Virtual financial advisors in Texas
How do I find fee-only advisors who work with clients virtually in Texas?
In Texas, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Alex Bridges of Tiverton Wealth, Chao Zhang of Think Different Wealth Advisors LLC and Phil Orwig of Fair Asset Management, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Bridges Tiverton Wealth, The Woodlands Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Chao Zhang Think Different Wealth Advisors LLC, Allen Holds the CFP and CFA. Fees on file: percentage of assets.
- Phil Orwig Fair Asset Management, LLC, Dallas Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- 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.
- Allen Mueller 7 Saturdays Financial, Richardson Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 105
- Firms
- 62
- Cities
- 29
- Hold the CFP
- 65%
- Other credentials: CFA 5% · CPA 2% · EA 5%
- How they charge (of 105 with fees on file): percentage of assets 72% · ongoing planning fee 32% · hourly 31% · one-time planning fee 30%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Texas are there?
The Wellspent public graph lists 105 fee-only advisors who work with clients virtually in Texas, at 62 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Texas located?
Of the 105 fee-only advisors who work with clients virtually in Texas, 23 are in Houston, followed by 15 in Austin and 7 in Allen.
How do fee-only advisors who work with clients virtually in Texas charge?
The most common fee among fee-only advisors who work with clients virtually in Texas is a percentage of assets, used by 72% of the 105 with fees on file. Many use more than one: 32% charge an ongoing planning fee and 31% charge by the hour.
How many fee-only advisors who work with clients virtually in Texas hold the CFP?
65% of the 105 fee-only advisors who work with clients virtually 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 who work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Texas?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 105 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Reddick Flat-fee, advice-only retirement and tax planning for educators, federal employees and public servants balancing pensions with workplace accounts. | Chris Reddick Financial Planning | San Antonio | CFP, EA | Subscription, One-time planning fee |
| 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 |
| 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 |
| 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 |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Shar-Né Warren | Financial Excavation | Plano | CFP, CRPC | Flat fee or retainer, Hourly |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
| Allen Mueller | 7 Saturdays Financial | Richardson | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Hannah Moore | Guiding Wealth Management | Richardson | CeFT, CFP | Percentage of assets, One-time planning fee |
| Jarrod Sandra | Chisholm Wealth Management | Burleson | CFP, CKA, MS, MSFP | Percentage of assets |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| Julia Lilly Advice-only planning for families and individuals seeking unbiased guidance on investments, taxes, equity compensation, education savings and retirement. | Ryerson Financial | Houston | CFP, MBA | One-time planning fee, Hourly |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Maggie Klokkenga Former CPA who starts with cash flow to help clients align their money with what they truly value. | Abundo Wealth | Houston | CFP, AFC, CPA | Subscription |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Pijus Bulvinas | Wealth and Plan | Cypress | CFP | Ongoing planning fee, Percentage of assets |
| Ross Dugas Data-driven, transparent planning for curious investors who want to understand their plan, from a former chemical engineer. | Scientific Financial | Pearland | PhD, CFP | Subscription, One-time planning fee |
| Ross Miller | ClearPoint Wealth Management | Colleyville | CFP, CPA | Percentage of assets |
| Benjamin Yeung | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Britton Gregory | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Simonson Founder of an advice-only firm offering low-cost, conflict-free comprehensive planning to people that investment minimums leave out. | Abundo Wealth | Houston | CFP, CRPC | Subscription |
| Glen Smith | GDS Wealth Management | Flower Mound | CFP, CRPC | Percentage of assets |
| Crystal Rau | Beyond Balanced Financial | Midland | CFP, MBA | Ongoing planning fee |
| Dedrick Curtis | Penny Earned Financial | San Antonio | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| Erica Schnabel | Mountain Flower Investments & Planning | New Braunfels | CFA, CFP | Percentage of assets |
| Andy Lawson | Freshfield Investments | Plano | BA, CFP, MS, PhD | Hourly |
| Ashley Foster | Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth | Houston | CFP | Percentage of assets, Ongoing planning fee |
| Owen Stewart | Ataroke Wealth | McKinney | CFP | Percentage of assets, Hourly |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Jeremy Reed | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
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