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
Paul Thompson Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Peter Markovich 994 Group Austin CFP Percentage of assets, Fixed fees
Philip White Inflection Financial San Antonio CFP, ChFC, CFA Percentage of assets, Hourly
Rachel Gurinsky Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Richard Lee Lee Financial Corporation Dallas BBA, CFA, CFP, MBA Percentage of assets, Hourly
Robert Alston QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Robert Rexford Rexford Capital Wealth Management Bellaire CFP Not listed
Robin Austin Mills Wealth Advisors Southlake Not listed Percentage of assets, Hourly
Ryan Firth Mercer Street Personal Financial Services Bellaire CFP, CPA/PFS, Master of Science Accounting, RLP Hourly, Fixed fees
Sachin Sawant Briaud College Station CFP Percentage of assets, Fixed fees
Sarah Lassberg Better Pockets Financial Allen Not listed Percentage of assets, Ongoing planning fee
Scot Johnson Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Scott Brischke True Financial Group Cedar Park CFP Percentage of assets, Fixed fees
Scott Garrett Blue Trust Houston AFC, CFP, ChFC, CKA Not listed
Scott Schwinger Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Sean Weaver Weaver, Sean Awaiting Firm Name Souhtlake CFP, MBA Not listed
Shane Bilski Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Shaun Dowling Sendera Wealth Advisors, LLC Richardson CFP Percentage of assets, Fixed fees
Stephen Bodwell Walnut Hill Wealth Management, LLC Dallas CFP, CPA, PFS Percentage of assets, Fixed fees
Taylor Chamness Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Teresa Farmer - Clemens Vega Financial Plano Not listed Percentage of assets, Hourly
Tess Downing Complete View Financial San Antonio CFP, MBA Percentage of assets, Hourly
Thomas Coy Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Thomas Kowalczyk Concord Financial Group Allen Not listed Percentage of assets, Hourly
Thomas Twombly Lucien, Stirling & Gray Advisory Group Austin Not listed Percentage of assets, Hourly
Timothy Foster QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Todd Berger Concord Financial Group Allen Not listed Percentage of assets, Hourly
Tony Noto Noto Financial Planning, LLC Dallas CFA, CFP Percentage of assets, Fixed fees
Travis Gatzemeier Kinetix Financial Planning LLC Flower Mound CFP Percentage of assets, Hourly
Victor Beck Beck Capital Management Austin CFA Percentage of assets
Victor Larsen Larsen Financial Management San Antonio CFP Percentage of assets, Hourly
Walter Thomas GoalFusion Wealth Management Austin Not listed Percentage of assets, Fixed fees
Westley Schubert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
William Berger Fortiter Wealth Management Houston CFA Percentage of assets
Aaron Haase Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Althea Maravelas GCB Private Wealth Austin Not listed Percentage of assets, Hourly
Andrea Ward New Century Investments Fort Worth Not listed Percentage of assets
Andrew Aldrett Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Andrew Dowell Arkos Houston Not listed Percentage of assets, Fixed fees
Andrew Rexroat Redbud Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Audrey Soza Custos Family Office Austin Not listed Percentage of assets, Hourly
Bradley Bolnick GCB Private Wealth Austin Not listed Percentage of assets, Hourly
Brian Shelton Shelton Wealth Management Fort Worth Not listed Percentage of assets, Hourly
Bruce Griffith AssetBuilder Allen Not listed Percentage of assets, Flat fee or retainer
Bryan Kelly Hodos Wealth Group The Woodlands CFA Percentage of assets
Bryce Chandler Bentwood Investment Advisory San Antonio Not listed Percentage of assets, Hourly
Carson Pope AssetBuilder Allen Not listed Percentage of assets, Flat fee or retainer
Carsten Hood Redbud Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Chad Taylor MDT Financial Advisors Webster Not listed Percentage of assets, Hourly
Christina Borger BirdRock Wealth Management Austin Not listed Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas