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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
Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project The Financial Rules Consulting SAN ANTONIO Not listed Flat fee or retainer, Hourly
Nathan Norman Pin Oak Investment Advisors Houston CFP Percentage of assets, Fixed fees
Nicholas Deery Promus Advisors Dallas Not listed Percentage of assets, Hourly
Nicholas Michels Michels Family Financial Fort Worth Not listed Percentage of assets, Fixed fees
Nicolas Drury Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Paul Love Saxon Financial Group Houston ChFC Percentage of assets, Hourly
Paula Allgood Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Rachel Van Den Berg Century Management Financial Advisors Austin Not listed Percentage of assets, Fixed fees
Rankin Starkey SSB&T Wealth Fredericksburg Not listed Percentage of assets, Fixed fees
Richard Morgan SSB&T Wealth Bee Cave Not listed Percentage of assets, Fixed fees
Robert Pascarella Peerless Wealth Spring Not listed Percentage of assets, Hourly
Robert Rizarri Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Robin Giles Apex Wealth Management Katy CFP Percentage of assets, Hourly
Robine Van Doorn Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Roger Whitney Retire Agile Mansfield CFP Percentage of assets, Fixed fees
Ronald Skalberg Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Russell Thamm Teamwork Financial Group Austin Not listed Percentage of assets
Ryan Christensen Awaken Wealth Partners Houston CFP Percentage of assets, Fixed fees
Samuel Baynes Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Samuelson Drumond Drumond Wealth Management Katy CFP Percentage of assets, Hourly
Sarah Contino CAM Investor Solutions Austin Not listed Percentage of assets, Hourly
Sarah McIvor Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Scott Lanigan EID Capital Dallas CFA One-time planning fee
Scott Miller Linch Financial Plano Not listed Percentage of assets
Shannon Schulz S. Harris Financial Group San Antonio Not listed Percentage of assets, Hourly
Sohrab Mirzabeigifini Atlas Financial Frisco CFP Percentage of assets, Fixed fees
Stephen Chambers Linch Financial Southlake Not listed Percentage of assets
Stuart Herzog Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Thomas Bruce Tanglewood Total Wealth Management Houston Not listed Percentage of assets
Timothy Garcia-Prats Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Trevor Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Troy Ferguson Ferguson Financial Planning Duncanville CFP Percentage of assets, Hourly
William Blake PMG Family Office Plano Not listed Percentage of assets, Hourly
William Brilliant Century Management Financial Advisors Austin Not listed Percentage of assets, Fixed fees
William Grant Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
William Larson William B. Larson, CPA Dallas Not listed Hourly
William Scorpio Diamond Client Group Fair Oaks Ranch Not listed Percentage of assets, Hourly
Zachary Robinson Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Zachary Willie Oakridge Financial Planning (OFP) San Antonio Not listed Ongoing planning fee, One-time planning fee
Adam Baucom Baucom Wealth Victoria CFP Percentage of assets, Fixed fees
Alexandra McConnell QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Alexis Buchholz BFG Wealth Management Dallas Not listed Percentage of assets
Alfred Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Anders Storvik Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Andrea Billquist Briaud College Station CFP Percentage of assets, Fixed fees
Andrew Huber Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Andrew Northcutt PracticeCFO Pflugerville Not listed Percentage of assets, Fixed fees
André Small A Small Investment, LLC Houston CFP, MBA Percentage of assets, Hourly
Anne Robinson QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Ariel Jasso Waterway Wealth Management The Woodlands Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas