Top financial advisors in Texas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Texas means focusing on whether they can handle your specific financial needs, not just picking from a large pool. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what the advisor handles day-to-day. For example, an advisor experienced with oil-and-gas equity might not be the best fit for a multi-state retiree.
- Tax planning frame. Texas has no state income tax, but property and sales taxes are important. Confirm the advisor considers these taxes in your planning.
- Fee model fit. Understand how the advisor charges—flat fee, assets under management, or hourly—to see what aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their succession plan; if part of a team, find out who else would manage your file if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool in Fort Worth, TX, is equipped to assist high-net-worth clients with flat-fee arrangements, leveraging 15 years of experience and Series 63 and 66 licenses. Affiliated with Wells Fargo Clearing, a large firm offering retirement plan consulting and diverse investment options, he combines entrepreneurial insight with a structured advisory process grounded in modern portfolio theory, distinguishing him from advisors in smaller firms or with different fee models.
Experience: 15 years
Avg account: $475,575
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David C
Series 63, Series 65
Houston, TX
LPL Financial
David Cade brings 42 years of experience and specializes in college savings plans, making him well-suited for Texas families planning for education expenses. Operating within LPL Financial, a large national firm, he offers flat-fee and hourly financial planning services, providing flexible fee options compared to advisors with asset-based fees.
Experience: 42 years
Avg account: $399,489
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William S
Series 63, Series 65
College Station, TX
Smith & Wyatt
William Soltow's 13 years of experience and Series 63 and 65 licenses equip him to serve government employees in Texas, offering flat-fee financial planning and estate consulting. His role at Smith & Wyatt, a firm managing $207 million for 724 clients with a team of eight advisors, provides access to discretionary portfolio management and diversified investments, distinguishing him from solo practitioners.
Experience: 13 years
Avg account: $286,584
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Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi's 33 years of experience and expertise in multi-state taxation and private investments make him well-suited for complex financial needs in Texas. Based in Austin and affiliated with Charles Schwab, he offers a 0.80% AUM fee structure and access to multi-asset model portfolios, distinguishing him from advisors at smaller firms or with less comprehensive investment resources.
Experience: 33 years
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Stephen H
Series 65
Plano, TX
Fisher Investments
Stephen Harris at Fisher Investments in Plano, TX, specializes in tax-loss harvesting and active portfolio management, which suits high-net-worth clients seeking sophisticated strategies in Texas's tax environment. His firm’s centralized investment policy committee and tax-aware processes differentiate him from others by offering disciplined, risk-managed portfolio oversight with a 1.50% AUM fee structure.
Experience: 1 year
Avg account: $1,664,526
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