# Financial advisors with no minimum in Texas > In Texas, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include Christopher Reddick of Chris Reddick Financial Planning, Maggie Klokkenga of Abundo Wealth and Kevin Rademacher of Lifetime Financial Planners LLC. Page: https://find.wellspent.co/by/no-minimum-financial-advisors/texas/ 34 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 at firms with no asset minimum in Texas? In Texas, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include Christopher Reddick of Chris Reddick Financial Planning, Maggie Klokkenga of Abundo Wealth and Kevin Rademacher of Lifetime Financial Planners LLC. ## How many fee-only advisors at firms with no asset minimum in Texas are there? The Wellspent public graph lists 34 fee-only advisors at firms with no asset minimum in Texas, at 32 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors at firms with no asset minimum in Texas located? Of the 34 fee-only advisors at firms with no asset minimum in Texas, 5 are in Houston, followed by 5 in Austin and 4 in San Antonio. ## How do fee-only advisors at firms with no asset minimum in Texas charge? The most common fee among fee-only advisors at firms with no asset minimum in Texas is an ongoing planning fee, used by 65% of the 34 with fees on file. Many use more than one: 65% charge a percentage of assets and 47% charge a one-time planning fee. ## How many fee-only advisors at firms with no asset minimum in Texas hold the CFP? 68% of the 34 fee-only advisors at firms with no asset minimum 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 at firms with no asset minimum? We count an advisor here when their firm's website states it has no asset minimum. ## What should I ask fee-only advisors at firms with no asset minimum in Texas? If there's no asset minimum, is there a minimum fee? What would I pay in dollars each year? Do you take clients at my stage? What's included at that price? ## How current is this list of fee-only advisors at firms with no asset minimum 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 | |---|---|---|---|---| | [Christopher Reddick](https://find.wellspent.co/advisors/christopher-reddick.md) | Chris Reddick Financial Planning | San Antonio, Texas | CFP, EA | Subscription, One-time planning fee, Hourly | | [Hannah Szarszewski](https://find.wellspent.co/advisors/hannah-szarszewski.md) | Blue Mountain Financial Planning, LLC | Lubbock, Texas | CFP, AFC | Ongoing planning fee, One-time planning fee | | [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee | | [Kevin Rademacher](https://find.wellspent.co/advisors/kevin-rademacher.md) | Lifetime Financial Planners LLC | San Antonio, Texas | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Lance Elrod](https://find.wellspent.co/advisors/lance-elrod.md) | Next Step Financial Transitions | Cypress, Texas | CFP, CDFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine.md) | Peltoma Capital Partners | Austin, Texas | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Leah Coleman](https://find.wellspent.co/advisors/leah-coleman.md) | Orchard Financial Group | Austin, Texas | CFP, AAMS | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Spenser Liszt](https://find.wellspent.co/advisors/spenser-liszt.md) | Motif Planning | Dallas, Texas | CFP | Flat fee or retainer, Ongoing planning fee | | [Travis McCullough](https://find.wellspent.co/advisors/travis-mccullough.md) | Forthright Financial Services | Weatherford, Texas | BS, CFP, MST | Hourly, 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 | | [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman.md) | Kelly Klingaman Financial Planning | Austin, Texas | CFP, RLP | Ongoing planning fee, Flat fee or retainer | | [Maggie Klokkenga](https://find.wellspent.co/advisors/maggie-klokkenga.md) | Abundo Wealth | Houston, Texas | CFP, AFC, CPA | Subscription | | [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 | | [Pijus Bulvinas](https://find.wellspent.co/advisors/pijus-bulvinas.md) | Wealth and Plan | Cypress, Texas | CFP | Ongoing planning fee, Percentage of assets | | [Eric Simonson](https://find.wellspent.co/advisors/eric-simonson.md) | Abundo Wealth | Houston, Texas | CFP, CRPC | Subscription | | [Skyler Denny](https://find.wellspent.co/advisors/skyler-denny.md) | Legacy Financial Designs, LLC | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Barron Gray](https://find.wellspent.co/advisors/barron-gray.md) | Gray Financial Planning LLC | McKinney, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Crystal Rau](https://find.wellspent.co/advisors/crystal-rau.md) | Beyond Balanced Financial | Midland, Texas | CFP, MBA | Ongoing planning fee | | [Derek Finley](https://find.wellspent.co/advisors/derek-finley.md) | Open Door Financial Advisors | Lubbock, Texas | CFP | Ongoing planning fee, Percentage of assets | | [John Carr](https://find.wellspent.co/advisors/john-carr.md) | Carr Consulting P.A. | San Antonio, Texas | CFP | Percentage of assets, Fixed fees | | [Nathan Mateer](https://find.wellspent.co/advisors/nathan-mateer.md) | Generations Financial Management | Heath, Texas | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [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 | | [Alexander Wilson](https://find.wellspent.co/advisors/alexander-wilson.md) | Provident Financial Planning | Addison, Texas | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [David Bass](https://find.wellspent.co/advisors/david-bass.md) | Decision Tree Advisor | Houston, Texas | ChFC | Percentage of assets, One-time planning fee | | [Diego Luna Y Parra Diaz](https://find.wellspent.co/advisors/diego-luna-y-parra-diaz.md) | Berlin Wealth Group Advisors | Tomball, Texas | | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Kirti Bhanushali](https://find.wellspent.co/advisors/kirti-bhanushali.md) | Dversify | Georgetown, Texas | | Ongoing planning fee | | [Thomas Anzivino](https://find.wellspent.co/advisors/thomas-anzivino.md) | Longitude Financial Planning | Manor, Texas | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [John Morrison](https://find.wellspent.co/advisors/john-morrison.md) | Geometric Advisors | Austin, Texas | CFA | Percentage of assets | | [Nam Phan](https://find.wellspent.co/advisors/nam-phan.md) | Phan Capital Management | San Antonio, Texas | | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Joseph Warner](https://find.wellspent.co/advisors/joseph-warner.md) | Allvet Financial | Plano, Texas | | Ongoing planning fee, Percentage of assets | | [Lewis Weil](https://find.wellspent.co/advisors/lewis-weil.md) | Lewis Weil | Austin, Texas | | Percentage of assets, One-time planning fee | | [Damon Collins](https://find.wellspent.co/advisors/damon-collins.md) | Collins Wealth Management | Sugar Land, Texas | | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Jeremy Biar](https://find.wellspent.co/advisors/jeremy-biar.md) | BIAR Legacy | Houston, Texas | | Percentage of assets | ## 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).