United States
Fee-only advisors in Texas
Fast-growing fee-only presence in Austin and Dallas.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Keith Hutson | Eubank, Hutson & Associates | Plano | Not listed | Percentage of assets, Hourly |
| Kennon Grose | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Marmar Binley | KM Capital Management | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Mason Ning | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Morgan Arriaga | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Muhammad Uddin | Crescent Investment Solutions | Plano | Not listed | Percentage of assets |
| Natan Bondin | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Nicholas Noll | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Nicola Barton | Forth Capital | Houston | Not listed | Percentage of assets, Hourly |
| Oscar Castro | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Paul Hofland | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Raymond Hawkins | RMH Capital Advisors | Houston | CFA | Percentage of assets, Hourly |
| Richard Early | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Richard Saxon | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Rusti Pitts | Bonner & Smith | Lubbock | Not listed | Percentage of assets |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Ryan Schroer | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Samuel Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Tanya Gilliam | Berry Wealth Group | Granbury | Not listed | Percentage of assets |
| Terry Bussard | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Thomas Staerker | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Thornhill | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Timothy Lucio | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Tommy Willams | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Vicki Aycock | Austin Money Management | Austin | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
Firms headquartered in Texas (690)
-
11 Financial
Lufkin, Texas
-
1900 Wealth
San Antonio, Texas
-
360 Wealth Creation
Austin, Texas
-
7 Saturdays Financial
Richardson, Texas
-
994 Group
Austin, Texas
-
9M Investments
Grapevine, Texas
-
A Small Investment, LLC
Houston, Texas
-
AA Wealth Strategies
Austin, Texas
-
Ackerman Capital Management
Dallas, Texas
-
Adams Wealth Management
Amarillo, Texas
-
Addington Financial Group
Cypress Springs Village, Texas
-
Adell, Harriman, & Carpenter
Houston, Texas
-
Aesop Advisor
Denton, Texas
-
Affinity Capital
Houston, Texas
-
Afrobloc
Dallas, Texas
-
AKG Financial Group
Fort Worth, Texas
-
ALG Financial
Hagatna, Texas
-
Allred Harris Wealth Management.
Dallas, Texas
-
Allvet Financial
Plano, Texas
-
Alpha Capital
Lubbock, Texas
-
Alpha Wealth Strategies
Cypress, Texas
-
Altere Financial
Houston, Texas
-
Alteris Capital Partners
Houston, Texas
-
American Investment Management Group
Austin, Texas
-
Amicus Financial Advisors
Lubbock, Texas
-
Analog Capital Partners
Houston, Texas
-
AnCap Financial
League City, Texas
-
Anchory
The Colony, Texas
-
Angel Legacy Advisors
Lubbock, Texas
-
Animus Wealth Management
Mcallen, Texas
-
Ankerstar Wealth
Leander, Texas
-
Apeiron
Dallas, Texas
-
Apex Wealth Management
Katy, Texas
-
Applewhite & Buys Financial Advisors
Dallas, Texas
-
Aquinas Advisors
Houston, Texas
-
Archer Investment Management
Austin, Texas
-
Argent Wealth Management Inc.
Round Rock, Texas
-
Argus Wealth Management
Austin, Texas
-
Ark Alliance Financial
Missouri City, Texas
-
Arkos
Houston, Texas
-
Artham Advisors LLC
Dallas, Texas
-
AS Investment Partners
Leander, Texas
-
Ascension Capital Advisors
Houston, Texas
-
Aspen Financial Management
Arlington, Texas
-
Aspen Wealth Advisors
Dallas, Texas
-
Aspen Wealth Management
Fort Worth, Texas
-
Aspenridge Wealth Advisors
Fort Worth, Texas
-
Asset Lift Wealth Management
Cypress, Texas
-
AssetBuilder
Allen, Texas
-
Astoria Strategic Wealth
Lubbock, Texas
-
Ataroke Wealth
McKinney, Texas
-
ATX Portfolio Advisors®
Austin, Texas
-
Austin Asset
Austin, Texas
-
Austin Money Management
Austin, Texas
-
Avant Financial Advisors
Austin, Texas
-
Avenue Retirement Services
Frisco, Texas
-
Avion Wealth
The Woodlands, Texas
-
Avondale Wealth Advisors
West Lake Hills, Texas
-
Awaken Wealth Partners
Houston, Texas
-
Barden Capital Management
Austin, Texas