W Wellspent Public advisor graph
Get matched
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
Patrick Shinn Heritage Asset Advisors Houston CFP Percentage of assets
Richard Grbac Strategic Advisory Services Houston CFP Percentage of assets
Robyn Turner Retirement Plan Fiduciaries Austin CFP Percentage of assets, Hourly
Ryan Briggs Paragon Advisors College Station Not listed Percentage of assets
Ryan Huey RoseRock Wealth Management Dallas CFP Percentage of assets
Samuel Webb BentOak Capital Katy Not listed Percentage of assets, Hourly
Scott Schlegel SchlegelDunn Plano CFP Percentage of assets, Fixed fees
Sophia Daigle Gen Y Planning Austin CFP Percentage of assets
Stephen Adell Adell, Harriman, & Carpenter Houston CFP Percentage of assets
Steven Schlegel SchlegelDunn Plano CFP Percentage of assets, Fixed fees
Suresh Raghavan MBR Financial Houston CFA Percentage of assets, Flat fee or retainer
Terin Rundus BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Trey Touchstone Lifeway Financial Plano CFA Percentage of assets, Fixed fees
William Jobes Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Zeta Russell Tuggle & Russell Richardson CFP Percentage of assets, Hourly
Abigail Demirovic Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Alexander Amundson Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Alison Mills Trinity Legacy Partners Houston CFP Percentage of assets, Hourly
Allen Tyndall Seaside Wealth Advisors Plano Not listed Percentage of assets, Hourly
Amanda Farrar PMG Family Office Plano Not listed Percentage of assets, Hourly
Andre Baldanza Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Andrew Herzog The Watchman Group Plano CFP Percentage of assets, Hourly
Ann Nowell Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Arnold Van Den Berg Century Management Financial Advisors Austin Not listed Percentage of assets, Fixed fees
Ashley Owens Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Austin Miller Teamwork Financial Group San Antonio Not listed Percentage of assets
Barbara Villard Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Barclay Nelson Birch Capital Management Dallas CFP, CFA Percentage of assets, Hourly
Benjamin Sullivan Palisades Hudson Financial Group Austin CFP Percentage of assets, Fixed fees
Blair Greenwood Awaken Wealth Partners Houston CFP Percentage of assets, Fixed fees
Bonnie Chadwick Paratus Financial Dallas Not listed Hourly, Fixed fees
Bradley Linch Linch Financial Southlake Not listed Percentage of assets
Brian Cheatham Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Brian Heath Conviction Wealth Management Austin Not listed One-time planning fee, Ongoing planning fee
Brianna Pradia SSB&T Wealth Fredericksburg Not listed Percentage of assets, Fixed fees
Caeden Goering Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Cameron Jensen Cross Financial Fulshear CFP Percentage of assets, Hourly
Carl Christensen Avion Wealth Columbus Not listed Percentage of assets, Fixed fees
Carlos Butcher Birch Capital Management Dallas CFP Percentage of assets, Hourly
Carlos Lowenberg Masterpiece Capital Austin ChFC Percentage of assets, Fixed fees
Chad Evans Altere Financial Austin Not listed Percentage of assets, Hourly
Chad Johnson Spartan Wealth Solutions Plano CFP Hourly, One-time planning fee
Christopher Robinson RFG Wealth Advisory Argyle ChFC Percentage of assets, Fixed fees
Christopher Troseth The Watchman Group Plano CFP Percentage of assets, Hourly
Clark Forward Forward Financial Houston Not listed Percentage of assets
Claudia Valladares 11 Financial Lufkin Not listed Percentage of assets, Hourly
Clay Rogers Teamwork Financial Group San Antonio Not listed Percentage of assets
Collin Day Farris Capital Management Carrollton Not listed Percentage of assets
Daniel Estes Pin Oak Investment Advisors Houston CFP Percentage of assets, Fixed fees
David Doll Sequent Asset Management Houston Not listed Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas