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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.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John A. Kvale

J.K. Financial, Inc.
CFA® CFP®
John A. Kvale, a financial fiduciary has been a Paladin Registry member since 2011. John A. holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 22 years of experience. John A. provides financial services to clients in the Dallas, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bradley Cantrill

Cantrill Financial Group LLC
CFP®
Bradley Cantrill, a financial fiduciary has been a Paladin Registry member since 2006. Bradley holds the Certified Financial Planner certifications and has over 18 years of experience. Bradley provides financial services to clients in the Frisco, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kris Maksimovich

Global Wealth Advisors
AIF® CRPC® CExP
Global Wealth Advisors, a financial fiduciary has been a Paladin Registry member since 2008. Kris is the owner of Global Wealth Advisors. Kris holds the Accredited Investment Fiduciary , Chartered Retirement Planning Counselor , Certified Exit Planner certifications and has over 15 years of experience. Kris provides financial services to clients in the Lewisville, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Spencer Corzine

AVH Invest
CFP®
Spencer Corzine, a financial fiduciary has been a Paladin Registry member since 2008. Spencer holds the Certified Financial Planner certifications and has over 21 years of experience. Spencer provides financial services to clients in the Cedar Park, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Goff

The Goff Financial Goup
Matthew Goff, a financial fiduciary has been a Paladin Registry member since 2006. Matthew is the owner of The Goff Financial Goup. certifications and has over 25 years of experience. Matthew provides financial services to clients in the Houston, Texas area.

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Evans

Legacy Group
CFP® CSA
Michael Evans, a financial fiduciary has been a Paladin Registry member since 2007. Michael is the owner of Legacy Group. Michael holds the Certified Financial Planner , Certified Senior Advisor certifications and has over 39 years of experience. Michael provides financial services to clients in the Tyler, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dustin Tondre

TL Private Wealth
TL Private Wealth, a financial fiduciary has been a Paladin Registry member since 2015. Dustin is the owner of TL Private Wealth. certifications and has over 13 years of experience. Dustin provides financial services to clients in the Southlake, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dean Elliott

Global Wealth Advisors
Dean Elliott, a financial fiduciary has been a Paladin Registry member since 2016. certifications and has over 19 years of experience. Dean provides financial services to clients in the Angleton, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ben Murphy

Global Wealth Advisors
CPA PFS
Ben Murphy, a financial fiduciary has been a Paladin Registry member since 2016. Ben holds the Certified Public Accountant , Personal Financial Specialist certifications and has over 17 years of experience. Ben provides financial services to clients in the Midland, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Minter

Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors, a financial fiduciary has been a Paladin Registry member since 2016. certifications. Firm provides financial services to clients in the Houston, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Minter

Financial Synergies Wealth Advisors
CFP® CFS®
Mike Minter, a financial fiduciary has been a Paladin Registry member since 2016. Mike holds the Certified Financial Planner , Certified Fund Specialist certifications and has over 15 years of experience. Mike provides financial services to clients in the Houston, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Heath Hightower

Financial Synergies Wealth Advisors
CFP®
Heath Hightower, a financial fiduciary has been a Paladin Registry member since 2016. Heath holds the Certified Financial Planner certifications and has over 13 years of experience. Heath provides financial services to clients in the Houston, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Will Goodson

Financial Synergies Wealth Advisors
CFP®
Will Goodson, a financial fiduciary has been a Paladin Registry member since 2016. Will holds the Certified Financial Planner certifications and has over 4 years of experience. Will provides financial services to clients in the Houston, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bryan Zschiesche

Financial Synergies Wealth Advisors
CFP®
Bryan Zschiesche, a financial fiduciary has been a Paladin Registry member since 2016. Bryan holds the Certified Financial Planner certifications and has over 13 years of experience. Bryan provides financial services to clients in the Houston, Texas area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Booker

Financial Synergies Wealth Advisors
CFP® CFS® ChFC®
Mike Booker, a financial fiduciary has been a Paladin Registry member since 2016. Mike holds the Certified Financial Planner , Certified Fund Specialist , Chartered Financial Consultant certifications and has over 35 years of experience. Mike provides financial services to clients in the Houston, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Clint Adams

Clint Adams
Clint Adams, a financial fiduciary has been a Paladin Registry member since 2017. certifications. Clint provides financial services to clients in the Dallas, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ronald Dixon Jr

Chart Wealth Management
Ronald Dixon Jr, a financial fiduciary has been a Paladin Registry member since 2017. certifications and has over 10 years of experience. Ronald provides financial services to clients in the Tyler, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Janise Brooks

PAX Financial Group
PAX Financial Group, a financial fiduciary has been a Paladin Registry member since 2018. certifications. Firm provides financial services to clients in the San Antonio, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Laura Simpson

PAX Financial Group
CFP®
Laura Simpson, a financial fiduciary has been a Paladin Registry member since 2018. Laura holds the Certified Financial Planner certifications and has over 15 years of experience. Laura provides financial services to clients in the San Antonio, Texas area.
San Antonio, TX

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Douglas Richardson

PAX Financial Group
CFP®
Douglas Richardson, a financial fiduciary has been a Paladin Registry member since 2018. Douglas holds the Certified Financial Planner certifications and has over 29 years of experience. Douglas provides financial services to clients in the San Antonio, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bryan Wing

PAX Financial Group
CFP®
Bryan Wing, a financial fiduciary has been a Paladin Registry member since 2018. Bryan holds the Certified Financial Planner certifications and has over 12 years of experience. Bryan provides financial services to clients in the San Antonio, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Cameron Penney

Penney Financial
CFP®
Cameron Penney, a financial fiduciary has been a Paladin Registry member since 2019. Cameron is the owner of Penney Financial. Cameron holds the Certified Financial Planner certifications and has over 9 years of experience. Cameron provides financial services to clients in the Houston, Texas area.

Paladin Fee-Only

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Kurz

OverShare Advice and Planning, LLC
CAIA® CFP® CIMA® CPWA®
Mike Kurz, a financial fiduciary has been a Paladin Registry member since 2019. Mike is the owner of OverShare Advice and Planning, LLC. Mike holds the Chartered Alternative Investment Analyst , Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications and has over 20 years of experience. Mike provides financial services to clients in the Frisco, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Wheless

Allied Wealth
CRPC®
Ryan Wheless, a financial fiduciary has been a Paladin Registry member since 2019. Ryan is the owner of Allied Wealth . Ryan holds the Chartered Retirement Planning Counselor certifications and has over 15 years of experience. Ryan provides financial services to clients in the The Woodlands, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Riley Wealth Advisors

Riley Wealth Advisors
CFP® ChFC® CLU®
Riley Wealth Advisors, a financial fiduciary has been a Paladin Registry member since 2020. Riley Wealth holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter certifications and has over 10 years of experience. Riley Wealth provides financial services to clients in the Southlake, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Austin Wall

Creative Planning
CFP® CPA
Austin Wall, a financial fiduciary has been a Paladin Registry member since 2020. Austin holds the Certified Financial Planner , Certified Public Accountant certifications. He has over 3 years of experience with Creative Planning firm. Austin provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Conner Sivewright

Creative Planning
CFP®
Conner Sivewright, a financial fiduciary has been a Paladin Registry member since 2020. Conner holds the Certified Financial Planner certifications. He has over 7 years of experience with Creative Planning firm. Conner provides financial services to clients in the Austin, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dan Foster

Creative Planning
CFP® CPA
Dan Foster, a financial fiduciary has been a Paladin Registry member since 2020. Dan holds the Certified Financial Planner , Certified Public Accountant certifications. He has over 11 years of experience with Creative Planning firm. Dan provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ed Brownstein

Creative Planning
CFP®
Ed Brownstein, a financial fiduciary has been a Paladin Registry member since 2020. Ed holds the Certified Financial Planner certifications. He has over 5 years of experience with Creative Planning firm. Ed provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jason Preston

Creative Planning
Jason Preston, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 8 years of experience with Creative Planning firm. Jason provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Justin Barringer

Creative Planning
JD
Justin Barringer, a financial fiduciary has been a Paladin Registry member since 2020. Justin holds the Juris Doctor certifications. He has over 2 years of experience with Creative Planning firm. Justin provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Karina Harrison

Creative Planning
CFP® MBA
Karina Harrison, a financial fiduciary has been a Paladin Registry member since 2020. Karina holds the Certified Financial Planner , Master Business Administration certifications. He has over 2 years of experience with Creative Planning firm. Karina provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Konzen

Creative Planning
CFP®
Michael Konzen, a financial fiduciary has been a Paladin Registry member since 2020. Michael holds the Certified Financial Planner certifications. He has over 4 years of experience with Creative Planning firm. Michael provides financial services to clients in the The Woodlands, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paul Park

Creative Planning
CFP®
Paul Park, a financial fiduciary has been a Paladin Registry member since 2020. Paul holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Paul provides financial services to clients in the Katy, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Vogl

Creative Planning
CFP®
Ryan Vogl, a financial fiduciary has been a Paladin Registry member since 2020. Ryan holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Ryan provides financial services to clients in the San Antonio, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sean Granere

Creative Planning
Sean Granere, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 6 years of experience with Creative Planning firm. Sean provides financial services to clients in the Katy, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Stacy Marshall

Creative Planning
CFP®
Stacy Marshall, a financial fiduciary has been a Paladin Registry member since 2020. Stacy holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Stacy provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tony Favela

Creative Planning
AIF® CRPC®
Tony Favela, a financial fiduciary has been a Paladin Registry member since 2020. Tony holds the Accredited Investment Fiduciary , Chartered Retirement Planning Counselor certifications. He has over 7 years of experience with Creative Planning firm. Tony provides financial services to clients in the The Woodlands, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Zach White

Creative Planning
CFP® CPA CFA®
Zach White, a financial fiduciary has been a Paladin Registry member since 2020. Zach holds the Certified Financial Planner , Certified Public Accountant , Chartered Financial Analyst certifications. He has over 1 years of experience with Creative Planning firm. Zach provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Susan Schildt

Creative Planning
CFP®
Susan Schildt, a financial fiduciary has been a Paladin Registry member since 2020. Susan holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Susan provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Hemp

Creative Planning
Mike Hemp, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 0.5 years of experience with Creative Planning firm. Mike provides financial services to clients in the Addison, Texas area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jason Gower

Creative Planning
CFP®
Jason Gower, a financial fiduciary has been a Paladin Registry member since 2020. Jason holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Jason provides financial services to clients in the Addison, Texas area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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