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


Brian O. Butler

Wealth Standard Financial

4101 Greenbriar Dr
Suite 236

Houston, TX 77098


Connect with Brian

Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092


Connect with Chris

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380


Connect with Jeff

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034


Connect with Kenneth

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088


Connect with Rick

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630


Connect with Spencer

Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901


Connect with Tim

Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093


Connect with Andy

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046


Connect with Matthew

Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701


Connect with Ransom

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244


Connect with Zach

Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027


Connect with Alex

Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034


Connect with Brian

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613


Connect with Craig

Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001


Connect with Evan

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.

McKinney, TX 75070


Connect with Jeffrey

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225


Connect with John

Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703


Connect with Kay

Manny Gonzalez

Southwestern Investment Advisory Services, Inc.

14855 Blanco Road, Suite 203

San Antonio, TX 78216


Connect with Manny

Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380


Connect with Mark

Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424


Connect with Matthew

Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247


Connect with Scott

Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027


Connect with Shane

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746


Connect with Jerry

Taylor Kovar

Kovar Wealth Management

2000 Tulane Drive

Lufkin, TX 75901


Connect with Taylor

Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478


Connect with Chance

Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240


Connect with Patrick



2801 Network Blvd.
Suite 503

Frisco, TX 75034


Connect with Merit

. .

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093


Connect with .

Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206


Connect with Dash

Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201


Connect with Personal

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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Interview top quality financial planners who meet your requirements