For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
LPL Financial (817) 877-0717
6410 Southwest Blvd, Suite 127 Fort Worth, TX 76109-6918 View on Map (817) 877-0717
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Life Transitions, Retirement Planning
Homesley Wealth Management (806) 589-0778 x101
3223 S Loop 289 Ste 450 Lubbock, TX 79423-1368 View on Map (806) 589-0778
Compensation Method: Commission and Fee Minimum Investable Assets: $20,000 Languages: English
Dodds Wealth Management Group (952) 240-3816
124 W Castellano Dr Suite 101 El Paso, TX 79912-6139 View on Map (915) 544-1100
Compensation Method: None Provided Minimum Investable Assets: $250,000 Languages: Spanish, English
Cogent Personal Finance (469) 826-7776
5354 Natchez Trail Fort Worth, TX 76137 View on Map (469) 826-7776
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: German, Mandarin, English
Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Divorce Issues
TCG Advisors LP (512) 306-9939 x234
900 S Capital of Texas Hwy Suite 350 Austin, TX 78746-5469 View on Map (512) 306-9939
Compensation Method: Fee Only Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Government and Military, Insurance Planning
Perryman Financial Advisory In (972) 770-4800
12221 Merit Dr Ste 1660 Dallas, TX 75251-2230 View on Map (972) 770-4800
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Tuggle & Russell, LLC (972) 759-0203
3939 Beltline Road Suite 215 Addison, TX 75001-4322 View on Map (972) 759-0203
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
USAA (800) 531-8722 x50042
9800 Fredericksburg Road San Antonio, TX 78288 View on Map (800) 531-8722
Compensation Method: Salary Minimum Investable Assets: $50,000 Languages: English
Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Merrill Lynch (713) 658-1485
1221 McKinney St Suite 3900 Houston, TX 77010-2024 View on Map (713) 658-1485
Specialties: Comprehensive Financial Planning
JPL Financial Services, Inc. (281) 333-5589
1325 Space Park Dr., Suite A Houston, TX 77058-3550 View on Map (281) 333-5589
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Divorce Issues, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management, Men's Finances
Private Bank at Merrill Lynch (214) 303-5878
300 Crescent Ct Dallas, TX 75201-1876 View on Map (214) 303-5878
217 Willingham Dr Coppell, TX 75019-4810 View on Map (214) 303-5878
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: Russian, English
Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning
(972) 442-9681
1420 Independence Pkwy Plano, TX 75075-7521 View on Map (972) 705-8680
Wells Fargo Advisors (214) 476-8237
1330 Lake Robbins Dr Ste 200 The Woodlands, TX 77380-3267 View on Map (281) 465-3694
Specialties: Investment Management, Retirement Income Management, Wealth Management, Women's Finances
Raymond James Financial Servic (214) 387-4500
2601 Network Blvd. Ste 101 Frisco, TX 75034-8543 View on Map (214) 387-4500
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Insight Wealth Partners, LLC (972) 543-4800
3333 Premier Drive Ste 800 Plano, TX 75023-7138 View on Map (972) 543-4800
Specialties: Wealth Management
Centaurus Financial, Inc. (713) 478-4524
1214 Campbell Rd Houston, TX 77055-6402 View on Map (713) 478-4524
Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management
Raymond James and Associates (210) 494-7437
745 E Mulberry Ave Ste 210 San Antonio, TX 78212-3167 View on Map (210) 785-3411
Compensation Method: Commission and Fee Minimum Investable Assets: $600,000 Languages: English
Specialties: Retirement Planning
LPL Financial (972) 421-1363
17300 Dallas Pkwy Ste 2065 Dallas, TX 75248-1139 View on Map (972) 421-1363
Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Wealth Management
Osgood & Associates, P.C. (713) 425-4949
400 Randal Way Ste 200 Spring, TX 77388-8908 View on Map (281) 350-6700
12 Greenway Plz Ste 1100 Houston, TX 77046-1201 View on Map (713) 425-4949
Investec Advisory Group, L.P. (713) 622-9111
4900 Woodway Dr Ste 550 Houston, TX 77056-1877 View on Map (713) 622-9111