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

advisor-photo

Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972 7559000

Connect with Bryn
advisor-photo

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832 7891100

Connect with Jeff
advisor-photo

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469 3221210

Connect with Kenneth
advisor-photo

R. Jeff Green

Rightway Investments, PLLC

7 Thorn Berry Place

The Woodlands, TX 77381

713 3046199

Connect with R.
advisor-photo

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972 4126064

Connect with Rick
advisor-photo

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630

512 5882770

Connect with Spencer
advisor-photo

Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936 2195022

Connect with Tim
advisor-photo

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713 8508900

Connect with Matthew
advisor-photo

Mauricio Sanchez

Martin Capital Advisors

1100 NE Loop 410, #300

San Antonio, TX 78209

210 5030361

Connect with Mauricio
advisor-photo

Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512 3420202

Connect with Ransom
advisor-photo

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214 5453305

Connect with Zach
advisor-photo

Brian Hart

SageSpring Wealth Partners

2601 Network Blvd., Suite 101

Frisco, TX 75034

972 9871180

Connect with Brian
advisor-photo

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512 9102722

Connect with Craig
advisor-photo

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214 5420809

Connect with Jeffrey
advisor-photo

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214 7064300

Connect with John
advisor-photo

Manny Gonzalez

SageSpring Wealth Partners

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210 9077024

Connect with Manny
advisor-photo

Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424

806 8536978

Connect with Matthew
advisor-photo

Scott Thompson, CFP®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210 4912319

Connect with Scott
advisor-photo

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512 3456789

Connect with Jerry
advisor-photo

Taylor Kovar

Kovar Wealth Management

2000 Tulane Drive

Lufkin, TX 75901

936 6471170

Connect with Taylor
advisor-photo

Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469 2128072

Connect with Glen
advisor-photo

Martin Shapiro Financial Services

Martin Shapiro Financial Services

108 Wild Basin Road South Suite 250

Austin, TX 78746

800 9564782

Connect with Martin
advisor-photo

Sovereign Wealth Advisors

Sovereign Wealth Advisors, LLC

1 Sugar Creek Center Blvd Ste 340

Sugar Land, TX 77478

281 4912800

Connect with Sovereign
advisor-photo

Allworth Financial

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888 2426766

Connect with Allworth
advisor-photo

Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888 2426766

Connect with Allworth
advisor-photo

Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415 7489181

Connect with Dash
advisor-photo

Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225

928 5032437

Connect with Jonathan
advisor-photo

Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201

650 5561310

Connect with Personal
advisor-photo

Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866 5511705

Connect with Retirement

Popular Articles

Interview top quality financial planners who meet your requirements

paladin-banner