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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.

Find top advisors in Texas with Paladin Registry

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.

Doug Gibson

SMART Group Houston
LUTCF®
Doug Gibson, a financial fiduciary, provides financial services to clients in the Houston, Texas area. Doug holds a LUTCF® certification. Doug has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade, Schwab, SEI, Fidelity

Jeff Rhame

Rhame & Gorrell Wealth Management
CFP®
Jeff Rhame, a financial fiduciary, provides financial services to clients in the The Woodlands, Texas area. Jeff holds a CFP® certification. Jeff has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab

Jerry McIlhon

Beck Capital Management LLC
Investment Advisor
Jerry McIlhon, a financial fiduciary, provides financial services to clients in the Austin, Texas area. Jerry holds a Investment Advisor certification. Jerry has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Financial Planning for Businesses
  • View More

    Name(s) of Custodian(s):
    Fidelity Institutional

Kenneth Beber

Peak Financial, Inc.
CFS, AIF®
Kenneth Beber, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Kenneth holds the CFS, AIF® certifications. Kenneth has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing LLC

R. Jeff Green

Rightway Investments, PLLC
R. Jeff Green, a financial fiduciary, provides financial services to clients in the The Woodlands, Texas area. R. has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $25,000,000

    Financial Services Provided:

  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    AXOS Financial Advisors & Schwab

Rick Lucas

Nestegg Wealth Advisors
Rick Lucas, a financial fiduciary, provides financial services to clients in the Rowlett, Texas area. Rick has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Tim W. Geisbauer

Geisbauer Wealth Management
CFP®
Tim W. Geisbauer, a financial fiduciary, provides financial services to clients in the Lufkin, Texas area. Tim holds a CFP® certification. Tim has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

David Nash

Magister Wealth
CFP®, CFA®
David Nash, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. David holds the CFP®, CFA® certifications. David has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $300,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing LLC (Shareholders Service Group)

Justin Hall

Good Life Asset Strategies, LLC
Justin Hall, a financial fiduciary, provides financial services to clients in the Fort Worth, Texas area. Justin has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab & Co.

Matthew Goff

The Goff Financial Group
76784
Matthew Goff, a financial fiduciary, provides financial services to clients in the Houston, Texas area. Matthew holds a 76784 certification. Matthew has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity, Schwab, InteractiveBrokers

Mauricio Sanchez

Martin Capital Advisors
Mauricio Sanchez, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. Mauricio has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade/ Schwab

Zach Allen

Disciplined Advisor Group
None
Zach Allen, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. Zach holds a None certification. Zach has over 60 years of experience.

Additional Information:

Years of Experience:
60 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $10,000,000

    Name(s) of Custodian(s):
    Southwest Securities

Craig Larson

Larson Financial Advisors
Chartered Life Underwriter (CLU®), CLU®
Craig Larson, a financial fiduciary, provides financial services to clients in the Cedar Park, Texas area. Craig holds the Chartered Life Underwriter (CLU®), CLU® certifications. Craig has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab / TD Ameritrade

Jeffrey M. Garton

JMG Wealth Management
Jeffrey M. Garton, a financial fiduciary, provides financial services to clients in the McKinney, Texas area. Jeffrey has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    NFS

John Kvale

J.K. Financial, Inc.
CFP®, CFA®
John Kvale, a financial fiduciary, provides financial services to clients in the Dallas, Texas area. John holds the CFP®, CFA® certifications. John has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Retirement Planning
  • 401K Rollovers
  • Financial Planning for Individuals
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

Justin Gedlen

Disciplined Advisors Group
CFP®
Justin Gedlen, a financial fiduciary, provides financial services to clients in the Addison, Texas area. Justin holds a CFP® certification. Justin has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

Manny Gonzalez

SageSpring Wealth Partners
CFP®
Manny Gonzalez, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. Manny holds a CFP® certification. Manny has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Name(s) of Custodian(s):
    Raymond James

Scott Thompson

Clipper Wealth Management, LLC
CFP®
Scott Thompson, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. Scott holds a CFP® certification. Scott has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Glen Smith

GDS Wealth Management
CFP®, CRPC®
Glen Smith, a financial fiduciary, provides financial services to clients in the Flower Mound, Texas area. Glen holds the CFP®, CRPC® certifications. Glen has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $750,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    Raymond James

Sovereign Wealth Advisors, LLC

AIF®
Sovereign Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Sugar Land, Texas area.

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Vince Jouret

Morgan Stanley
Senior Portfolio Manager
Vince Jouret, a financial fiduciary, provides financial services to clients in the Plano, Texas area. Vince holds a Senior Portfolio Manager certification.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

Bradley Cantrill

Cantrill Financial Group LLC
CFP®
Bradley Cantrill, a financial fiduciary, provides financial services to clients in the Frisco, Texas area. Bradley holds a CFP® certification. Bradley has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Investment Advice & Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs

Michael Evans

Legacy Group
CFP®, CSA®
Michael Evans, a financial fiduciary, provides financial services to clients in the Tyler, Texas area. Michael holds the CFP®, CSA® certifications. Michael has over 41 years of experience.

Additional Information:

Years of Experience:
41 Years

    Fee Structure

  • Hourly
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Schwab Institutional, Pershing,

Spencer Corzine

AVH Invest
CFP®
Spencer Corzine, a financial fiduciary, provides financial services to clients in the Cedar Park, Texas area. Spencer holds a CFP® certification. Spencer has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Addison, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the Dallas, Texas area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

Fisher Investments

Fisher Investments, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Plano, Texas area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Tax Advice and Services
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Available on request

Retirement Planners of America

Retirement Planners of America, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Plano, Texas area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Retirement Planning
  • Wealth Management
  • Education Funding and Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in Texas by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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