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 DBA Salter Multiservice

Salter Elite Consulting DBA Salter Multiservice

(1)
Tax Services, Services For Individuals, Business Services
“Felicia was professional and extremely understanding and thorough!”
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

(43)
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”
Transparent Fees & Pricing
In Business Since 2010
Licensed, BBB Rating: A
2519 South Blvd, Houston, TX
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Asap Credit Repair

Asap Credit Repair

(49)
“During our discussion about my report, he provided valuable recommendations for enhancing my overall score, even though I didn't require their services at the time.”
Free Initial Consultation
In Business Since 2014
Transparent Fees & Pricing
Family Business
15915 Katy Fwy #550, Houston, TX
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The Galligan Law Firm

The Galligan Law Firm

(50)
Estate Tax Planning, Probate & Estate Administration, Estate Planning
“Kevin Horner and the Estate Planning team at Galligan & Manning were very professional and provided exactly the level of service and attention to detail that we were looking for.”
In Business Since 1998
1770 Saint James Place Suite 630, Houston, TX
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Oak Harvest Financial Group

Oak Harvest Financial Group

(42)
  • Managing
  • Questions
  • Education
“My brother is a stock professional but i wanted Oak Harvest to handle my tax planning, so we came up with an agreement that makes my brorher, me and them happy.”
Free Initial Consultation
In Business Since 2010
Transparent Fees & Pricing
920 Memorial City Way Suite 150, Houston, TX
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Retirement Planners of America

Retirement Planners of America

(50)
Money Matters Has a "buy, Hold and Sell"❠Philosophy
“I moved my retirement assets to Retirement Planners of America approximately 18 months ago, and I am very satisfied with the performance of the firm, the advice I receive from my investment advisor, and the service I receive from the professional sta...”
In Business Since 2001
1885 Saint James Place STE 700, Houston, TX
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Xtian Financial Services

Xtian Financial Services

(49)
  • Knowledge
  • Understand
  • File
“This is my first time doing Taxes, Christian was very attentive, he took the time to explain everything I needed to know, and gave me the orientation I needed to have a successful experience.”
In Business Since 2018
4600 Hwy 6 N Suite #325, Houston, TX
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Nguyen CPA Firm

Nguyen CPA Firm

(49)
  • Knowledge
  • Financial
  • Decisions
“She explained things really well and has a great system that was able to break down the planning process step by step that made it so easy to follow and comprehend.”
In Business Since 2019
Licensed
16310 Tomball Pkwy unit 403, Houston, TX
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49 Financial - Houston Office

49 Financial - Houston Office

(49)
  • Meeting
  • Culture
  • 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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Kingdom Group Financial

Kingdom Group Financial

(4)
“Speaking of, when I ran into some complications during my pregnancy and started dropping the ball (as it were) on the filing process, not only did Mrs Franklin, personally, stay on top of things for me, but in an act of extreme courtesy, she even met...”
Free Initial Consultation
In Business Since 2016
Coupons & Offers
13700 Veterans Memorial Dr #259, Houston, TX
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MWG Financial Solutions & Tax Services

MWG Financial Solutions & Tax Services

(46)
  • Financial Services
  • Taxes
  • Information
“Since I've moved from Louisiana to Houston I've filed the last 5 years with her in never had a problem Stop going to these tax places and let them get over you you moving into the city of Houston, Texas Michelle this the place you need to be.”
In Business Since 2019
2646 S Loop W # 195, Houston, TX
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Cooper CPA Group

Cooper CPA Group

(46)
  • Knowledge
  • Meeting
  • Financial
“In addition to helping me get set up as a small business owner, Gary helped walk me through questions I had regarding a trust after the passing of my dad.”
In Business Since 2013
1703 W 12th St, Houston, TX
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Petrus Retirement Planning

Petrus Retirement Planning

(49)
  • Peace
  • Evening
  • Presentation
“Jonathan was very knowledgeable and helpful in setting up the proper and profitable retirement plan for me to get a steady income for life beings I'm self employed”
In Business Since 2016
Free Initial Consultation
440 Louisiana St #900, 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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Hope Tax Pro

Hope Tax Pro

(45)
  • Season
  • Real Estate
  • Financial
“She even went as far as checking previous years that were done by my previous tax advisor and was able to file amendment tax return because my others weren't file correctly.”
In Business Since 2023
8300 Cypress Creek Pkwy # 200, Houston, TX
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Francis Y. Choy CPA

Francis Y. Choy CPA

(2)
Business Services, Tax Services, Services For Individuals
“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
IRS Certified
Free Initial Consultation
6161 Savoy Dr STE 400, Houston, TX
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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

(7)
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.”
Free Initial Consultation
In Business Since 1990
Licensed, BBB Rating: A+
4400 Post Oak Pkwy STE 200, Houston, TX
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THE Allen CPA Firm

THE Allen CPA Firm

(22)
Personal Services, Tax Preparation & Planning, Business Services
“Very knowledgeable and accommodating, he completely put my mind at ease on tax prep and filing, super diligent, processional, and very accessible to communicate with.”
In Business Since 2014
Free Initial Consultation
800 Town and Country Blvd Suite 300, Houston, TX
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Thrivent Financial: Bruno Interlandi -

Thrivent Financial: Bruno Interlandi -

(49)
  • Ethical
  • Honest
  • Knowledge
“Mr Bruno Interlandi has been of great help to me and my family, always willing to help and do whatever it takes to get positive results for his clients.”
17150 Butte Creek Rd Ste 230, Houston, TX
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The Mendel Law Firm, L.P.

The Mendel Law Firm, L.P.

(30)
Incapacity Planning, IRA & Retirement Planning, Estate and Gift Tax Figures
“I would recommend the Mendel Law Firm to anyone who is looking for an estate planning or probate attorney who genuinely cares and strives for greatness in every situation.”
In Business Since 1991
Family Business
1155 Dairy Ashford Rd # 104, 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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Granite Harbor Advisors

Granite Harbor Advisors

(22)
  • Knowledge
  • Decisions
  • Investment
“While still employed, they gave advice regarding 401k options including options that allowed us to move funds into other assets without generating tax impacts.”
In Business Since 2008
Offers Financing Options
10603 W Sam Houston Pkwy N Ste. 450, Houston, TX
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LKJ Financial

LKJ Financial

(22)
  • Number
  • Seminar
  • Company
“Their personal approach has taken away a lot of my anxiety over making sure I will have enough financial security and freedom for myself and my family in the future.”
Free Initial Consultation
In Business Since 1985
Licensed
550 Post Oak Blvd #350, Houston, TX
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Linscomb Wealth

Linscomb Wealth

(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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