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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Texas involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Texas?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Texas to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Texas financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Texas

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746
(512) 3456789

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Zachry P. Fearing (Zak)

Morrison Financial

2570 Fm 407
Suite #210

Highland Village, TX 75077
(972) 9663110

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244
(214) 5453305

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Justin Gedlen CFP®, CRC®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001
(214) 5453310

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Tim Dowden

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240
(469) 2505659

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Scott Cash Thompson, CFP®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247
(210) 4912319

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Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092
(817) 8704680

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Randy Thompson M.B.A.

Copper Mountain Capital

5625 Cypress Creek Pkwy Suite 419

Houston, TX 77069
(832) 7562142

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871

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Pete Stroer

Stonecreek Financial Solutions

3800 N. Lamar Blvd Unit 200

Austin, TX 78731
(512) 6459608

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Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254
(214) 5252141

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046
(713) 8508900

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Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800

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Kenneth Beber, AIF®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034
(469) 3221210

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Jeffrey Wright

Edelman Financial Engines, LLC

555 E. Basse Road Suite 206

San Antonio, TX 78209
(210) 8269400

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John Kvale, CFA®, CFP®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225
(214) 7064300

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Joey Martin

J Martin Financial Services

10707 Corporate Drive
Ste 115

Stafford, TX 77477
(832) 5320596

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ROBERT HOLMAN

Holman Wealth Management, LLC

4035 Shady Hill Drive

Dallas, TX 75229
(972) 7026032

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Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137
(214) 7057622

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Robert Feeney

Centric Advisors, LLC

10603 W. Sam Houston Pkwy, Suite 225

Houston, TX 77354
(713) 8985501

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Chance Vogel

Edelman Financial Engines, LLC

1600 Highway 6
Suite 170

Sugar Land, TX 77478
(281) 2421101

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Chance Vogel

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380
(832) 8138223

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Alex Shurin

Edelman Financial Engines, LLC

7825 N Hwy 6
Suite 110

Houston, TX 77095
(281) 8909600

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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027
(713) 6236600

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613
(512) 9102722

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Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630
(877) 7387018

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Marie Freemyer

True Financial Group

1464 E. Whitestone Blvd
Suite 1601

Cedar Park, TX 78613
(512) 6492383

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201
(650) 5561310

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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