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CPA financial planners in Texas

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

114 advisors

Cetera Investment Advisers
43yrs
Thomas Hawbaker
Financial advisor
Midlothian, TX
Top advisor by experience in Midlothian
CPA/PFS
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Precedent Wealth Partners
42yrs
Joseph Williams
Financial advisor
1800 West Loop South Suite 1400
Houston, TX 77027
Top 2% by experience in Texas
CFP®CPA/PFS
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Cetera Investment Advisers
40yrs
John Stovall
Financial advisor
Clifton, TX
Top 3% by experience in Texas
CPA/PFS
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Kestra Advisory Services
40yrs
David Shoemaker
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 4% by experience in Austin
CFP®CPA/PFS
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Austin Wealth Management
39yrs
Daniel Davila
Financial advisor
5209 Burnet Road Suite. 210
Austin, TX 78756
Top advisor by experience at Austin Wealth Management
CPA/PFS
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Linscomb Wealth
38yrs
Heidi Davis
Financial advisor
1333 West Loop South Suite 1500
Houston, TX 77027
Top advisor by experience at Linscomb Wealth
CFP®CPA/PFS
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Miai
38yrs
Daniel Dooley
Financial advisor
12222 Merit Dr Suite 1390
Dallas, TX 75251
Top 5% by experience in Texas
CPA/PFSFiduciary
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Cetera Investment Advisers
38yrs
Alan Spencer
Financial advisor
Allen, TX
Top 4% by experience in Allen
CFP®CPA/PFS
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Momentum Independent Network
37yrs
Robert Theisen
Financial advisor
717 N. Harwood Street Suite 3400
Dallas, TX 75201
Top 6% by experience in Texas
CPA/PFSFiduciary
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Advisor Resource Council
36yrs
Richard Brown
Financial advisor
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Top 6% by experience in Texas
CPA/PFS
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American Market Advisors
36yrs
Paul Anderson
Financial advisor
4126 Pond Hill Rd Suite 100
Shavano Park, TX 78231
Top 6% by experience in Texas
CPA/PFSFee-only firm
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Cetera Investment Advisers
35yrs
Anna Carlyle
Financial advisor
4030 Swiss Ave
Dallas, TX 75204
Top 7% by experience in Texas
CFP®CPA/PFSFiduciary
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LPL Financial
35yrs
James Klodosky
Financial advisor
1449 Highway 6,Suite 350
Sugar Land, TX 77478
Top 7% by experience in Texas
CPA/PFSFiduciary
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Cetera Investment Advisers
34yrs
David Bott
Financial advisor
14090 Southwest Freeway Suite 200
Sugar Land, TX 77478
Top 8% by experience in Texas
CPA/PFS
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Momentum Independent Network
34yrs
Dana Davidson
Financial advisor
717 N. Harwood Street Suite 3400
Dallas, TX 75201
Top 8% by experience in Texas
CPA/PFSFiduciary
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Equitable Advisors
34yrs
Samuel Ribak
Financial advisor
8000 IH 10 West Suite 750
San Antonio, TX 78230
Top 8% by experience in San Antonio
CPA/PFSFiduciary
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Parker Financial Advisors
33yrs
Joseph Klingen
Financial advisor
14800 St Mary's Ln Suite 245
Houston, TX 77079
Top 10% by experience in Texas
CPA/PFSFiduciary
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Legacy Wealth Advisors
33yrs
John Landrum
Financial advisor
408 Water Street
Waxahachie, TX 75165
Top 7% by experience in Waxahachie
CPA/PFS
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Cetera Investment Advisers
33yrs
Cecil Staples
Financial advisor
7500 Hwy 155
Frankston, TX 75763
Top 10% by experience in Texas
CPA/PFSFiduciary
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GQO Investment Advisors
33yrs
George Offutt
Financial advisor
Meadowlakes, TX
Top 10% by experience in Texas
CPA/PFSFiduciary
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Kestra Advisory Services
33yrs
Thomas Machuga
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 10% by experience in Austin
CPA/PFSChFCFiduciary
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Howard Financial Services
32yrs
James Howard
Financial advisor
8350 Meadow Rd. Suite 181
Dallas, TX 75231
Top advisor by experience at Howard Financial Services
CPA/PFSFee-only firm
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Alpha Wealth Strategies
32yrs
Clark Blackman
Financial advisor
Cypress, TX
Top 4% by experience in Cypress
CFACFP®CPA/PFS
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Cetera Investment Advisers
32yrs
James Ward
Financial advisor
305 W. Woodard St.
Denison, TX 75020
Top 11% by experience in Texas
CFP®CPA/PFS
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