Best Financial Planner in Texas
Top Financial Planner Listings in Texas
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Showing 51-100 of 332 Financial Planner listings in Texas · page 2 of 7
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- Financial Planner
- Lubbock, Texas
- (806) 793-4703
- wellsfargo.com
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- Financial Planner
- Dallas, Texas
- (214) 420-7020
- stratawealth.com
Strata Wealth Advisors, LLC is a financial planner in Dallas, TX, located at 8750 North Central Expressway, Suite 1875. Founded in 2000, the firm serves business owners, executives, and affluent families in Dallas, Texas. The team includes professionals in...
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- Financial Planner
- San Antonio, Texas
- (210) 881-5700
- paxfinancialgroup.com
PAX Financial Group, LLC is a financial planner in San Antonio, Texas. The firm provides fee-based fiduciary advice, specializing in financial planning, investment management, retirement planning, retirement plans for business owners, and insurance. Serving...
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- Financial Planner
- Fort Worth, Texas
- (817) 989-1300
- dignumfinancialpartners.com
Dignum Financial Partners is a financial planner in Fort Worth, TX. The firm provides comprehensive financial advisory services to individuals, businesses, and multigenerational families, offering cash‑flow analysis, risk management, investment and portfolio...
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- Financial Planner
- University Park, Texas
- (214) 474-2190
- beaconpointe.com
Beacon Pointe Advisors of University Park is a financial planner in University Park, TX. The firm provides wealth management, estate planning, and retirement planning services. It holds a 5.00 rating based on customer reviews. The firm offers specialized...
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- Financial Planner
- Austin, Texas
- (512) 489-3574
- turbotax.intuit.com
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- Financial Planner
- Plano, Texas
- (469) 606-2040
- groupmaire.com
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- Financial Planner
- Flower Mound, Texas
- (972) 996-7858
- guardianfinancialmanagement.com
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- Financial Planner
- Boerne, Texas
- (830) 815-2000
- rpmhillcountry.com
Hill Country Group is a Financial Planner in Boerne, TX, located at 2 Spencer Rd #102. It holds a 5.00 rating based on customer reviews. Real Property Management Hill Country, operated by Brett and Mary Pat Reed, provides residential property management...
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- Financial Planner
- Houston, Texas
- (281) 580-2100
- postoakprivatewealth.com
Post Oak Private Wealth Advisors of Houston: Post Oak Private Wealth Advisors is a financial planner in Houston, TX, located at 1200 Smith St UNIT 610. The firm operates as a fee-based fiduciary wealth management practice serving individuals and families with complex financial planning needs in Houston...
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- Financial Planner
- Austin, Texas
- (512) 489-3574
- turbotax.intuit.com
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- Financial Planner
- San Antonio, Texas
- (877) 348-8822
- tlwmfinancial.com
TLWM Financial is a financial planner in San Antonio, Texas. The firm provides proactive investment management, comprehensive financial planning, and specialized personal advice. Their services are designed to help clients navigate complex investment options...
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- Financial Planner
- Fort Worth, Texas
- (817) 877-0717
- thewealthplanner.com
The Wealth Planner is a financial planner in Fort Worth, TX, located at 1300 Summit Ave Suite 120. Led by John W. Loyd, CFP, the firm serves retirees, small business owners, windfall winners, and high-income professionals. The firm’s clients span 15 states...
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- Financial Planner
- Austin, Texas
- (512) 886-2511
- rethinkwealth.com
Rethink Wealth is a financial planner in Austin, TX. The firm delivers full‑service financial and investment planning for individuals, white‑coat professionals, busy families and small‑business owners. Its offerings include individualized planning through the...
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- Financial Planner
- Austin, Texas
- (512) 693-9814
- solsticewealth.co
Solstice Wealth (Formerly Art of Finance): Solstice Wealth is a financial planner in Austin, TX. The firm provides fee-only financial planning, investment management, and tax strategy to client families across the US. With a 5.00 rating from 25 reviews, the firm specializes in navigating major life...
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- Financial Planner
- Beaumont, Texas
- (409) 813-6486
- ameriprise.com
Jeremy Saba - Financial Advisor, Ameriprise Financial Services, LLC is a financial planner in Beaumont, TX. The firm provides financial planning advice and retirement investment advice to individuals seeking personalized guidance. This practice holds a 5.00...
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- Financial Planner
- Dallas, Texas
- (214) 754-0770
- epwealth.com
EP Wealth Advisors of Dallas is a financial planner in Dallas, TX. The firm provides customized investment portfolios, retirement plans, estate planning, and business solutions to families, individuals, and business owners. Their specialized services include...
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- Financial Planner
- San Marcos, Texas
- (737) 373-2466
- northwesternmutual.com
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- Financial Planner
- Fort Worth, Texas
- (682) 262-1270
- hybridfinancialfreedom.com
Hybrid Financial LLC & Hybrid Wealth Management LLC is a financial planner in Fort Worth, TX, located at 1701 River Run, Suite 703. It holds a rating of 4.90 based on customer reviews. The firm provides retirement planning solutions and investment advisory...
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- Financial Planner
- Fort Worth, Texas
- (817) 377-9998
- clearfork1848.com
Clearfork Wealth Management is a financial planner in Fort Worth, TX, serving individuals and families with personalized financial planning, retirement planning, investment management, and estate planning services. The firm specializes in helping clients...
#711900 Wealth
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- Financial Planner
- San Antonio, Texas
- (210) 736-7770
- 1900wealth.com
1900 Wealth is a financial planner in San Antonio, TX, serving individuals, families, and organizations seeking structured, long-term financial strategy. The firm specializes in investment management, family office solutions, charitable gifting, alternative...
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- Financial Planner
- Austin, Texas
- (512) 698-5076
- modernwealthatx.com
Modern Wealth Strategies is a financial planner in Austin, TX. The firm helps successful individuals and families build, preserve, and transfer wealth by coordinating investment management, retirement planning, tax planning strategies, risk management, and...
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- Financial Planner
- Lubbock, Texas
- (806) 798-5678
- edwardjones.com
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- Financial Planner
- Lubbock, Texas
- (806) 698-1122
- amicusadvisors.com
Amicus Financial Advisors, LLC is a financial planner in Lubbock, Texas. The firm provides personalized money management and all-in-one wealth management services, including investment management, retirement planning, strategic tax planning, insurance...
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- Financial Planner
- Odessa, Texas
- (432) 331-9764
- edwardjones.com
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- Financial Planner
- Pasadena, Texas
- (281) 436-0396
- edwardjones.com
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- Financial Planner
- Edinburg, Texas
- (956) 287-1877
- edwardjones.com
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- Financial Planner
- Pasadena, Texas
- (346) 374-1293
- edwardjones.com
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- Financial Planner
- Killeen, Texas
- (254) 526-4559
- firstcommand.com
#80Texan Wealth
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- Financial Planner
- McKinney, Texas
- (469) 907-1064
- texanwealth.com
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- Financial Planner
- Houston, Texas
- (832) 915-2700
- retirehouston.com
Retirement Planners of Texas is a financial planner in Houston, TX, specializing in retirement planning and long-term financial security for individuals nearing or already in retirement. The firm helps clients build sustainable retirement income strategies...
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- Financial Planner
- Flower Mound, Texas
- (972) 691-2158
- edwardjones.com
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- Financial Planner
- Houston, Texas
- (800) 572-7011
- fidelity.com
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- Financial Planner
- Pasadena, Texas
- (713) 844-5099
- ameriprise.com
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- Financial Planner
- Rowlett, Texas
- (214) 923-5237
- rockwallwealthadvisors.com
Rockwall Wealth Advisors of Rowlett is a financial planner in Rowlett, TX, located at 697 E Interstate 30 STE 200. It holds a rating of 5.00 based on 10 reviews. The firm provides fee-only financial planning advice and investment management to high net worth...
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- Financial Planner
- San Antonio, Texas
- (214) 452-1096
- turbotax.intuit.com
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- Financial Planner
- Lubbock, Texas
- (806) 749-7870
- caprock.com
Caprock Financial Group is a Financial Planner in Lubbock, TX. This privately owned multi-family office serves ultra-high-net-worth clients through personalized wealth management, financial planning, and private investments. The firm holds a 5.00 rating and...
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- Financial Planner
- Plano, Texas
- (469) 247-0024
- edwardjones.com
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- Financial Planner
- Harlingen, Texas
- (956) 423-1023
- ameriprise.com
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- Financial Planner
- Killeen, Texas
- (254) 526-4559
- firstcommand.com
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- Financial Planner
- Killeen, Texas
- (254) 526-4559
- firstcommand.com
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- Financial Planner
- Waco, Texas
- (254) 732-0837
- calibratewealth.com
Matthew Boudreaux, Financial Advisor with Calibrate Wealth Partners, is a Financial Planner in Waco, TX. The practice provides asset management, estate planning, financial planning, education funding, retirement planning, and risk management services...
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- Financial Planner
- Austin, Texas
- (512) 791-4335
- havenfinancial.com
Haven Financial Advisors is a financial planner in Austin, TX. They offer comprehensive financial planning services and specialize in fee-only advising for individuals and families seeking personalized financial guidance. Conveniently located near Lady Bird...
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- Financial Planner
- San Antonio, Texas
- (210) 824-9894
- advisor.firstcommand.com
First Command Financial Advisor - James Geddie, RICP®|MBA is a financial planner in San Antonio, TX. James Geddie provides financial coaching and personalized financial planning to help service members and their families navigate their financial lives. James...
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- Financial Planner
- Austin, Texas
- (512) 970-4523
- austinmoneycoach.com
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- Financial Planner
- El Paso, Texas
- (915) 772-0100
- firstcommand.com
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- Financial Planner
- Kerrville, Texas
- (830) 792-2100
- morganstanley.com
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- Financial Planner
- Houston, Texas
- (866) 273-2848
- creativephl.org
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- Financial Planner
- Grand Prairie, Texas
- (214) 790-9830
- argoretirement.com
Argo Retirement Advisors is a financial planner in Grand Prairie, TX. The firm provides specialized services including retirement strategies, wealth management, portfolio construction, risk management, estate strategy, and life insurance. They serve a diverse...
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- Financial Planner
- Houston, Texas
- (832) 331-4714
- nxtgenfp.com
Recently Updated Financial Planner in Texas
Business profiles with freshly refreshed About sections.
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- Financial Planner
- San Antonio, Texas
- (210) 987-5508
- rio.bank
Rio Bank is a Financial Planner in San Antonio, TX, located at 5700 Broadway. The Stone Oak Banking Center provides full-service banking and 24-hour ATM access. It holds a rating of 3.00 based on 6 reviews. Customers can use contactless debit cards, add cards...
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- Financial Planner
- Laredo, Texas
- (956) 568-1190
- farowealth.com
Faro Wealth is a Financial Planner in Laredo, TX, located at 7613 Rocio Dr Suite 1. The firm provides investment management and financial planning services to individuals and organizations in the Laredo area. Established in 2013, the independent local firm...
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- Financial Planner
- Dallas, Texas
- (214) 245-4572
- dallasfinancialadvisors.us
Dallas Financial Advisors is a financial planner in Dallas, TX. The firm helps families and individuals make confident, well-informed investment decisions to pursue an independent and prosperous financial future. Their approach centers on comprehensive...
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- Financial Planner
- Arlington, Texas
- (682) 233-2653
- boldfinancialpartners.com
Bold Financial Partners is a Financial Planner in Arlington, TX, located at 1615 W Abram St #104. The firm provides financial and investment planning services to individuals with personal and family goals, as well as organizations managing their financial...
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- Financial Planner
- DeSoto, Texas
- (740) 264-8000
- trinityhealth.com
Trinity Enterprise & Financial Services is a financial planner in DeSoto, Texas, offering personalized financial guidance and services to individuals and families across the local community. The business specializes in financial planning, investment...
Score breakdown
- Financial Planner
- Brownsville, Texas
- (956) 542-6044
- hgthomas.com
HG Thomas Wealth Management, LLC is a financial planner in Brownsville, Texas. The firm provides wealth management and financial advisory services to individuals, families, retirees, and business owners, with a focus on retirement planning, investment...
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- Financial Planner
- El Paso, Texas
- (915) 613-4300
- crownwealthstrategies.com
Crown Wealth Strategies is a Financial Planner in El Paso, TX, located at 621 Resler Dr. The firm provides quality financial strategies, focusing on wealth planning for professionals, physicians, and business owners. It offers financial and insurance products...
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- Financial Planner
- Houston, Texas
- (800) 700-0095
- wealthcr8.com
WealthCreate is a financial planner in Houston, TX, located at 440 Louisiana St #900. The firm provides financial planning and investment advisory services, guiding clients through wealth management with a focus on integrity and expertise. Their principals...
What the Data Shows for Financial Planners in Texas
27% of the 270 financial planners we measured in Texas reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 40, compared with an average SEO score of 69.
The average Google rating across 281 rated financial planners is 4.7, and the median listing has 8 reviews.
None of the 332 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 26, 2026. What each score measures: How We Score.
Looking for the best financial planner in Texas? BizScoreAI scores 332 Financial Planner listings across Texas on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Texas Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Texas?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Texas is listed and scored for free, and claiming is free too.
