Vetted Financial Planners in Texas

Find trusted Financial Planners in Texas. Each provider has been verified by Autumn and offers a free consultation.

No Financial Planners found in Texas

We don't have any financial planners listed in Texas yet, but we can help.

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Providers in other parts of Texas

Some providers provide services remotely or may be able to assist across Texas.

Cosmic Care profile photo

Cosmic Care

Death Doula

Katy Houston Greater Texas

Emotional Support Practical Assistance Spiritual & Ritual Guidance

Offers free consultation

Verified by Autumn

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Peaceful End of Life

Death Doula

Sherman, TX Plano, TX Dallas, TX

Aromatherapy, Breathwork, Dementia Care, LGBTQ Allied, Massage Therapy, Meditation, Reiki

Offers free consultation

Verified by Autumn

Tammy McNary profile photo

Tammy McNary

Death Doula

Dallas, TX Plano, TX Arlington, TX

Breathwork, Guided Imagery, Rituals, Aromatherapy

Offers free consultation

Verified by Autumn

Tracy Pace (The Music Lady) profile photo

Tracy Pace (The Music Lady)

Death Doula

Cypress Greater Houston Greater Texas

Dementia Care Legacy Work Meditation

Offers free consultation

Verified by Autumn

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Conscious Crossings

Death Doula

Austin, TX San Antonio, TX Houston, TX

Offers free consultation

Verified by Autumn

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Together Forward

Death Doula

Corpus Christi, TX Laredo, TX San Antonio, TX

Offers free consultation

Verified by Autumn

Try nearby areas

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Types of Post-Loss Financial Planning Services in Texas

Inheritance and asset integration planning

Retirement income planning after a spouse's death

Beneficiary designation review and updates

Insurance policy review and proceeds planning

Investment portfolio restructuring after a loss

Social Security survivor benefit optimization

Long-term financial goal setting after loss

Frequently Asked Questions about Financial Planners

A sudden inheritance introduces decisions about taxes, investment, and financial goals that benefit from professional guidance. A financial planner helps you avoid common mistakes, understand your options, and build a plan aligned with your situation.

The terms are often used interchangeably, but a Certified Financial Planner (CFP) has completed specific education, exams, and continuing education requirements. Look for the CFP designation when selecting an advisor for comprehensive post-loss financial planning.

Avoid making major financial decisions — selling assets, withdrawing from retirement accounts, or making large gifts — before consulting a planner. Many decisions made in the first months after a loss can have lasting tax and financial consequences.

Most charge either a flat fee, an hourly rate, or a percentage of assets under management. Fee-only planners do not earn commissions on products they recommend. Check each advisor's fee structure directly through Autumn.

Why Choose Autumn

Financial credentials and post-loss specialization confirmed

Find planners experienced in inheritance transitions, not just general wealth management

Compare fee structures — fee-only, hourly, and AUM-based planners all listed

Advisors listed who work with surviving spouses and estate beneficiaries

Many offer free consultations before any financial decisions are made

Trusted by families rebuilding their financial lives after loss

More After-Death Services in Texas

Browse additional After-Death Providers in Texas.

Account Recovery Services
Services that help families recover access to locked accounts, passwords, and digital assets.
After-Death Advisors
Concierge support to help you manage every step after the death of a loved one.
Appraisers
Professional appraisers for estate property, personal belongings, and asset valuation.
Bereavement Coaches
Certified coaches who guide individuals through the practical and emotional challenges of bereavement.
Care Navigators
Professionals who coordinate care and resources for families dealing with loss.
Cemeteries
Final resting places offering burial plots, mausoleums, and memorial services.
Ceremony Facilitators
Professionals who facilitate funerals, memorials, and rituals across traditions.
Death Doulas
Trained professionals who provide non-medical, holistic support before, during, and after end-of-life.
Digital Estate Specialists
Specialists who help manage, transfer, and close digital accounts and online assets after a death.
Downsizing Specialists
Professionals who help families sort, organize, and downsize a loved one's belongings.
End-of-Life Guides
Professionals who help individuals and families prepare for and navigate end-of-life transitions.
Estate Cleanout Services
Professional services for clearing and cleaning out a loved one's home.
Estate Sale Consultants
Professional estate sale services, liquidation, and consignment.
Funeral Celebrants
Trained professionals who create and lead personalized funeral and memorial ceremonies.
Funeral Homes
Full-service funeral establishments providing burial and cremation services.
Grief Counselors
Licensed mental health professionals specializing in grief and bereavement support.
Grief Support Groups
Peer-led and facilitated grief support groups providing community and connection.
Grief Therapists
Licensed mental health therapists specializing in grief and loss therapy.
Headstone Providers
Memorial headstone, monument, and grave marker providers.
Home Funeral Guides
Professionals who guide families through caring for their loved one at home after death.
Insurance Claim Specialists
Specialists who help navigate life insurance claims, benefits, and policy settlements.
Legacy Guides
Professionals who help individuals create lasting legacies through storytelling, documentation, and planning.
Memorial Planners
Specialists who plan and coordinate memorial services, celebrations of life, and remembrance events.
Move Managers
Professionals specializing in estate and household relocations after a loss.
Record Organization Services
Professionals who help organize, catalog, and manage important documents and records after a death.

Find Financial Planners in other cities in Texas

AbileneAmarilloArlingtonAustinBeaumontBrownsvilleCarrolltonCorpus ChristiDallasDentonEl PasoFort WorthFriscoGarlandGrand PrairieHoustonIrvingKilleenLaredoLubbockMcAllenMcKinneyMesquiteMidlandPasadenaPlanoRound RockSan AntonioThe WoodlandsWaco