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Wellspent public graph/Locations/United States/Texas
United States

Fee-only advisors in Texas

Fast-growing fee-only presence in Austin and Dallas.

What fee-only financial advisors charge in Texas

By the numbers

The Wellspent public graph lists 1,867 fee-only financial advisors serving Texas at 820 firms, most in Houston, Austin and Dallas. 42% hold the CFP certification. Of the 1863 with fees on file, 93% charge percentage of assets.

Advisors listed
1,867
Firms
820
Cities
169
Hold the CFP
42%
  • Other credentials: CFA 7% · CPA 1% · EA 1%
  • How they charge (of 1863 with fees on file): percentage of assets 93% · fixed fees 63% · hourly 53% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Texas (1,867)

Fee-only advisors serving Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
Helen Stephens Aspen Wealth Management Fort Worth CEPA, CFP, EA, ChSNC Percentage of assets, Hourly
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
Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. High Flight Financial LLC Dallas CFP, ChFC One-time planning fee, Hourly
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
Phil Orwig Fair Asset Management, LLC Dallas CFP, CPWA, ChFC, RICP Flat fee or retainer, Ongoing planning fee
Rachael Levine Peltoma Capital Partners Austin CFP Flat fee or retainer, Percentage of assets
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
Alex Bridges Tiverton Wealth The Woodlands CFP, ChFC, RICP, EA 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
Cole Williams Vessel Financial Planning Plano BFA, CFP, CIMA Percentage of assets, Ongoing planning fee
Gabriel Motta Inclinevest® Plano CFP, MBA Percentage of assets, One-time planning fee
Jared Jameson WJ Interests, LLC Sugar Land CFP, MBA Percentage of assets, Ongoing 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
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
Travis McCullough Forthright Financial Services Weatherford BS, CFP, MST Hourly, 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
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
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
John Kvale J.K. Financial, Inc. Dallas CFA, CFP Percentage of assets, Hourly
Josh Clifford Quoinage Capital LLC Austin CFP, CFA, CPA, MPA Ongoing planning fee
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
Kelly Klingaman Kelly Klingaman Financial Planning Austin CFP, RLP Ongoing planning fee, Flat fee or retainer
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
Massi De Santis Desmo Wealth Advisors, LLC Lakeway CFP Percentage of assets, Ongoing planning fee
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

Firms headquartered in Texas (690)

All 690 firms in Texas