Financial advisors for early-career professionals in Houston, Texas
Which financial advisor should I talk to early in your career in Houston?
For early-career professionals in Houston, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Kellie Gamino of Financial Synergies Wealth Advisors, George Williams of Precedent Wealth Partners and Eric Simonson of Abundo Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kellie Gamino Financial Synergies Wealth Advisors, Houston City Holds the CFP. Fees on file: percentage of assets.
- George Williams Precedent Wealth Partners, Houston City Holds the CFP. Fees on file: percentage of assets.
- Eric Simonson Abundo Wealth, Houston City Holds the CFP. Fees on file: subscription.
- Matthew Smith Concert Financial Planning, LLC, Houston City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Morgann Zimmer Goodman Financial Corporation, Houston City Holds the CFP. Fees on file: percentage of assets, hourly.
- Matthew Edgar Edgar Investment Management, Houston City Fees on file: percentage of assets.
How many fee-only financial advisors in Houston work with early-career professionals?
The Wellspent public graph lists 37 fee-only advisors for early-career professionals in Houston, at 6 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for early-career professionals in Houston charge?
The most common fee among fee-only advisors for early-career professionals in Houston is a percentage of assets, used by 95% of the 37 with fees on file. Many use more than one: 5% charge by the hour and 3% charge a flat fee or retainer.
How much do fee-only financial advisors charge in Houston?
Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms.
How much does a one-time financial plan cost in Houston?
A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms.
What credentials should a financial advisor for early-career professionals have?
For early-career professionals, look for the CFP. In Houston, 51% of the 37 advisors listed hold the CFP.
- CFP51% in Houston
- The CFP covers debt, saving, and insurance together.
How do Houston advisors for early-career professionals compare with the rest of the US?
5% of fee-only advisors for early-career professionals in Houston charge by the hour, compared with 38% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Houston. Light bars are all US advisors for early-career professionals.
What should I ask a financial advisor early in your career in Houston?
- Do you have an asset minimum?
- What would a one-time plan cost, and what would I get?
- Should I pay down debt or invest first?
- How much house can I actually afford?
How current is this list of fee-only advisors for early-career professionals in Houston?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 37 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matthew Smith | Concert Financial Planning, LLC | Houston | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Simonson Founder of an advice-only firm offering low-cost, conflict-free comprehensive planning to people that investment minimums leave out. | Abundo Wealth | Houston | CFP, CRPC | Subscription |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Michael Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
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