CFA financial advisors in Texas
How do I find fee-only advisors who hold the CFA in Texas?
In Texas, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Jonathan Davison of Austin Asset, Josh Clifford of Quoinage Capital LLC and Larry Maddox of Horizon Wealth Advisors.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jonathan Davison Austin Asset, Austin Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Josh Clifford Quoinage Capital LLC, Austin Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Larry Maddox Horizon Wealth Advisors, Houston Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Amol Desai Perceptive Wealth Advisors, Houston Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Stu Sneen TwoTen Planning PLLC, Austin Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Robert Calhoun Paragon Advisors, College Station Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 138
- Firms
- 119
- Cities
- 34
- Hold the CFP
- 43%
- Other credentials: CFA 100% · CPA 2% · ChFC 2%
- How they charge (of 138 with fees on file): percentage of assets 93% · fixed fees 52% · hourly 49% · performance-based fees 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Texas are there?
The Wellspent public graph lists 138 fee-only advisors who hold the CFA in Texas, at 119 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Texas located?
Of the 138 fee-only advisors who hold the CFA in Texas, 30 are in Dallas, followed by 26 in Austin and 26 in Houston.
How do fee-only advisors who hold the CFA in Texas charge?
The most common fee among fee-only advisors who hold the CFA in Texas is a percentage of assets, used by 93% of the 138 with fees on file. Many use more than one: 52% charge fixed fees and 49% charge by the hour.
How many fee-only advisors who hold the CFA in Texas hold the CFP?
43% of the 138 fee-only advisors who hold the CFA in Texas hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Texas?
Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms.
How much does a one-time financial plan cost in Texas?
A one-time financial plan from a fee-only firm in Texas has a median price of $1,575. We found this across the published prices of 54 Texas firms.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Texas?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA in Texas?
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 138 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Allen Mueller | 7 Saturdays Financial | Richardson | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Matthew Smith | Concert Financial Planning, LLC | Houston | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Amol Desai | Perceptive Wealth Advisors | Houston | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Molly Laughter | Laughter Financial, LLC | Celina | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee |
| Erica Schnabel | Mountain Flower Investments & Planning | New Braunfels | CFA, CFP | Percentage of assets |
| Liem Hoang | Stillforest Wealth Management | Houston | CFA, CFP, JD | Percentage of assets, Hourly |
| Scott Monk | Charis Legacy Partners | Bryan | CFA, CFP | Percentage of assets |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| David Nash | Magister Wealth | San Antonio | CFA, CFP | Percentage of assets, Hourly |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Robert Calhoun | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| William Tebeaux | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Daniel Carroll | Alliance Private Wealth | Bee Cave | CFA | Percentage of assets, Hourly |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Kevin Spires | Bellaire Capital Management | Bellaire | CFA | Percentage of assets, Hourly |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Daniel Trgovich | Waterway Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Jason Self | Resonance Financial | Cedar Park | CFP, CFA | Percentage of assets, Hourly |
| John Morrison | Geometric Advisors | Austin | CFA | Percentage of assets |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Mark Miller | Gibraltar Capital Management | Irving | PFS, CFA | Percentage of assets, Hourly |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
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