Fiduciary advisors in Houston, TX

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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.