Fee-only advisors in Texas

Advisors serving Texas

• Ethan McRae, CFP

  Drawdown strategy for retirees with concentrated single-stock positions.

  AUM (fee-only) Los Angeles, California Highline Capital Advisors virtual
  19 yrs

• Jacob Owens, CFP, CFA

  Retirement and late-career planning for physician households.

  Annual retainer Denver, Colorado Meridian Physician Advisors virtual
  14 yrs

• Liam Frost, CFP

  Flat-fee planning for tech-industry employees with equity-heavy compensation.

  Flat fee Seattle, Washington Foundry Flat Fee virtual
  9 yrs

• Maya Chen, MD, CFP

  Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.

  Annual retainer Austin, Texas Meridian Physician Advisors virtual
  7 yrs

Firms headquartered in Texas

• Meridian Physician Advisors

  Physician-only fee-only practice serving residents through attending practice-owners. Retainer pricing, student-loan expertise.

  8 advisors

Metros tracked

• Austin
• Dallas
• Houston

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.