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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
David Luedecke Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
David Tenerelli Values Added Frisco CFP Percentage of assets, Hourly
Dell Thomason Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
Diana Jordan Teamwork Financial Group San Antonio Not listed Percentage of assets
Donald Harris Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Douglas Moe Teamwork Financial Group San Antonio Not listed Percentage of assets
Edmund Lesage Integrity Financial Planning Houston Not listed Percentage of assets
Elizabeth Brady Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Gabriel McMennamy Soulence Wealth Management Amarillo Not listed Percentage of assets
Gary Harris S. Harris Financial Group San Antonio Not listed Percentage of assets, Hourly
Gary May May Tree Financial Planning Leander ChFC Percentage of assets, Hourly
Gracelyn Snider S. Harris Financial Group San Antonio Not listed Percentage of assets, Hourly
Grafton Howland Howland Advisory Dallas CFP Percentage of assets, Hourly
Grant Ball Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Harris Hanson Texas Family Wealth Friendswood CFP Percentage of assets, Fixed fees
Herbert Kraus Teamwork Financial Group Laredo Not listed Percentage of assets
Jacob Millican 9M Investments Grapevine Not listed Ongoing planning fee, Percentage of assets
James Rouse Pin Oak Investment Advisors Houston CFP Percentage of assets, Fixed fees
James Simmons Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Jason Traff Bisonwood Investments Austin CFA Percentage of assets
Jeffrey Elliott Jeff Elliott CFP® The Hills CFP Percentage of assets, Hourly
Jennifer Migdal Cove Wealth Management Houston CFP Percentage of assets, Hourly
John Hollie Avion Wealth Shenandoah Not listed Percentage of assets, Fixed fees
John Joyce Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
John Merrill Tanglewood Total Wealth Management Houston Not listed Percentage of assets
Jonathan Hoyme Awaken Wealth Partners Houston CFP Percentage of assets, Fixed fees
Joseph Ceasar 11 Financial Lufkin Not listed Percentage of assets, Hourly
Karla Saez Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Katherine Letsos Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
Kelly Snider Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kevin Lindley Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kevin Londergan BayRock Financial Friendswood Not listed Percentage of assets, Hourly
Khristopher Torres RiversEdge Advisors San Antonio Not listed Percentage of assets, Hourly
Kraishylea Agboaye Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kurt Gunter Lake Hills Wealth Management Austin Not listed Percentage of assets, Hourly
Larry Bell Trinity Legacy Partners Houston CFP Percentage of assets, Hourly
Laura Brown Addington Financial Group Cypress Springs Village Not listed Percentage of assets
Laura Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Laura Redfern Shadowridge Asset Management Austin CFP Hourly, One-time planning fee
Lisa Stroud Century Management Financial Advisors Austin Not listed Percentage of assets, Fixed fees
Lucas Cheatham Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Madison Carleton Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Madison Moe Teamwork Financial Group San Antonio Not listed Percentage of assets
Mark Henry Virtue Wealth Counsel Tyler Not listed Percentage of assets, Hourly
Mark Okamoto Century Management Financial Advisors Austin Not listed Percentage of assets, Fixed fees
Matthew Williamson 11 Financial Lufkin Not listed Percentage of assets, Hourly
Megan Beaufays Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Megan Cline Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Michael De Guzman Teamwork Financial Group San Antonio Not listed Percentage of assets
Michael Sitzman Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas