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Designations / CFP® professionals

CFP® professionals in Texas

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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4,366 advisors

Oxbow Advisors
47yrs
James Theodore Oakley
Financial advisor
200 West 6th Street Suite 1920
Austin, TX 78701
Top advisor for experience in Austin
CFACFP®Top advisor for experience in Austin
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Cetera Investment Advisers
47yrs
Mark Ivan Bass
Financial advisor
7818 Orlando AVE Null
Lubbock, TX 79423
Top advisor for experience in Lubbock
CFP®Top advisor for experience in LubbockFiduciary
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UBS Financial Services
47yrs
Allen James Dogger
Financial advisor
100 Crescent Court Suite 600
Dallas, TX 75201
Top 1% for experience in Dallas
CFP®Fiduciary
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Cambridge Investment Research Advisors
47yrs
John William Osborn
Financial advisor
4815 Plantation Colony DR
Sugar Lan, TX 77478
Top 1% for experience in Texas
CFP®ChFC
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Green Investment Management
47yrs
Byron D Green Jr
Financial advisor
309 West 7th Street Suite 101
Fort Worth, TX 76102
Top 1% for experience in Fort Worth
CFP®FiduciaryFee-only firm
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Morgan Stanley
46yrs
John Calandro III
Financial advisor
8383 Preston Center Plaza Suite 400
Dallas, TX 75225
Top 1% for experience in Texas
CFP®
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Exponential Wealth Management
46yrs
Ram Kolluri
Financial advisor
Austin, TX
Top 1% for experience in Austin
CFP®FiduciaryFee-only firm
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Precedent Wealth Partners
46yrs
George Franklin Williams
Financial advisor
1800 West Loop South Suite 1400
Houston, TX 77027
Top advisor for experience at Precedent Wealth Partners
CFP®Top advisor for experience at Precedent Wealth PartnersFee-only firm
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Raymond James & Associates
46yrs
Gary Lee Soben
Financial advisor
5155 Marathon Avenue Suite 220
Fort Worth, TX 76107
Top 1% for experience in Fort Worth
CFP®ChFCFiduciary
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Icon Wealth Partners
46yrs
Daniel Ross Schmieder
Financial advisor
1980 Post Oak Boulevard Suite 1300
Houston, TX 77056
Top advisor for experience at Icon Wealth Partners
CFP®Top advisor for experience at Icon Wealth PartnersFiduciary
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Howland Advisory
45yrs
Grafton Dulany Howland
Financial advisor
6116 North Central Expressway STE 518
Dallas, TX 75206
Top 1% for experience in Texas
CFP®Fee-only firm
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Independent Financial Group
45yrs
Jerry Ernest Tuma
Financial advisor
4851 LBJ FWY Suite 1175
Dallas, TX 75244
Top 1% for experience in Texas
CFP®Fiduciary
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Capital Square
45yrs
Samuel Douglas Simpson
Financial advisor
5006 Lakeland Circle Suite 101
Waco, TX 76710
Top advisor for experience at Capital Square
CFP®Top advisor for experience at Capital SquareFiduciary
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Allworth Financial
45yrs
Robert William Frater
Financial advisor
1800 W. Loop S. STE 1980
Houston, TX 77027
Top 1% for experience in Houston
CFP®Fee-only firm
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Mosaic Advisors
45yrs
Jay Lee Goldberg
Financial advisor
3773 Richmond Avenue Suite 700
Houston, TX 77046
Top advisor for experience at Mosaic Advisors
CFP®Top advisor for experience at Mosaic AdvisorsFiduciary
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LPL Financial
45yrs
Sidney Joseph Lorio Jr
Financial advisor
2116 Parkwood Drive
Bedford, TX 76021
Top advisor for experience in Bedford
CFP®Top advisor for experience in BedfordFee-only firm
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Cetera Investment Advisers
45yrs
Jon Leonard Weinstein
Financial advisor
Dallas, TX
Top 1% for experience at Cetera Investment Advisers
CFP®Fee-only firm
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Wells Fargo Advisors
45yrs
John Atwood Mogk
Financial advisor
8115 Preston RD STE 300
Dallas, TX 75225
Top 1% for experience in Dallas
CFP®Fiduciary
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Stifel, Nicolaus &
44yrs
Amon Merrell Clark Jr
Financial advisor
500 North Shoreline Suite 603
Corpus Christi, TX 78401
Top 1% for experience in Texas
CFP®
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Beaird Harris
44yrs
Steven Mark Lugar
Financial advisor
5005 Lyndon B. Johnson FWY Suite 1700 Suite 1700
Dallas, TX 75244
Top 1% for experience in Texas
CFP®FiduciaryFee-only firm
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Osaic Wealth
44yrs
Michael William Hesse
Financial advisor
18333 Egret Bay Boulevard Suite 600
Houston, TX 77058
Top 1% for experience in Houston
CFP®ChFCFee-only firm
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Commonwealth Financial Network
44yrs
Steven Ray Wisdom
Financial advisor
17304 Preston Road Suite #800
Dallas, TX 75252
Top 1% for experience in Texas
CFP®
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Allworth Financial
44yrs
Ricky Lee Grunden Sr
Financial advisor
515 S Carroll Blvd
Denton, TX 76201
Top 1% for experience in Texas
CFP®Fee-only firm
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Cerity Partners
44yrs
John Goott
Financial advisor
4900 Woodway Suite 550
Houston, TX 77056
Top advisor for experience at Cerity Partners
CFP®Top advisor for experience at Cerity PartnersFee-only firm
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