Advisors for under $500,000 in Texas
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Carl Ela of Avant Financial Advisors, Scott Leavitt of Financial Life Advisors and Robert Holman of Holman Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Carl Ela Avant Financial Advisors, Austin Holds the CFP, CPA and EA. Fees on file: percentage of assets.
- Scott Leavitt Financial Life Advisors, San Antonio Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Robert Holman Holman Wealth Management, LLC, Dallas Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Chao Zhang Think Different Wealth Advisors LLC, Allen Holds the CFP and CFA. Fees on file: percentage of assets.
- William Tebeaux Paragon Advisors, College Station Holds the CFP and CFA. Fees on file: percentage of assets.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin Holds the CFP and CPA. Fees on file: flat fee or retainer, hourly.
By the numbers
- Advisors listed
- 997
- Firms
- 505
- Cities
- 144
- Hold the CFP
- 44%
- Other credentials: CFA 5% · CPA 1% · EA 1%
- How they charge (of 997 with fees on file): percentage of assets 93% · fixed fees 61% · hourly 57% · one-time planning fee 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 under $500,000 by state
- California (1,221)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Texas are there?
The Wellspent public graph lists 997 fee-only advisors for under $500,000 in Texas, at 505 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Texas located?
Of the 997 fee-only advisors for under $500,000 in Texas, 134 are in Austin, followed by 106 in Houston and 64 in Dallas.
How do fee-only advisors for under $500,000 in Texas charge?
The most common fee among fee-only advisors for under $500,000 in Texas is a percentage of assets, used by 93% of the 997 with fees on file. Many use more than one: 61% charge fixed fees and 57% charge by the hour.
How many fee-only advisors for under $500,000 in Texas hold the CFP?
44% of the 997 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Texas?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 997 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Cary Cates | Cates Financial Planning, LLC | Denton | CFP, EA, MBA | Percentage of assets, Hourly |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Hannah Szarszewski | Blue Mountain Financial Planning, LLC | Lubbock | CFP, AFC | Ongoing planning fee, One-time planning fee |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Lance Elrod | Next Step Financial Transitions | Cypress | CFP, CDFA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez Garcia | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Christopher Wells | Flourish Financial Planning | Grapevine | CFP, CKA, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Jonathan McAlister | Integrity Road Wealth Partners LLC | Houston | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| Justin Reede | Integrity Road Wealth Partners LLC | Houston | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Leah Coleman | Orchard Financial Group | Austin | CFP, AAMS | Percentage of assets, One-time planning fee |
| Travis McCullough | Forthright Financial Services | Weatherford | BS, CFP, MST | Hourly, Ongoing planning fee |
| Allen Mueller | 7 Saturdays Financial | Richardson | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Brandon Renfro | Belonging Wealth Management | Longview | CFP, EA, RICP | Percentage of assets |
| Della Stegall | Fruit of the Vine Financial | New Braunfels | CFP, CIMA, RICP | One-time planning fee, Ongoing planning fee |
| Den Murley | Belonging Wealth Management | Longview | CFP, MBA, MSFP | Percentage of assets |
| Hannah Moore | Guiding Wealth Management | Richardson | CeFT, CFP | Percentage of assets, One-time planning fee |
| Heather Haas | Imperium Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Jarrod Sandra | Chisholm Wealth Management | Burleson | CFP, CKA, MS, MSFP | Percentage of assets |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Matthew Smith | Concert Financial Planning, LLC | Houston | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Scott Leavitt | Financial Life Advisors | San Antonio | CFP, CPA | Percentage of assets, Hourly |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Trevor Winter | New Heights Planning, LLC | Houston | CFP, CRPC | Ongoing planning fee |
| Zach Barton | Barton Financial Group LLC | Kyle | CFP | Percentage of assets, Ongoing planning fee |
| Zach Lopez | AnCap Financial | League City | CFP | Flat fee or retainer, Ongoing planning fee |
| Amol Desai | Perceptive Wealth Advisors | Houston | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Benjamin Yeung | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Britton Gregory | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Folse | Folse Financial | Missouri City | CFP | Flat fee or retainer, Ongoing planning fee |
| Glen Smith | GDS Wealth Management | Flower Mound | CFP, CRPC | Percentage of assets |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Molly Laughter | Laughter Financial, LLC | Celina | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee |
| Scott Oeth | Cahill Financial Advisors, Inc. | Fort Worth | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| Skyler Denny | Legacy Financial Designs, LLC | The Woodlands | CFP | Percentage of assets, Fixed fees |
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