ChFC financial advisors in Texas
How do I find fee-only advisors who hold the ChFC in Texas?
In Texas, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Alex Bridges of Tiverton Wealth, Phil Orwig of Fair Asset Management, LLC and Phillip Mills of Flying Forward Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Bridges Tiverton Wealth, The Woodlands Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Phil Orwig Fair Asset Management, LLC, Dallas Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Phillip Mills Flying Forward Wealth Management, Boerne Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Philip White Inflection Financial, San Antonio Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Kenneth Price PER Stirling Capital Management, Austin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Daniel Michalk Waterway Wealth Management, The Woodlands Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 61
- Firms
- 58
- Cities
- 29
- Hold the CFP
- 57%
- Other credentials: CFA 5% · CPA 2% · EA 5%
- How they charge (of 60 with fees on file): percentage of assets 85% · fixed fees 67% · hourly 63% · one-time planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC in Texas are there?
The Wellspent public graph lists 61 fee-only advisors who hold the ChFC in Texas, at 58 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the ChFC in Texas located?
Of the 61 fee-only advisors who hold the ChFC in Texas, 13 are in Austin, followed by 12 in Houston and 3 in The Woodlands.
How do fee-only advisors who hold the ChFC in Texas charge?
The most common fee among fee-only advisors who hold the ChFC in Texas is a percentage of assets, used by 85% of the 60 with fees on file. Many use more than one: 67% charge fixed fees and 63% charge by the hour.
How many fee-only advisors who hold the ChFC in Texas hold the CFP?
57% of the 61 fee-only advisors who hold the ChFC 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 ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in Texas?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
How current is this list of fee-only advisors who hold the ChFC 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 61 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Phillip Mills | Flying Forward Wealth Management | Boerne | AEP, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Dedrick Curtis | Penny Earned Financial | San Antonio | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| Benjamin Hooper | Comal Wealth Management | New Braunfels | CFP, ChFC, CIMA, CLU | Percentage of assets, Fixed fees |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| James Munchbach | BayRock Financial | Friendswood | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Wright | Teamwork Financial Group | Houston | CFP, ChFC | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Rachael Smith | TopRac Financial | Cypress | ChFC | One-time planning fee, Hourly |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Carlos Lowenberg | Masterpiece Capital | Austin | ChFC | Percentage of assets, Fixed fees |
| Christopher Robinson | RFG Wealth Advisory | Argyle | ChFC | Percentage of assets, Fixed fees |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Brandon Hinneberg | Off-Trail Financial | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Kenton Braun | Personal Prosperity | Spring | CFP, ChFC | Percentage of assets, Hourly |
| Lorri Winkcompleck | Gap Financial Services | Austin | CFP, ChFC, CRPC | Percentage of assets, Hourly |
| Michael Quigley | Beck Capital Management | Austin | ChFC | Percentage of assets |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Philip White | Inflection Financial | San Antonio | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Scott Garrett | Blue Trust | Houston | AFC, CFP, ChFC, CKA | Not listed |
| Debra Hartsfield | DPH Financial | Pearland | ChFC | Hourly |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Benedict Johnson | GAP Financial Services | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Brandon Perry | Perry Investment Management | Round Rock | CFP, ChFC | Percentage of assets, Hourly |
| David Dryden | Insight Wealth Partners | Plano | CFP, ChFC | Percentage of assets, Hourly |
| Jacob Lewis | Endeavor Advisors | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Jarrod Winkcompleck | GAP Financial Services | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Kenneth Price | PER Stirling Capital Management | Austin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Maco Fowlkes | Branson Fowlkes & CO | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Paul Clark | Fairbanks Financial Wealth Management | Brenham | CFP, ChFC | Percentage of assets, Hourly |
| Peter Ivanyi | Guided Capital Wealth Management | Houston | CFP, ChFC | Percentage of assets, Fixed fees |
| Ryan Nolan | Park 64 Capital | Austin | CFP, ChFC | Percentage of assets, Hourly |
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