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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
John Hetzel No Fate BWWM Plano AEP, AIFA, CAIA, CFA Percentage of assets, Hourly
Jon Zahradka Sather Financial Group New Braunfels CFP, CPA Percentage of assets, Hourly
Jonathan Arnold RidgeOak Wealth Tomball Not listed Percentage of assets
Jonathan Berry TrueHaven Capital Richardson Not listed Percentage of assets, Hourly
Jonathan Kolmetz Oaks Wealth Management Houston CFP, MBA Percentage of assets, Hourly
Jordan Mathews Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Joseph Warner Allvet Financial Plano Not listed Ongoing planning fee, Percentage of assets
Joshua Chandler Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Joshua Ortiz Amicus Financial Advisors Lubbock ChFC Percentage of assets, Hourly
Julie Hebert Ascension Capital Advisors Liberty Not listed Percentage of assets, Fixed fees
Justin Jones Fidelis Capital Dallas Not listed Percentage of assets, Fixed fees
Kacie Swartz Black Barn Financial, LLC Austin CFP, CIMA Percentage of assets, Hourly
Kathryn Atkins Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Keith Pillers Ackerman Capital Management Dallas CFP Percentage of assets, Fixed fees
Kenton Braun Personal Prosperity Spring CFP, ChFC Percentage of assets, Hourly
Kevin Force Force Acres, LLC New Braunfels CFP Percentage of assets, Fixed fees
Kirby Jacobson Astoria Strategic Wealth Lubbock CFA, CFP Percentage of assets, Hourly
Kristen Leclair 994 Group Austin CFP Percentage of assets, Fixed fees
Kristine Sawyer Concord Financial Group Allen Not listed Percentage of assets, Hourly
Kyle A. Moore Cru Wealth Management North Richland Hills CFP Percentage of assets, Hourly
Kyle Reese Sprout Capital Management Austin Not listed Percentage of assets, Hourly
Kyle Wasson Inside Edge Capital Georgetown CFP Percentage of assets, Fixed fees
Lance Peters Nautical Star Financial Las Colinas Not listed Percentage of assets, Hourly
Larry Maddox Horizon Wealth Advisors Houston CFP, CPA, MBA, CFA Percentage of assets, Fixed fees
Leia Carpenter Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Lewis Weil Lewis Weil Austin Not listed Percentage of assets, One-time planning fee
Lorri Winkcompleck Gap Financial Services Austin CFP, ChFC, CRPC Percentage of assets, Hourly
Marc Schindler Pivot Point Advisors, LLC Bellaire CFP Percentage of assets, Hourly
Marcel Miu Simplify Wealth Planning Austin CFA, CFP Hourly, Fixed fees
Marie Freemyer True Financial Group Cedar Park CFP Percentage of assets, Fixed fees
Mark Frugoni FOCUS Wealth Advisors Houston Not listed Percentage of assets
Mary Harris QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
MaryBeth Meyer Bona Fide Wealth, LLC Austin CFP Percentage of assets, Fixed fees
Massimiliano De Santis DESMO Wealth Advisors, LLC Lakeway CFP, PhD Percentage of assets, Fixed fees
Matthew McKay Briaud College Station CFP Percentage of assets, Fixed fees
Michael Bollinger Bollinger Wealth Management Plano CFP Percentage of assets
Michael Hibbetts ViaQuest Financial Houston CFP, CFA Percentage of assets, Hourly
Michael Mullett Mullett Financial Austin CFP Hourly, Ongoing planning fee
Michael Quigley Beck Capital Management Austin ChFC Percentage of assets
Miguel Rundstrom-Holguin QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Mike Babcock Azure Sky Financial Life Planning, LLC Burleson CFP, RLP Fixed fees
Mike Kurz OverShare Advice and Planning, LLC Frisco CAIA, CFP, CIMA, CPWA Percentage of assets, Hourly
Nancy Gatens Gatens Financial LLC Dallas CFP Percentage of assets, Hourly
Natalie Pine Briaud College Station CFP Percentage of assets, Fixed fees
Neil Krishnaswamy Krishna Wealth Planning LLC McKinney CFP, EA, RICP Percentage of assets, Hourly
Nicholas Oldham Waterway Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Niels Buksik Anchory The Colony CFP Percentage of assets
Nikki Dunn Clarified Wealth Advisory Houston CFP Percentage of assets, Hourly
Orie Helaire Epiphany Wealth Management Houston ChFC, PFS Percentage of assets, Hourly
Paul Lightfoot Optima Asset Management, Inc. Dallas CFP Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas