Best Financial Advisors in Houston, TX

The highest-rated Financial Planning & Wealth Management companies out of 135 vetted & reviewed in the Houston area.

Salter Elite Consulting

Salter Elite Consulting

Tax Services, Services For Individuals, Business Services
“IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day. Our team will get to work solving your tax problem. Sit back and relax, and we will get you there.”
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2017
Transparent Fees & Pricing
14550 Torrey Chase Blvd Suite 270, Houston, TX
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Edward M Gardner

Edward M Gardner

(27)
For Small Businesses, Additional Services, Tax Services
“Ed has been doing my taxes for 20+ years he is definitely the best person I've ever met and he's done everything in his power to help me every year god bless”
In Business Since 2010
Licensed, BBB Rating: A
2519 South Blvd #100, Houston, TX
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Galligan & Manning

Galligan & Manning

(30)
Estate Tax Planning, Probate & Estate Administration, Estate Planning
“Kevin very quickly caught a significant mistake that another firm had made and helped us with resolving it easily as part of what we were already doing.”
In Business Since 1998
Family Business
1770 Saint James Place Suite 412, Houston, TX
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Asap Credit Repair

Asap Credit Repair

(26)
  • Skeptical
  • Consultant
  • Call
“After having dealt with poor credit for years, I can finally say that I have just purchased my first new car due to Cindy and ASAP Credit Repair's help.”
Free Initial Consultation
In Business Since 2014
Transparent Fees & Pricing
Family Business
1880 S Dairy Ashford Rd #425, Houston, TX
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Oak Harvest Financial Group

Oak Harvest Financial Group

(28)
  • Options
  • Decisions
  • Meeting
“There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions.”
Free Initial Consultation
In Business Since 2010
Transparent Fees & Pricing
920 Memorial City Way Suite 150, Houston, TX
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Francis Y. Choy CPA

Francis Y. Choy CPA

(1)
“He is not only attentive and responsive to your needs but also a caring individual who gives you his best advice for your retirement planning.”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
IRS Certified
6161 Savoy Dr Suite 400, Houston, TX
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Nguyen CPA Firm

Nguyen CPA Firm

(30)
  • Team
  • Tax
  • Decisions
“She's very professional explained clearly for me to understand how to open LLC for my small business and gave me a lot good advice to help my business growing up.”
In Business Since 2019
Licensed
16310 Tomball Pkwy #403, Houston, TX
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Cooper CPA Group

Cooper CPA Group

(28)
Accountants
“The refinance had some challenges, but Gary and his team went out of their way to make sure their client had the best solution (including making some un-selfish decisions that did not benefit them).”
In Business Since 2004
1703 W 12th St, Houston, TX
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THE Allen CPA Firm

THE Allen CPA Firm

(20)
Personal Services, Tax Preparation & Planning, Business Services
“I'm very happy with the help I received with my s-corporate taxes !”
In Business Since 2014
Free Initial Consultation
800 Town and Country Blvd Suite 300, Houston, TX
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Quest Trust Company

Quest Trust Company

(27)
  • Email
  • Questions
  • Information
“I am constantly in awe of the amount of free education that Quest provides and the enthusiasm that Quest staff and owners have for their company and their clients.”
In Business Since 2011
17171 Park Row, Houston, TX
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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

(6)
Retirement Planning, Financial Planning, Investment Management
“Thank you to Mike Minter And the rest of the staffs at financial synergies for educating us and assisting us with our Financial stability for now and for our future and our children's futures.”
In Business Since 1992
Licensed, BBB Rating: A+
4400 Post Oak Pkwy STE 200, Houston, TX
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Baqir CPA

Baqir CPA

(20)
Accounting Services, Bookkeeping, Payroll Services
“I have worked with other CP As in the past and it's always been such a hassle when they either don't respond or have limited knowledge on the subject matter.”
In Business Since 2017
6464 Savoy Dr Suite 865, Houston, TX
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Petrus Retirement Planning

Petrus Retirement Planning

(30)
  • Product
  • Peace
  • Meeting
“I attended one of Johnathan's meetings and was very happy to find one of his products that met my expectations of having my money make a decent return without the worry of losing any.”
In Business Since 2016
Free Initial Consultation
440 Louisiana St Suite 900, Houston, TX
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10-4 Tax

10-4 Tax

(19)
Business Tax Returns, Individuals, Tax Advance Loan
“10-4tax is one of a kind Company; They are Experienced, Caring, Dependable, Efficient and " Making A Reliability A Reality " to all your tax preparatory needs; 10 4tax are of Good Integrity to all levels of Concern.”
In Business Since 2019
350 N Sam Houston Pkwy E Ste 101A, Houston, TX
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49 Financial - Houston Office

49 Financial - Houston Office

(29)
  • Future
  • Meeting
  • Questions
“Under the “2>1” model I've been able to impact a multitude of individuals and families and advance my career at a pace I never thought would be possible.”
In Business Since 2015
1334 Brittmoore Rd Suite 2610, Houston, TX
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M&A Wealth

M&A Wealth

(11)
Benefits Packages
“For years, I have been searching for a financial adviser who knows his stuff and who I could trust to have my best interest, but Mack exceeded my expectations and has always gone above and beyond to help explain things in a way that I can understand.”
In Business Since 2018
Free Initial Consultation
4515 Briar Hollow Pl Suite 314, Houston, TX
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John H Somerville CPA

John H Somerville CPA

(2)
Tax Services, Services For Individuals, Business Services
“Very kind to repeat things as I was very nervous about getting out of arrears with IRS.”
Offers Financing Options
In Business Since 1999
Transparent Fees & Pricing
Free Initial Consultation
9001 Airport Blvd #603, Houston, TX
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Factor Funding Co

Factor Funding Co

(10)
  • Team
  • Business
  • Company
“Our service reps Mitchell and Daniel are very helpful and responsive to any questions or concerns we might have and have been very helpful since day one.”
Transparent Fees & Pricing
In Business Since 1998
HUB Certified
Offers Financing Options
2800 Post Oak Blvd Ste 4100A, Houston, TX
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Ann Thomas CPA

Ann Thomas CPA

(1)
Tax Services, Services For Individuals, Industries
“I have gone from overwhelming anxiety, to mild discomfort/annoyance when dealing w/ my business & personal returns.”
Transparent Fees & Pricing
In Business Since 1995
Free Initial Consultation
Accepts Check, Debit
1120 E NASA Pkwy # 108, Houston, TX
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The Childs Law Firm

The Childs Law Firm

(23)
Probate Law, Estate Planning, Family Law
“The attorney and representatives were always responsive and legitimate in each and every aspect of my needs, and I would recommend these services, to each and every person, in need of it I met.”
In Business Since 1990
Accepts All Major Credit Cards
3003 S Loop W Suite 540, Houston, TX
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Guardian Settlement Funding

Guardian Settlement Funding

(12)
  • Company
“This company I give five stars dealing with this company was like dealing with somebody in my own family they cared about every need and want that I had every time I called I was right there anytime I had a problem they solved it I would definitely t...”
In Business Since 2021
Free Initial Consultation
10227 Del Monte Dr, Houston, TX
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First Financial Tax Service

First Financial Tax Service

(3)
Food & Agribusiness Loans, Asset-Based Lending, Esop Lending
“Been going to her for some years she is good.”
Offers Financing Options
In Business Since 2006
Transparent Fees & Pricing
7227 Antoine Dr, Houston, TX
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Sotiriades C CPA

Sotiriades C CPA

(3)
Strategic Business Planning, Quickbooks Training, Quickanswers
“The team has been with me through various phases of my life… from a Business Owner, a W2 employee, being laid off due to Reduction of Force, marriage, having kids and even a divorce – so many major life events, yet they were always there regardless...”
Offers Financing Options
In Business Since 2007
Transparent Fees & Pricing
1776 Yorktown Street # 470, Houston, TX
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Linscomb & Williams

Linscomb & Williams

(1)
“Excellent personalized investment strategies with performance e that routinely beats market plus fees.”
Transparent Fees & Pricing
In Business Since 1973
Licensed, BBB Rating: A+
1333 W Loop S Suite 1500, Houston, TX
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Retirement Planning and Investment Management Services in Houston, TX Cost Estimates

Minimum cost
$1249
Maximum cost
$10617
National Average
$3747
Avg Per Hour Rates
$375
$2498
$6870
Typical price range is based on 424 cost profiles
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Average Cost $3747
Minimum cost $1249
Maximum cost $10617
Avg Per Hour Rates $375

Typical range $2498 to $6870 is based on 424 cost profiles.

Why these companies made our list

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