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Top Rated Financial Advisors in Texas
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Chris McNeal
Premier Investments & Wealth Management
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Courtney Leffall
LX Parker Wealth Management
Additional Information:
Years of Experience:
18 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $200,000
- 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:
18 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
- Hourly
- 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
James Shafer
Momentum Independent Network Inc.
Additional Information:
Years of Experience:
17 Years
- Fee-Based
- Commissions
- 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:
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
Spencer Corzine
AVH Invest
Additional Information:
Years of Experience:
25 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:
Name(s) of Custodian(s):
National Financial Services
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:
Benjamin Hooper
Comal Wealth Management
Additional Information:
Years of Experience:
16 Years
- 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:
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)
James Enriquez
Strategic Insights Financial Planning Group
Additional Information:
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Education Funding and Planning
Financial Services Provided:
Justin Hall
Good Life Asset Strategies, LLC
Additional Information:
Years of Experience:
8 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $200,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co.
Michelle Vargas
Waymaker Financial Planning
Additional Information:
Years of Experience:
9 Years
- Fee-Only
- 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):
SEI, Altruist, Schwab
Zach Allen
Disciplined Advisors Group
Additional Information:
Years of Experience:
60 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $100,000
Name(s) of Custodian(s):
Southwest Securities
Craig Larson
Larson Financial Advisors
Additional Information:
Years of Experience:
35 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
J.K. Financial, Inc. John Kvale
J.K. Financial, Inc.
Additional Information:
Years of Experience:
37 Years
- Fee-Only
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
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:
Michelle Connell
Portia Capital Management, LLC
Additional Information:
Years of Experience:
11 Years
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
The Wealth Consulting Group
Additional Information:
Years of Experience:
30 Years
- Fee-Based
- 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:
Name(s) of Custodian(s):
LPL Financial and Fidelity
Glen Smith
GDS Wealth Management
Additional Information:
Years of Experience:
20 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
360 Wealth Planners
Additional Information:
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab
Dash Investments
Additional Information:
Years of Experience:
25 Years
- Fee-Only
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Financial Reserve
Additional Information:
Years of Experience:
17 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing
Wealth Consulting Group
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:
BentOak Capital
Additional Information:
Years of Experience:
49 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk 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,
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
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
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:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Top vetted financial advisors in Texas by cities
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