Find a CFP® Professional

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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.

Contact

Barnett Financial Inc
(512) 454-5459

4810 Spicewood Springs Rd Ste 100
Austin, TX 78759-7839
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(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

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

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

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

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

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

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

Dean Jacobson Financial Servic
(817) 729-9795

3112 W 4th St
Fort Worth, TX 76107-2113
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(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

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

1008 Ranch Road 620 S Ste 202
Lakeway, TX 78734-5633
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(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

Tanglewood Wealth Management,

1400 Post Oak Blvd., Ste 550
Houston, TX 77056-6008
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(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

USAA
(180) 029-2880 x023369

9800 Fredericksburg Rd
San Antonio, TX 78288-0001
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(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

Mills & Kernan Wealth Management
(469) 893-0067

413 W. Bethel Road
Suite 203
Coppell, TX 75019-4475
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(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

Cinco Ranch Financial
(281) 693-2222 x1

23501 Cinco Ranch Blvd
Suite B222
Katy, TX 77494-3104
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(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

Frontier Investment Management Co.
(512) 920-5360

9600 Great Hills Trl Ste 150W
Austin, TX 78759-6303
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(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

360 Wealth Management
(972) 471-1930

413 W Bethel Rd Ste 203
Coppell, TX 75019-4475
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(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

Morgan Stanley
(281) 292-8581

24 Waterway Avenue
Ste 600
The Woodlands, TX 77380-3397
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(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

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

1567 Dustin Cade Dr
New Braunfels, TX 78130-1126
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(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

LPL
(972) 414-5971

245 Cedar Sage Dr Ste 210
Garland, TX 75040-2988
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(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

Morgan Stanley Smith Barney
(713) 966-2139

5051 Westheimer Rd.
Suite 2100
Houston, TX 77056-5739
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(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

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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