What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Houston, TX area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Houston, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ashley Foster
CFP®
Nxt:Gen Financial Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Cash Flow and Budgeting, Student Loan Planning, Tax Planning, Investment Management
A fee-only, private practice, serving clients who are in the wealth accumulation stage of their lives via a transparent fee structure that eliminates conflicts of interest.
Carleton McHenry
CFP®
McHenry Capital, LLC
Houston, TX
Specialties: College Planning, Retirement/Financial Independence, Budget/Cash Flow, Protect/Insurance, Estate Planning, Investment Management, Financial Transitions, Lifestyle Design, Return on Life (ROL)
Fee-Only wealth management firm that works with families. We help our clients with all the financial transitions and changes in their life so they can maximize and achieve their best Return on Life (ROL).
Heath Hightower
CFP®
Financial Synergies Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide
Cameron Penney
CFP®
Penney Financial, LLC
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Bryan Zschiesche
CFP®, MS, MBA
Financial Synergies Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner and Wealth Manager serving the Houston, TX area and clients nationwide
Chris Melber
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Income Planning, Investment Management, Tax Planning, Tax Preparation & Filing
A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.
Justin Brownlee
CFP®
Brownlee Wealth Management
Houston, TX
Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning
We help Oil & Gas Professionals optimize investments, lower taxes, and grow wealth.
Michael Rahn
CFP®
The Sum
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Tax Preparation & Filing
A Simple and Accountable Approach to Financial Planning. Located in The Woodlands, TX, serving high net worth families and individuals locally and across the country.
Matthew Goff
The Goff Financial Group
Houston, TX
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, College Education Planning, Tax Planning
Fee-Only & Fully Independent Financial Advisor
Matt Smith
CFA®, CFP®
Concert Financial Planning, LLC
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, Budgeting and Cash Flow Management, College Education Planning, Tax Planning
Financial Advice for BigLaw attorneys
Scott Monk
CFP®, CFA®, MBA
Charis Legacy Partners
Bryan, TX
Specialties: Charitable Planning, Cashflow Planning, Retirement Income Planning, Estate Planning, Tax Planning, Insurance Planning, Investment Management
Fee-Only legacy planner serving clients virtually across the country
Ryan Firth
CPA/PFS, CFP®, CCFC®, GFP (USA), RLP®
Mercer Street Company
Bellaire, TX
Specialties: Comprehensive, Holistic Financial Planning, Cash Flow and Debt Management Planning, Tax Planning, College Education Planning, Investment Advice, Virtual Currencies (a.k.a., Cryptocurrencies), Hourly Planning, Business Consulting, International and cross-border planning, Planning for closely held businesses
Mercer Street, which was founded by Ryan Firth, is an independent financial planning and investment advisory firm located in Houston, TX, serving families locally and across the country. Services are offered on an hourly basis.
Jason Stepanik
CFP®, CIMA®
SF Planning Group, LLC
The Woodlands, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Simple, Straightforward, Stress-Free Financial Planning. Serving clients locally in the Houston, TX metro area and virtually, nationwide.
Scott Hamilton
CFP®, MBA
Hamilton Financial Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Austin and Houston areas.
Adam Beaty
CFP®, EA, RICP®
Bullogic Wealth Management
Pearland, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pearland, TX, serving clients locally and across the country
Jonathan Kolmetz
MBA, CFP®
Oaks Wealth Management
Houston, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Skyler Denny
CFP®
Legacy Financial Designs
Spring, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Spring, TX, serving clients locally and across the country
Kevin Nelson
CFP®, CDFA®
Financial Synergies Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Estate and Gift Planning, Insurance Planning, Company Retirement Plans
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Nathan Steele
CFP®
Brownlee Wealth Management
Houston, TX
Specialties: Tax Planning, Estate Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planning firm in Forth Worth and The Woodlands serving families with extensive tax, estate planning, and investment needs. Our job is to optimize your investments, lower your taxes, and grow your wealth.
Amol Desai
CFP®, CFA®, MBA
Perceptive Wealth Advisors
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country. We specialize in working with Mid-Career Professionals and First-Generation Americans
Trevor Winter
CFP®
New Heights Planning
Houston, TX
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Company Benefits
Helping oil and gas professionals invest smarter, minimize taxes, and become financially independent.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
