What are your credentials and how long have you been practicing in Texas?

This is an important question to ask any financial advisor to understand their qualifications and experience level.

Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?

Always verify an advisor's regulatory standing through official sources such as FINRA BrokerCheck or SEC IAPD.

How do you charge for your services (fee-only, fee-based, commission, AUM-based)?

Understanding how an advisor is compensated helps you evaluate potential conflicts of interest.

Do you have a fiduciary duty to act in my best interest at all times?

Fiduciary advisors are legally required to put your interests first, which provides important consumer protection.

How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?

Confirm the advisor's specific knowledge of Bitcoin and cryptocurrency through credentials like CBDA℠ or relevant experience.

Home AdvisorsTexas

Bitcoin Financial Advisors in Texas

5 Vetted Professionals • CBDA℠, CFP®, CIMA®

Bitcoin in Texas

Market snapshot and regulatory overview

State Capital Gains Tax

No State Tax

Bitcoin Businesses

320+

Active companies

Regulatory Stance

Very Favorable

Business climate

Adoption Level

High

Market maturity

Texas has positioned itself as a major hub for Bitcoin mining and cryptocurrency innovation, with a business-friendly regulatory environment and abundant energy resources. The state's lack of income tax and pro-crypto legislative framework make it increasingly attractive for Bitcoin investors and businesses. Texas-based Bitcoin financial advisors understand the unique opportunities available in the state, from mining operations to institutional custody solutions, and help clients navigate the intersection of traditional wealth management and digital asset investment strategies.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

Bitcoin Wealth Platform is a directory that lists financial advisors and professionals who may be familiar with Bitcoin and digital assets. We gather information from public sources and voluntary submissions. Advisors appearing on this page have indicated some degree of knowledge or interest in Bitcoin. This directory is for informational purposes—it is not an endorsement, referral, or recommendation. Bitcoin Wealth Platform does not verify credentials, check backgrounds, or audit the advisors listed here. All advice, services, and agreements are between you and the advisor you contact. Please perform your own due diligence before working with any professional.

How to Use This State Page

This page lists advisors in Texas who have indicated awareness of Bitcoin and digital assets. The information you see here is compiled from publicly available sources and from submissions by the advisors themselves.

What you'll find: Each advisor listing shows credentials, location, and a brief description. You can filter by credentials such as CFP®, CBDA℠, CPA, or EA if you're looking for specific qualifications.

What we don't provide: We do not conduct background checks, verify credentials in real time, or audit any advisor's claims. We do not receive payment for ranking or placement on this page.

Next steps: Visit individual advisor profiles to learn more about their practice. We encourage you to interview multiple advisors, ask detailed questions, verify credentials independently (via CFP Board, state licensing boards, FINRA BrokerCheck, etc.), and ensure any advisor you choose is a good fit for your needs. For comprehensive guidance, see our guide on choosing a Bitcoin-aware financial advisor.

Questions to Ask Advisors in Texas

When speaking with any advisor in Texas, consider asking these questions to better understand their approach, qualifications, and fit for your needs:

What are your credentials and how long have you been practicing in Texas?
Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?
How do you charge for your services (fee-only, fee-based, commission, AUM-based)?
Do you have a fiduciary duty to act in my best interest at all times?
How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?
How do you stay current with changes in Bitcoin regulation, tax treatment, and custody best practices?
Can you provide references or case studies (respecting client confidentiality) that demonstrate your experience with Bitcoin-related planning?
What is your process for coordinating with my tax professional or attorney if I hold Bitcoin or plan to acquire it?
Do you have errors and omissions insurance, and what consumer protections are in place if something goes wrong?

Certified Bitcoin Financial Advisors in Texas

Dallas, TX (1 Advisor)

Rawles Bell

Partner, Managing Director

Dallas, TX

CBDA℠CIMA®

Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors, where he is dedicated to educating, empowering, and engaging clients in their financial journeys. With a comprehensive approach to wealth management, Rawles takes the time to understand each client’s unique personal values, family dynamics, business interests, and future aspirations. His commitment to building meaningful relationships lays the foundation for effective financial planning and investment strategies tailored to guide clients toward their desired futures. Throughout his career, Rawles has developed a reputation for his thoughtful and client-centric approach. He believes that the best financial planning begins with open dialogue, allowing him to gain insights into what matters most to his clients. By fostering this collaborative environment, Rawles ensures that his clients feel informed and involved in their financial decisions. Outside of his professional pursuits, Rawles enjoys spending time with his family and pursuing his interests, reflecting his belief in the importance of balance and personal fulfillment in life.

Fate, TX (1 Advisor)

Denszell Brown

Financial Consultant

Fate, TX

CBDA℠

Denszell Brown is a dedicated Financial Consultant at Charles Schwab, where he brings a wealth of knowledge and a client-centered approach to wealth management. With a firm belief that setting clear goals and taking decisive action can lead to meaningful achievements, Denszell is committed to empowering his clients to realize their financial aspirations. Throughout his career, Denszell has honed his expertise in financial planning and investment strategies, ensuring that each client receives personalized guidance tailored to their unique circumstances. His passion for finance is complemented by his strong educational background and ongoing commitment to professional development, which allows him to stay at the forefront of industry trends and best practices. Denszell's approachable demeanor and genuine care for his clients foster a trusting relationship, making the financial planning process both effective and enjoyable. Outside of his professional pursuits, Denszell enjoys exploring new hiking trails and spending quality time with family and friends, embodying the balance he encourages in his clients' lives.

Katy, TX (1 Advisor)

Stephen Burton

Advisor & Portfolio Manager

Katy, TX

CFP®CBDA℠

Stephen Burton is a dedicated Advisor and Portfolio Manager at Autumn Lane Advisors, where he specializes in providing comprehensive wealth management solutions for individuals, families, and businesses. With a keen understanding of the complexities associated with significant wealth, Stephen is committed to delivering tailored strategies that allow clients to focus on what matters most in their lives. With years of experience in the financial industry, Stephen has honed his expertise in custom financial planning, investment management, charitable giving, and tax and estate planning. His meticulous, time-tested processes ensure that each client receives a holistic approach to their financial needs, aligning strategies with their personal goals and life stages. As a financial steward, Stephen believes in the importance of collaboration and works closely with clients and their existing advisors to gain a comprehensive view of their financial landscape. His commitment to fostering meaningful relationships and providing exceptional service sets him apart in the field. Outside of his professional endeavors, Stephen enjoys spending quality time with his family and exploring the great outdoors, which keeps him grounded and connected to the values he instills in his practice.

Missouri City, TX (1 Advisor)

Bert Boutte

Director, Financial Planning

Missouri City, TX

CBDA℠CFP®

Bert Boutte is the Director of Financial Planning at Edelman Financial Engines, where he combines his passion for planning with a commitment to helping clients navigate their financial journeys. With a wealth of experience in investment and goal planning, Bert understands the complexities of life and how they can impact financial decisions. He prides himself on being a reliable partner for clients as they strive for financial success, ensuring they remain focused on their long-term aspirations amidst life’s inevitable changes. Throughout his career, Bert has developed a comprehensive skill set that empowers him to guide individuals and families in aligning their financial strategies with their unique goals. As a Registered Investment Advisor, he values the importance of collaboration and transparency, positioning himself on the same side of the table as his clients. This approach fosters open communication and trust, allowing for a more personalized financial planning experience. Bert finds fulfillment in being an approachable resource for those seeking clarity in their financial lives. He believes that building lasting relationships with clients is fundamental to achieving their dreams, and he is dedicated to providing them with the insights and tools necessary for success. Outside of work, Bert enjoys connecting with fellow dreamers, sharing ideas, and exploring new possibilities, reflecting his belief that every financial journey is unique and worthy of careful planning.

San Antonio, TX (1 Advisor)

Spencer Crow

Director, Financial Planning

San Antonio, TX

CFP®CRPC®ChFC®

Spencer Crow is a dedicated Director of Financial Planning at Edelman Financial Engines in San Antonio, where he specializes in empowering individuals and families to navigate the complexities of retirement with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER™ professional, Spencer adopts a comprehensive, goals-based approach to financial planning. He meticulously aligns investments, tax strategies, estate plans, retirement income, insurance, charitable giving, and education planning into a cohesive and actionable roadmap tailored to each client's unique journey. Committed to his role as a fiduciary, Spencer prioritizes his clients' best interests, ensuring they understand what they own, why they own it, and how every element fits into their broader financial picture. His mission is to help clients feel informed, supported, and in control, allowing them to focus on enjoying the life they've worked hard to build. Outside of his professional endeavors, Spencer is a lifelong Texan, devoted husband, and proud father of four. He enjoys fitness and outdoor activities, and he cherishes the opportunity to explore the world with his family. For those seeking a trusted advisor who genuinely cares about their financial well-being, Spencer welcomes the opportunity for a no-obligation conversation.

Important Disclaimers

Not an Endorsement or Referral

Listing on Bitcoin Wealth Platform does not constitute an endorsement, recommendation, or referral. We do not evaluate the quality of any advisor's services, nor do we guarantee results. All professional relationships and agreements are solely between you and the advisor you choose.

Do Your Own Research

Before engaging any advisor, verify credentials independently through official sources such as:

CFP Board: Verify CFP® certification at CFP.net/verify
FINRA BrokerCheck: Check registration and disciplinary history at BrokerCheck.FINRA.org
SEC Investment Adviser Public Disclosure: Search for RIAs at adviserinfo.sec.gov
State Licensing Boards: Verify CPA, EA, and other state-issued credentials with the relevant state board
DACFP: Confirm CBDA℠ certification at DACFP.com

No Compensation for Placement

Bitcoin Wealth Platform does not accept payment from advisors for preferential placement or ranking. Featured advisors may be highlighted for editorial reasons or to showcase diversity of credentials and locations, but we do not sell placement.

Tax and Regulatory Information

State tax rates, regulatory stances, and Bitcoin business counts displayed on this page are estimates and subject to change. This information is provided for general informational purposes only and should not be relied upon as tax, legal, or investment advice. Always consult with qualified professionals for advice specific to your situation.

Limitation of Liability

Bitcoin Wealth Platform is not responsible for any losses, damages, or disputes arising from your use of this directory or your engagement with any advisor listed here. Use of this website is at your own risk.

Explore More Advisors

Looking for advisors with specific credentials or in other locations? Browse by credential or explore other states.