Alex Bridges
Tiverton Wealth & Tiverton Tax
The Woodlands, TX
5.0(7)Min $0
CFP®EAChFC®+1
Advice by Phone or WebBusiness Owners+19
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Fiduciary advisors in Texas.
Browse 1 verified fee-only fiduciary advisor in Texas. Every one has earned the Orange Check badge.
CitiesThe Woodlands1
Showing 1 to 1 of 1 advisors in Texas
Filter this list furtherAbout fiduciary advisors in Texas
Texas is the second-largest state by population and one of the fastest-growing markets for independent fee-only financial advisors in the country, driven by no state income tax, a large and diversified economy spanning energy, technology, healthcare, and finance, and sustained in-migration from high-cost states. Every advisor verified by Fiduciary Check in Texas has been confirmed against SEC IAPD and FINRA records with no material disciplinary history.
Texas's State Securities Board regulates investment advisers at the state level, those managing fewer than $100 million in client assets. The state's size means most large RIA firms in the major metros register at the SEC level. Texas also has one of the country's more active securities enforcement programs; checking BrokerCheck and IAPD is straightforward and worthwhile before engaging any advisor.
By metro
Houston: Houston's energy economy creates a distinct planning market: large, variable compensation tied to oil prices, deferred compensation programs from major energy companies, and a concentration of executives and engineers with equity positions in public and private energy firms. The Woodlands and Memorial areas north and west of downtown have a mature independent RIA market serving these clients.
Dallas-Fort Worth: Dallas is the corporate headquarters city: AT&T, American Airlines, Toyota North America, and dozens of Fortune 500 companies have major offices here. Plano, Frisco, and the DFW suburbs have a thriving independent planning market serving corporate executives, tech employees, and high-net-worth families who have relocated from California and the Northeast. The metroplex also has a large population of recent immigrants managing cross-border financial complexity.
Austin: Austin's technology explosion (Tesla, Apple, Oracle, and a large startup ecosystem) has created strong demand for fee-only advisors who specialize in equity compensation. RSU vesting events, ISO option exercises, and ESPP shares from the city's tech companies have made equity planning one of Austin's most in-demand advisory specialties. The city's rapid growth also means many advisors are newer entrants; verifying registration and record history is especially useful here.
Common questions
Fiduciary advisors in Texas: frequently asked questions
- What is the difference between a fiduciary and a broker in Texas?
- In Texas, a Registered Investment Adviser or Investment Adviser Representative is a fiduciary: legally required to act in your best interest, disclose all conflicts of interest, and recommend cost-effective options. A FINRA-registered broker follows Regulation Best Interest, a lower standard that allows recommending higher-commission products. The Texas State Securities Board regulates state-registered investment advisers.
- How do I verify a financial advisor in Texas?
- Search the advisor's name or CRD number at adviserinfo.sec.gov (SEC IAPD) and brokercheck.finra.org (FINRA BrokerCheck). For state-registered advisers, also check the Texas State Securities Board at ssb.texas.gov.
- Does Texas's lack of a state income tax change how a fiduciary advisor should plan for me?
- Yes, meaningfully. Texas has no state income tax, which affects Roth conversion analysis, the optimal account withdrawal sequence in retirement, and how to model after-tax income for clients who relocated from California, New York, or other high-tax states. A fiduciary advisor in Texas should explicitly model your after-state-tax position rather than applying a generic national planning framework.
- Are there fiduciary advisors in Texas who specialize in energy industry professionals?
- Yes. Houston's energy economy (oil and gas, midstream, renewables) and Dallas's corporate headquarters market have both produced fee-only RIAs who specialize in deferred compensation from energy companies, working interest ownership, and the financial planning implications of commodity-linked income. Use the Fiduciary Check directory filtered to Texas and look for advisors who list energy industry clients as a specialty.