Advisors for $500,000 to $1 million in Texas
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.
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.
- Scott Monk Charis Legacy Partners, Bryan Holds the CFP and CFA. Fees on file: percentage of assets.
- Ross Miller ClearPoint Wealth Management, Colleyville Holds the CFP and CPA. Fees on file: percentage of assets.
- Helen Stephens Aspen Wealth Management, Fort Worth Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Dillon Cobb Simply Human Advisors, Tuscola Holds the CFP and CPA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 486
- Firms
- 173
- Cities
- 55
- Hold the CFP
- 42%
- Other credentials: CFA 10% · CPA 1% · EA 1%
- How they charge (of 486 with fees on file): percentage of assets 94% · fixed fees 64% · hourly 47% · performance-based fees 8%
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 $500,000 to $1 million by state
- California (1,002)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 486 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Jared Jameson | WJ Interests, LLC | Sugar Land | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Massi De Santis | Desmo Wealth Advisors, LLC | Lakeway | CFP | Percentage of assets, Ongoing planning fee |
| Rob Schulz | Schulz Wealth | Irving | CFP | Percentage of assets, Fixed fees |
| Ross Miller | ClearPoint Wealth Management | Colleyville | CFP, CPA | Percentage of assets |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| Jordan Benold | Benold Financial Planning | Frisco | CFP, MBA | Percentage of assets, Hourly |
| Phillip Mills | Flying Forward Wealth Management | Boerne | AEP, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Scott Monk | Charis Legacy Partners | Bryan | CFA, CFP | Percentage of assets |
| Billy DeFrance | Lauterbach Financial Advisors | El Paso | CFP | Percentage of assets, Hourly |
| Dillon Cobb | Simply Human Advisors | Tuscola | CFP, CPA | Percentage of assets |
| Philip Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Scott Jacobsmeyer | Argent Wealth Management Inc. | Round Rock | CFP, MBA | Ongoing planning fee, Hourly |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Beth Koonce | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Morgan Moore | Keener Financial Planning | Dallas | CFP, CRPC | Flat fee or retainer, One-time planning fee |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| 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 |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes