# Advisors for over $3 million in Texas > In Texas, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Clark Blackman of Alpha Wealth Strategies, Mark Tracy of KM Capital Management and James McClellan of James G. Mcclellan CPA. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/texas/ 27 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 over $3 million in Texas? In Texas, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Clark Blackman of Alpha Wealth Strategies, Mark Tracy of KM Capital Management and James McClellan of James G. Mcclellan CPA. ## How many fee-only advisors for over $3 million in Texas are there? The Wellspent public graph lists 27 fee-only advisors for over $3 million in Texas, at 13 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in Texas located? Of the 27 fee-only advisors for over $3 million in Texas, 9 are in Austin, followed by 6 in Houston and 3 in Cypress. ## How do fee-only advisors for over $3 million in Texas charge? All 27 fee-only advisors for over $3 million in Texas with fees on file charge a percentage of assets. Many use more than one: 81% charge fixed fees and 22% charge by the hour. ## How many fee-only advisors for over $3 million in Texas hold the CFP? 22% of the 27 fee-only advisors for over $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 over $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 over $3 million in Texas? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Mark Tracy](https://find.wellspent.co/advisors/mark-tracy.md) | KM Capital Management | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Timothy Hartzell](https://find.wellspent.co/advisors/timothy-hartzell.md) | Sequent Asset Management | Houston, Texas | CFA | Percentage of assets, Fixed fees | | [Clark Blackman](https://find.wellspent.co/advisors/clark-blackman-1261505.md) | Alpha Wealth Strategies | Cypress, Texas | CFP, PFS, CFA | Percentage of assets | | [Clark Blackman](https://find.wellspent.co/advisors/clark-blackman.md) | Alpha Wealth Strategies | Cypress, Texas | CFP, PFS, CFA | Percentage of assets | | [Robyn Turner](https://find.wellspent.co/advisors/robyn-turner.md) | Retirement Plan Fiduciaries | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Sullivan](https://find.wellspent.co/advisors/benjamin-sullivan.md) | Palisades Hudson Financial Group | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [David Doll](https://find.wellspent.co/advisors/david-doll.md) | Sequent Asset Management | Houston, Texas | | Percentage of assets, Fixed fees | | [Joseph Feste](https://find.wellspent.co/advisors/joseph-feste.md) | KM Capital Management | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Marmar Binley](https://find.wellspent.co/advisors/marmar-binley.md) | KM Capital Management | Roanoke, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Patton](https://find.wellspent.co/advisors/mark-patton.md) | Patton Wealth Advisors | Dallas, Texas | | Percentage of assets, One-time planning fee | | [Thomas Carter](https://find.wellspent.co/advisors/thomas-carter.md) | Retirement Plan Fiduciaries | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jesus Duran](https://find.wellspent.co/advisors/jesus-duran.md) | Virtus Family Office | El Paso, Texas | | Percentage of assets, Fixed fees | | [Norma Peralta Morales](https://find.wellspent.co/advisors/norma-peralta-morales.md) | Virtus Family Office | El Paso, Texas | | Percentage of assets, Fixed fees | | [James McClellan](https://find.wellspent.co/advisors/james-mcclellan.md) | James G. Mcclellan CPA | Sugar Land, Texas | CFP | Percentage of assets, Hourly | | [Armando Blancq Cazaux Lozano](https://find.wellspent.co/advisors/armando-blancq-cazaux-lozano.md) | Mmbg Investment Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [Branko Martinez Pejnovich](https://find.wellspent.co/advisors/branko-martinez-pejnovich.md) | Outrunner Capital | Austin, Texas | | Percentage of assets, Fixed fees | | [David Crews](https://find.wellspent.co/advisors/david-crews.md) | Crews Capital Management | Cypress, Texas | | Percentage of assets, Performance-based fees | | [Erik Cohen](https://find.wellspent.co/advisors/erik-cohen.md) | Outrunner Capital | Austin, Texas | | Percentage of assets, Fixed fees | | [Francisco De Borja Echanove Camina](https://find.wellspent.co/advisors/francisco-de-borja-echanove-camina.md) | Mmbg Investment Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [Gary Dennis](https://find.wellspent.co/advisors/gary-dennis-2075956.md) | GWD Capital Management | Coppell, Texas | | Percentage of assets, Hourly, Fixed fees | | [Gonzalo Lobeira Richardson](https://find.wellspent.co/advisors/gonzalo-lobeira-richardson.md) | Mmbg Investment Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [Jonathan Levy](https://find.wellspent.co/advisors/jonathan-levy.md) | Outrunner Capital | Austin, Texas | | Percentage of assets, Fixed fees | | [Kwabena Andoh-Baidoo](https://find.wellspent.co/advisors/kwabena-andoh-baidoo.md) | Outrunner Capital | Austin, Texas | | Percentage of assets, Fixed fees | | [Luis Jimenez Perez](https://find.wellspent.co/advisors/luis-jimenez-perez.md) | Mmbg Investment Advisors | Spring, Texas | | Percentage of assets, Fixed fees | | [Nelson Flores](https://find.wellspent.co/advisors/nelson-flores.md) | Mmbg Investment Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [Pamela Benningfield](https://find.wellspent.co/advisors/pamela-benningfield.md) | Snowcap Capital Management | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [William Corrigan](https://find.wellspent.co/advisors/william-corrigan.md) | Snowcap Capital Management | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | ## 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).