Advice-Only Financial Advisors in Texas

Browse verified advice-only financial advisors in Texas. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Ross Dugas

Ross Dugas, Ph.D., CFP®

Scientific Financial

Monthly$65/mo
One-time$6,000
Hourly$300/hr
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As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

Ideal for
Engineers and Scientists • DIY Investors
Specializes in
Retirement
InvestmentsTax Strategies
Kaki Perdue

Kaki Perdue, CPA, CFP®

Look Both Ways Financial

One-time$7,000
Hourly$330/hr
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Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial

Ideal for
Pre-Retirees • Retirees
Specializes in
RetirementTax StrategiesRetirement Life Planning
Spenser Liszt

Spenser Liszt, CFP®

Motif Planning

Monthly$834/mo
Quarterly$2,500/qtr
Annual$10,000/yr
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Helping families build a secure financial future, feel confident no stone is left unturned and lift the mental burden of managing their finances.

Ideal for
High Earners • Families with Children
Specializes in
Tax Strategies
Employee BenefitsInvestments
Eric Simonson

Eric Simonson, CFP®, CRPC®

Abundo Wealth

Not accepting clients
Monthly$199/mo
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On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!

Ideal for
Young Professionals • Pre-Retirees
Specializes in
Pre-Retirement Planning
Early Career PlanningDebt & Credit
Kirk Reagan

Kirk Reagan, CFP®, MQFP®, ChFC®

High Flight Financial LLC

One-time$2,500
Hourly$250/hr
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I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...

Ideal for
Veterans/Military Personnel • FIRE
Specializes in
Mid-Career PlanningPre-Retirement PlanningInvestments
Chris Reddick

Chris Reddick, CFP®, EA

Chris Reddick Financial Planning, LLC

Monthly$150/mo
Hourly$200/hr
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Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...

Ideal for
Educators • Government Employees
Specializes in
InvestmentsTax StrategiesRetirement Life Planning
Grady Moshay
One-time$1,950
Hourly$199/hr
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Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...

Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning
Early Career PlanningMid-Career Planning