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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.

Sort By: A-Z | Minimum Investable Assets
Contact
Laura Barnett Lion, CFP®

Barnett Financial Inc
(512) 454-5459

4810 Spicewood Springs Rd Ste 100
Austin, TX 78759-7839
View on Map
(512) 454-5459

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Philip A. Ringman, CFP®

Merrill Lynch
(940) 696-6333

4245 Kemp Blvd
Ste 1000
Wichita Falls, TX 76308-2830
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(940) 696-6333

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Susan B. Mitchell, CFP®

Raymond James Financial Servic
(254) 554-4426

2100 Trimmier Rd
Ste 105
Killeen, TX 76541-8900
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(254) 554-4426

Compensation Method: None Provided
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Nancy R. Gabany, CFP®

Comerica Securities
(281) 243-1432

1 Sugar Creek Center Blvd Ste 100
Sugar Land, TX 77478-3540
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(281) 243-1432

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: Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning

Contact
Robert M Sesich, CFP®

Lincoln Financial Advisors
(915) 543-5630

4130 Rio Bravo
Suite A-100
El Paso, TX 79902-1024
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(915) 543-5630

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management

Contact
Scott R. Sweet, CFP®

Northwestern Mutual Investment
(972) 980-2011

15851 Dallas Parkway
Ste 1230
Dallas, TX 75001-3387
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(972) 980-2011

Compensation Method: Commission Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Donald W. Bailey, CFP®

UBS Financial Services Inc.
(972) 450-4318

5080 Spectrum Dr
Suite 1000 West
Addison, TX 75001-4648
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(972) 450-4318

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Wealth Management

Contact
Timothy C. Lowry, CFP®

Dean Jacobson Financial Servic
(817) 729-9795

3112 W 4th St
Fort Worth, TX 76107-2113
View on Map
(817) 335-3214

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: Comprehensive Financial Planning, Estate Planning, Investment Planning

Contact
John M. Turner, CFP®

Turner Wealth Management, Inc.
(512) 382-9554

1008 Ranch Road 620 S Ste 202
Lakeway, TX 78734-5633
View on Map
(512) 382-9554

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact
Nancy F. Gardner, CFP®

Tanglewood Wealth Management,

1400 Post Oak Blvd., Ste 550
Houston, TX 77056-6008
View on Map
(713) 840-8880

Compensation Method: None Provided
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Ivan Javier Galindo, CFP®

USAA
(180) 029-2880 x023369

9800 Fredericksburg Rd
San Antonio, TX 78288-0001
View on Map
(180) 029-2880 x0

Compensation Method: Salary
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Government and Military, Insurance Planning

Contact
Sean P. Kernan, CFP®

Mills & Kernan Wealth Management
(469) 893-0067

413 W. Bethel Road
Suite 203
Coppell, TX 75019-4475
View on Map
(469) 893-0067

Compensation Method: Commission and Fee
Minimum Investable Assets: $75,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Life Transitions, Retirement Income Management, Women's Finances

Contact
Emory R. Guest, CFP®

Cinco Ranch Financial
(281) 693-2222 x1

23501 Cinco Ranch Blvd
Suite B222
Katy, TX 77494-3104
View on Map
(281) 693-2222

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning

Contact
Robert Benton Arnold, CFP®

Frontier Investment Management Co.
(512) 920-5360

9600 Great Hills Trl Ste 150W
Austin, TX 78759-6303
View on Map
(512) 920-5360

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Contact
John C Peterson, CFP®

360 Wealth Management
(972) 471-1930

413 W Bethel Rd Ste 203
Coppell, TX 75019-4475
View on Map
(972) 471-1930

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Dennis R. McConnell, CFP®

Morgan Stanley
(281) 292-8581

24 Waterway Avenue
Ste 600
The Woodlands, TX 77380-3397
View on Map
(281) 362-4743

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Retirement Income Management, Retirement Planning

Contact
Jeffrey P. Ayers, CFP®

Merrill Lynch, Pierce, Fenner & Smith Incorporated
(210) 867-5378

1567 Dustin Cade Dr
New Braunfels, TX 78130-1126
View on Map
(210) 867-5378

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning

Contact
Gerald S Anderson, CFP®

LPL
(972) 414-5971

245 Cedar Sage Dr Ste 210
Garland, TX 75040-2988
View on Map
(972) 414-5971

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Retirement Income Management, Social Security Planning

Contact
Arturo Karakowsky, CFP®

Morgan Stanley Smith Barney
(713) 966-2139

5051 Westheimer Rd.
Suite 2100
Houston, TX 77056-5739
View on Map
(713) 966-2139

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Trent M. Driggers, CFP®

Edward Jones
(325) 574-2951

1906 30th Street
Snyder, TX 79549-4194
View on Map
(325) 574-2951

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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