For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Bold Financial Group (505) 228-0930
18756 Stone Oak Pkwy Ste 200 San Antonio, TX 78258-4354 View on Map (210) 998-5787
Compensation Method: Fee Only Minimum Investable Assets: $50,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Government and Military, Investment Management, Investment Planning
Edward Jones (281) 428-0800
407 W Baker Rd Ste F Baytown, TX 77521-2381 View on Map
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Retirement Planning
Chase Investment Services Corp. (281) 269-7314
2430 Highway 6 Sugar Land, TX 77478-4112 View on Map (281) 269-7314
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Comprehensive Financial Planning
The Advanced Financial Group (936) 634-2848
1101 S Chestnut St Lufkin, TX 75901-4813 View on Map (936) 634-3378
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
Specialties: Investment Management
Morgan Stanley Wealth Management (956) 683-9158
7000 N 10th St # C2 McAllen, TX 78504-2265 View on Map (956) 683-9158
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Edward JonesEdward Jones (361) 661-1830
1629 E Main St Ste A Alice, TX 78332-4045 View on Map (361) 661-1830
Newman Asset Management, LLC (281) 844-3615
3200 Southwest Freeway Suite 1420 Houston, TX 77027-7595 View on Map (281) 844-3615
Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
RBC Wealth Management (713) 853-0859
1001 Fannin St First City Tower Suite 1200 Houston, TX 77002-6706 View on Map (713) 853-0859
Specialties: Asset Allocation, Education Planning, General Financial Planning, Investment Management, Retirement Planning
The Terrill Group, LLC | Wealth Management (469) 916-0004
750 N Saint Paul St Ste 1100 Dallas, TX 75201-3237 View on Map (469) 916-0004
Compensation Method: Commission and Fee Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management
Raymond James Financial Servic (936) 558-8463
P.O. Box 632747 3556 NE Stallings Dr. Suite 101 Nacogdoches, TX 75963-2747 View on Map (936) 568-0171
Specialties: Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Long-Term Care
Raymond James Financial Servic (409) 296-2829
PO Box 1827 Winnie, TX 77665-1827 View on Map (409) 296-2829
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: General Financial Planning
Merrill Lynch (214) 750-2099
5910 N Central Expy Ste 2000 Dallas, TX 75206-5152 View on Map (214) 750-2099
Compensation Method: Commission and Fee Minimum Investable Assets: $2,000,000 Languages: English
Specialties: Asset Allocation, Education Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Mortgages
The Trust Company (210) 581-0433
755 E Mulberry Ave Ste 400 San Antonio, TX 78212-3135 View on Map (210) 581-0433
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Spectrum Financial Group (972) 455-4378
5080 Spectrum Dr Ste 902W Addison, TX 75001-4649 View on Map (972) 455-4378
Specialties: Comprehensive Financial Planning, Insurance Planning, Wealth Management
Longshore Financial Group (281) 858-1330
908 Town and Country Blvd Ste 120 Houston, TX 77024-2208 View on Map (281) 858-1330
Compensation Method: Commission and Fee Minimum Investable Assets: $0 Languages: English
Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Healthcare Planning, Insurance Planning, Investment Management, Investment Planning
Trovena, LLC (800) 620-4232
6836 Bee Cave Rd Ste 210 Austin, TX 78746-5059 View on Map (800) 620-4232
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Specialties: Wealth Management
Keener Financial Planning (817) 993-0401 x1005
200 N Rufe Snow Dr Ste 108 Keller, TX 76248-4238 View on Map (817) 993-0401
Compensation Method: Fee Only Minimum Investable Assets: $0 Languages: English
Specialties: Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Edward Jones (254) 799-1206
901 N Loop 340 Waco, TX 76705-7507 View on Map (254) 799-1206
Specialties: General Financial Planning, Retirement Income Management
Horizon Advisors, LLC (713) 748-7000 x3201
2603 Augusta Dr Ste 1400 Houston, TX 77057-5678 View on Map (713) 748-7000
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Life Transitions, Retirement Planning, Wealth Management
Strategic Financial Management (972) 960-6460
2500 Dallas Pkwy Spc 214 Plano, TX 75093-4877 View on Map (972) 960-6460
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English