Browse all Flat-fee 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	65,977
Retired	52,460
Wealth management	37,529
Tax-loss harvesting	31,408
Executive	30,997
Retirement plans for business owners (SEP, solo 401k)	30,059
College savings (529s, UTMA, etc.)	14,186
Private / alternative investments	12,643
General retirement planning	11,829
Retirement income strategy	10,061
Approaching retirement	9,233
HENRY (High Earners, Not Rich Yet)	8,812
ESG / Sustainable investing	8,711
Annuities	8,509
Options & derivatives strategies	8,012
Charitable giving & philanthropy	7,688
Active portfolio management	6,674
Cash flow / budgeting	6,329
Concentrated stock management	5,856
Business exit / sale strategy	5,405
Business succession planning	4,476
Passive / index investing	3,244
Financial Professional	3,169
Self-Employed	2,438
Real estate investing	2,088
Income planning	1,535
General estate planning guidance	1,532
General tax planning	1,364
Social Security optimization	1,240
Established Professionals	1,149
Equity compensation tax strategy	1,110
Mid-Career Professionals	926
Tax strategies for small businesses	872
Business ownership considerations	715
Long-term care insurance	638
Retired	617
Debt management	582
Women Professionals	564
Intergenerational Families	450
Retirement withdrawal strategies	435
Factor investing / smart beta	388
Doctor or Medical Professional	361
Values-based investing	338
Business sale tax planning	320
Life insurance needs analysis	315
Dentist	279
Divorce financial planning	263
Educators, Teachers, and Academics	252
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	223
Family Business	218
Charitable giving tax strategies	195
Equity Recipients (RS/RSU, SOP, ESPP)	187
Religious/faith focused	165
Multi-generational wealth transfer	154
Expats	129
Roth conversion strategy	129
Young Professionals	121
Medicare planning	118
Liquidity event planning	102
Christian Faith Based	99
Business Financial Management	96
Attorney	94
Airline Pilot	91
Cross-border / expatriate tax planning	87
Military & Veterans	86
Professional Athlete	64
Disability insurance	61
Technology Professional	55
Trust structures (GRAT, IDGT, revocable)	50
Young Families	48
Divorced	43
Parents	39
Married/Couples/Partners	38
Public Service Employee	31
Planning for children with special needs	30
Stock option exercise strategy	30
Early retirement planning	28
Women's Finance	27
Elder care planning	26
Student loan debt	22
Government Employee	18
Dual Income Family	16
FIRE (Financial Independence Retire Early)	14
LGBTQIA	14
Engineering Professional	12
Union Employee	12
Widow/Widower	12
Career Changers	11
Entity structure planning (LLC, S-Corp)	11
Divorced Women	10
Real Estate Professional	9
Consultant	8
Inherited wealth	8
Sandwich Generation	8
University Employee	8
Veterinarian	8
Women Business Owners	8
African Americans/Black	7
Biotech Professional	7
Entertainment Industry	7
Minorities	6
Multi-state taxation	6
Newlywed/Engaged	6
Artists or Creative	5
Female Executives	5
Immigrants	5
Independent Contractor	5
Oil & Gas	5
Scientific Professional	5
Single Women	5
Exec comp design	4
Gifting strategies	3
Hispanic/Latino/Latinx	3
Home buying	3
Sales Professional	3

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