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Top Rated Financial Advisors in Texas
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Texas near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Courtney Leffall
LX Parker Wealth Management
Additional Information:
Years of Experience:
15 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL FINANCIAL LLC
Doug Gibson
SMART Group Houston
Additional Information:
Years of Experience:
16 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Schwab, SEI, Fidelity
George Cattat
Four Oaks Financial LLC
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments, Charles Schwab and Pershing
Jeff Rhame
Rhame & Gorrell Wealth Management
Additional Information:
Years of Experience:
27 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Jerry McIlhon
Beck Capital Management LLC
Additional Information:
Years of Experience:
33 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Advice & Consulting
- Financial Planning for Individuals
- Financial Planning for Businesses
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Institutional
Kenneth Beber
Peak Financial, Inc.
Additional Information:
Years of Experience:
24 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing LLC
Nick Lalonde
Third Act Wealth Management, LLC
Additional Information:
Years of Experience:
9 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Rick Lucas
Nestegg Wealth Advisors
Additional Information:
Years of Experience:
20 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Tim W. Geisbauer
Geisbauer Wealth Management
Additional Information:
Years of Experience:
17 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $25,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
David Nash
Magister Wealth
Additional Information:
Years of Experience:
12 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $300,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing LLC (Shareholders Service Group)
Justin Hall
Good Life Asset Strategies, LLC
Additional Information:
Years of Experience:
7 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co.
Matthew Goff
The Goff Financial Group
Additional Information:
Years of Experience:
25 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Financial Advice & Consulting
- Financial Planning for Individuals
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Fidelity, Schwab, InteractiveBrokers
Neil Krishnaswamy
Krishna Wealth Planning LLC
Additional Information:
Years of Experience:
12 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Zach Allen
Disciplined Advisors Group
Additional Information:
Years of Experience:
60 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $10,000,000
Name(s) of Custodian(s):
Southwest Securities
Alex Shurin
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
20 Years
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Chance Vogel
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
28 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Craig Larson
Larson Financial Advisors
Additional Information:
Years of Experience:
32 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab / TD Ameritrade
Jeffrey M. Garton
JMG Wealth Management
Additional Information:
Years of Experience:
25 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
NFS
John Kvale
J.K. Financial, Inc.
Additional Information:
Years of Experience:
29 Years
- Fee-Only
Fee Structure
Asset Requirement: $1,000,000
- Retirement Planning
- 401K Rollovers
- Financial Planning for Individuals
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Kay Russell
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
16 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Scott Thompson
Clipper Wealth Management, LLC
Additional Information:
Years of Experience:
18 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Glen Smith
GDS Wealth Management
Additional Information:
Years of Experience:
17 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Financial Advice & Consulting
Financial Services Provided:
Name(s) of Custodian(s):
Raymond James
Sovereign Wealth Advisors, LLC
Additional Information:
Years of Experience:
37 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Bradley Cantrill
Cantrill Financial Group LLC
Additional Information:
Years of Experience:
18 Years
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
- Investment Advice & Management
- Insurance Products & Annuities
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity/National Financial Srvs
Michael Evans
Legacy Group
Additional Information:
Years of Experience:
41 Years
- Hourly
- Commissions
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Schwab Institutional, Pershing,
Quotient Wealth Partners
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Spencer Corzine
AVH Invest
Additional Information:
Years of Experience:
24 Years
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity/National Financial Srvs
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Ascent Capital Partners
Additional Information:
Years of Experience:
14 Years
- Fee-Only
Fee Structure
Asset Requirement: $3,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Dash Investments
Additional Information:
Years of Experience:
15 Years
- Fee-Only
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Fisher Investments
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
Available on request
Retirement Planners of America
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Retirement Planning
- Wealth Management
- Education Funding and Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
U.S. Capital Wealth Advisors, LLC
Additional Information:
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Centric Wealth
Additional Information:
Asset Requirement: $250,000
Name(s) of Custodian(s):
Fidelity and Charles Schwab
Top vetted financial advisors in Texas by cities
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