planning services using a consultative approach. The firm works with clients to identify financial objectives and develop plans addressing near-term needs and future goals, including education funding, homeownership, and retirement income strategies. Leadership includes advisors with substantial industry experience.

Corpus Christi, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Corpus Christi, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Corpus Christi, Texas

Coastal Bend Wealth Partners is an investment advisory firm in Corpus Christi, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dallas, Texas

Texas Investment & Retirement Associates, founded by Mark K. Durham, offers financial planning and investment management services from its Dallas location. The firm employs Modern Portfolio Theory as its foundational approach, conducting initial client meetings to assess goals and financial circumstances before developing individualized strategies that include ongoing monitoring and periodic portfolio reviews. The founder holds advanced degrees in economics from Texas Christian University and brings over 40 years of experience in financial services, including prior roles at major NYSE member firms.

Dallas, Texas

Capital Portfolios LLC is an investment management firm in Dallas, Texas that emphasizes individualized strategy development and a team-based approach to financial planning. The firm works with clients across various objectives including wealth building, family protection, and asset preservation, conducting proactive planning from initial strategy development through ongoing implementation and monitoring. The firm prioritizes client education and aims to clarify complex financial concepts for individuals navigating retirement planning, investments, and insurance decisions.

Dallas, Texas

Leap Wealth Management is an investment advisory firm in Dallas, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 11 Google reviews.

Dallas, Texas

Fontana Financial Planning, based in Dallas, Texas, provides financial planning and investment management services. The firm is led by principals Patrick Fontana and Michael Dunham and addresses client goals through a structured planning and portfolio approach. The firm discusses retirement strategy topics including Roth conversions and tax planning considerations.

Dallas, Texas

Morrison Wealth Advisory is an investment advisory firm in Dallas, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Dallas, Texas

Certified Financial Strategies is a fee-only registered investment advisor founded in 1990, with offices in Dallas, Texas and Tesuque, New Mexico. The firm provides financial planning and customized investment management, with services including tax-efficient portfolio design, estate planning coordination, insurance and risk analysis, and retirement planning. Operating under a fiduciary standard, the firm does not accept commissions and emphasizes a tax-focused approach to help clients meet specific financial goals.

Dallas, Texas

Wealth Enhancement Group is an investment advisory firm in Dallas, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dallas, Texas

Island Wealth Strategies and Insurance Solutions is a Dallas-based financial planning firm led by Christene Dino Hobbs, operating as a fiduciary advisory practice. The firm offers financial planning, retirement planning, and investment management services to successful professionals and business owners, drawing on over 57 years of combined team experience. The practice employs a structured planning process addressing asset protection, tax considerations, and wealth management across clients' financial situations.

Dallas, Texas

OneWay Financial is an investment advisory firm in Dallas, Texas. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 7 Google reviews.

Dallas, Texas

Graystone Wealth Solutions, LLC is a financial services firm based in Dallas, Texas, headed by Perry D. Thompson, who brings over 15 years of industry experience. The firm serves individuals, families, and business owners with financial planning and insurance-related services, supported by a team of registered representatives licensed with NYLIFE Securities LLC and holding various FINRA licenses. Team members specialize in areas including life insurance strategies, wealth accumulation, pension income planning, and retirement solutions, with at least one advisor bringing over 30 years of experience in the field.

Dallas, Texas

Capital Investment Advisors is a Dallas-based wealth management firm founded in 1996 that serves professionals, executives, business owners, retirees, and multi-generational families. The firm provides financial planning and investment management services designed to coordinate strategy across clients' financial lives. The team is led by Chief Investment Strategist Wes Moss and includes advisors such as Jason Gove in Phoenix. The firm focuses on clients across various life stages, from accumulation through retirement and legacy planning.

Dallas, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Dallas, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 10 Google reviews.

Dallas, Texas

Howell Financial Group in Dallas offers fee-based financial planning that addresses retirement, tax, estate, insurance, investments, and cash flow considerations through a structured process. The firm provides personalized investment strategies incorporating diversification, risk management, and tax efficiency, along with insurance analysis including life, disability, and long-term care coverage. Additional services encompass employee benefits consulting and Medicare enrollment support integrated into overall retirement planning.

Dallas, Texas

Elevated Wealth Advisory, based in Dallas, provides financial planning and investment management services. Led by founder Andrew Kacz, the firm operates as a fiduciary through Osaic Wealth Inc. and serves investors across various backgrounds, from early-stage to experienced investors. The firm's approach centers on comprehensive financial assessment, optimization of existing plans and investments, and ongoing implementation support to align clients' portfolios with their stated goals and risk tolerance.

Dallas, Texas

McGowan Group Asset Management is an investment advisory firm in Dallas, Texas. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Dallas, Texas

Pointer Wealth is an investment advisory firm in Dallas, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Dallas, Texas

Fee-Only

Beaird Harris is a fee-only wealth management and accounting firm serving financially established individuals, families, businesses, and healthcare professionals from its Dallas location. The firm provides investment management, financial planning, estate planning, risk management, tax strategy, accounting, and business advisory services through two affiliated entities that operate collaboratively. Operating under its WealthGuide planning process, Beaird Harris integrates tax and wealth management decisions for clients who seek coordinated financial guidance, with the flexibility for clients to engage with either service independently.

Dallas, Texas

National Transaction Advisors is an investment banking firm based in Dallas that advises business owners on mergers, acquisitions, and exit planning. The firm serves owners of trade contractors (HVAC, plumbing, roofing, electrical, landscaping), property management, pool maintenance, and professional service firms. It operates through a relationship-driven model, leveraging connections with buyers, investors, and financial partners to help clients assess business value and navigate growth and transaction opportunities.

Dallas, Texas

Fortune Wealth Management, LLC is an investment and wealth management firm based in Dallas, Texas that serves individuals with family financial goals and organizations managing employee benefit programs. The firm offers asset management, financial planning, and retirement plan administration, working collaboratively with clients and their other professional advisors to develop customized strategies aligned with each client's objectives, risk tolerance, and time horizon. As a fiduciary, the firm emphasizes understanding client circumstances and applying a personalized approach to portfolio construction, financial planning, risk assessment, and wealth preservation.

Dallas, Texas

Finalysiz is an investment advisory firm in Dallas, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Dallas, Texas

Turtle Creek Wealth Advisors is a multi-family office based in Dallas that provides investment management, estate planning, tax planning, and family governance services to high-net-worth families. The firm offers customized portfolio design, private investment opportunities alongside its founding families, income tax planning, trust administration, risk management, and private banking services. The team has particular experience with investments in oil and gas, healthcare, ranching, and real estate across Texas. Turtle Creek was founded by cornerstone families and employs in-house estate planning counsel and tax specialists.

Dallas, Texas

Insurance-Based

Time Wealth Strategies & Insurance Solutions is an insurance-based financial advisory firm in Dallas, Texas led by CEO and Financial Advisor Tara Blair. The firm provides financial planning and insurance analysis services, with a focus on insurance planning strategies. The company works with clients to develop customized approaches designed around individual circumstances and objectives, offering ongoing guidance throughout various life phases.

Dallas, Texas

Independent RIA

WPA Family Office & Private Wealth is an independent registered investment adviser in Dallas serving high-net-worth families and business owners with investable assets between $5 million and $1 billion. The firm provides investment management, estate planning, tax planning, private equity access, and multi-family office solutions, operating on a fiduciary basis. Founded by Tyler Beeson, the firm structures its services around clients' evolving needs across business transitions, wealth transfer, and family governance, with customizable reporting and administrative support.

Dallas, Texas

Independent RIA

Wealth Partners Alliance is an independent registered investment adviser operating under Concurrent Advisors RIA with offices in Dallas and Houston, managing $2.3 billion in assets under management and $800 million in assets under advisement. The firm provides estate planning, financial planning, and investment management services through a team of 21 advisors, including several CFP®, CPWA®, and CDFA® credential holders. WPA operates on an open-architecture platform offering access to varied investment solutions and practice management tools, and serves clients across multiple states from its regional hub.

Dallas, Texas

Frazier Financial Group, based in Dallas, provides bookkeeping, tax preparation, and financial advisory services primarily to small business owners and independent contractors. The firm offers tax planning and preparation for individuals and businesses, along with CFO-level advisory support covering budgeting, cash flow management, and growth planning. Led by CEO Sidney Frazier Jr., the firm also handles 1099 contractor reporting and compliance services. With 50 Google reviews and a 5-star rating, the firm emphasizes proactive tax strategy and year-round financial guidance tailored to each client's business stage and industry.

Dallas, Texas

EQ Wealth Advisors is a Dallas-based firm offering investment management and wealth management services that emphasize behavioral finance and emotional decision-making in investing. The firm works with families and individuals to integrate financial planning across multiple variables while helping clients understand and manage emotional biases that can affect investment choices. EQ Wealth Advisors structures its approach around teaching clients to recognize behavioral patterns—such as buying stocks when prices rise or selling during downturns—and to make strategic decisions aligned with their stated objectives rather than market-driven impulses.

Dallas, Texas

Insurance-Based

Andrew Balettie, Maus and Associates - Financial Advisor is an insurance-based firm in Dallas, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Dallas, Texas

Advance Capital Management is a fee-only registered investment adviser in Dallas offering financial planning, investment management, and estate planning services. The firm assigns each client a dedicated adviser and charges based on a percentage of assets under management, with no planning fees until investment management begins. The in-house investment team employs an evidence-based approach to portfolio design and serves clients throughout Texas, the South, and remotely.

Dallas, Texas

22 One Advisors is an investment advisory firm in Dallas, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Dallas, Texas

Promus Advisors is an independent wealth management firm in Dallas serving families with estate planning and financial advisory services. Operating on a fee-only model, the firm does not accept product commissions and structures its engagement around fiduciary principles with an emphasis on planning across multiple generations. The firm offers holistic financial management and estate planning services, collaborating with clients to establish long-term wealth strategies aligned with family goals and legacy objectives.

DeSoto, Texas

Tanksley Financial Group Services is a family-owned firm in DeSoto, Texas led by CEO Tracy Tanksley, offering tax preparation, debt elimination, retirement planning, and insurance analysis. The team includes IRS AFSP-certified tax practitioners with 8 to 15+ years of experience, and provides services through mobile app, in-person, and virtual channels. The firm holds a 4.9-star rating on Google based on 69 reviews.

Del Rio, Texas

Devil's River Financial Services is an accounting and tax preparation firm based in Del Rio, Texas, operating for over 25 years. The firm provides accounting, bookkeeping, tax preparation, and notary services to individuals and businesses in Val Verde County and surrounding areas, with transparent fee pricing and no hidden charges. As a Chamber of Commerce member, the firm serves its local community with a focus on straightforward financial administration.

Dublin, Texas

IAA Central Texas is an insurance and accounting advisory firm based in Dublin, Texas that offers Medicare planning, marketplace health insurance assistance, and tax planning services for individuals and businesses. The firm provides tax preparation, strategic tax reduction strategies, and compliance support, along with guidance on selecting appropriate health insurance coverage and managing subsidies. Their team includes licensed insurance agents and certified public accountants who deliver personalized strategies tailored to client circumstances.

Duncanville, Texas

Raymond James & Associates is an investment advisory firm in Duncanville, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Edinburg, Texas

Financial Advantage Consultants, based in Edinburg, Texas, serves business owners, individuals, municipal employees, and teachers across the state with financial planning, retirement planning, and wealth management services. The firm is led by President and CEO Sergio Rodriguez, who brings over 24 years of expertise in health and life insurance and tax planning. The independent firm offers income planning, tax minimization strategies, asset protection, annuities, life insurance, Medicare guidance, IRA/RMD rollovers, legacy planning, and investment services, drawing on over 50 years of combined team experience.

El Paso, Texas

Insurance-Based

Javier Zubiate, Financial Advisor - Crown Wealth Strategies is an insurance-based firm in El Paso, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

El Paso, Texas

Lincoln Financial Group is an investment advisory firm in El Paso, Texas. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

El Paso, Texas

West Texas Financial is an investment advisory firm in El Paso, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 8 Google reviews.

El Paso, Texas

Osaic Wealth is an independent financial services firm based in El Paso, Texas, serving clients in El Paso and Southern New Mexico. The firm provides college planning, retirement planning, estate planning, investment management, and insurance services, with a client base that includes individual investors preparing for retirement across various life stages. Osaic Wealth develops customized strategies for each client rather than applying standardized approaches, and conducts annual portfolio reviews with ongoing monitoring. Alfonso A. Holguin leads the firm.

El Paso, Texas

Armando Salas is a CFP® based in El Paso who provides investment management and comprehensive financial planning services including insurance, estate planning, and tax-efficient retirement strategies. He works with clients across different financial backgrounds through a three-step process: initial discovery and goal-setting, outcome mapping based on risk tolerance and time horizon, and ongoing monitoring to adapt to life changes and market conditions. Salas began his career at Vanguard advising high-net-worth households before returning to El Paso to serve his community through Gentry Partners Wealth Management.

El Paso, Texas

Gentry Partners Wealth Management is an El Paso-based firm providing investment management and wealth management services to clients at various stages of their financial lives. The firm uses a three-step process that begins with an onboarding meeting to understand the client's situation and goals, moves into developing a financial strategy based on time horizon and risk tolerance, and includes ongoing monitoring and adjustments as circumstances change. The team consists of industry professionals with combined experience serving investors of different backgrounds.

El Paso, Texas

Serenity Services is an investment advisory firm in El Paso, Texas. The office is open seven days a week, including weekends.

El Paso, Texas

Trilogy Financial Planning is an independent advisory firm in El Paso, Texas that operates outside traditional insurance companies and brokerage constraints, allowing advisors to recommend from a broad range of investment vehicles and planning strategies. The firm serves clients across retirement planning, tax optimization, charitable giving, and high-net-worth planning through a four-step process: discovery, proposal presentation, implementation, and ongoing portfolio review. Services include guidance on retirement accounts, ETF-based strategies, and tax-law updates as circumstances change. The firm employs an AIF-credentialed consultant and charges straightforward fees for advice.

Euless, Texas

Wirehouse

Rick Solt CFP®, AWMA®, AAMS, ChFC-Financial Advisor-Edward Jones is a wirehouse firm in Euless, Texas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Its advisors hold CFP and ChFC credentials. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 2 Google reviews.

Flower Mound, Texas

GDS Wealth Management is an investment advisory firm in Flower Mound, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 187 Google reviews.

Floydada, Texas

CMMS CPAs & Advisors PLLC is a Floydada, Texas-based accounting firm and part of the ATLAS CPAs & Advisors PLLC network, which operates across eight states. The firm is staffed by CPAs and provides tax planning services along with operational and business advisory support. As part of a multi-location regional practice, CMMS offers access to services spanning accounting, tax, business valuation, financial planning, and insurance.

Forney, Texas

Smith Wealth Management, based in Forney, Texas, offers financial planning, investment management, and tax planning services. Led by founder Rich Smith, a CFP® with over 25 years of experience who holds Series 7, 65, 63, and 6 licenses and is an Enrolled Agent before the IRS, the firm integrates tax and investment planning under a single advisor. The practice serves clients across the United States and uses a data-driven, holistic approach that addresses retirement planning, tax strategy, and insurance needs tailored to individual circumstances.

Fort Worth, Texas

Good Life Private Wealth is an investment advisory firm in Fort Worth, Texas. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Worth, Texas

Park Hill Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Fort Worth, Texas

May Financial Solutions, based in Fort Worth, Texas, provides financial planning services with a focus on retirement planning and investment management. The firm works with individuals, families, and businesses using a three-stage approach centered on discovery, collaboration, and ongoing plan refinement as clients' circumstances evolve.

Fort Worth, Texas

Jim Dougherty is a financial advisor with Signal Securities, Inc. in Fort Worth, Texas, offering insurance analysis and planning services along with investment guidance. With 18 years in the financial industry and credentials including Series 6, 63, and 65 licenses plus a group 1 life insurance license, he works with families, individuals, and small business owners. His stated approach emphasizes straightforward communication, household-focused planning, and ongoing client relationships rather than transactional engagements.

Fort Worth, Texas

FCA Corp - Fort Worth is an investment advisory firm in Fort Worth, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Worth, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Worth, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Fort Worth, Texas

Anchor Wealth Strategies is an independent financial advisory firm based in Fort Worth, Texas, offering financial planning and investment management services to clients in the Dallas-Fort Worth area and beyond. Operating since 2001, the firm emphasizes a conservative investment approach coupled with client education, and operates independently to avoid product-specific alignments. The practice serves clients both locally and remotely, with support staff including an administrative assistant, and generates referrals primarily through existing client networks.

Fort Worth, Texas

Gus Bates Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Insurance Analysis. The firm specializes in Insurance Planning, Investment Management, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Worth, Texas

Fee-Based Independent RIA

Strittmatter Wealth Management Group, LLC is an independent ria firm in Fort Worth, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Compensation is on a fee-based basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 147 Google reviews.

Fort Worth, Texas

Lampados Financial Group is a fee-only fiduciary firm in Fort Worth, Texas offering financial planning services across three distinct engagement models: a 90-day financial independence accelerator covering cash flow, investments, tax strategy, debt elimination, insurance, and estate planning; an ongoing wealth implementation and monitoring service with quarterly reviews and coaching; and a private wealth management service for select clients that includes investment management, tax-aware rebalancing, and coordination with other professional advisors. The firm has over 20 years of experience and emphasizes personalized planning tailored to individual goals and values, with transparent pricing and clear service structures.

Fort Worth, Texas

Oath Planning - Fort Worth Wealth Management & Financial Advisors is an investment advisory firm in Fort Worth, Texas. It acts as a fiduciary. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Worth, Texas

Brazos Wealth Advisors is a fee-only financial planning and investment management firm based in Fort Worth, Texas, founded through the merger of SJK Financial Planning and Dansby Wealth Management. The firm is led by Wes Shannon, CFP®, and Derek Dansby, CFP®, J.D., both active members of NAPFA and the Financial Planning Association. Dansby holds a law degree and serves as a licensed Texas attorney specializing in trusts and estate planning, while Shannon has a background spanning decades in financial services. The firm provides comprehensive financial planning and investment management services to clients, with both principals committed to fiduciary standards and member participation in professional financial planning organizations.

Fort Worth, Texas

CerdaFied 4 Greatness is an investment advisory firm in Fort Worth, Texas. Advisory services are available in English and Spanish. Service options include onsite meetings. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Fort Worth, Texas

Cary Street Partners is an investment advisory firm in Fort Worth, Texas. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Worth, Texas

Diesslin Group is a fee-only fiduciary wealth management firm based in Fort Worth, Texas, serving high-net-worth individuals, families, and business owners. The firm provides financial planning, investment management, and legacy planning services, with over 30 years of experience. Their approach combines strategic asset allocation, diversification across global markets, and tax-efficient investing using institutional-grade research and evidence-based methodology. The firm operates on a fiduciary basis with no commissions and offers personalized portfolio management with ongoing monitoring and rebalancing.

Fort Worth, Texas

Matthew K. Dorchak is an investment advisory firm in Fort Worth, Texas. The office has a wheelchair-accessible entrance.

Fort Worth, Texas

SJK Financial Planning LLC (operating as Brazos Wealth Advisors) is a fee-only financial planning firm based in Fort Worth, Texas. The firm provides comprehensive financial planning services and operates under a client-only compensation model, meaning advisors are paid exclusively by clients rather than through commissions or third-party sources. The firm states that it prioritizes client interests, anticipates financial issues, and responds promptly to client needs while investing funds according to individual preferences.

Fort Worth, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Worth, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 2.8-star rating from 9 Google reviews.

Fredericksburg, Texas

Talent Financial Services Raymond James is an investment advisory firm in Fredericksburg, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Friendswood, Texas

Worthen Financial Advisors in Friendswood, Texas provides financial planning and investment management services through a partnership with Focus Partners Advisor Solutions. The firm develops long-term financial plans incorporating retirement projections, diversified portfolio strategies aligned with client risk tolerance, and tax-efficient approaches to retirement income and wealth transfer, though does not prepare tax returns. The firm serves clients across various life stages from those just starting out through retirees.

Friendswood, Texas

Lifestyle Financial Advisors is an investment advisory firm in Friendswood, Texas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Friendswood, Texas

BayRock Financial is a fee-only registered investment advisor in Friendswood, Texas, offering financial planning and investment management to clients seeking coordinated guidance across retirement, taxes, estate, insurance, education funding, and portfolio management. The firm uses a proprietary planning framework called FREETIC and begins engagements with a Financial Planning Gap Analysis to identify disconnects between current circumstances and goals. As an independent fiduciary advisor with no product sales or commissions, the firm coordinates recommendations with clients' CPAs and estate attorneys and employs ETF-based, rules-driven investment strategies integrated with comprehensive financial plans.

Frisco, Texas

United Capital Financial Advisors is an investment advisory firm in Frisco, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Frisco, Texas

Insurance-Based

Mark Kissinger, Financial Services Professional - Kissinger Financial Services is an insurance-based firm in Frisco, Texas. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Frisco, Texas

Merit Financial Advisors is an investment advisory firm in Frisco, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Frisco, Texas

Procyon is an investment advisory firm in Frisco, Texas. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Frisco, Texas

Ryan Utecht, Financial Advisor - Promus Financial Group, LLC is an investment advisory firm in Frisco, Texas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Garland, Texas

Libertas Financial Partners LLC, based in Garland, Texas, provides estate planning, financial planning, insurance analysis, and investment management services. The firm employs a structured planning approach called the Ring in Prosperity Process, which addresses income generation, asset safety, growth, and wealth transfer through retirement income strategies, wealth management, annuities, investments, IRA rollovers, asset protection, life insurance, tax-efficient planning, and long-term care strategies. The firm is certified by the National Social Security Association and can refer clients to professionals for trusts, probate, charitable giving, and tax planning services.

Georgetown, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Georgetown, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Granbury, Texas

Berry Wealth Group is a Granbury-based financial advisory firm founded in 1999 that serves multigenerational families and business owners. The firm provides financial planning, investment management, and wealth management services, including estate and retirement planning, with advisors holding the CLU credential. The team emphasizes straightforward, personalized guidance grounded in long-standing client relationships.

Hallsville, Texas

Sentry Wealth Group, based in Hallsville, Texas, offers wealth management and retirement planning services to investors across various profiles. The firm employs a three-step approach—assessing clients' financial circumstances and risk tolerance, developing customized strategies, and implementing ongoing adjustments to address life changes and market conditions. Services include retirement planning, executive benefits programs, protection strategies, and asset allocation analysis.

Harlingen, Texas

F & I Systems Inc, based in Harlingen, Texas, provides credit finance and insurance program solutions primarily for retail dealers in furniture, appliances, and HVAC sectors. The firm offers credit insurance, secondary financing arrangements, in-house financing consulting, and staff training services designed to help retailers serve credit-challenged customers and manage debt-related account issues. The company also provides a retail finance product called EZ Credit 2K and maintains relationships with insurance carriers to support customer financing needs.

Heath, Texas

Generations Financial Management is an independent financial advisory firm in Heath, Texas, led by managing partners Nathan Mateer and Chris Webb, both CFP® professionals. The firm uses a seven-step planning process centered on client values and priorities, offering financial planning, investment management, and ongoing advisory services with no product sales quotas or commissions influencing recommendations. The team includes director of client services Alexa Gilland and client service associate Beth Roberts, and focuses on comprehensive planning for retirement readiness, risk management, and helping clients understand their financial position.

Henderson, Texas

Bank-Affiliated

VeraBank Wealth Management is a bank-affiliated firm in Henderson, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Houston, Texas

Wealth Enhancement Group is an investment advisory firm in Houston, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Houston, Texas

B-FinancialWise is a Houston-based financial planning firm serving individuals and families across life stages, with particular expertise in retirement planning. The firm offers financial planning and retirement planning services, addressing client concerns around education savings, longevity risk, inflation, taxes, and healthcare costs. B-FinancialWise works to understand each client's circumstances and life changes before recommending appropriate services.

Houston, Texas

Adell, Harriman & Carpenter is a boutique investment management firm in Houston offering portfolio management and financial counseling to business owners, professionals, retirees, families, and nonprofit foundations. The firm's principals are held to fiduciary standards and bring decades of combined experience in developing personalized investment strategies and financial plans. Operating for 30 years, the firm serves clients navigating retirement planning, life transitions, business succession, and wealth transfer across sectors including law, medicine, and energy. The firm ranked #15 among Houston Business Journal's largest institutional asset management firms in 2025.

Houston, Texas

Energy Professionals Advisor is a Houston-based financial advisory firm serving employees and retirees in the energy, chemicals, and oil sectors. The firm offers financial planning and investment management, with particular expertise in navigating industry-specific retirement plans and benefit packages. With more than 30 years of experience in the sector, the advisor employs a holistic wealth management approach to help clients work toward financial independence.

Houston, Texas

World Financial Advisors is an investment advisory firm in Houston, Texas. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Houston, Texas

TFO Wealth Partners is a Houston-based wealth management firm serving families and businesses that combines investment advisory with a fiduciary standard of care and an academically-based investment approach. The firm operates as part of a group of affiliated entities—TFO Family Office Partners and TFO Trust Company—that collectively offer wealth management, estate planning, tax consulting, trust services, and family office services to high-net-worth clients. TFO Wealth Partners emphasizes aligning client wealth with their personal values and goals while providing education and advisory resources, and also offers insurance analysis services.

Houston, Texas

Granite Harbor Advisors - Houston is an investment advisory firm in Houston, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Houston, Texas

Sovereign Wealth Advisors is a registered investment advisory firm based in Houston with additional offices in Sugar Land and Corpus Christi, founded in 2005 by Russell Gebhard. The firm serves families and businesses across Texas and nationally, offering financial planning and wealth management services with a team that includes multiple CFP® and CRPC® credentialed advisors. The firm emphasizes customized planning built around client goals, risk tolerance, and life transitions, drawing on advisor experience and technology infrastructure to support client strategy development.

Houston, Texas

Insight Wealth Strategies is a fee-only financial advisory firm in Houston serving high-net-worth individuals across the greater Houston area since 2002. The firm provides financial planning, investment management, retirement planning, tax strategy, and estate planning services, with particular expertise serving clients in the oil and gas industry. As fiduciaries compensated through assets under management, advisors work through a structured five-stage planning process that includes data collection, analysis, and customized strategy development based on each client's goals and risk tolerance.

Houston, Texas

New Capital Management is a Houston-based fiduciary registered investment adviser founded in 2004 and currently serving approximately 110 client households with around $440 million in assets under management. The firm offers financial planning, investment management, family wealth services, and advisory support across multiple life stages, including specialized offerings for couples and blended families. Operating under SEC registration and the fiduciary standard, the firm employs a model-based investment approach informed by academic research and a collaborative planning process centered on clients' individual goals.

Houston, Texas

Prime Capital Financial has served families, executives, business owners, and plan sponsors since 1985, with locations across the country. The firm offers estate planning, financial planning, investment management, and wealth management services, operating as a fiduciary. The firm's team includes advisor-owners and emphasizes a client-centered approach to planning across tax, estate, and risk considerations.

Houston, Texas

Signature Financial Advisors, located in Houston, Texas, provides retirement planning and investment management services to individuals and business owners. The firm employs a research-based, committee-driven approach to portfolio construction that typically includes diversified stocks, bonds, and alternative strategies. Partners Randy Reimer (CFP®, CPA) and Tom McGuinness (CPA, CVA) lead the firm, which also includes associate advisor Hector Castellanos (15+ years in financial services) and client relationship staff; the team offers tax planning, financial planning, succession planning, and business valuation services.

Houston, Texas

Forthright Family Wealth is an investment advisory firm in Houston, Texas. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance.

Houston, Texas

Fee-Only Independent RIA

The Goff Financial Group is an independent, fiduciary-registered investment advisor founded in 1994 by Matthew Goff, serving clients nationwide with financial planning and investment management on a fee-only basis. The firm employs a team-based approach drawing on specialists including CFPs and investment managers, and constructs customized strategies using individual securities, bonds, and ETFs rather than relying solely on mutual funds or managed accounts. With over $500 million in assets under management or advisement, the Houston-based firm emphasizes transparency, direct client access, and avoidance of product-sales conflicts inherent in firms owned by private equity, brokerages, banks, or insurers.

Houston, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Houston, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Houston, Texas

Hawkins Laakso Wealth Management, founded in 2005 and based in Houston, serves high-net-worth families and business owners with estate planning, financial planning, investment management, and insurance analysis. Founding partners George Hawkins and Christopher Laakso bring over 50 years of combined financial industry experience, with George holding multiple FINRA registrations and overseeing custom model portfolios. The firm operates as part of Equitable Advisors and provides personalized wealth management, tax-efficient investment strategies, retirement planning, and multi-generational estate planning services.

Houston, Texas

Halbert Hargrove Houston is an investment advisory firm in Houston, Texas. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Houston, Texas

Galene Financial - M.Sachs, R. Dickson, CFP, MBA, & Dr. A. Williams, DBA, MBA is an investment advisory firm in Houston, Texas. Services include Financial Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Houston, Texas

Dogwood Capital Advisors is an investment advisory firm in Houston, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Houston, Texas

Robare & Jones Wealth Management is an investment advisory firm in Houston, Texas. Services include Financial Planning, Investment Management, and Social Security Optimization. The firm specializes in Retirement Planning and Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

Houston, Texas

FCA Corp is an investment advisory firm in Houston, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Houston, Texas

Blueprint 360 is a financial planning firm in Houston that develops customized financial plans integrating risk management, investment selection, and tax planning. The firm employs a four-stage planning process starting with goal definition, followed by situation analysis, recommendation development, and ongoing plan review and adjustment. The firm's investment approach emphasizes quality investments with proven track records, diversification across asset classes, and a long-term perspective, while generally avoiding penny stocks, junk bonds, options, and commodities.

Houston, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Houston, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Houston, Texas

Caplo Advisory is a Houston-based financial planning firm serving high-earning professionals, entrepreneurs, and first-generation wealth builders. With more than 20 years of industry experience, the firm manages over $250 million in assets for approximately 1,000 clients and offers flat-fee financial planning services across three tiers—Blueprint, Growth, and Wealth plans—each addressing different client situations and asset levels. Services include comprehensive financial planning, investment strategy, tax planning, cash flow analysis, and ongoing advisory meetings, with a stated focus on regular communication and plan adjustments based on changing circumstances.

Houston, Texas

Texas Financial Advisors is a Houston-based firm offering financial planning, investment management, retirement planning, tax planning, and business owner services. The firm serves individuals, families, and business owners across Houston neighborhoods and emphasizes a personalized approach to strategy development based on client circumstances and objectives. The team provides investment portfolio management, retirement income planning, tax optimization, and related advisory services to clients in the greater Houston area.

Houston, Texas

Insurance-Based

Northwestern Mutual - Houston is an insurance-based firm in Houston, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hudson Oaks, Texas

Cox Financial Group is an investment advisory firm in Hudson Oaks, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 23 Google reviews.

Hurst, Texas

Bloom Financial Partners is a financial advisory firm based in Hurst, Texas, serving the Dallas/Fort Worth area and surrounding communities. The firm offers retirement income planning across accumulation, distribution, and preservation phases, Social Security strategy guidance, and tax-planning services to help clients coordinate their assets. Led by President Forrest Patterson (CLU®, ChFC®), the firm utilizes an independent status to provide access to multiple investment managers and products. Clients have access to a secure online portal for document storage and financial information tracking.

Irving, Texas

Premier Investments and Wealth Management in Irving, Texas offers investment management, retirement planning, and wealth management services to medical professionals, business owners, executives, union members, retirees, and high net worth individuals. The firm employs a goals-based planning process that begins with an initial consultation, moves through discovery and analysis phases to develop personalized strategies, and continues with implementation and ongoing monitoring. Services include retirement income planning, risk management, tax planning, and coordination with clients' existing professional advisors. The firm emphasizes aligning financial decisions with individual values and life objectives rather than focusing primarily on investment performance.

Irving, Texas

Todd Kitzens, Financial Advisor - Financial Advisor at Farther is an investment advisory firm in Irving, Texas. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance.

Irving, Texas

Cottonwood Capital Advisors is an investment advisory firm in Irving, Texas. Services include Financial Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Irving, Texas

Cole Fleming - Financial Advisor at Farther is an investment advisory firm in Irving, Texas. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Katy, Texas

Roberts Wealth Management is a financial planning firm based in Katy, Texas, operating across multiple Gulf Coast locations with over 30 years in business. The firm provides financial planning, investment management, and wealth management services, including retirement planning, estate planning, income strategy, and insurance guidance through a three-step process focused on discovery, strategy development, and implementation. The firm operates on an independent advisory model and employs certified financial professionals to serve clients through personalized planning aligned with individual goals and values.

Kerrville, Texas

Guadalupe Investments & Advisory Services is a fee-based fiduciary firm in Kerrville, Texas with over 25 years of experience serving individuals, families, and business clients. The firm offers investment advisory services, life insurance, long-term care and disability insurance, retirement planning, estate planning, 401(k) plan setup, and federal employee benefits consultation. Operating as an independent firm with a team-based approach, they develop personalized financial strategies focused on retirement readiness, principal protection, and income needs assessment, while maintaining commission-based compensation for insurance products.

Kingwood, Texas

Outlook Wealth Advisors, based in Kingwood, Texas, has provided financial planning and retirement advisory services for over 25 years. The firm specializes in retirement planning, investment management, and wealth management, addressing client concerns around income strategy, tax planning, Social Security timing, and healthcare costs in retirement. Michael Neuenschwander is a principal at the firm.

Laredo, Texas

Independent RIA

Cresta Advisors is an independent registered investment advisor in Laredo, Texas, offering financial planning and investment management services. Operating on a fiduciary basis, the firm structures its practice around goal-based planning and manages client portfolios while developing retirement and wealth strategies. The firm specializes in working with individuals preparing for retirement, business owners, and recipients of substantial wealth transfers.

Laredo, Texas

Sonterra Wealth Management, based in Laredo, Texas, offers investment management and wealth management services to clients across various investor profiles. The firm employs a three-step planning process—assessing financial documents and risk tolerance, developing customized strategies, and implementing ongoing adjustments—and emphasizes long-term client relationships built on open communication. The team brings combined industry experience to work with investors at different life stages, from early savers to established wealth builders.

Laredo, Texas

Omega Financial Concepts, based in Laredo, Texas, offers insurance planning and analysis alongside wealth management and retirement solutions. The firm employs a three-step planning process that begins with understanding client priorities, develops personalized strategies aligned with individual goals and risk tolerance, and provides ongoing adjustments as circumstances change. Services include portfolio management, retirement income strategies, and life insurance analysis, with the advisor emphasizing a collaborative approach that incorporates diverse professional perspectives to address complex financial needs.

League City, Texas

Oath Planning - League City Wealth Management & Financial Advisors is an investment advisory firm in League City, Texas. It acts as a fiduciary. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lewisville, Texas

Merit Financial Advisors is an investment advisory firm in Lewisville, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Longview, Texas

First Keystone Wealth Management &Partners is an investment advisory firm in Longview, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Longview, Texas

7 Waters Financial Group is an investment advisory firm in Longview, Texas. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Longview, Texas

HMV Wealth Advisors is a Longview-based investment and wealth management firm operating as an affiliate of Heard, McElroy & Vestal, a regional accounting and business consulting firm. The firm operates under a fiduciary standard and employs an evidence-based investment approach focused on controlling costs and taxes rather than market timing, with affiliation to Focus Partners Advisor Solutions for access to institutional investment options. The firm serves businesses and individuals with services including investment management, tax planning, estate planning, charitable giving strategies, and asset protection guidance.

Lovelady, Texas

Tyler R. Young operates Innovative Wealth Strategies, LLC in Lovelady, Texas, offering financial planning services. He is a registered representative through NYLIFE Securities LLC (Member FINRA/SIPC) and holds insurance licenses to sell products through New York Life Insurance Company and other carriers in Texas. The firm can assist with individual and group health insurance products in addition to securities services.

Lubbock, Texas

Anchor Financial Services, LLC (operating as Kim Barnes Bookkeeping Services) is a Lubbock-based bookkeeping firm serving business owners across construction, landscaping, nonprofits, real estate, retail, and other industries. The firm provides financial statement preparation, payroll processing, and invoicing using QuickBooks Desktop or Online, and works alongside clients' accountants on tax matters without providing tax preparation directly. The team includes members with backgrounds in accounting, finance, physical therapy, and education, offering customized pricing based on individual business needs.

Lubbock, Texas

Kingsview Partners Lubbock Office is an investment advisory firm in Lubbock, Texas. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lubbock, Texas

Alpha Capital Strategies is an independent financial advisory firm in Lubbock, Texas, operating as a fiduciary and registered investment advisor through LPL Financial. The firm offers fee-only financial planning, estate planning, insurance analysis, and transactional product placement, with particular focus on business owners and families. Led by Principal Brandon Snyder and a team that includes an insurance consultant and paraplanner, the firm emphasizes disclosure of conflicts of interest and operates under fiduciary principles requiring advice in clients' best interests.

Lubbock, Texas

Winston Wealth Advisors is an investment advisory firm in Lubbock, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 21 Google reviews.

Lubbock, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lubbock, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1.8-star rating from 5 Google reviews.

Lufkin, Texas

RBC Wealth Management - Lufkin is an investment advisory firm in Lufkin, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Magnolia, Texas

Pattern Financial Group is an investment advisory firm in Magnolia, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Manchaca, Texas

Entirety Financial is a financial planning and wealth management firm based in Manchaca serving the South Austin area. The firm offers financial planning, investment management, retirement planning, tax planning with in-house CPAs, estate planning, and private client services for clients at various life stages. Investment management is delivered through disciplined strategies with ongoing portfolio oversight, and the firm is affiliated with Cetera Wealth Services LLC for investment product delivery.

Mansfield, Texas

Schulz Wealth serves business owners, executives, and families from its Mansfield, Texas location. The firm, led by CFP® Rob Schulz and CFA, CFP® Austin Smith, operates as an independent fiduciary providing financial planning, assessment and analysis, business succession planning, retirement income strategies, investment management, and estate planning services. The firm's approach includes ongoing portfolio oversight, tax coordination, and legacy planning across multiple service areas.

Mansfield, Texas

Insurance-Based

Duke Financial & Insurance Strategies, based in Mansfield, Texas, provides financial planning and insurance analysis services with a focus on insurance-based strategies. The firm works with clients to develop customized financial plans aligned with their goals and circumstances, emphasizing a relationship-centered approach grounded in stated core values of integrity, respect, knowledge, and thoroughness.

Marble Falls, Texas

Harper Financial, based in Marble Falls, Texas, offers investment management, retirement planning, and insurance analysis services to individuals across Texas and Southeastern New Mexico. Founder and Investment Consultant Jay Harper, who has worked in the field since 1998 and holds degrees in finance from Texas A&M and Texas Tech universities, develops customized investment strategies and retirement plans tailored to clients' financial situations and objectives. The firm addresses retirement planning needs including 401(k) rollovers, IRA accounts, and pension considerations, as well as broader wealth management and portfolio strategies.

McAllen, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in McAllen, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 2 Google reviews.

McAllen, Texas

Liora Insurance LLC is an insurance agency based in McAllen, Texas, offering health, life, Medicare, auto, home, and commercial coverage to individuals, families, and businesses. The firm provides consultation and enrollment services through both in-office and phone appointments, and handles policy renewals and plan revisions. Services are offered at no consultation fee, with business hours Monday through Friday, 9 AM to 5 PM, and Saturday mornings until 2:30 PM.

McAllen, Texas

M.A.H. Financial Services is a financial planning firm based in McAllen, Texas, led by fiduciaries Marc Hernandez and Carlos Lopez. The firm serves professionals across multiple generations and specializes in retirement planning for federal employees, educators, and healthcare workers, with particular expertise in alternative retirement plans. As independent advisors, they are not restricted to proprietary products and address a range of planning topics including 401(k) strategies, IRAs, life insurance, and bond alternatives.

McAllen, Texas

Farley Wealth Management, based in McAllen, Texas, offers investment management and wealth planning services to individuals and families. The firm conducts periodic reviews of clients' financial positions and coordinates investment, liability management, and planning strategies. Led by Zach Farley, who has over 20 years of experience and holds Platinum Council recognition from Wells Fargo Advisors Financial Network, the team includes advisors with extensive backgrounds in financial services; Jennifer Lyssy holds an MBA and Series 9/10 registrations, while support staff manage account administration and client services.

McAllen, Texas

Insurance-Based

Armondo J. Brennan is a registered representative with New York Life offering financial planning services in McAllen, Texas. The firm follows a four-step planning process beginning with discovery of client goals and priorities, followed by assessment of existing financial resources and risks, customized strategy development, and ongoing implementation with periodic monitoring. The practice collaborates with other professionals such as CPAs and attorneys to address various aspects of client financial situations.

McKinney, Texas

Yield Financial Advisors is a financial planning firm in McKinney, Texas that provides retirement planning, investment management, and cash flow analysis. The firm offers services across estate planning, college funding, tax planning, business retirement plans, and risk assessment, operating as a personal CFO model to help clients develop comprehensive financial strategies. They conduct risk profile assessments to align investment approaches with individual circumstances.

Mesquite, Texas

Financial & Insurance Services of Texas is an investment advisory firm in Mesquite, Texas. Services include Insurance Analysis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mesquite, Texas

Intirety Wealth Management is an investment management and retirement planning firm located in Mesquite, Texas, with a team including credentialed advisors (ChFC and CFP). The firm provides investment advisory services, retirement income planning, tax strategy, education savings guidance, employer plan consultation, and insurance evaluation, structured around a three-meeting discovery and analysis process followed by ongoing plan implementation and monitoring.

Midland, Texas

Talent Financial Services Raymond James is an investment advisory firm in Midland, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week.

Midland, Texas

Heritage Private Wealth is an independent firm in Midland, Texas, founded and led by Managing Director Clayton Ortloff, offering investment management, retirement planning, estate planning, and other private wealth services. The firm, backed by LPL Financial, employs a client-centered approach focused on understanding personal priorities and developing customized financial strategies aligned with both short- and long-term objectives. The team includes professionals with decades of combined experience in the financial industry and holds relevant securities licenses including Series 7, 65, and 66 registrations.

Midland, Texas

Campbell Private Wealth Management is an independent wealth advisory firm based in Midland, Texas, offering financial planning and investment management services to a limited clientele of affluent clients and families. Founded in the 1970s, the firm employs a systematic investment approach informed by over 46 years of experience and operates as part of the Ashton Thomas Private Wealth Network. The team includes multiple CFAs, a CFP professional, CPAs, and MBAs, with Craig A. Campbell as founder and managing partner, alongside partners Marcel Campos, Braden S. Schaffner, and Stefan P. Faria.

Midland, Texas

Tactical Wealth Management is an independent fiduciary firm based in Midland, Texas, serving clients across the nation with investment management and wealth planning services. The firm offers financial planning, tax-strategy integration, and advisory services to individuals, families, pre-retirees, retirees, and business owners, with complimentary financial plans reviewed by a CFP® professional. The firm operates on a planning-first approach and incorporates tax considerations into its client strategies.

Montgomery, Texas

Brown Financial Services Group of Texas is an investment advisory firm in Montgomery, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mt Pleasant, Texas

Durrum Wealth Management is an investment advisory firm in Mt Pleasant, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Mt Pleasant, Texas

C2 Financial Advisors, located in Mount Pleasant, Texas, offers investment management and retirement planning services to clients across various investor profiles. The firm was founded by financial professionals David Cook and Larry Cannaday, combining 70 years of collective industry experience, and employs a three-step approach involving assessment of financial documents and risk tolerance, strategy development tailored to investor profile, and ongoing plan implementation and monitoring. The firm serves individual investors and families through consultation-based engagement, with a stated focus on aligning investment plans with client goals through regular reviews.

Nederland, Texas

Retirement Financial Group | Nederland is an investment advisory firm in Nederland, Texas. The firm specializes in Retirement Planning. The office is open five days a week.

Nederland, Texas

HFG Wealth Management serves affluent individuals, families, and business owners from its Nederland, Texas office, offering investment management, retirement planning, and wealth management services. The firm addresses a range of financial concerns including wealth preservation and transfer, tax strategy integration, estate planning, and philanthropic giving. HFG structures its planning process around client values and legacy objectives, incorporating both financial and advanced planning elements across multiple life areas.

New Braunfels, Texas

Oakwell Private Wealth Management is a financial advisory firm in New Braunfels, Texas that provides financial planning and investment management services. The firm employs professionals with various specialized credentials and focuses on guiding clients through complex financial matters, including estate planning and investment strategy. The firm has earned a 5-star rating across 32 Google reviews.

Odessa, Texas

Patman Wealth Advisors, based in Odessa, Texas, provides financial planning and investment management services. The firm works with investors across different backgrounds and life stages, assessing individual circumstances, risk tolerance, and objectives to develop personalized strategies. The advisor emphasizes a collaborative, proactive approach with ongoing client communication and adjustment as circumstances evolve.

Pampa, Texas

Independent RIA

Keith Demetriades - Kingsview Partners is an independent ria firm in Pampa, Texas. It acts as a fiduciary. The office has a wheelchair-accessible entrance. The office is open five days a week.

Plano, Texas

Wealth Enhancement Group is an investment advisory firm in Plano, Texas. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Plano, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plano, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Plano, Texas

Ruiz & Arzuaga Financial Consulting provides business and financial services to individuals and small businesses from its Plano, Texas location. The firm offers payroll processing with tax compliance support, bookkeeping integration, employee record management, and health and life insurance agent services. Services are delivered in English and Spanish, with a stated focus on regulatory compliance, accuracy, and confidentiality throughout the business lifecycle.

Plano, Texas

Commission + Fee-Only

Freshfield Investments is a fee-only fiduciary firm in Plano, Texas offering financial planning and investment management to clients nationwide. Led by founder Dr. Andy Lawson, a CFP® with advanced degrees in mathematics, statistics, and financial economics, the firm builds customized portfolios aligned with each client's circumstances and provides financial planning services addressing retirement, tax, and estate matters. The firm operates without commission-based incentives and structures its services around portfolio management, hourly consulting on investments and financial topics, and regular client communication to maintain alignment with evolving financial goals.

Plano, Texas

Peak American Financial is a Plano-based investment advisory firm serving high-net-worth families with financial planning, investment management, and insurance analysis. The firm employs a proprietary planning framework called Peak Summit Strategy™ that centers on defining client goals, charting customized investment and tax strategies, conducting regular reviews, and structuring wealth transfer and legacy plans. With over 125 years of combined team experience, the firm coordinates estate, investment, and income strategies for its clientele.

Plano, Texas

Expound Wealth Management, located in Plano, Texas, provides insurance analysis, investment management, and retirement planning services with a focus on wealth management. The firm employs a structured planning process that begins with goal-setting and risk assessment, followed by development of individualized investment strategies and ongoing portfolio monitoring. The firm describes itself as offering family office services and emphasizes a collaborative approach that addresses clients' full financial picture.

Plano, Texas

Dallas Financial Planning is a registered investment adviser in Plano, Texas that specializes in retirement planning with an emphasis on tax-efficient distribution strategies and multi-generational wealth considerations. The firm works with retired clients to analyze tax returns, investment allocations, and estate planning opportunities, producing a detailed action plan before engagement. The advisory process begins with a screening call, followed by a comprehensive fact-finding meeting, written analysis, and a presentation of recommendations covering tax, estate, and investment planning. The firm coordinates with clients' accountants, attorneys, and other professionals as needed.

Plano, Texas

Fisher\SMB is a retirement plan advisory firm based in Plano, Texas that manages investment lineups for employer-sponsored plans as a 3(38) Investment Manager and CEFEX-certified fiduciary advisor. The firm provides investment solutions, employee education and enrollment services, plan administration support, and ongoing guidance to help companies and their employees navigate retirement benefits. Fisher\SMB serves as the plan advisor and investment manager, handling fund selection, compliance, and payroll integration while offering one-on-one counseling and multilingual support to plan participants.

Plano, Texas

yourplancan.com is an investment advisory firm in Plano, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Prosper, Texas

Benold Financial Planning is a fee-only advisory firm in Prosper, Texas founded in 2005, staffed by two CFP® professionals including founder Dr. Stephen Benold and advisor Jordan Benold, MBA, CFP®. The firm provides financial planning and investment management services covering cash flow analysis, debt management, retirement planning, tax planning, insurance optimization, and estate planning. Operating as a fiduciary without commissions, the firm follows a structured six-phase planning process beginning with an initial consultation and progressing through data gathering, plan creation, proposal, implementation, and ongoing monitoring.

Prosper, Texas

Provision Retirement is a financial advisory firm in Prosper, Texas, led by David McEntire (RICP®, NSSA®, Series 65 fiduciary), offering financial planning and investment management with a focus on retirement income strategy. The firm employs a four-step planning process centered on understanding client goals, designing comprehensive retirement strategies that address investments and tax planning, and providing ongoing adjustments. The advisory team includes credentialed professionals such as CFP® holders and tax specialists who collaborate on customized plans addressing income replacement, Social Security optimization, Medicare planning, and estate considerations.

Richardson, Texas

Shea Wealth Management is an independent wealth management firm in Richardson, Texas, operating for three generations with a focus on comprehensive financial planning and investment management. The firm specializes in retirement planning, estate planning, tax planning, and insurance analysis, serving busy professionals, pre-retirees, and high-net-worth families. Multiple advisors hold CFP®, ChFC®, CLU®, and CASL® designations and operate under a fiduciary standard. The firm offers retirement planning, company 401(k) plan analysis, rollovers, estate and tax planning, investment management, and life and long-term care insurance services.

Richmond, Texas

At Your Service Group LLC, based in Richmond, Texas, provides credit repair, legal document preparation (attorney-supervised), business formation and development services, and vehicle title and DMV processing. Founded by Sylvia Perez, the firm serves Fort Bend County entrepreneurs and individuals, offering financial coaching and notary services, with all legal documents reviewed by Michael W. Elliott, Esq. of Elliott's Law in Rosenberg.

Roanoke, Texas

Ascendus Financial Advisors is an investment advisory firm in Roanoke, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Rockport, Texas

Legacy Wealth Partners is an investment advisory firm in Rockport, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Rockwall, Texas

Stream Wealth Partners is a fiduciary financial advisory firm based in Rockwall, Texas, formed in 2023 through the merger of Turner Wealth Management and Rupert Wealth Management. The firm offers financial planning and investment management services with a focus on tax-aware strategies, serving families and businesses across Texas. Led by John, Darrell, Mike, and Nathan, the team emphasizes education, clear communication, and acting in clients' best interests as required by their fiduciary obligation.

Rockwall, Texas

Crestview Wealth Management is an investment management firm based in Rockwall, Texas, founded by James Fowler and Reid Johnson. The firm provides personalized investment strategies, 401(k) rollovers, long-term care planning, and tax services, with an approach that emphasizes understanding clients' values and creating clear financial roadmaps. The team works with clients on retirement planning and estate planning to align their strategies with personal goals and legacy objectives.

Rockwall, Texas

Rockwall Wealth Advisors is a fee-only registered investment advisory firm based in Rockwall, Texas, serving high net worth and ultra-high net worth individuals, families, and business owners. The firm offers financial planning and investment management grounded in a goal-based approach, with advisors building comprehensive plans that address retirement readiness, tax efficiency, estate planning, and portfolio construction. As a fiduciary, the firm operates on a fee-only model with no commission income, and employs a structured six-step engagement process that includes financial analysis, recommendations, and ongoing portfolio management supported by planning tools and dashboards.

Rockwall, Texas

WealthMetrix is an investment advisory firm in Rockwall, Texas. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Round Rock, Texas

The Fox Alliance is an investment advisory firm in Round Rock, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Round Rock, Texas

PaulHood is an investment advisory firm in Round Rock, Texas. Services include Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 105 Google reviews.

San Angelo, Texas

First Legacy Wealth Management is a wealth management firm based in San Angelo, Texas, with an additional office in Big Spring, serving clients nationwide. The firm provides investment management, financial planning, and wealth advisory services to individuals, families, and business owners, with a stated focus on understanding client goals and priorities before making recommendations. Operating for more than 30 years, the firm's advisors offer in-person, phone, and virtual consultations and emphasize personalized financial roadmaps aligned with clients' short and long-term objectives.

San Angelo, Texas

Kingsview Partners San Angelo, Texas Office is an investment advisory firm in San Angelo, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Angelo, Texas

Sentinel Wealth Group, based in San Angelo, Texas, is a wealth management firm founded by Wayne Knight (CRPS™) and Erika Lara that provides portfolio management, retirement planning services including IRAs and 401(k)s, and estate planning advice. The firm operates through Raymond James Financial Services and takes a consultative approach centered on understanding clients' financial objectives and implementing personalized strategies aligned with their specific circumstances.

San Angelo, Texas

Thieman Investments is an investment advisory firm in San Angelo, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Exencial Wealth Advisors is a San Antonio-based firm serving business owners, corporate executives, pre-retirees, and high-net-worth individuals with financial planning, investment management, and wealth management services. The firm operates on a percentage-of-assets-under-management fee structure for wealth management, with financial planning fees starting at $2,500, and employs a three-phase process (Evaluate, Execute, Evolve) to align client goals with investment strategy. The firm manages customizable portfolios using an open-architecture platform and coordinates tax planning, income projections, and tax return filing with broader financial and estate planning. With approximately 5.9 billion in assets under management and 110 employees across 15 offices, the firm caters to clients with complex financial situations, including those with investable assets exceeding $2 million.

San Antonio, Texas

Kercheville Investment Advisors is a fee-only fiduciary firm in San Antonio founded in 1967, offering investment management, financial planning, and pension consulting services. The firm manages client portfolios through separately managed accounts using a research-driven, tax-efficient approach and provides advisory services on both discretionary and non-discretionary bases. Services span portfolio management tailored to individual circumstances, comprehensive financial planning across personal, tax, retirement, and estate matters, and consulting for employee benefit plans. The firm operates as an independent, family-run business focused on direct stock investment in growth and income-producing securities rather than proprietary products.

San Antonio, Texas

Insurance-Based

Gregory Kelly, Owner, Principal Advisor - Kelly Financial Partners, LLC is an insurance-based firm in San Antonio, Texas. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Sendero Wealth Management is an investment advisory firm in San Antonio, Texas. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Antonio, Texas

Beacon Pointe Advisors is an investment advisory firm in San Antonio, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Insurance-Based

Northwestern Mutual San Antonio is an insurance-based firm in San Antonio, Texas. The office has a wheelchair-accessible entrance. The office is open daily.

San Antonio, Texas

SageSpring Wealth Partners is a San Antonio-based wealth management firm founded in 2002, led by President Jeff Dobyns (CFP®, CLU, ChFC). The firm offers financial planning services including estate planning, investment management, retirement preparation, and tax planning, using a holistic approach centered on understanding each client's personal goals and life stage. SageSpring is a participant in Dave Ramsey's SmartVestor referral program and operates as a privately held company committed to client-first principles and ongoing portfolio oversight.

San Antonio, Texas

Independent RIA

Bravo Zulu Tax & Accounting is an independent ria firm in San Antonio, Texas. Services include Investment Management. Service options include onsite meetings. The office is open daily. It holds a 5-star rating from 3 Google reviews.

San Antonio, Texas

Baxter Retirement & Insurance Services is an investment advisory firm in San Antonio, Texas. Services include Insurance Analysis and Retirement Planning. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

San Antonio, Texas

Compass Financial Group, based in San Antonio, Texas, provides investment management and retirement planning services with a focus on federal employees. The firm holds a CLU credential and follows a four-step planning process that includes initial fact-finding, comprehensive financial review (with specific attention to federal benefits), ongoing semi-annual or annual check-ins, and estate planning coordination. The firm also offers educational workshops and works with third-party attorneys on legacy and asset transfer planning.

San Antonio, Texas

Oakridge Financial Planning LLC, based in San Antonio, Texas, provides financial planning, investment management, estate planning, and retirement planning services. The firm operates on a fee-based model with monthly fees starting at $34.99 plus a one-time setup fee of $50, and serves households saving for retirement, families planning legacies, and small business owners. The firm's stated process includes an initial complimentary consultation, development of a customized financial plan, and ongoing adjustments as circumstances change.

San Antonio, Texas

ATKG is a San Antonio-based accounting and advisory firm operating under an alternative practice structure comprising ATKG, LLP (a licensed CPA firm) and ATKG Advisors LLC. With more than 40 years of experience, the firm serves closely held businesses and family clients through tax planning, accounting, assurance, and advisory services, with particular focus on state, local, and international tax compliance and risk management. ATKG, LLP holds CPA licensure and provides attest services, while ATKG Advisors LLC offers tax, advisory, and non-attest services.

San Antonio, Texas

Platinum Advisory Group is an investment advisory firm in San Antonio, Texas. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

San Antonio, Texas

Larsen Financial Management is an investment advisory firm in San Antonio, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

San Antonio, Texas

Nick McNabb - Thrivent Financial is an investment advisory firm in San Antonio, Texas. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

San Antonio, Texas

Wealth Watch Partners is an Independent Marketing Organization (IMO) based in San Antonio, Texas that provides business support, training, and product access to life and annuity agents and advisors. The firm offers case design services, sales and product training, marketing programs, and access to contracts with over 50 insurance carriers offering annuities, life insurance, long-term care, disability coverage, and Medicaid solutions. The company's support services include business continuity planning, income rider illustrations, Roth conversion strategies, and estate planning assistance through its advanced case design team.

San Antonio, Texas

Prime Capital Financial San Antonio provides investment management and financial planning services to individuals, families, and institutions, with a minimum investment of $500,000. The firm's team includes advisors with credentials including the Chartered Financial Analyst designation and prior experience at major financial institutions such as Merrill Lynch, JPMorgan Chase, and Goldman Sachs. Operating in San Antonio for over two decades, the firm offers personalized portfolio construction and holistic financial planning that address clients across various life stages, from pre-retirement through legacy planning. The firm also serves high-net-worth and ultra-high-net-worth clients, coordinating with their tax and legal advisors.

San Antonio, Texas

Tirres Consulting is a fiduciary financial advisory firm in San Antonio, Texas, serving families and business owners. The firm provides personalized financial planning across retirement, investment, estate, and insurance planning through a structured discovery and strategy development process. Operating as a Certified Financial Fiduciary, the firm manages assets and accounts while emphasizing transparency and long-term client relationships grounded in family values.

San Antonio, Texas

nePara Group Inc is an investment advisory firm in San Antonio, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

San Antonio, Texas

Wealth Watch Advisors is an investment advisory firm in San Antonio, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

San Antonio, Texas

Stone Oak Wealth Management provides financial planning, investment management, and insurance analysis to affluent individuals, families, and business owners in San Antonio. The firm's planning approach addresses spending and cash flow, tax and debt management, charitable giving, and long-term investing, grounded in faith-based stewardship principles. The team includes Greg Thompson (CFP, CKA, Founder and President with 24+ years of experience), a Chief Compliance Officer with 40+ years in securities, and additional advisors and client service staff with substantial financial services backgrounds. The firm was recognized on San Antonio Business Journal's 2025 'Best of' list and Top 20 Money Managers in San Antonio.

San Antonio, Texas

Corient is an investment advisory firm in San Antonio, Texas. The office has a wheelchair-accessible entrance.

San Antonio, Texas

MAKERS Wealth Management is a Texas-based financial advisory firm in San Antonio offering investment management, financial planning, and wealth management services. The firm is led by owner and senior financial advisor Gina Hughes and serves clients across different life stages, including those preparing for retirement, navigating life transitions, and building investment portfolios. Services include portfolio construction aligned with client goals and risk tolerance, retirement income planning, and financial strategy guidance around saving and debt management.

San Antonio, Texas

Conservant Capital is an investment advisory firm in San Antonio, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Marksman Wealth Management is an independent, fiduciary financial advisory firm in San Antonio founded by Joseph Schuetze, offering financial planning and investment management services. The firm specializes in working with successful individuals and families navigating major life transitions, business sales, career changes, and retirement planning, with particular focus on wealth transfer and legacy structures across generations. Marksman operates as a deliberately small, referral-based practice designed to maintain client relationships and independence rather than pursue growth through acquisition or private equity partnerships.

San Antonio, Texas

Merit Financial Advisors is an investment advisory firm in San Antonio, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Wela Financial Advisory is an SEC-registered investment advisor based in San Antonio, Texas, offering financial planning and investment management services with a focus on retirement planning. The firm is led by managing partners Anders Storvik and Esmond Pabilona, both CFP and Series 65 license holders, alongside a team that includes financial planners and client service specialists. The advisory provides personalized financial planning through an in-person or virtual consultation process, with client retention and satisfaction metrics tracked annually.

San Antonio, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in San Antonio, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Antonio, Texas

LBS Business Solutions LLC is an investment advisory firm in San Antonio, Texas. Services include Estate Planning, Financial Planning, and Tax Planning. Service options include onsite meetings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.1-star rating from 59 Google reviews.

San Antonio, Texas

Freedom Wealth, based in San Antonio and led by wealth advisor Rene P Soliz III, serves families, retirees, professionals, veterans, and business owners with financial planning and wealth management services. The firm offers personalized strategies covering retirement planning, investment management, business succession planning, and tax strategies, and emphasizes transparent fee structures and direct client relationships. With a 4.8-star rating from 19 Google reviews, the firm operates as a full-service advisory practice providing holistic financial guidance.

Snyder, Texas

Merit Financial Advisors is an investment advisory firm in Snyder, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Snyder, Texas

Talent Financial Services Raymond James is an investment advisory firm in Snyder, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sonora, Texas

Chambers Financial Consulting, based in Sonora, Texas, provides financial planning and investment management services. The firm works with clients to develop customized financial strategies by examining their financial history and objectives, with particular focus on retirement and estate planning. The firm emphasizes a long-term investing approach and individualized client attention.

Southlake, Texas

KPC Financial Solutions, based in Southlake, Texas, offers estate planning, financial planning, insurance analysis, and investment management services. The firm develops customized retirement strategies using its proprietary Retirement Blueprint approach, which addresses tax planning and income generation. Co-founder Karin Christ holds a CPA credential and previously worked at Deloitte & Touche in finance and accounting roles; she and co-founder Kevin Christ are authors of a retirement planning guide. The firm conducts educational seminars and webinars on retirement income, tax planning, and wealth management topics.

Southlake, Texas

Victory Financial Group is an independent registered investment adviser (RIA) based in Southlake, Texas that operates as a fiduciary platform serving financial advisors rather than individual clients directly. Founded in May 2023, the firm operates on an advisor-owned structure with open architecture, allowing participating advisors to retain full business ownership, access unrestricted investment and insurance products, and share in platform economics through profit distributions. The platform handles compliance, technology integration, and administrative functions to enable advisors to focus on client service. As of March 2026, Victory Financial Group managed over $1.5 billion in assets under management across 45+ advisors nationally.

Southlake, Texas

Independent RIA

ReDefined Wealth Advisors is an independent, registered investment advisor in Southlake, Texas that provides financial planning, retirement planning, and portfolio management services. The firm operates on a fiduciary basis and charges fees based on assets under management (AUM) or consulting fees, with no stated minimum investment requirement. Services include comprehensive financial assessment, personalized investment strategy design, ongoing portfolio monitoring, tax-efficient investment approaches, and regular performance reporting through a secure client portal.

Southlake, Texas

Wealth Enhancement Group is an investment advisory firm in Southlake, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Southlake, Texas

Merit Financial Advisors is an investment advisory firm in Southlake, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Southlake, Texas

Virtus Wealth Management is a fiduciary-based financial advisory firm in Southlake, Texas, serving the Dallas-Fort Worth area. The firm provides estate planning, financial planning, insurance analysis, retirement planning, and tax planning services alongside investment management and wealth management. Operating as an independent advisory practice, Virtus works with clients across various life stages to develop long-term strategies that address comprehensive financial needs, including risk management and asset management.

Southlake, Texas

Structured Financial Services is an independent financial advisory firm based in Southlake, Texas that provides financial planning and estate planning services. The firm operates as a fiduciary and emphasizes transparency in fee structures and client relationships, explicitly positioning itself against upfront fees and hidden backend compensation. The firm works with clients across various life stages—from early-career debt management to retirement and legacy planning—using a structured planning process designed to be understandable and actionable.

Southlake, Texas

Soltis Investment Advisors is a fee-only wealth management and retirement planning firm located in Southlake, Texas. The firm works with individuals and companies to develop financial plans aligned with personal values, offering services including retirement planning, cash flow analysis, tax planning coordination, risk management, education funding, stock option analysis, charitable planning, and estate planning consultation. The firm employs a proprietary investment management process that includes personalized investment policy statements, asset allocation recommendations, portfolio implementation, and ongoing monitoring. Soltis also provides tax planning assistance in collaboration with clients' accountants and other financial professionals.

Southlake, Texas

Puzzle Wealth Solutions, LLC® is an investment advisory firm in Southlake, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Southlake, Texas

Kingdom Architects is a strategic advisory firm based in Southlake, Texas that provides business advisory and transaction services to companies across multiple industries including technology, healthcare, manufacturing, and financial services, as well as churches and nonprofit organizations. The firm serves lower-middle and middle-market clients and specializes in mergers and acquisitions, business restructuring, executive counsel, and advisory board services. Their fee model combines monthly retainers with performance-based compensation tied to company value, and they work collaboratively with client leadership teams throughout the advisory process.

Southlake, Texas

Carson Wealth is an investment advisory firm in Southlake, Texas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 21 Google reviews.

Southlake, Texas

Bering Financial, based in Southlake, Texas, was founded in 1986 by Patrick Smith and focuses on tax-efficient retirement planning for high-income pre-retirees and business owners. The firm provides financial planning, tax reduction strategies, Roth conversion analysis, and legacy planning through a structured approach that includes comprehensive analysis, strategizing, clarification, and ongoing implementation. Services cover retirement income planning, Social Security timing, risk management, and wealth transfer coordination, with particular emphasis on identifying tax risks in retirement accounts and evaluating long-term conversion opportunities.

Spring, Texas

Stenger Family Office is a fiduciary-regulated financial advisor in Spring, Texas, operating as a multi-family office with a team that includes financial planners, CPAs, and estate planning professionals. The firm offers financial planning, investment management, tax strategy and preparation, and estate planning services, coordinating across these areas for clients. Its investment approach is goals-based, using stock and ETF portfolios, while tax services cover individual, business, estate, gift, and partnership returns. The firm does not charge separately for comprehensive financial planning for clients with starter accounts.

Spring, Texas

Magnolia Wealth provides retirement planning and tax planning services to clients aged 50 and older with at least $500,000 in retirement savings, serving the Houston region and beyond. Operating as a fiduciary, the firm takes a holistic approach to wealth management that includes investment management alongside its core retirement and tax planning offerings. The firm specializes in Social Security strategy and tax-efficient retirement income planning for pre-retirees and retirees.

Sugar Land, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sugar Land, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Sugar Land, Texas

Harwoo Consulting is an investment advisory firm in Sugar Land, Texas. Services include Estate Planning. The office is open daily.

Sugar Land, Texas

The Noble Group is a financial planning firm in Sugar Land, Texas that provides wealth management services to families and individuals. The firm employs a structured four-step planning process that begins with understanding clients' financial goals and circumstances across eight key areas—including employment, real estate, investments, insurance, and estate planning—before creating and implementing a personalized financial plan. The team focuses on asset preservation, tax planning, cash flow management, education debt, and business valuation, with ongoing monitoring and plan adjustments to reflect changes in clients' situations. The firm has access to trust services through LPL Financial affiliates.

Sugar Land, Texas

Independent RIA

Kings Path Wealth Advisors is an independent, fee-only registered investment advisor based in Sugar Land, Texas, serving families, businesses, and foundations with financial planning and fiduciary investment management. The firm offers services including retirement planning, estate design, tax-efficient strategies, business transition guidance, and portfolio management, with a stated approach centered on aligning wealth decisions with client values and long-term objectives. The firm manages approximately $1.6 billion in assets for over 150 client families and organizations.

Sugar Land, Texas

Sweetwater Financial Advisors, LLC, based in Sugar Land, Texas, offers financial planning and investment management services to individuals and families, with particular focus on retirement planning. The firm employs a diversified investment approach and serves professionals, executives, and families through personalized planning. D. Bryan Teel, a CFP® since 2004 with over 20 years of planning experience, and Mark Snelling, an investment advisor with 30+ years in the field, founded the firm in 2001 and oversee a team that has managed client portfolios exceeding $200 million.

Texas City, Texas

Lifestyle Financial Advisors is an investment advisory firm in Texas City, Texas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

The Woodlands, Texas

Allied Wealth offers financial planning and investment management services to clients in The Woodlands, Texas, with a focus on retirement readiness, income strategy, tax planning, estate planning, and wealth protection. The firm works through a collaborative discovery process that emphasizes understanding clients' goals and values before developing integrated strategies. The team coordinates across multiple financial disciplines to address tax efficiency, risk management, and legacy planning alongside portfolio management. Allied Wealth is supported by positive client feedback (4.9 stars across 89 Google reviews) and engages in community giving, including fundraising for veteran support organizations.

The Woodlands, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in The Woodlands, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

The Woodlands, Texas

Future Financial Solutions, based in The Woodlands, Texas, offers retirement planning and insurance analysis services with an emphasis on capital preservation strategies. The firm guides clients through retirement income planning using products such as annuities and life insurance designed to limit market exposure, and addresses core planning considerations including healthcare costs, inflation, and longevity risk through educational seminars and one-on-one consultations.

Troup, Texas

Bates Wealth Strategies, based in Troup, Texas, offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, which is SEC-registered. The firm, led by Heather Bates, serves small business clients and partners with a network of professionals including New York Life Insurance Company and Ash Brokerage to address insurance and investment needs.

Tyler, Texas

Gibson Wealth Advisors is a fee-only, independent registered investment adviser in Tyler, Texas, specializing in comprehensive financial planning and retirement strategies. The firm coordinates tax, estate, investment, and insurance decisions for clients and operates as a fiduciary. They offer two service models: financial planning consultation where clients implement recommendations independently, or full-service management where the firm implements and oversees the plan. The firm is a member of Ed Slott's Master Elite IRA Advisor Group and provides complimentary financial coaching to clients' adult children and grandchildren until age 25 or marriage.

Tyler, Texas

Michael Evans, CFP and CSA, operates Legacy Group as an independent registered investment advisor and fiduciary serving near-retirees and retired clients in Tyler, Texas. The firm provides wealth management, retirement planning, tax strategy, estate planning, and investor coaching based on principles of market efficiency rather than stock-picking or market timing. Evans has been in financial planning since 1979 and holds 5-Star Certified status from the Paladin Registry, operating on a fee-based model with no commissions or hidden fees.

Tyler, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tyler, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tyler, Texas

Rodger Johnson, Partner - Johnson Financial Group LLC is an investment advisory firm in Tyler, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tyler, Texas

Insurance-Based

Jacob Hopson, Financial Advisor - Freedom Financial Group is an insurance-based firm in Tyler, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tyler, Texas

WorthPointe Wealth Management is an investment advisory firm in Tyler, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Tyler, Texas

M.S. Wealth Management, based in Tyler, Texas, is led by founder Max Stewart, a CRPC® and AWMA® credential holder with Series 65 registration. The firm provides estate planning, financial planning, and investment management services, emphasizing retirement income planning, tax-efficient strategies, and risk management for individuals and families. The firm uses a proprietary Value at Risk algorithm to assess clients' risk tolerance and align portfolios accordingly, focusing on long-term security and disciplined portfolio construction.

Tyler, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Tyler, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Tyler, Texas

Tiffany Kirgan, Partner - Johnson Financial Group LLC is an investment advisory firm in Tyler, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tyler, Texas

Insurance-Based

Roseann Estrada, Financial Advisor - Eagle Strategies is an insurance-based firm in Tyler, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tyler, Texas

Parkway Wealth Management Group is an independent wealth management and investment management firm based in Tyler, Texas, operated by a collaborative team with over a century of combined industry experience. The firm provides personalized financial planning and advisory services to clients and their families, with a lead advisor supported by the full team's resources and expertise.

Tyler, Texas

7 Waters Financial Advisors is an investment advisory firm in Tyler, Texas. Services include Financial Planning and Retirement Planning. Its advisors hold CFA credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Tyler, Texas

Taylor King White, Founder - Freedom Financial Group is an investment advisory firm in Tyler, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Victoria, Texas

Independent RIA

Coastline Advisory Group is an independent registered investment adviser and fiduciary located in Victoria, Texas. The firm offers customized investment portfolio management and financial planning services—including college planning, retirement planning, and estate planning—based on individual client circumstances. The team comprises five advisors (John, Aaron, Pam, Christy, and Eric) and operates through Wells Fargo Advisors Financial Network while maintaining a locally focused service model.

Victoria, Texas

Raymond James & Associates is an investment advisory firm in Victoria, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Victoria, Texas

Horton Wealth Management of Conservant Financial, based in Victoria, Texas, offers investment management, wealth management, liability management, and investment planning services. The firm is led by Cody Horton, who holds the Accredited Asset Management Specialist (AAMS) credential and previously served on Wells Fargo Advisors' Platinum Council before establishing this independent practice in 2023. The team conducts ongoing reviews of client financial positions and coordinates planning across investment, risk management, and estate planning strategies.

Victoria, Texas

Fee-Only

Keller Wealth Advisors is an investment advisory firm in Victoria, Texas. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP credentials. Compensation is on a fee-only basis. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Waco, Texas

Wolfe Wealth Management is an investment advisory firm in Waco, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Waco, Texas

Independent RIA

ClearVista Financial is an independent registered investment advisor in Waco, Texas, offering financial planning services grounded in biblical financial principles. The firm's team includes advisors with credentials such as Chartered Life Underwriter and Chartered Financial Consultant, and provides planning services encompassing retirement income, legacy planning, insurance evaluation, tax strategies, and gifting strategies tailored to individual client circumstances. ClearVista operates from a Waco office and maintains an additional office in Temple.

Weatherford, Texas

Forthright Financial Services in Weatherford, Texas is led by Travis McCullough, a Certified Financial Planner (CFP®) with over 10 years of accounting and finance experience. The firm provides financial planning services tailored to business owners and contractors, including business financial management, personal planning, estate planning, retirement planning, investment management, tax planning, and debt strategies. The practice emphasizes working with clients on both business and personal financial matters simultaneously and offers a consultation-based approach to developing customized financial plans.

Webster, Texas

Velonix Wealth - Raymond James is an investment advisory firm in Webster, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Wichita Falls, Texas

Personal Money Planning is an SEC-registered investment advisor in Wichita Falls, Texas, offering financial planning and investment management to individuals, families, and businesses. The firm provides portfolio management based on client-specific goals and asset allocation strategies, as well as hourly financial advice on topics ranging from retirement accounts and education savings to insurance and estate planning. Services span a broad range of investment vehicles and planning areas including 401(k)s, IRAs, 529 plans, annuities, and insurance products.

Wichita Falls, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wichita Falls, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Woodway, Texas

Credent Wealth Management - Waco, TX is an investment advisory firm in Woodway, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Woodway, Texas

Advanced Financial Strategies is an investment advisory firm in Woodway, Texas. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Wylie, Texas

Blair Financial Advisors, based in Wylie, Texas, offers financial planning and investment management services with a focus on retirement planning. The firm follows a three-step process—assessing client financial documents and risk tolerance, developing customized strategies aligned with investor profiles, and implementing ongoing adjustments to maintain alignment with objectives. The team includes industry professionals with combined decades of experience serving clients across various investor types, from early investors to established wealth-builders.