Near Houston, Texas

... (Michael J. Fitzgerald, CPA/PFS, CFP®, MST (Houston, Texas) Financial Planning & Income Replacement Services, Houston, Texas He offers a complimentary, no obligation Get Acquainted appointment – which can be conducted over the telephone or in person for coffee, so that you can learn how to replace 100% of your income and retire on your terms. Financial Planning & Retirement Income, Houston, Texas www.fitzfp-llc.com www.retirementplanninghouston.com www.retirementplanningtexas.com

Near Houston, Texas

... Phone: (713) 474-2254.<br>Cell: (713) 703-8873.<br><br>1932 Norfolk St. <br>Houston, TX 77098

Near Houston, Texas

... An independent fee-only advisory firm offering comprehensive planning and investment advice on an as-needed basis. Never any commissions or product sales. No account or asset minimums.

Near Austin, Texas

... Established on Black Monday, October 19, 1987 by Mark Coffelt. Mark is the Chief Investment Officer and author of the computer programs used to evaluate equity securities. Empiric focuses on a highly structured, quantitative, and empirical (SQE) process to picking stocks. Mark Coffelt received his MBA from the Wharton School at Penn University.

Near Flower Mound, Texas

... Our firm offers independent, fee-only financial planning, investment advisory, and comprehensive wealth management services to individuals, families, businesses, trusts, foundations, and pension plans.

Near Round Rock, Texas

... Our mission is to provide personalized, affordable, and objective advice to people from all walks of life. Our aim is to partner with clients to create a personalized financial plan that prioritizes their goals, maximizes their resources and creates a roadmap to their future. Through professional, fee-only advice, we seek to advise and educate our clients, allowing them to make the best financial decisions for their unique situation.

Near Dallas, Texas

... Active Investment Management & Periodic Portfolio Reviews Retirement Planning Education Planning Tax Advisory Services Wealth Transfer Planning Business Planning & Development Insurance Reviews Cash Management and Budgeting

Near Dallas, Texas

... We don’t sell financial products, so our complete focus is on what is best for you. We evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. One fixed, annual retainer fee gives you all the meetings and calls you need. And we are committed to providing value that exceeds our fee.

Near Dallas, Texas

... Wealth management integration and monitoring in the following areas: Investment Management, Risk Management, Estate Planning, Income Tax Planning, Business Planning and Philanthropic Management. Wealth management services are provided without any conflicts of interests to our clients. Our firm serves a limited number of wealthy families.

Near Bryan, Texas

... Warwick Partners is a comprehensive financial planning and wealth management firm. We assume the role of Chief Financial Officer for our clients, analyzing all of the relevant financial planning issues and delivering ongoing objective, conflict-free advice.

Near Houston, Texas

... My role is to advise my client as to their best course of action. I am not compensated for selling investments or insurance. During an inital consultation you can explain what you are looking for and we will determine the extent of our relationship. We begin by completing a sophisticated, customized, and thorough personal profile. We will establish a written method, reviewed annually in person, which will direct our quarterly portfolio analysis.

Near Houston, Texas

... Posey Capital is a fee-only advisor that provides portfolio management and comprehensive financial planning to high-net worth clients. "Fee-only" means that the firm does not work for commissions: we are not stock brokers or insurance agents. We are paid a simple fee for our services so there is never any conflict of interest. We have no financial incentive to recommend one investment or financial strategy over another, so we can put your best interest first.

Near Austin, Texas

... Phone: (916) 705-8620.

407 A West 45th Street
Austin, TX 78751

Near Katy, Texas

... Phone: (281) 578-9921.

1123 Oxborough Drive
Katy, TX 77450

Near Austin, Texas

... Phone: (512) 453-6622.

7200 North Mopac, Suite 315
Austin, TX 78731

Near Austin, Texas

... Phone: (512) 453-6622.

7200 North Mopac, Suite 315
Austin, TX 78731

Near Austin, Texas

... Phone: (512) 453-6622.

7200 North Mopac, Suite 315
Austin, TX 78731

Near Lubbock, Texas

... Phone: (806) 438-0487.

Div. of Personal Financial Planning, PO Box 41162
Lubbock, TX 79409

Near Sugar Land, Texas

... Phone: 7135219525.

14090 Southwest Freeway Suite 300
Sugar Land, TX 77478

Near Dallas, Texas

... Phone: (972) 960-1001.

12222 Merit Drive, Suite 1500
Dallas, TX 75251

Near Dallas, Texas

... Phone: (972) 960-1001.

12222 Merit Drive, Suite 1500
Dallas, TX 75251

Near Dallas, Texas

... Phone: (972) 960-1001.

12222 Merit Drive, Suite 1500
Dallas, TX 75251

Near Dallas, Texas

... Phone: (972) 960-1001.

12222 Merit Drive, Suite 1500
Dallas, TX 75251

Near Dallas, Texas

... Phone: (972) 960-1001.

12222 Merit Drive, Suite 1500
Dallas, TX 75251

Near Dallas, Texas

... Phone: (972) 960-1001.

12222 Merit Drive, Suite 1500
Dallas, TX 75251