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Find the Best Financial Advisors in Texas

Texas is a thriving state with a dynamic financial industry. It has a population of over 29 million people and a cost of living that is below the national average. From the diverse culture to the growing tech hubs in this state, residents have many opportunities for financial growth. To make the most of their finances, it would be beneficial for individuals, families, and businesses in Texas to work with trusted financial advisors. Fortunately, WiserAdvisor evaluates professionals for their years of experience, compensation methods (Fee-only and Fee-Based), and clean records with FINRA and the SEC. By using WiserAdvisor's financial advisor and advisory firm directory, individuals in Texas can find a financial advisor who can provide tailored solutions for various financial matters, such as retirement planning, investment planning, wealth management, financial planning, estate planning, and more, to meet their financial needs.

Finding the Top Financial Advisor in Texas

Last Updated - April 08, 2024

Texas has 33 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Texas have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Texas mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Texas.

List of Qualified Financial Advisors in Texas

Financial Advisor Experience AUM Minimum Assets Fee Structure
Courtney Leffall
CFP®
LX PARKER WEALTH MANAGEMENT
300 East Davis Street,
Suite 112,
McKinney, TX 75069
15 Years Not Specified $0 Fee-Based
Doug Gibson
LUTCF®
SMART GROUP HOUSTON
4801 Woodway Dr,
Suite 305W,
Houston, TX 77056
16 Years $178,500,000 $250,000 Fee-Based
George Cattat
FOUR OAKS FINANCIAL LLC
180 State Street, Suite 225,
Southlake, TX 76092
25 Years $35,000,000 $100,000 Fee-Based
Jeff Rhame
CFP®
RHAME & GORRELL WEALTH MANAGEMENT
1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380
27 Years $496,000,000 $500,000 Fee-Only
Jerry McIlhon
Investment Advisor
BECK CAPITAL MANAGEMENT LLC
2009 South Capital of TX Hwy #200,
Austin, TX 78746
33 Years $0 $250,000 Fee-Based
Kenneth Beber
CFS, AIF®
PEAK FINANCIAL, INC.
6160 Warren Parkway,
Suite 100,
Frisco, TX 75034
24 Years Not Specified Not Specified Fee-Based
Nick Lalonde
CFP®
THIRD ACT WEALTH MANAGEMENT, LLC
8150 N Central Expy Ste 1420,
Dallas, TX 75206
9 Years $194,000,000 $1,000,000 Fee-Based
Rick Lucas
NESTEGG WEALTH ADVISORS
3521 Main St Ste.,
Ste 101,
Rowlett, TX 75088
20 Years $26,000,000 $100,000 Fee-Based
Spencer Corzine
CFP®
AVH INVEST
500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park, TX 78630
25 Years $180,000,000 $100,000 Fee-Based
Tim W. Geisbauer
CFP®
GEISBAUER WEALTH MANAGEMENT
212 S. Timberland Drive,
Suite L,
Lufkin, TX 75901
17 Years Not Specified $25,000 Fee-Based
David Nash
CFP®, CFA®
MAGISTER WEALTH
64 Spring Lake Drive,
San Antonio, TX 78248
12 Years $9,600,000 $300,000 Fee-Only
Matthew Goff
76784
THE GOFF FINANCIAL GROUP
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 Years $382,205,981 $500,000 Fee-Only
Neil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP
KRISHNA WEALTH PLANNING LLC
5900 S Lake Forest Dr Suite 300,
McKinney, TX 75070
12 Years $17,000,000 $100,000 Fee-Only
Zach Allen
DISCIPLINED ADVISORS GROUP
17177 Preston Road,
Suite 360,
Dallas, TX 75248
60 Years $5,000,000,000 $10,000,000 Fee-Based
Alex Shurin
CFP®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1885 St. James Place,
Suite 1340,
Houston, TX 77027
20 Years Not Specified Not Specified Not Specified
Chance Vogel
CRPS®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
1600 Highway 6,
Suite 450,
Sugar Land, TX 77478
28 Years Not Specified Not Specified Fee-Based
Craig Larson
Chartered Life Underwriter (CLU®), CLU®
LARSON FINANCIAL ADVISORS
13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park, TX 78613
32 Years $0 $250,000 Fee-Only
Jeffrey M. Garton
JMG WEALTH MANAGEMENT
6401 Eldorado Pkwy.,
#226,
McKinney, TX 75070
25 Years $25,000,000 $250,000 Fee-Based
John Kvale
CFP®, CFA®
J.K. FINANCIAL, INC.
8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225
29 Years $100,000,000 $1,000,000 Fee-Only
Kay Russell
AAMS®
EDELMAN FINANCIAL ENGINES, LLC
1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703
16 Years Not Specified Not Specified Fee-Based
Scott Thompson
CFP®
CLIPPER WEALTH MANAGEMENT, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247
18 Years Not Specified $250,000 Fee-Based
Glen Smith
CFP®, CRPC®
GDS WEALTH MANAGEMENT
2910 Lakeside Village Blvd,
Flower Mound, TX 75022
17 Years Not Specified $1,000,000 Fee-Only
Sovereign Wealth Advisors, LLC
AIF®
1 Sugar Creek Center Blvd Ste 340,
Sugar Land, TX 77478
37 Years Not Specified $250,000 Fee-Based
Quotient Wealth Partners
CPA, CFP®, CFA®
222 W Las Colinas Blvd,
Irving, TX 75039
Not Disclosed $3,000,000,000 $500,000 Fee-Based
Allworth Financial
15725 Dallas Parkway, Suite 220,
Addison, TX 75001
1800 West Loop South, Suite 1980,
Houston, TX 77027
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Dash Investments
4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206
15 Years $370,000,000 Not Specified Fee-Only
Fisher Investments
6500 International Parkway,
Plano, TX 75093
Not Disclosed $192,000,000,000 $500,000 Fee-Only
Quotient Wealth Partners
CPA, CFP®, CFA®
2806 W Bitters Rd.,
Suite 111,
San Antonio, TX 78248
1980 Post Oak Blvd.,
Houston, TX 77056
Not Disclosed $3,000,000,000 $500,000 Fee-Based
Retirement Planners of America
2820 Dallas Parkway,
Plano, TX 75093
Not Disclosed $0 $100,000 Fee-Based
U.S. Capital Wealth Advisors, LLC
CFP®
300 West 6th St, Suite 1900,
Austin, TX 78701
Not Disclosed $5,918,424,543 $250,000 Fee-Only
Centric Wealth
12549 Louetta Road,
Cypress, TX 77429
Not Disclosed $185,000,000 $250,000 Not Specified

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Information on Qualified Financial Advisors in Texas

Qualifications CRD# 5211412
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 300 East Davis Street,
Suite 112,
McKinney,
TX
75069
Phone Number 972-363-4626

Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO. As a CFP® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times. I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar. On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.' I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-). If you made it this far you should go ahead and schedule a complimentary consultation.

About LX Parker Wealth Management

LX Parker Wealth Management

In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management. We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66

Compensation/Fee Fee-Based


Office Location 4801 Woodway Dr,
Suite 305W,
Houston,
TX
77056
Phone Number 832-731-7619

Doug Gibson has helped countless individuals and business owners navigate the many challenges investors face daily. His philosophy is simple, have a plan, and play it S.A.F.E. The S.A.F.E investment philosophy is simple, the market is unpredictable but by having a disciplined approach and focusing on the factors we CAN control, we can significantly improve the ability for clients to achieve their goals. Those factors are Strategy, Allocation, Fees, and Expenses. Adhering to this philosophy along with a tax centric, comprehensive financial plan, his clients have total transparency, and a vital understanding of their financial objectives. By putting the needs of his clients first and using the S.A.F.E investing philosophy he pioneered, his clients not only understand the implications of financial decisions but can make the ones that will have a positive impact on their financial future.

About SMART Group Houston

SMART Group Houston

SMART Group Houston is not your ordinary Financial Services firm. Most firms are transactional, focusing strictly on the accumulation of assets using arbitrary risk/reward criteria to select financial products. In our experience taking on additional risk will not necessarily yield greater returns. We approach our clients finances from a broader perspective. We focus not just on accumulating wealth but protecting it as well. We focus not just on your immediate needs, but how each piece fits in within your entire financial strategy. Our approach enables us to identify opportunities that other firms may, and usually do, overlook. We look for ways to make your money work harder for you in ways that you might never have imagined. We have found that many common investment strategies seriously underestimate the challenges facing you as you transition into other phases of your financial journey. Ultimately, we strive to give each client the opportunity to spend less time worrying about their portfolio and wondering whether your money will be enough to give you the financial freedom you expect. We do this, not through unrealistically optimistic and risky investments, but through a comprehensive strategy that outlines the ideal path to your financial success. In our view, taxes remain one of the biggest risks to wealth creation and accumulation. Every dollar is taxed in 4 ways, when you EARN it, when you GROW it, when you SPEND it, and when you PASS AWAY. At SMART Group, we won't file last years tax returns, but we will do your FUTURE tax returns by providing you with custom strategies designed to help you save taxes in each of the 4 phases of taxation. Our team of licensed CFP's and CPA's will help guide you throughout each step of your financial journey.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 180 State Street, Suite 225,
Southlake,
TX
76092
Phone Number 727-272-7249

As an Investment Strategist, over the past 20 years George serves as his client's personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent. Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.

About Four Oaks Financial LLC

Four Oaks Financial LLC

When collaborating with my office, you'll discover that our approach strives to strike a harmonious balance between your immediate income needs and your long-term wealth-building aspirations. We take into careful consideration your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations. Upon thorough examination of your objectives and a comprehensive understanding of your current financial landscape, I collaborate with you to formulate actionable recommendations, solutions, and strategies. Once a plan is established, we commence the implementation of these actions and strategies. I continually monitor the performance, risk profile, investment style, and management of your investments and strategies. Regular communication is essential, and I ensure ongoing discussions to assess results, address any concerns, and provide answers to your questions, offering you peace of mind throughout our journey together.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2516452
Firm CRD# 283027

Compensation/Fee Fee-Only, Based on Assets


Office Location 1330 lake robbins dr,
suite 360,
The Woodlands,
TX
77380
Phone Number 832-789-1100

Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.

About Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management

At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning. Because of our dedication to getting to know our clients better, we're able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 2009 South Capital of TX Hwy #200,
Austin,
TX
78746
Phone Number 512-345-6789

Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs. At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees. There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

About Beck Capital Management LLC

Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.

Advisory Services Provided:

Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


Qualifications CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 6160 Warren Parkway,
Suite 100,
Frisco,
TX
75034
Phone Number 469-322-1210

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Peak Financial, Inc.

Peak Financial, Inc.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6355155
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 8150 N Central Expy Ste 1420,
Dallas,
TX
75206
Phone Number 214-764-2095

Nick found his passion for wealth management at a young age, growing up, his household looked like quite the Brady Bunch...joy and peace permeated throughout the home and, as one of six children, he was always amazed at his parent's ability to provide in abundance. His fondest childhood memories came from the times spent around the dinner table laughing and sharing stories of their day. But that once happy and harmonious life was plagued by the unexpected...his stepfather suffered from health issues that would keep him out of work for nearly a year. This issue, coupled with economic difficulties in the family business, forced his mother to increase her hours at work to keep the family afloat. Despite her efforts, the household of eight couldn't survive on one income and as a result, the picturesque family was no more. His parents would make the difficult decision to divorce. Like Nick's family, many Americans find themselves navigating unexpected challenges and hardships without a plan. Nick believes that every family deserves financial peace. Nick believes every family deserves to have financial peace. Nick founded Third Act Wealth Management in 2023 after working with two of the largest firms in the country. He firmly believes that the path to getting what you want in life lies in helping others get what they want. He consistently finished in the top 1% for growth with his prior firm (2018-2022) as a byproduct of serving his clients well.

About Third Act Wealth Management, LLC

Third Act Wealth Management, LLC

Third Act Wealth Management was founded by Nick Lalonde in Dallas, TX, in 2023. While working for more than a decade with business owners and their families, Nick noticed the financial services market was not meeting some of his clients real needs. People have many assets beyond financial success life satisfaction, personal growth, education, business acumen, and so much more. We believe retirement should be the pinnacle of enjoyment, ongoing growth, and success. Our proprietary approach considers our clients many assets to plot their best path forward.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4535940
Firm CRD# 284016
Series 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 3521 Main St Ste.,
Ste 101,
Rowlett,
TX
75088
Phone Number 972-412-6064

Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being a Registered Investment Advisor, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing. Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, as well as strategies that can help reduce the impacts of income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA's and Attorneys. Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as 'The best source of IRA advice.')

About Nestegg Wealth Advisors

Nestegg Wealth Advisors

Here at Nestegg Wealth Advisors, we have access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX
78630
Phone Number 512-588-2770

As a financial professional with over 23 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach. Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.

About AVH Invest

AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4799605
Firm CRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 212 S. Timberland Drive,
Suite L,
Lufkin,
TX
75901
Phone Number 936-219-5022

Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship.
Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.
Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.

About Geisbauer Wealth Management

Geisbauer Wealth Management

Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you: Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns. Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing. Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5882986
Firm CRD# 170829
Series 65

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 64 Spring Lake Drive,
San Antonio,
TX
78248
Phone Number 210-251-4993

David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges. David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.

About Magister Wealth

Magister Wealth

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2390431
Firm CRD# 114796

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 11 Greenway Plaza, Suite 1425,
Houston,
TX
77046
Phone Number 713-850-8900

Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

About The Goff Financial Group

The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals


Qualifications CRD# 5983812
Firm CRD# 304613
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 5900 S Lake Forest Dr Suite 300,
McKinney,
TX
75070
Phone Number 214-901-7526

At Krishna Wealth Planning, I work mostly with technology and medical professionals, many of whom are nearing retirement and want to know if they can be financially independent. As a former tech professional, I bring a unique process-based approach to managing the complexity of their lives. I opened Krishna Wealth Planning in 2019 to help my clients achieve a delicate balance between living an abundant life now and building a secure foundation for the future. My clients receive a custom-designed investment portfolio based on empirical research and sound principles. I also ensure their investments are carefully integrated into their financial and retirement income plans. Additionally, I write practical pieces on my firm's blog and seek to educate the broader public through writing and media interactions. I hold several professional designations, including being a CERTIFIED FINANCIAL PLANNER professional since 2014, and a Retirement Income Certified Professional (RICP) since 2016. I am also an IRS Enrolled Agent (EA), which enables me to provide in-depth tax planning as a part of your plan. I earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note, I live in McKinney, Texas (North Dallas area) with my wife of almost twenty years, Pavi. I enjoy spending time with my daughter Veda, who is 13 years old, and my two-year-old German Shepherd, Mocha. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.

About Krishna Wealth Planning LLC

Krishna Wealth Planning LLC

Krishna Wealth Planning LLC is an investment advisor firm located in McKinney, Texas. We serve clients both in the Dallas area and virtually across the country. Our primary aim is to help our clients live their best possible lives in the present while securing a better future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5059261
Firm CRD# 105644
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 17177 Preston Road,
Suite 360,
Dallas,
TX
75248
Phone Number 214-545-3305

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisors Group

Disciplined Advisors Group

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.


Qualifications CRD# 4425226
Firm CRD# 104510
Series 66


Office Location 1885 St. James Place,
Suite 1340,
Houston,
TX
77027
Phone Number 713-338-3011

I became a financial planner in 2006. My favorite part is helping my clients achieve financial security and peace of mind, whether they're saving for a house, child's education or retirement. I speak fluent Russian, love all things technology and in my spare time enjoy running, swimming, biking and martial arts.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 2800255
Firm CRD# 104510
Series 65, 66

Compensation/Fee Fee-Based


Office Location 1600 Highway 6,
Suite 450,
Sugar Land,
TX
77478
Phone Number 281-207-2124

I began my financial services career in 1996. I have always focused on educating my clients about the complexities of retirement planning. I specialize in assisting my clients to define their needs and developing a long-term investment strategy to help them achieve their goals.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 2026803
Firm CRD# 158618
Series 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX
78613
Phone Number 512-910-2722

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU®) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65

Compensation/Fee Fee-Based


Office Location 6401 Eldorado Pkwy.,
#226,
McKinney,
TX
75070
Phone Number 214-542-0809

Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (16) and Addison (14). I enjoy coaching my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2047457
Firm CRD# 114929

Compensation/Fee Fee-Only


Office Location 8222 Douglas Avenue,
Suite 590,
Dallas,
TX
75225
Phone Number 214-706-4300

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals


Qualifications CRD# 5606019
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1111 West 6th Street,
Building B, Suite 310,
Austin,
TX
78703
Phone Number 512-685-2453

I am passionate about helping to improve the lives of individuals and their loved ones through financial services. Everyday, I look forward to making a meaningful difference one person at a time. It has been a privilege to earn the trust of my clients and I look forward to continuing to serve new clients.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 16170 Jones Maltsberger Rd. #102,
San Antonio,
TX
78247
Phone Number 210-491-2319

Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique&so are their plans.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4801922
Firm CRD# 315934
Series 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 2910 Lakeside Village Blvd,
Flower Mound,
TX
75022
Phone Number 469-212-8072

About GDS Wealth Management

GDS Wealth Management

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1 Sugar Creek Center Blvd Ste 340,
Sugar Land,
TX
77478
Phone Number 281-491-2800

About Sovereign Wealth Advisors, LLC

Sovereign Wealth Advisors, LLC

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4080699
Firm CRD# 326819

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 222 W Las Colinas Blvd,
Irving,
TX
75039
Phone Number 303-588-0457

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 15725 Dallas Parkway, Suite 220,
Addison,
TX
75001
Phone Number 888-242-6766

Office Location 1800 West Loop South, Suite 1980,
Houston,TX 77027
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 135281
Series 63, 65

Compensation/Fee Fee-Only


Office Location 4849 Greenville Avenue,
Ste 100,
Dallas,
TX
75206
Phone Number 415-748-9181

About Dash Investments

Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206. Read articles by Jonathan Dash

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts


Qualifications Firm CRD# 107342

Compensation/Fee Fee-Only, Based on Assets


Office Location 6500 International Parkway,
Plano,
TX
75093
Phone Number 800-587-5512

About Fisher Investments

Fisher Investments

Fisher Investments is an independent, fee-only investment adviser. As of 3/31/2023, Fisher Investments manages over $192 billion in assets globally for private investors, institutional investors, and US small to mid-sized business retirement plans. For more information on Fisher Investments, please visit www.fisherinvestments.com.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 326819

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 2806 W Bitters Rd.,
Suite 111,
San Antonio,
TX
78248
Phone Number 210-817-1590

Office Location 1980 Post Oak Blvd.,
Suite 1500,
Houston,TX 77056
Phone Number 346-235-1330

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 157222

Compensation/Fee Fee-Based, Based on Assets


Office Location 2820 Dallas Parkway,
Plano,
TX
75093
Phone Number 866-551-1705

About Retirement Planners of America

Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $3.58 billion for over 6,635 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2023)

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 288199
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 300 West 6th St, Suite 1900,
Austin,
TX
78701
Phone Number 512-342-0202

About U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients. U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions. Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 282477


Office Location 12549 Louetta Road,
Cypress,
TX
77429
Phone Number 281-819-2252

About Centric Wealth

Centric Wealth

Centric Wealth is a fully independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make your financial journey simple and straightforward providing consistent, anchored support every step of the way. Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals. Financial empowerment means taking charge of tomorrow today. Our experienced advisors are passionate about helping people from all walks of life discover their Best Life. That means helping you define what living your Best Life looks like, putting a strategy in place to get there, then helping you maintain your new lifestyle.


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Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One, Austin, TX 78746
1096 818 $652,741,971,627
A Percentage of AUM, Performance Based
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050, Plano, TX 75093-8222
3349 269289 $192,398,103,714
A Percentage of AUM, Performance Based
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy, San Antonio, TX 78256
510 3419 $140,836,403,633
A Percentage of AUM, Fixed Fees, Performance Based
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300, Fort Worth, TX 76102
906 147 $134,002,200,000
A Percentage of AUM, Other (CARRIED INTEREST)
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300, Fort Worth, TX 76102
353 95 $104,977,500,000
A Percentage of AUM, Other (CARRIED INTEREST)
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900, Dallas, TX 75201
296 765 $104,690,106,431
A Percentage of AUM, Fixed Fees, Performance Based
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600, Dallas, TX 75219
21 212 $74,190,547,353
A Percentage of AUM, Hourly charges, Fixed Fees
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500, Dallas, TX 75201
539 127 $65,882,675,351
A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500
28 62 $58,398,845,197
A Percentage of AUM, Performance Based
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard, Plano, TX 75024-7198
7 78 $47,200,027,965
A Percentage of AUM, Fixed Fees
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor, Dallas, TX 75201-2761
101 255 $46,054,770,603
A Percentage of AUM, Performance Based
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400, Dallas, TX 75206
297 121 $43,291,172,855
A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735
1311 140407 $41,795,124,579
A Percentage of AUM, Hourly charges, Fixed Fees
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600, Dallas, TX 75206
26 37 $40,708,060,655
A Percentage of AUM, Other (CARRIED INTEREST)
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000, Fort Worth, TX 76102
109 51 $33,065,750,619
A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

    Frequently Asked Questions

    To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.

    The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

    Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.

    A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.