Advisors for over $3 million in Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Clark Blackman Alpha Wealth Strategies, Cypress Holds the CFP and CFA. Fees on file: percentage of assets.
- Mark Tracy KM Capital Management, Austin Holds the CFP. Fees on file: percentage of assets, fixed fees.
- James McClellan James G. Mcclellan CPA, Sugar Land Holds the CFP. Fees on file: percentage of assets, hourly.
- Timothy Hartzell Sequent Asset Management, Houston Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Benjamin Sullivan Palisades Hudson Financial Group, Austin Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Robyn Turner Retirement Plan Fiduciaries, Austin Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 27
- Firms
- 13
- Cities
- 9
- Hold the CFP
- 22%
- Other credentials: CFA 11%
- How they charge (of 27 with fees on file): percentage of assets 100% · fixed fees 81% · hourly 22% · performance-based fees 15%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Benjamin Sullivan | Palisades Hudson Financial Group | Austin | CFP | Percentage of assets, Fixed fees |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Marmar Binley | KM Capital Management | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Mark Patton | Patton Wealth Advisors | Dallas | Not listed | Percentage of assets, One-time planning fee |
| Thomas Carter | Retirement Plan Fiduciaries | Austin | Not listed | Percentage of assets, Hourly |
| Jesus Duran | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| James McClellan | James G. Mcclellan CPA | Sugar Land | CFP | Percentage of assets, Hourly |
| Armando Blancq Cazaux Lozano | Mmbg Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Branko Martinez Pejnovich | Outrunner Capital | Austin | Not listed | Percentage of assets, Fixed fees |
| David Crews | Crews Capital Management | Cypress | Not listed | Percentage of assets, Performance-based fees |
| Erik Cohen | Outrunner Capital | Austin | Not listed | Percentage of assets, Fixed fees |
| Francisco De Borja Echanove Camina | Mmbg Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Gary Dennis | GWD Capital Management | Coppell | Not listed | Percentage of assets, Hourly |
| Gonzalo Lobeira Richardson | Mmbg Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Jonathan Levy | Outrunner Capital | Austin | Not listed | Percentage of assets, Fixed fees |
| Kwabena Andoh-Baidoo | Outrunner Capital | Austin | Not listed | Percentage of assets, Fixed fees |
| Luis Jimenez Perez | Mmbg Investment Advisors | Spring | Not listed | Percentage of assets, Fixed fees |
| Nelson Flores | Mmbg Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Pamela Benningfield | Snowcap Capital Management | Dallas | Not listed | Percentage of assets, Hourly |
| William Corrigan | Snowcap Capital Management | Dallas | Not listed | Percentage of assets, Hourly |
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