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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
Christina Doherty FCA Houston Not listed Percentage of assets, Hourly
Cindy Yac FCA Houston Not listed Percentage of assets, Hourly
Cinthya Miceli Carrington Group Dallas Not listed Percentage of assets, Fixed fees
Cliff Demarest Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Craig Dawson Arkos Houston Not listed Percentage of assets, Fixed fees
Cynthia-Elaine Schlanger Onyx Bridge Wealth Group Spring Not listed Percentage of assets, Hourly
Daniel Martinez ENZI Wealth Austin Not listed Percentage of assets, Hourly
Daniel McMillan Early McClintic & McMillan Stafford Not listed Percentage of assets, Hourly
Daniel Payne DWP Investment Management Austin CFA Percentage of assets, Hourly
Dante Milanesi MDT Financial Advisors Webster Not listed Percentage of assets, Hourly
Darrell Brooks Saxon Financial Group Houston Not listed Percentage of assets, Hourly
David Huddleston Early McClintic & McMillan Stafford Not listed Percentage of assets, Hourly
David Mott Nexus One Financial Advisors Plano Not listed Percentage of assets
David Traff Bisonwood Investments Austin Not listed Percentage of assets
Debra Hartsfield DPH Financial Pearland ChFC Hourly
Dilish Dudhia Aspen Financial Management Arlington Not listed Percentage of assets, Hourly
Drew Kittey Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Eduardo Gandara Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Elise Henderson Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Elizabeth Morrison Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Ellen Seitzler AssetBuilder Allen Not listed Percentage of assets, Flat fee or retainer
Emilio Gonzalez RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Erin Erdil Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Ethan Mayo Fluent Financial Dallas Not listed Percentage of assets, Hourly
Ethan Pollard Arkos Houston Not listed Percentage of assets, Fixed fees
Evan Daniels Nexus One Financial Advisors Plano Not listed Percentage of assets
Hannah Vickery AssetBuilder Allen Not listed Percentage of assets, Flat fee or retainer
Heather Dean Custos Family Office Austin Not listed Percentage of assets, Hourly
Henry Netherland Faithful Financial Services Orange Not listed Hourly, Percentage of assets
Heriberto Chinea EightOne Capital Pearland Not listed Percentage of assets, Hourly
Ian Cobb Fluent Financial Dallas Not listed Percentage of assets, Hourly
Jace Prows Luminary Wealth Advisors Mckinney Not listed Percentage of assets, Fixed fees
Jack Tamez BirdRock Wealth Management Austin Not listed Percentage of assets
Jaclyn Gilbert Saxon Financial Group Houston Not listed Percentage of assets, Hourly
James Demarest Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
James Leopold Arkos Houston Not listed Percentage of assets, Fixed fees
Jason Grohman PLW Financial New Braunfels Not listed Ongoing planning fee
Jeffrey Thomas Arkos Houston Not listed Percentage of assets, Fixed fees
Jessica Fairchild RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Joe Fletcher New Century Investments Fort Worth Not listed Percentage of assets
John Fulmer Shelton Wealth Management Fort Worth Not listed Percentage of assets, Hourly
John Gray Hamilton Gray Wealth Management Houston Not listed Ongoing planning fee
John Hall J.W. Hall Financial San Antonio Not listed Percentage of assets
John Paulson Clear Sky Financial Prosper Not listed Percentage of assets, Hourly
Jonathon Oden Aesop Advisor Denton Not listed Ongoing planning fee
Joseph Feste KM Capital Management Austin Not listed Percentage of assets, Fixed fees
Julianne Hoerman Nexus One Financial Advisors Plano Not listed Percentage of assets
Karina Kingman Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Katherine Malone Malone Financial Planning Mckinney Not listed Percentage of assets, Hourly
Kayla Taylor AssetBuilder Allen Not listed Percentage of assets, Flat fee or retainer

Firms headquartered in Texas (690)

All 690 firms in Texas