Ways to browse Flat-fee advisors serving Richardson, TX

Pick a specialty to browse more Flat-fee advisors serving Richardson, TX.

Browse by specialty

Find advisors serving Richardson, TX who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,786
Wealth management	1,891
Retired	1,818
Retirement plans for business owners (SEP, solo 401k)	1,524
Executive	1,504
Tax-loss harvesting	1,331
Private / alternative investments	961
Options & derivatives strategies	555
Retirement income strategy	553
Active portfolio management	490
College savings (529s, UTMA, etc.)	490
Charitable giving & philanthropy	478
Business exit / sale strategy	467
General retirement planning	431
Annuities	381
ESG / Sustainable investing	375
Concentrated stock management	336
Approaching retirement	288
HENRY (High Earners, Not Rich Yet)	278
Cash flow / budgeting	235
Tax strategies for small businesses	184
Passive / index investing	173
Equity compensation tax strategy	167
Business succession planning	127
Income planning	122
Real estate investing	113
Business sale tax planning	109
Self-Employed	100
Financial Professional	95
General estate planning guidance	95
General tax planning	88
Established Professionals	87
Dentist	85
Family Business	63
Business ownership considerations	54
Debt management	52
Social Security optimization	48
Women Professionals	44
Long-term care insurance	42
Factor investing / smart beta	35
Values-based investing	32
Mid-Career Professionals	28
Life insurance needs analysis	27
Christian Faith Based	26
Religious/faith focused	19
Multi-generational wealth transfer	16
Attorney	15
Retirement withdrawal strategies	14
Doctor or Medical Professional	12
Educators, Teachers, and Academics	10
Charitable giving tax strategies	9
Young Professionals	7
Medicare planning	6
Young Families	6
Business Financial Management	5
Equity Recipients (RS/RSU, SOP, ESPP)	3
Technology Professional	3

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