Find a Financial Planner in Houston, TX

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Houston, TX.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Houston Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Houston, TX


  • Financial Advisor Close to Houston, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Houston Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Houston area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Houston, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
13.3% of Houston's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Houston area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Houston area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Houston area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Houston area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Houston area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Houston area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Houston, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Houston, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Houston financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Houston, TX?

  • Population: 2310,432
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $205,500
  • Average Monthly Housing Cost: $1,058
  • Average Household Income: $84,179
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


The Top Financial Advisor Firms in Houston, TX


SCOTT & SELBER, INC. CAPITAL MANAGEMENT

Website

(713) 850-1717

800 Bering Drive
Suite 208
Houston, TX 77057

SEC#: 801-28446
Years in Business: 34 years

DOLIVER ADVISORS, L.P.

Website

(713) 917-0022

6363 Woodway
Suite 763
Houston, TX 77057

SEC#: 801-44471
Years in Business: 27 years

BOK FINANCIAL ASSET MANAGEMENT, INC.

Website

(713) 228-6444

440 Louisiana Street
Suite 2500
Houston, TX 77002

SEC#: 801-51834
Years in Business: 25 years

FRUTH INVESTMENT MANAGEMENT

Website

(713) 464-2283

820 Gessner
Suite 1640
Houston, TX 77024

SEC#: 801-40948
Years in Business: 29 years

MONROE VOS CONSULTING, INC.

Website

(713) 227-0100

1001 Mckinney
Suite 1200
Houston, TX 77002

SEC#: 801-48058
Years in Business: 26 years

SIMMONS L E & ASSOCIATES INC

Website

(713) 227-7888

600 Travis Street
Suite 6600
Houston, TX 77002

SEC#: 801-49261
Years in Business: 26 years

SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**

Website

(713) 227-1100

6900 Jpmorgan Chase Tower
600 Travis Street
Houston, TX 77002

SEC#: 801-36485
Years in Business: 31 years

PACIFIC STRATEGIC MANAGEMENT, LP

Website

(713) 495-5220

711 Lousiana Street
Suite 1660
Houston, TX 77002

SEC#: 801-62342
Years in Business: 17 years

GFS ADVISORS LLC

Website

(713) 968-0400

1330 Post Oak Blvd., Suite 2100

Houston, TX 77056

SEC#: 801-67899
Years in Business: 14 years

MCMURREY INVESTMENT ADVISORS LLC

Website

(713) 238-3100

600 Travis Street
Suite 6475
Houston, TX 77002

SEC#: 801-69321
Years in Business: 13 years