Browse all CFP®-certified advisors in Texas

Every advisor below is licensed to work with clients in Texas. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	23,011
Retired	15,200
Wealth management	14,147
Executive	13,437
Tax-loss harvesting	10,041
Retirement plans for business owners (SEP, solo 401k)	8,718
Retirement income strategy	8,103
General retirement planning	6,579
College savings (529s, UTMA, etc.)	5,140
Private / alternative investments	4,647
Cash flow / budgeting	3,834
General estate planning guidance	3,826
Approaching retirement	3,608
Active portfolio management	3,474
ESG / Sustainable investing	3,463
Options & derivatives strategies	3,369
Charitable giving & philanthropy	3,344
Income planning	2,818
Multi-generational wealth transfer	2,761
Business exit / sale strategy	2,660
HENRY (High Earners, Not Rich Yet)	2,472
Annuities	2,447
Passive / index investing	1,998
Retirement withdrawal strategies	1,763
Social Security optimization	1,749
Mid-Career Professionals	1,662
Business succession planning	1,657
Concentrated stock management	1,645
Business ownership considerations	1,638
Divorce financial planning	1,467
Real estate investing	1,234
General tax planning	853
Self-Employed	757
Established Professionals	667
Equity compensation tax strategy	638
Financial Professional	592
Planning for children with special needs	587
Divorced	496
Attorney	493
Married/Couples/Partners	473
Women Professionals	452
Debt management	367
Tax strategies for small businesses	365
Long-term care insurance	329
Intergenerational Families	327
Multi-state taxation	315
Doctor or Medical Professional	286
Equity Recipients (RS/RSU, SOP, ESPP)	280
Military & Veterans	265
Values-based investing	224
Life insurance needs analysis	208
Parents	204
Factor investing / smart beta	198
Liquidity event planning	182
Religious/faith focused	156
Family Business	153
Retired	146
Educators, Teachers, and Academics	135
Business sale tax planning	133
Dentist	127
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	116
LGBTQIA	113
Charitable giving tax strategies	112
Young Professionals	111
Inheritance planning	108
Technology Professional	86
Roth conversion strategy	81
Business Financial Management	76
Christian Faith Based	70
Professional Athlete	66
Young Families	66
Medicare planning	65
Disability insurance	61
Widow/Widower	58
Early retirement planning	47
Women's Finance	46
Airline Pilot	45
Government Employee	43
Stock option exercise strategy	38
Oil & Gas	36
Startup equity planning	35
Trust structures (GRAT, IDGT, revocable)	35
Exec comp design	32
Engineering Professional	31
Public Service Employee	30
Student loan debt	27
FIRE (Financial Independence Retire Early)	22
Elder care planning	21
Dual Income Family	20
Cross-border / expatriate tax planning	19
Newlywed/Engaged	19
Entertainment Industry	16
Real Estate Professional	15
Hispanic/Latino/Latinx	13
Expats	12
Gifting strategies	12
Sandwich Generation	12
Consultant	11
Divorced Women	11
Inherited wealth	11
Career Changers	10
Entity structure planning (LLC, S-Corp)	10
Home buying	9
Women Business Owners	8
Immigrants	7
Biotech Professional	6
African Americans/Black	5
Female Executives	5
Key person insurance & risk mitigation	5
Minorities	5
Single Women	5
University Employee	5
Artists or Creative	4
Financial coaching / therapy	4
Independent Contractor	4
Optometrist	4
Sales Professional	4
Scientific Professional	4
Veterinarian	4

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