Find the right advisors to meet your financial planning needs in Texas

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Texas that can fulfill your requirements.

List of Qualified
Financial Planners in Texas


Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972 7559000

Connect with Bryn

Doug Gibson

SMART Group Houston

4801 Woodway Dr
Suite 305W

Houston, TX 77056

832 7317619

Connect with Doug

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832 7891100

Connect with Jeff

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512 3456789

Connect with Jerry

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469 3221210

Connect with Kenneth

R. Jeff Green

Rightway Investments, PLLC

7 Thorn Berry Place

The Woodlands, TX 77381

713 3046199

Connect with R.

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972 4126064

Connect with Rick

Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512 5882770

Connect with Spencer

Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936 2195022

Connect with Tim

David Nash

Magister Wealth

64 Spring Lake Drive

San Antonio, TX 78248

210 2514993

Connect with David

Justin Hall

Good Life Asset Strategies, LLC

1401 Jones Street
Suite 210

Fort Worth, TX 76102

817 8648560

Connect with Justin

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713 8508900

Connect with Matthew

Mauricio Sanchez

Martin Capital Advisors

1100 NE Loop 410, #300

San Antonio, TX 78209

210 5030361

Connect with Mauricio

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214 5453305

Connect with Zach

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512 9102722

Connect with Craig

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.

McKinney, TX 75070

214 5420809

Connect with Jeffrey

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214 7064300

Connect with John

Manny Gonzalez

SageSpring Wealth Partners

227 N Loop 1604 E
Suite 160

San Antonio, TX 78232

210 9077024

Connect with Manny

Scott Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210 4912319

Connect with Scott

Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469 2128072

Connect with Glen

Sovereign Wealth Advisors

Sovereign Wealth Advisors, LLC

1 Sugar Creek Center Blvd Ste 340

Sugar Land, TX 77478

281 4912800

Connect with Sovereign

Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888 2426766

Connect with Allworth

Allworth Financial

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888 2426766

Connect with Allworth

Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415 7489181

Connect with Dash

Fisher Investments

Fisher Investments

6500 International Parkway

Plano, TX 75093

800 5875512

Connect with Fisher

Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225

928 5032437

Connect with Jonathan

Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866 5511705

Connect with Retirement

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