Advice-Only Financial Advisors in Houston, Texas

Browse verified advice-only financial advisors in Houston, Texas. These advisors provide unbiased financial advice without managing your investments or earning commissions.

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
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
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