Advisors for $1 million to $3 million in Texas
How do I find fee-only advisors for $1 million to $3 million in Texas?
In Texas, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Jason Self of Resonance Financial, Albi Kacani of HFS Wealth Management and David Ackerman of Ackerman Capital Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Self Resonance Financial, Cedar Park Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Albi Kacani HFS Wealth Management, Dallas Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- David Ackerman Ackerman Capital Management, Dallas Holds the CFP and CFA. 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.
- Elizabeth Lohmeier Fidelis Capital, Dallas Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Morgann Zimmer Goodman Financial Corporation, Houston Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 312
- Firms
- 86
- Cities
- 30
- Hold the CFP
- 34%
- Other credentials: CFA 11% · CPA 1% · ChFC 3%
- How they charge (of 312 with fees on file): percentage of assets 96% · fixed fees 70% · hourly 53% · performance-based fees 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Texas are there?
The Wellspent public graph lists 312 fee-only advisors for $1 million to $3 million in Texas, at 86 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Texas located?
Of the 312 fee-only advisors for $1 million to $3 million in Texas, 120 are in Houston, followed by 64 in Dallas and 29 in Austin.
How do fee-only advisors for $1 million to $3 million in Texas charge?
The most common fee among fee-only advisors for $1 million to $3 million in Texas is a percentage of assets, used by 96% of the 312 with fees on file. Many use more than one: 70% charge fixed fees and 53% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Texas hold the CFP?
34% of the 312 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Texas?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 312 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Justin Brownlee | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston | CFP | Flat fee or retainer |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brian Merrill | Tanglewood Total Wealth Management | 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 |
| Edward Kramer | SSB&T Wealth | Fredericksburg | CFP | Percentage of assets, Fixed fees |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Keith Fenstad | Tanglewood Total Wealth Management | 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 |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Tina Yang | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Andrew Gardener | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Emily Walls | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Jon Moores | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Erin Menking | FCA | Fort Worth | CFP | Percentage of assets, Hourly |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Steven Aycock | Austin Money Management | Austin | CFP | Percentage of assets, Hourly |
| Carmen Barncord | Martin Capital Advisors | San Antonio | CFP | Percentage of assets |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |
| Jason Self | Resonance Financial | Cedar Park | CFP, CFA | Percentage of assets, Hourly |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Bonnie Chadwick | Paratus Financial | Dallas | Not listed | Hourly, Fixed fees |
| Brianna Pradia | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Carlos Butcher | Birch Capital Management | Dallas | CFP | Percentage of assets, Hourly |
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