Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Houston, TX
Every SEC-registered financial advisor at a firm office in Houston who lists the Certified Financial Planner designation, A to Z.
620 CFP professionals work in Houston; the most are at Ameriprise Financial Services, LLC (24). 297 are also registered broker representatives.
CFP advisors in Houston, A to Z (first 500 of 620)
Every advisor in Houston →- Amy K. AbensStrategic Advisers LLC · Certified Financial Planner
- Stephen D. AdellAdell Harriman & Carpenter · Certified Financial Planner
- Charles C. AdiBlueprint 360 LLC · Certified Financial Planner
- Wendy AguilarStrategic Advisers LLC · Certified Financial Planner
- Pamela K. AhlersHarbour Investments, Inc. · Certified Financial Planner
- Hany H. AhmadTeamwork Financial Advisors, LLC · Certified Financial Planner
- Odaro E. AisueniPlancorp, LLC · Certified Financial Planner
- Damian S. AldridgeNorthwest Asset Management · Certified Financial Planner
- Emily P. AllenFocus Partners Wealth, LLC · Certified Financial Planner
- Benjamin B. AlmedaHightower Advisors, LLC · Certified Financial Planner
- Gonzalo AlonsoEagle Global Advisors LLC · Certified Financial Planner
- Bilal AlsalehJ.P. Morgan Securities LLC · Certified Financial Planner
- Javier I. AltimariAmericana Partners, LLC · Certified Financial Planner
- Marissa AmarLinscomb Wealth, Inc. · Certified Financial Planner
- Francis X. AmslerRockefeller Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Brian L. AndersonRBC Capital Markets, LLC · Certified Financial Planner
- Lynn A. AndersonAbundo Wealth · Certified Financial Planner
- Sandra M. AndradeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marcelo Andres GomezBanorte Asset Management, Inc. · Certified Financial Planner
- Yevgeniya AndryeyevaStavis Wealth Transfer Solutions · Certified Financial Planner
- Juaquin G. ArellanoTectonic Capital Advisors, LLC · Certified Financial Planner
- Roberto ArenivasAvidian Wealth Solutions · Certified Financial Planner
- Brandy A. ArizaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Belinda G. AucoinSunbelt Securities, Inc. · Certified Financial Planner
- Varkey V. BabukuttyCetera Investment Advisers LLC · Certified Financial Planner
- Thomas A. BairdOsaic Wealth, Inc. · Certified Financial Planner
- Daniel C. BakerNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Jennifer D. BakerBws Investment Management, LLC · Certified Financial Planner
- Mitchell D. BaldridgeCrestridge Wealth Advisors, LLC · Certified Financial Planner
- Aurora M. BarcenasHightower Advisors, LLC · Certified Financial Planner
- Kay L. BarcusOppenheimer & Co. Inc. · Certified Financial Planner
- Nicholas M. BareLinscomb Wealth, Inc. · Certified Financial Planner
- Melissa A. BarkleyAvidian Wealth Solutions · Certified Financial Planner
- Felix F. BarrazaValic Financial Advisors, Inc. · Certified Financial Planner
- Braxton BartlettHightower Advisors, LLC · Certified Financial Planner
- Christian C. BaumanArax Advisory Partners · Certified Financial Planner
- Bradly H. BaxterWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Larry B. BellTrinity Legacy Partners, LLC · Certified Financial Planner
- Erik BencomoJ.P. Morgan Securities LLC · Certified Financial Planner
- Brian J. BergeronRBC Capital Markets, LLC · Certified Financial Planner
- Abrin A. BerkemeyerWillis Johnson Wealth · Certified Financial Planner
- Shawn L. BernhardRBC Capital Markets, LLC · Certified Financial Planner
- Douglas A. BertiTexas Assured Financial Planning LLC · Certified Financial Planner
- Matthew D. BertiRhp Wealth Management · Certified Financial Planner
- Ashwin K. BhattCetera Investment Advisers LLC · Certified Financial Planner
- Joseph R. BirkoferOnedigital · Certified Financial Planner
- Scott A. BishopHightower Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Sheldon J. BlackFranklin, Parlapiano, Turner & Welch LLC · Certified Financial Planner
- Jalen BlackmonMML Investors Services, LLC · Certified Financial Planner
- Stephanie I. BlakesSeren Wealth Advisors, LLC · Certified Financial Planner
- Dean L. BoebingerStrategic Financial Concepts, LLC · Certified Financial Planner
- Mark J. BohnCetera Investment Advisers LLC · Certified Financial Planner
- Michael F. BookerFinancial Synergies · Certified Financial Planner, Chartered Financial Consultant
- Robert A. BoswellSunbelt Securities, Inc. · Certified Financial Planner
- Timothy J. BosworthLPL Enterprise, LLC · Certified Financial Planner
- Brian J. BovaInscription Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Christopher R. BowmanRockefeller Financial LLC · Certified Financial Planner
- Lantz D. BowmanPrecedent Wealth Partners, LLC · Certified Financial Planner
- Anita M. Bowman-McCormickEdward Jones · Certified Financial Planner
- Kurt L. BoxAdvocates Wealth Planning · Certified Financial Planner
- Henry S. Bragg Sr.Henry Bragg & Co. · Certified Financial Planner
- Allison L. BrandInscription Capital, LLC · Certified Financial Planner
- Jay W. BransonBranson Fowlkes Russell Inc. · Certified Financial Planner
- Laura E. BrantleyHightower Advisors, LLC · Certified Financial Planner
- Maryanna E. BraunSowell Management · Certified Financial Planner
- Randall BrazielThe Mather Group, LLC · Certified Financial Planner
- Melissa A. BrennanSymphony Financial, Ltd. Co. · Certified Financial Planner
- Jared A. BrennenEndeavor Advisors, LLC · Certified Financial Planner
- Matthew S. BrittonLinscomb Wealth, Inc. · Certified Financial Planner
- Hester R. BroadWillis Johnson Wealth · Certified Financial Planner
- Sarah J. BrockhouseCharles Schwab & Co., Inc. · Certified Financial Planner
- Jesse J. BrownMariner Independent · Certified Financial Planner
- Nicholas M. BrownGranite Harbor Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Rachel M. BuckhoffFinancial Synergies · Certified Financial Planner
- Sarah D. BuengerRia Advisors · Certified Financial Planner
- Wallace C. Burgoyne Jr.Symphony Financial, Ltd. Co. · Certified Financial Planner
- Nathan W. BurlesonHeritage Wealth Management · Certified Financial Planner
- Rebekah K. BurnsMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Stephen B. BurtonAutumn Lane Advisors, LLC · Certified Financial Planner
- Manuel Bustos IIStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew E. CaireVaughan Nelson Investment Management, L.P. · Certified Financial Planner, Chartered Financial Analyst
- Andrew H. CalhounSequoia Financial Group, L.L.C. · Certified Financial Planner
- Gabriel E. CameraStrategic Advisers LLC · Certified Financial Planner
- Lindsey L. CaminitiAmeriprise Financial Services, LLC · Certified Financial Planner
- Coleman E. CampbellAdvocates Wealth Planning · Certified Financial Planner, Chartered Financial Consultant
- Kimson H. CaoSan Blas Advisory, Inc. · Certified Financial Planner
- Brett S. CarletonHeritage Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Set CarpinteroFinancial Synergies · Certified Financial Planner
- Abigail N. CarrellWillis Johnson Wealth · Certified Financial Planner
- Brian B. CarrionWells Fargo Clearing Services, LLC · Certified Financial Planner
- Douglas E. CarrollMariner · Certified Financial Planner
- David H. CarterCarter Capital Management · Certified Financial Planner
- Diego Carus GarridoMonex Asset Management, Inc. · Certified Financial Planner
- Nicholas CasanovaWillis Johnson Wealth · Certified Financial Planner
- Juan S. CasasConcurrent Investment Advisors, LLC · Certified Financial Planner
- Andrew R. CaseyPrecedent Wealth Partners, LLC · Certified Financial Planner
- David L. CassoRaymond James & Associates, Inc. · Certified Financial Planner
- Antonio F. CastilloGoodman Financial Corporation · Certified Financial Planner
- Diana C. CastroGoodman Financial Corporation · Certified Financial Planner
- Tanya T. CastroTrb Wealth Management, LLC · Certified Financial Planner
- Stephen F. CatonPatron Partners, LLC · Certified Financial Planner
- Cesario R. CavazosMML Investors Services, LLC · Certified Financial Planner
- Adam CervantesRia Advisors · Certified Financial Planner
- Richard N. ChamberlainSunbelt Securities, Inc. · Certified Financial Planner
- Wendy Y. ChanLPL Financial LLC · Certified Financial Planner
- Preston D. CherryConcurrent Wealth Management · Certified Financial Planner
- Mary K. ChiangEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Francis ChoyTransglobal Advisory, LLC · Certified Financial Planner
- Ryan D. ChristensenAwaken Wealth Partners LLC · Certified Financial Planner
- George W. Christopherson IILinscomb Wealth, Inc. · Certified Financial Planner
- Cherita ChurchOrigin Investment Advisory LLC · Certified Financial Planner
- Hunter W. CodayGoodman Financial Corporation · Certified Financial Planner
- Michelle CohenStrategic Advisers LLC · Certified Financial Planner
- Julia CollinsJ.P. Morgan Securities LLC · Certified Financial Planner
- Mark B. ConnelyPark Avenue Securities LLC · Certified Financial Planner
- Collin T. CookValic Financial Advisors, Inc. · Certified Financial Planner
- Jeremy R. CookeJ.P. Morgan Securities LLC · Certified Financial Planner
- Bryce K. CooperPaul Comstock Partners · Certified Financial Planner
- Douglas C. CooperCetera Investment Advisers LLC · Certified Financial Planner
- Salvador CorderoStrategic Advisers LLC · Certified Financial Planner
- Bradley T. CoveyAvidian Wealth Solutions · Certified Financial Planner
- Austin H. CoxCetera Investment Advisers LLC · Certified Financial Planner
- John CroyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Israel Cruz GonzalezMercer Global Advisors Inc. · Certified Financial Planner
- Ilan CuellarLPL Financial LLC · Certified Financial Planner
- Paul A. CulbertsonAllworth Financial, L.P. · Certified Financial Planner
- Daren T. DahmerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lee M. DanielsTitleist Asset Management, LLC · Certified Financial Planner
- Chuong N. DaoJ.P. Morgan Securities LLC · Certified Financial Planner
- James P. Darby IIAdell Harriman & Carpenter · Certified Financial Planner
- Anna V. DashkevichMML Investors Services, LLC · Certified Financial Planner
- John N. DavidBogart Wealth, LLC · Certified Financial Planner
- Adam L. DavidsonJ.P. Morgan Securities LLC · Certified Financial Planner
- Blake K. DavidsonCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Heidi L. DavisLinscomb Wealth, Inc. · Certified Financial Planner, Personal Financial Specialist
- Jason B. DavisTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrea C. DevincenziWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jacqueline M. DeweseWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jesse L. DietzGibbs Wealth Management, LLC · Certified Financial Planner
- Dominic J. DigiacomoCranbrook Wealth Management, LLC · Certified Financial Planner
- Mark S. DirouLPL Financial LLC · Certified Financial Planner
- Donnie DishawWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mary J. DixonCetera Planning Partners · Certified Financial Planner
- Matthew W. DockallPresidio Financial, LLC · Certified Financial Planner
- Keaton V. Dockery-YankerMosaic Advisors · Certified Financial Planner
- Carolyn E. DouglasIntegra Wealth Advisors, LLC · Certified Financial Planner
- Daniel J. DuckettJaykay Wealth Advisors, Inc. · Certified Financial Planner
- Robert B. DwyerHeritage Wealth Management · Certified Financial Planner
- Joseph W. DyalFranklin, Parlapiano, Turner & Welch LLC · Certified Financial Planner
- Christopher G. DysonMbr Financial · Certified Financial Planner
- Wade D. EgmonGoodman Financial Corporation · Certified Financial Planner
- Salvador Elizondo Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Adriana S. ElwoodOnedigital · Certified Financial Planner
- Nicholas L. ErwinArax Advisory Partners · Certified Financial Planner
- Daniel C. EstesPin Oak Investment Advisors Inc. · Certified Financial Planner
- Kristopher F. EtterBeacon Financial Planners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andy C. EvansEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Patrick EvansMorgan Stanley · Certified Financial Planner
- Jeffrey W. FarleyAscension Capital Advisors, Inc. · Certified Financial Planner
- Colin S. FaulkQuotient Wealth Partners, LLC · Certified Financial Planner
- Randall P. FaulkCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Peter L. FaustTanglewood Total Wealth Management, Inc. · Certified Financial Planner
- Keith A. FenstadTanglewood Total Wealth Management, Inc. · Certified Financial Planner
- Ryan E. FerrinFrost Investment Services · Certified Financial Planner
- Audrey FerstenForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Kaleb E. FlemingTruist Advisory Services, Inc. · Certified Financial Planner
- Eric FontenotEdward Jones · Certified Financial Planner
- Cindy Soke Yin FoongAllzen Wealth And Financial Services · Certified Financial Planner
- Heather M. FordMercer Global Advisors Inc. · Certified Financial Planner
- Graham ForssmanStrategic Advisers LLC · Certified Financial Planner
- Ashley M. FosterNxt:gen Financial Planning · Certified Financial Planner
- Maco S. FowlkesBranson Fowlkes Russell Inc. · Certified Financial Planner, Chartered Financial Consultant
- James R. FrankowskiAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert W. FraterAllworth Financial, L.P. · Certified Financial Planner
- Darin FreshourWells Fargo Clearing Services, LLC · Certified Financial Planner
- Carolyn A. GalfioneLinscomb Wealth, Inc. · Certified Financial Planner
- Kellie L. GaminoFinancial Synergies · Certified Financial Planner
- Christopher D. GammonWestpark Wealth Advisors, Inc. · Certified Financial Planner
- Cecilia GarciaAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew T. GardenerTanglewood Legacy Advisors, LLC · Certified Financial Planner
- Edward M. GardnerOsaic Wealth, Inc. · Certified Financial Planner
- Robert A. Gardner IIIWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Crystal L. GarrettAmeriprise Financial Services, LLC · Certified Financial Planner
- Douglas F. GarrisonCerity Partners LLC · Certified Financial Planner
- Federico Garza IVEndeavor Advisors, LLC · Certified Financial Planner
- Raquel I. GarzaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Melissa C. GilesAmericana Partners, LLC · Certified Financial Planner
- Lidiya Z. GoldFrost Investment Services · Certified Financial Planner
- Jay L. GoldbergMosaic Advisors · Certified Financial Planner
- William J. GoldbergUBS Financial Services Inc. · Certified Financial Planner
- Adam D. GoldmanPlanmember Securities Corporation · Certified Financial Planner
- Steven R. GoodmanGoodman Financial Corporation · Certified Financial Planner
- William N. GoodsonFinancial Synergies · Certified Financial Planner
- John GoottCerity Partners LLC · Certified Financial Planner
- Peter C. Goudeau IIILPL Financial LLC · Certified Financial Planner
- Joshua L. GraberPenney Financial · Certified Financial Planner
- Alexis GrahamAmeriprise Financial Services, LLC · Certified Financial Planner
- Richard A. GrbacStrategic Advisory Services, L.L.C. · Certified Financial Planner
- Maryann T. GreenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Colin C. GroverLido · Certified Financial Planner
- Paige P. GuinnMission Wealth Management, LP · Certified Financial Planner
- Rachel C. GummattiraCallahan Advisors, LLC · Certified Financial Planner
- Abigail C. GundersonTanglewood Total Wealth Management, Inc. · Certified Financial Planner
- John A. GutfranskiCetera Investment Advisers LLC · Certified Financial Planner
- John W. GutkowskiAmericana Partners, LLC · Certified Financial Planner
- George E. HaasCorient · Certified Financial Planner, Chartered Financial Consultant
- Deane M. HaflingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jay E. HaleyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joshua H. HallParallel Advisors, LLC · Certified Financial Planner
- Andrew D. HamiltonLinscomb Wealth, Inc. · Certified Financial Planner
- Harrison S. HamiltonSunbelt Securities, Inc. · Certified Financial Planner
- Phillip P. Hamman IVLinscomb Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Laure HamzoMosaic Advisors · Certified Financial Planner
- David G. HansonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Nathaniel J. HarnessBentoak Capital · Certified Financial Planner
- Ian A. HarrisHeritage Wealth Management · Certified Financial Planner
- Robert HarrisHightower Advisors, LLC · Certified Financial Planner
- Dean A. HarveyWestpark Wealth Advisors, Inc. · Certified Financial Planner
- Mandy M. HaskellConcurrent Investment Advisors, LLC · Certified Financial Planner
- Robert J. HaverlyGoodman Financial Corporation · Certified Financial Planner
- Justin S. HaywoodHaywood Wealth Management · Certified Financial Planner
- Joshua J. HebertBeacon Financial Advisors Ltd. · Certified Financial Planner
- Marcel J. HebertBeacon Financial Advisors Ltd. · Certified Financial Planner, Chartered Financial Analyst
- Brock V. HedgecokePerennial Wealth Advisors, LLC · Certified Financial Planner
- Jonathan B. HegerStrategic Advisers LLC · Certified Financial Planner
- Peter L. Herb Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- David HergertAmeriprise Financial Services, LLC · Certified Financial Planner
- Carlos A. HernandezMariner · Certified Financial Planner
- Eloy A. HernandezMosaic Advisors · Certified Financial Planner
- Michael W. HesseOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael R. HibbettsViaquest Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Heath V. HightowerFinancial Synergies · Certified Financial Planner
- David W. HilbigLPL Financial LLC · Certified Financial Planner
- Neeraj S. HingoraniScott & Selber, Inc. Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Brandyn A. HinnrichsStrategic Advisers LLC · Certified Financial Planner
- John F. HinrichsCeltic Capital Corporation · Certified Financial Planner
- Benny Ron HinsonJ.P. Morgan Securities LLC · Certified Financial Planner
- Bradly K. HintonAmeriprise Financial Services, LLC · Certified Financial Planner
- Duane M. HirschCorient · Certified Financial Planner
- Craig S. HoffmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Peter HortonAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathan P. HoymeAwaken Wealth Partners LLC · Certified Financial Planner
- Geordie M. HrdlickaValmark Advisers, Inc. · Certified Financial Planner
- James E. HromadkaValic Financial Advisors, Inc. · Certified Financial Planner
- Yonghui HuangCorient · Certified Financial Planner
- Keith M. Huber Jr.Huber, Cardono, Moring & Richter, L.P. · Certified Financial Planner
- Bradley A. HughesHorizon Wealth Advisors · Certified Financial Planner
- Kristin N. Hurst-HebronMosaic Advisors · Certified Financial Planner
- Nicholas X. IbanezLinscomb Wealth, Inc. · Certified Financial Planner
- Ryan IngramJ.P. Morgan Securities LLC · Certified Financial Planner
- Peter L. IvanyiGuided Capital Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon C. IvySaxon Financial Group · Certified Financial Planner
- Jeffrey W. IvyVestis Advisors, LLC · Certified Financial Planner
- Alison A. JamesWorthwise Financial Partners · Certified Financial Planner
- Rodney E. JamesVineyard Family Wealth Advisors · Certified Financial Planner
- Lindsey K. James-WestPlanmember Securities Corporation · Certified Financial Planner
- Jayson C. JaquessThe Mather Group, LLC · Certified Financial Planner
- Clayton JarrellLinscomb Wealth, Inc. · Certified Financial Planner
- Jordan C. JewellCresset Asset Management, LLC · Certified Financial Planner
- Audrey E. JohnsonMML Investors Services, LLC · Certified Financial Planner
- Eric T. JohnsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas JohnsonWillis Johnson Wealth · Certified Financial Planner, Chartered Financial Analyst
- Willis A. JohnsonWillis Johnson Wealth · Certified Financial Planner
- Jeremy B. JoinerStrategic Advisory Services, L.L.C. · Certified Financial Planner
- Anna Maria JonesMariner · Certified Financial Planner
- Deborah L. JonesCetera Planning Partners · Certified Financial Planner
- Jack L. Jones Jr.Osaic Advisory Services, LLC · Certified Financial Planner
- Brandt J. JordanPark Avenue Securities LLC · Certified Financial Planner
- David JulianCorda Investment Management, LLC · Certified Financial Planner
- Jayanth R. KabadJaykay Wealth Advisors, Inc. · Certified Financial Planner
- Kamden D. KanalyKdk Private Wealth Management · Certified Financial Planner
- Norbert KarczewskiFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Walter E. KatzMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory KendallPark Avenue Securities LLC · Certified Financial Planner
- Thomas F. Kennedy IIIAlteris Capital Partners, LLC · Certified Financial Planner
- Matthew S. KernsClear Trail Advisors, LLC · Certified Financial Planner
- Carey S. KesnerMosaic Advisors · Certified Financial Planner
- Henry W. KettlerOsaic Advisory Services, LLC · Certified Financial Planner
- Casey KhaFca Corp. · Certified Financial Planner
- James J. KimWestpark Wealth Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
- Jabari KingEdward Jones · Certified Financial Planner
- Thomas S. Kluttz IIIAnalog Capital Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter KnoerBogart Wealth, LLC · Certified Financial Planner
- Jonathan A. KolmetzOaks Wealth Management · Certified Financial Planner
- Joel KonkelCetera Investment Advisers LLC · Certified Financial Planner
- Wendy E. KormanPortfolio Advisory Council,l.l.c. · Certified Financial Planner, Personal Financial Specialist
- Michael R. KovalskyThe Mather Group, LLC · Certified Financial Planner
- Elizabeth A. KrogOak Harvest Investment Services · Certified Financial Planner
- Agata B. KubisAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew P. KulhaMission Wealth Management, LP · Certified Financial Planner
- Raya P. KulkarniCreative Planning · Certified Financial Planner
- Eric J. KulwickiIntrua Financial · Certified Financial Planner, Chartered Financial Analyst
- Tyler D. KumarQuotient Wealth Partners, LLC · Certified Financial Planner
- Kevin L. KyleIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
- Neelay LakhiaJ.P. Morgan Securities LLC · Certified Financial Planner
- Michael E. LancasterSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John E. LandersUBS Financial Services Inc. · Certified Financial Planner
- John C. LandersBranson Fowlkes & Co. Inc. · Certified Financial Planner, Personal Financial Specialist
- Ann H. LaufmanMML Investors Services, LLC · Certified Financial Planner
- Adam P. LawrenceTanglewood Total Wealth Management, Inc. · Certified Financial Planner
- Tyler G. LealWillis Johnson Wealth · Certified Financial Planner
- Mark A. LedsonEmpower Advisory Group, LLC · Certified Financial Planner
- Colin M. LeeHorizon Wealth Advisors · Certified Financial Planner
- David M. LeeAvidian Wealth Solutions · Certified Financial Planner
- Lisa M. LeeOsaic Wealth, Inc. · Certified Financial Planner
- James T. LeeverAlliancebernstein L.P. · Certified Financial Planner
- Kevin A. LenoxAvidian Wealth Solutions · Certified Financial Planner, Chartered Financial Analyst
- Mitchell LeroyWillis Johnson Wealth · Certified Financial Planner
- David H. LevyMercer Global Advisors Inc. · Certified Financial Planner
- Jacob C. LewisEndeavor Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Caleb M. LiaoStrategic Advisers LLC · Certified Financial Planner
- Andrew A. LichtenbergerThe Mather Group, LLC · Certified Financial Planner
- Jarrett B. LidellStrategic Advisers LLC · Certified Financial Planner
- Rashonner K. LillieAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel LimeMercer Global Advisors Inc. · Certified Financial Planner
- Bob J. LincolnJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeng Yang LingTransamerica Financial Advisors, LLC · Certified Financial Planner
- Genesis LoeraMML Investors Services, LLC · Certified Financial Planner
- Alexis C. LongWillis Johnson Wealth · Certified Financial Planner
- Roy A. LongoriaSunbelt Securities, Inc. · Certified Financial Planner
- Frances M. LongshoreTucker Asset Management LLC · Certified Financial Planner
- Mark A. LopezStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kyle R. LouvarGuided Capital Wealth Management, LLC · Certified Financial Planner
- Judy A. LulloCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Richard J. Lullo IICambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Allison A. LyonsCorient · Certified Financial Planner
- Zhizhi M. MaAmeritas Advisory Services, LLC · Certified Financial Planner
- Kelli MaasUBS Financial Services Inc. · Certified Financial Planner
- John B. MacdonaldJmac Financial Planning & Investment Services Pllc · Certified Financial Planner
- Christopher S. MackRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ann L. MacnaughtonLPL Financial LLC · Certified Financial Planner
- Lawrence E. MaddoxHorizon Wealth Advisors · Certified Financial Planner
- James B. ManaleIntrua Financial · Certified Financial Planner
- Christopher R. ManskeManske Wealth Management, LLC · Certified Financial Planner
- Jeff D. ManwaringAvidian Wealth Solutions · Certified Financial Planner
- Mary K. MargolisMbr Financial · Certified Financial Planner
- Michael W. MarksLPL Financial LLC · Certified Financial Planner
- Frank J. MarroneRia Advisors · Certified Financial Planner
- Austin G. MarrsTsa Wealth Management · Certified Financial Planner
- Kyle MasonValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ashish P. MathewsOsaic Wealth, Inc. · Certified Financial Planner
- Jonathan D. McAlisterIntegrity Road Wealth Partners LLC · Certified Financial Planner
- Jonathan E. McCartyRia Advisors · Certified Financial Planner, Chartered Financial Analyst
- Catherine S. McDanielCetera Planning Partners · Certified Financial Planner
- Ryan P. McDonnellSunbelt Securities, Inc. · Certified Financial Planner
- Dylan C. McDowellCorient · Certified Financial Planner
- Stephen J. McHaleSovereign Wealth Advisors LLC · Certified Financial Planner
- Kelley D. McKennaChildress Capital Advisors, LLC · Certified Financial Planner
- Crystal A. McKeonTsa Wealth Management · Certified Financial Planner
- Lakhaun McKinleyMnm Vested, LLC · Certified Financial Planner
- Cameron C. McLeroyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- William C. McNutt IIIMercer Global Advisors Inc. · Certified Financial Planner
- Charles C. McRae IIICerity Partners LLC · Certified Financial Planner
- Carlos E. MejiaHightower Advisors, LLC · Certified Financial Planner
- Brian J. MerrillTanglewood Total Wealth Management, Inc. · Certified Financial Planner
- Anasuya K. MeyerJaykay Wealth Advisors, Inc. · Certified Financial Planner
- Michael F. MiddendorfCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jennifer W. MigdalCove Wealth Management · Certified Financial Planner
- Ricardo MihalyIcon Wealth Partners · Certified Financial Planner
- Cameron J. MillerCetera Planning Partners · Certified Financial Planner
- Haydee M. MillerCharles Schwab & Co., Inc. · Certified Financial Planner
- Raymond J. MillerSunbelt Securities, Inc. · Certified Financial Planner
- Alison M. MillsTrinity Legacy Partners, LLC · Certified Financial Planner
- Harold G. MintonMercer Global Advisors Inc. · Certified Financial Planner
- Patricia A. MooreValmark Advisers, Inc. · Certified Financial Planner
- Timothy B. MooreMercer Global Advisors Inc. · Certified Financial Planner
- Jon H. Moores IIIAscension Capital Advisors, Inc. · Certified Financial Planner
- Nicholas MoragneJ.P. Morgan Securities LLC · Certified Financial Planner
- Dawson M. MorenoTruist Advisory Services, Inc. · Certified Financial Planner
- Sydney A. MotesMariner · Certified Financial Planner
- Corey M. MowenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Clayton B. MoyerAvidian Wealth Solutions · Certified Financial Planner
- Ray D. MueckeCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Brian P. MuellerEdelman Financial Engines · Certified Financial Planner
- Pablo L. MunozMorgan Stanley · Certified Financial Planner
- Matthew P. MurchCetera Planning Partners · Certified Financial Planner
- Marium Y. MurphyPost Oak Private Wealth Advisors · Certified Financial Planner
- Shelley L. NadelCsenge Advisory Group, LLC · Certified Financial Planner
- Valiullah NajafiCetera Investment Advisers LLC · Certified Financial Planner
- Ali A. NasserAltruvista LLC · Certified Financial Planner
- Virginia D. NasworthyAmeriprise Financial Services, LLC · Certified Financial Planner
- Marie A. NavarreNeal Financial Group, L.P. · Certified Financial Planner
- Charles F. Nedbal IIIRaymond James & Associates, Inc. · Certified Financial Planner
- Jillian C. NelInscription Capital, LLC · Certified Financial Planner
- Kevin A. NelsonFinancial Synergies · Certified Financial Planner
- Peter D. NettHilltop Securities Inc. · Certified Financial Planner
- Steven C. NeustaedterCreative Financial Designs, Inc. · Certified Financial Planner
- Richard L. NewlandPrincipal Securities, Inc. · Certified Financial Planner
- William B. NewlandPrincipal Securities, Inc. · Certified Financial Planner
- Eric L. NguyenOak Harvest Investment Services · Certified Financial Planner
- Holly NicholsMorgan Stanley · Certified Financial Planner
- Shawn D. NicolEdward Jones · Certified Financial Planner
- Steven M. NovotnyIcon Wealth Partners · Certified Financial Planner
- Gianna E. NunnCorient · Certified Financial Planner
- William A. O'BrienStrategic Advisers LLC · Certified Financial Planner
- Catherine B. O'ConnellJ.P. Morgan Securities LLC · Certified Financial Planner
- Nnamdi C. OdiMercer Global Advisors Inc. · Certified Financial Planner
- Mark A. OkraglyCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Geraldo F. OlivoBogart Wealth, LLC · Certified Financial Planner
- Tyler OlsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Scott F. OrrSfo Capital, Inc. · Certified Financial Planner
- Geoffry H. OshmanGeoffry H. Oshman, Cfp · Certified Financial Planner
- William L. OverstreetOnedigital · Certified Financial Planner
- Colton A. OwenFinancial Synergies · Certified Financial Planner
- Reed PadgettRBC Capital Markets, LLC · Certified Financial Planner
- Paul E. Palmer Jr.Goodman Financial Corporation · Certified Financial Planner
- Robert PalmerAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- J. D. PannellDp Capital Management Inc. · Certified Financial Planner
- Elizabeth PappasLinscomb Wealth, Inc. · Certified Financial Planner
- Terry E. ParhamPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Adam L. ParkJ.P. Morgan Securities LLC · Certified Financial Planner
- Charles L. Parker Jr.Parker Financial Advisors LLC · Certified Financial Planner
- Craig A. ParksHouston Wealth Management · Certified Financial Planner
- John ParlapianoFranklin, Parlapiano, Turner & Welch LLC · Certified Financial Planner
- Michael P. PascarellaAmeriprise Financial Services, LLC · Certified Financial Planner
- Ashish K. PatelOsaic Wealth, Inc. · Certified Financial Planner
- Sanjay K. PathakAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan L. PattersonLinscomb Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Gilberto R. PenaLPL Financial LLC · Certified Financial Planner
- Joshua A. PenaStrategic Advisers LLC · Certified Financial Planner
- Cameron J. PenneyPenney Financial · Certified Financial Planner
- Mary K. PerdueLook Both Ways Financial, LLC · Certified Financial Planner
- John E. PerezAltitude Capital Management LLC · Certified Financial Planner
- Juan PerezValic Financial Advisors, Inc. · Certified Financial Planner
- Christopher J. PerryEdward Jones · Certified Financial Planner
- Nicholas V. PerryEdward Jones · Certified Financial Planner
- William S. PerryPrivate Advisor Group, LLC · Certified Financial Planner
- Audrey E. PetrashStegent Equity Advisors Inc. · Certified Financial Planner
- Steven T. PhanLPL Financial LLC · Certified Financial Planner
- Joseph M. Piazza IIIPresidio Financial, LLC · Certified Financial Planner
- Sarahbeth PipkinHightower Advisors, LLC · Certified Financial Planner
- Allen D. PongCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Karen L. PongCustom Wealth Solutions · Certified Financial Planner
- Michael D. PorterCetera Investment Advisers LLC · Certified Financial Planner
- William J. Porter IIIBrasada Capital Management, LP · Certified Financial Planner
- Carolyn G. PotterPotter Advisors LLC · Certified Financial Planner
- Jason PowellStrategic Advisers LLC · Certified Financial Planner
- Jonathan H. PowellEquitable Advisors, LLC · Certified Financial Planner
- Kathryn A. PrestwoodPenney Financial · Certified Financial Planner
- Matthew W. PriceClear Trail Advisors, LLC · Certified Financial Planner
- Randolph R. PriceClear Trail Advisors, LLC · Certified Financial Planner
- Michael S. PumphreyTanglewood Total Wealth Management, Inc. · Certified Financial Planner
- Bruce H. QuickAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Laura L. RahlfsLPL Financial LLC · Certified Financial Planner
- Danyel T. RamelowEdward Jones · Certified Financial Planner
- James D. RatliffRia Advisors · Certified Financial Planner, Chartered Financial Consultant
- Charles W. RawlSunbelt Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Barbara J. RayOsaic Wealth, Inc. · Certified Financial Planner
- Cohen ReaganJ.P. Morgan Securities LLC · Certified Financial Planner
- James H. ReddishSunbelt Securities, Inc. · Certified Financial Planner
- Trocon G. ReffellBranson Fowlkes Russell Inc. · Certified Financial Planner
- John R. ReimerSignature Financial Advisors · Certified Financial Planner
- Jacob A. RhodesCaptrust · Certified Financial Planner
- Meredith J. RiceMariner · Certified Financial Planner
- Lauren J. RichLinscomb Wealth, Inc. · Certified Financial Planner
- Ashley T. RichardsRaymond James & Associates, Inc. · Certified Financial Planner
- Emily L. RichardsonJ.P. Morgan Securities LLC · Certified Financial Planner
- David T. Richburg Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Steven J. RifeWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey E. RileyWillis Johnson Wealth · Certified Financial Planner
- Nicole M. RineyOak Harvest Investment Services · Certified Financial Planner
- Kimberly RipollArax Advisory Partners · Certified Financial Planner
- Suzanne D. RismillerOppenheimer & Co. Inc. · Certified Financial Planner
- Glen A. RivesBakeravenue · Certified Financial Planner
- Stanley E. RobareOsaic Advisory Services, LLC · Certified Financial Planner
- Donald W. RobertsMission Wealth Management, LP · Certified Financial Planner
- Sheri E. RobinsonAvidian Wealth Solutions · Certified Financial Planner
- James K. RockfordStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kathryn M. RodriguezAmeriprise Financial Services, LLC · Certified Financial Planner
- Rachel L. RomeroWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Daniel A. RosenthalWells Fargo Clearing Services, LLC · Certified Financial Planner
- Edward J. RossiOak Harvest Investment Services · Certified Financial Planner
- Richard M. RossoRia Advisors · Certified Financial Planner
- Kevin B. RothTanglewood Legacy Advisors, LLC · Certified Financial Planner
- James B. RousePin Oak Investment Advisors Inc. · Certified Financial Planner
- Christopher P. RowleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Laura M. RowleyMercer Global Advisors Inc. · Certified Financial Planner
- Glenn R. RoyalRhp Wealth Management · Certified Financial Planner
- John A. RunnellsRBC Rochdale, LLC · Certified Financial Planner
- James S. RushSignature Financial Advisors · Certified Financial Planner
- Blake T. RuskRBC Capital Markets, LLC · Certified Financial Planner
- Robert A. RussoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Becky W. RuthvenCsenge Advisory Group, LLC · Certified Financial Planner
- Brian W. SakGranite Harbor Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ana M. SalasIntrua Financial · Certified Financial Planner
- Florencio Saldana IIIStrategic Advisers LLC · Certified Financial Planner
- Sammy M. SalekCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael B. SandeenOsaic Wealth, Inc. · Certified Financial Planner
- Rey SarmientoJ.P. Morgan Securities LLC · Certified Financial Planner
- Cameron A. SauerWillis Johnson Wealth · Certified Financial Planner
- Michael T. SausleyValic Financial Advisors, Inc. · Certified Financial Planner
- Carl E. ScarbroughMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephanie M. ScherrSm Scherr Financial LLC · Certified Financial Planner
- Daniel R. SchmiederIcon Wealth Partners · Certified Financial Planner
- Eryn J. SchultzHer Personal Finance · Certified Financial Planner
- Robert D. ScottOsaic Wealth, Inc. · Certified Financial Planner
- Matthew W. SemeynMcKinney Capital Management · Certified Financial Planner
- James SerranoAmeriprise Financial Services, LLC · Certified Financial Planner
- Craig A. SeverinRia Advisors · Certified Financial Planner
- Babak SeyedainWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Houston
Ameriprise Financial Services, LLC 24Cetera Investment Advisers LLC 20LPL Financial LLC 20Willis Johnson Wealth 18J.P. Morgan Securities LLC 17Strategic Advisers LLC 16Linscomb Wealth, Inc. 15Wells Fargo Clearing Services, LLC 13Avidian Wealth Solutions 11Edward Jones 11Mercer Global Advisors Inc. 11Osaic Wealth, Inc. 11Sunbelt Securities, Inc. 10Financial Synergies 9Hightower Advisors, LLC 9
CFP advisors in other Texas cities
All of Texas →Dallas 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 22Round Rock 22
Questions
How many CFP financial advisors are in Houston, TX?
620 SEC-registered investment adviser representatives at firm offices in Houston, Texas list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (24).
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 Houston?
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.