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David R. Faulkner

CFP®, RICP®

Partner | Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Spectrum Advisors

15301 Spectrum Dr, Ste 115
Addison, TX 75001
(972) 931-3700
CONNECT WITH David
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David W. Nash

CFA, CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248
(210) 251-4993

Kathryn Diduch

CFP®

President

Specialties: 401(k)/403(b)/IRAs, Annuities, Mutual Funds, Insurance, Retirement, Long-term Care

Financial Advisor serving Texas and the surrounding communities.

East Texas Wealth Planning Advisors, Inc.

6725 Highlands Court
Tyler, TX 75703
(800) 683-5463
(903) 418-1972

Clint Dunn

CFP®, IACCP®

Chief Compliance Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Beaird Harris

5005 LBJ Fwy, Ste 1700
Dallas, TX 75244
(972) 503-1040
CONNECT WITH Clint
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Roddy Warren

CFP®

Executive Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Astra Wealth Management Group

5700 Granite Parkway, Ste 330
Plano, TX 75024
(972) 674-1321

Rachel Songer

CFP®

Specialties: Investment Management, Mutual Funds, Insurance, Retirement, Personal Taxes

Fee Only Financial Advisor serving Texas and the surrounding communities.

Keener Financial Planning

1692 Keller Parkway
Keller, TX 76248
(817) 993-0401

Sergio G. Garcia

CFP®, EA

Senior Financial Planner

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Frontier Investments

8401 N. Central Expressway, Ste. 250
Dallas, TX 75225
(469) 895-2064

Thomas A. Baird

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Veritas Wealth Management LLC

1800 Bering Dr, Ste 395
Houston, TX 77057-3156
(281) 501-7601

Greg M. Lanier

CFP®, RLP®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Focus Partners Wealth

660 N Carroll Ave., Ste. 140
Southlake, TX 76092
18174108200

Guy M. Cumbie

CFP®, CIMA®, RLP®

President

Specialties: Comprehensive Financial Planning, Sudden Wealth

Financial Advisor serving Texas and the surrounding communities.

Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181

Katherine L. Maxwell

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Texas and the surrounding communities.

Maxwell Financial Services, Inc.

4833 W Lawther Dr, Apt 409
Dallas, TX 75214-1839
(972) 991-7887
CONNECT WITH Katherine
  • linkedin link

Stephanie Sammons

CFP®

Founder

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043
(972) 440-1194
CONNECT WITH Stephanie
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Britton Gregory

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Seaborn Financial, LLC

6617 Oasis Drive
Austin, TX 78749
(512) 814-7258
CONNECT WITH Britton
  • facebook link
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Carol A. Anderson

CFP®

Vice President Sr Wealth Planner

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206
(214) 750-2005

Carolyn E. Douglas

CFP®

Principal/Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Integra Wealth Advisors, LLC

4900 Woodway Drive, Suite 1030
Houston, TX 77056
(713) 966-6156
CONNECT WITH Carolyn
  • linkedin link

Thomas E. Muir

CPA/PFS, CFP®

President/CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cultivar Capital, Inc.

421 E Hickory St, Ste 103
Denton, TX 76201
(940) 600-4553

Allen J. Dogger

CFP®

Senior Vice President - Investments

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201
(214) 932-8917

David D. McNally

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Stocks &...More

Financial Advisor serving Texas and the surrounding communities.

McNally Financial Services Corporation

1115 Tranquil Trail Dr
San Antonio, TX 78232
(210) 545-7080

Dan Mauck

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Jon M. Speight

CFP®

President

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Speight Asset Management, LLC

8300 Cypress Creek Parkway, Ste 450
Houston, TX 77070
(281) 469-7284
CONNECT WITH Jon
  • linkedin link

Edward W. Kramer, II

CFP®, EA, MBA

Financial Adviser

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

202 W. San Antonio Street
Fredericksburg, TX 78624
(830) 990-7750
CONNECT WITH Edward
  • linkedin link

James F. Lyon, III

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

LPL Financial - Woodlands Wealth Builders

9595 Six Pines Dr, Ste 6330
The Woodlands, TX 77380
(877) 341-2800
(281) 681-2800

Monte C. Ferguson

CFP®, ChFC®, AIF

President/COO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Pivotal Financial Advisors, LLC

6300 Ridglea Pl, Ste 801
Fort Worth, TX 76116
(817) 201-8776

John E. Landers

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services

750 Town and Country Blvd Ste 400
Houston, TX 77024
(800) 437-0041 0
(713) 965-8115

Tiffany D. Garza

CFP®

Portfolio Consultant

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225
(214) 378-2243

James F. Kull

CFP®, CFA, JD

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cypress Point Wealth Management

4264 Westlake Drive
Austin, TX 78746
(512) 474-2188

Robin Giles

CFP®

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Apex Wealth Management, LLC

5130 Cinco Forest Trl
Katy, TX 77494
(832) 304-1460

Ken Painter

CFP®

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231
214-420-7020

Julie E. Toler

CFA, CFP®,CIA, CRMA

Investment Audit Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Financial Advisor serving Texas and the surrounding communities.

Teacher Retirement System of Texas

1000 Red River St.
Austin, TX 78701
(512) 542-2733

Benedict Johnson

CFP®, AEP®, CLU®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Texas and the surrounding communities.

Gap Financial

4921 Scottish Thistle Dr
Austin, TX 78739
(512) 576-8610