Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Boerne, TX
Every SEC-registered financial advisor at a firm office in Boerne who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Boerne; the most are at Schwab Wealth Advisory, Inc. (3). 8 are also registered broker representatives.
CFP advisors in Boerne, A to Z
Every advisor in Boerne →- David M. BartoskiForma Financial Planning · Certified Financial Planner
- Michelle L. EastonSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel A. GroverCaptrust · Certified Financial Planner
- Scott MillerStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Phillip M. MillsFlying Forward Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Wyatt A. MoerdykEvidence Advisors Investment Management · Certified Financial Planner
- Keith M. MoralesSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Richard A. Reyes IIIEdward Jones · Certified Financial Planner
- Cade SeymourCrestmont Private Wealth LLC · Certified Financial Planner
- Mark S. TempleEdward Jones · Certified Financial Planner
- Scott C. VlasiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Alec B. WalkerCrestmont Private Wealth LLC · Certified Financial Planner
- Scott M. WallaceKovack Advisors, Inc. · Certified Financial Planner
- Brett O. WheelerAdvisor Logistics, LLC · Certified Financial Planner
- David ZunigaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Boerne
Schwab Wealth Advisory, Inc. 3Crestmont Private Wealth LLC 2Edward Jones 2Advisor Logistics, LLC 1Captrust 1Evidence Advisors Investment Management 1Flying Forward Wealth Management 1Forma Financial Planning 1Kovack Advisors, Inc. 1Strategic Advisers LLC 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Texas cities
All of Texas →Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22
Questions
How many CFP financial advisors are in Boerne, TX?
15 SEC-registered investment adviser representatives at firm offices in Boerne, Texas list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Boerne?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.