# Advisors for $500,000 to $1 million in Texas

> In Texas, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Jonathan Davison of Austin Asset, Josh Clifford of Quoinage Capital LLC and Scott Monk of Charis Legacy Partners.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/texas/
486 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors for $500,000 to $1 million in Texas?

In Texas, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Jonathan Davison of Austin Asset, Josh Clifford of Quoinage Capital LLC and Scott Monk of Charis Legacy Partners.

## How many fee-only advisors for $500,000 to $1 million in Texas are there?

The Wellspent public graph lists 486 fee-only advisors for $500,000 to $1 million in Texas, at 173 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in Texas located?

Of the 486 fee-only advisors for $500,000 to $1 million in Texas, 98 are in Houston, followed by 91 in Austin and 66 in Dallas.

## How do fee-only advisors for $500,000 to $1 million in Texas charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Texas is a percentage of assets, used by 94% of the 486 with fees on file. Many use more than one: 64% charge fixed fees and 47% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in Texas hold the CFP?

42% of the 486 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Texas?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee |
| [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| [Jared Jameson](https://find.wellspent.co/advisors/jared-jameson.md) | WJ Interests, LLC | Sugar Land, Texas | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Zach Reyes](https://find.wellspent.co/advisors/zach-reyes.md) | Circadia Financial Planning | Westlake, Texas | CFP | Percentage of assets, Ongoing planning fee |
| [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford.md) | Quoinage Capital LLC | Austin, Texas | CFP, CFA, CPA, MPA | Ongoing planning fee |
| [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Massi De Santis](https://find.wellspent.co/advisors/massi-de-santis.md) | Desmo Wealth Advisors, LLC | Lakeway, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Rob Schulz](https://find.wellspent.co/advisors/rob-schulz.md) | Schulz Wealth | Irving, Texas | CFP | Percentage of assets, Fixed fees |
| [Ross Miller](https://find.wellspent.co/advisors/ross-miller.md) | ClearPoint Wealth Management | Colleyville, Texas | CFP, CPA | Percentage of assets |
| [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope.md) | SFMG Wealth Advisors | Plano, Texas | CFP | Percentage of assets |
| [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets |
| [Jordan Benold](https://find.wellspent.co/advisors/jordan-benold.md) | Benold Financial Planning | Frisco, Texas | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Phillip Mills](https://find.wellspent.co/advisors/phillip-mills.md) | Flying Forward Wealth Management | Boerne, Texas | AEP, CFP, ChFC, CIMA, CLU, CPWA, MBA, EA | Percentage of assets, Fixed fees |
| [Olivia Partin](https://find.wellspent.co/advisors/olivia-partin.md) | Diesslin Group, Inc. | Fort Worth, Texas | AAMS, CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees |
| [Scott Monk](https://find.wellspent.co/advisors/scott-monk.md) | Charis Legacy Partners | Bryan, Texas | CFA, CFP | Percentage of assets |
| [Billy DeFrance](https://find.wellspent.co/advisors/billy-defrance.md) | Lauterbach Financial Advisors | El Paso, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dillon Cobb](https://find.wellspent.co/advisors/dillon-cobb.md) | Simply Human Advisors | Tuscola, Texas | CFP, CPA | Percentage of assets |
| [Philip Olson](https://find.wellspent.co/advisors/philip-olson.md) | Solstice Wealth | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee |
| [Scott Jacobsmeyer](https://find.wellspent.co/advisors/scott-jacobsmeyer.md) | Argent Wealth Management Inc. | Round Rock, Texas | CFP, MBA | Ongoing planning fee, Hourly, Percentage of assets, Flat fee or retainer |
| [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Beth Koonce](https://find.wellspent.co/advisors/beth-koonce.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Christopher Laughhunn](https://find.wellspent.co/advisors/christopher-laughhunn.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [David Faskas](https://find.wellspent.co/advisors/david-faskas.md) | Keller Wealth Advisors | Victoria, Texas | CFP, CFA | Percentage of assets |
| [George Williams](https://find.wellspent.co/advisors/george-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Grant Williams](https://find.wellspent.co/advisors/grant-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Hannah Gohmert](https://find.wellspent.co/advisors/hannah-gohmert.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Jonathan Davison](https://find.wellspent.co/advisors/jonathan-davison.md) | Austin Asset | Austin, Texas | CFP, CPA, MBA, CFA, FPQP | Ongoing planning fee |
| [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets |
| [Kyle Noack](https://find.wellspent.co/advisors/kyle-noack.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Paul Michel](https://find.wellspent.co/advisors/paul-michel.md) | Provident Financial Planning | Addison, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Thomas Keller](https://find.wellspent.co/advisors/thomas-keller.md) | Keller Wealth Advisors | Victoria, Texas | CFP, PFS | Percentage of assets |
| [Anton Bayer](https://find.wellspent.co/advisors/anton-bayer.md) | Up Capital Management | Bulverde, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Morgan Moore](https://find.wellspent.co/advisors/morgan-moore.md) | Keener Financial Planning | Dallas, Texas | CFP, CRPC | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Christopher McBee](https://find.wellspent.co/advisors/christopher-mcbee.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Christopher Snyder](https://find.wellspent.co/advisors/christopher-snyder.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Christopher Sternau](https://find.wellspent.co/advisors/christopher-sternau.md) | Altere Financial | The Woodlands, Texas | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Colin Higgins](https://find.wellspent.co/advisors/colin-higgins.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Darby Armont](https://find.wellspent.co/advisors/darby-armont.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly |
| [David Lloyd](https://find.wellspent.co/advisors/david-lloyd.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly |
| [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |

Showing the first 50 of 486. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/texas/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).