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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
Austin Hon Momentum Private Wealth Management LLC Cedar Park CFP Percentage of assets, Hourly
Ben Simiskey Lakes Wealth Advisory, LLC Katy CFP, CPA Percentage of assets, Fixed fees
Brandon Hinneberg Off-Trail Financial Austin CFP, ChFC Percentage of assets, Fixed fees
Brett Fry Forteris Wealth Management Dallas CFA, CFP Percentage of assets, Hourly
Brian Fry Safe Landing Financial Plano CFP Percentage of assets, Hourly
Cameron Capriotti Legacy Chief Financial The Woodlands CFP, CPA Percentage of assets, Hourly
Carolyn Douglas Integra Wealth Advisors Houston CFP Percentage of assets, Hourly
Chloe Silva Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Chris Lloyd Lloyds Intrepid LLC Spring CFP Percentage of assets, Hourly
Christopher Baum Palermo Wealth Management, LLC San Antonio CFP Percentage of assets, Hourly
Christopher Champion Holden Family Office Dallas Not listed Percentage of assets, Hourly
Christopher Martin Martin Capital Advisors College Station CFA Percentage of assets
Christopher Vasquez Lucien, Stirling & Gray Advisory Group Austin Not listed Percentage of assets, Hourly
Cole McClellan Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Cooper Segars QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Cortnie Rodriguez QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Daniel Bender MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Danqin Fang Wealth Beyond Math™ Austin CFA, CFP, RLP Percentage of assets, Hourly
David Ackerman Ackerman Capital Management Dallas CFP, CFA Percentage of assets, Fixed fees
David Belding Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
David Blair QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
David Stuyck Tanglewood Legacy Advisors Houston Not listed Percentage of assets, Hourly
David Wulfert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Deborah Good Clare Market Investments Dallas CFP Percentage of assets, Hourly
Delonte Harrell QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Derek Robinett Amicus Financial Advisors Midland PFS, CFA Percentage of assets, Hourly
Douglas Berti Texas Assured Financial Planning LLC Houston BS, CFP, EA, MS Percentage of assets, Hourly
Douglas Richardson Fair Oaks Financial LLC Fair Oaks Ranch CFP Percentage of assets, Hourly
Eli Mitcham Asset Lift Wealth Management Cypress Not listed Percentage of assets, Hourly
Elizabeth Alamillo Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Elizabeth Trecartin Penn Davis McFarland Dallas CFP Percentage of assets
Elvin Miller Texas Asset Management Lakeway CFP Percentage of assets
Ephimia Coumanakos Concord Financial Group Allen Not listed Percentage of assets, Hourly
Evan McMordie Golden Spread Wealth Canadian Not listed Percentage of assets, Hourly
Francisco Salaverry Tanglewood Legacy Advisors Houston Not listed Percentage of assets, Hourly
Franklin Parker WholeHuman Wealth Management Lewisville CFA Percentage of assets
Garrett Williams Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Gary Silverman Personal Money Planning Wichita Falls CFP Hourly
Gianna Mossotti QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Griffin Eberly Mills Wealth Advisors Southlake Not listed Percentage of assets, Hourly
Hope Robinson Penn Davis McFarland Dallas CFP Percentage of assets
Ian Richards CMH Wealth Management Dallas Not listed Ongoing planning fee
James ONeill Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
James Still JASi Financial Grapevine CFP Percentage of assets, Hourly
James Suttles Better Pockets Financial Wylie Not listed Percentage of assets, Ongoing planning fee
Janet Briaud Briaud College Station CFP Percentage of assets, Fixed fees
Jeffrey Morneault Hilltop Planning Austin CFP, EA, RICP Percentage of assets, Hourly
Jennifer Failla Strada Wealth Management West Lake Hills CDFA, CFP, CRPC, MS Hourly, Fixed fees
John Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
John Brodnax Texas Asset Management Lakeway CFP Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas