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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
William Levay FCA Houston Not listed Percentage of assets, Hourly
William Nelson Financial Gravity Asset Management Austin Not listed Percentage of assets
William Pittenger Redbud Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Zachariah Wood ENZI Wealth Austin Not listed Percentage of assets, Hourly
Zachary Azra Early McClintic & McMillan Stafford Not listed Percentage of assets, Hourly
Alan Birsinger Wealth Management Group Houston Not listed Percentage of assets, Hourly
Amy Garza Heritage Asset Advisors Houston Not listed Percentage of assets
Andrew Heinz OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Austin Caswell Integrated Wealth Strategies Austin Not listed Percentage of assets, Hourly
Blake Flint Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Brandon Lockwood Lockwood Wealth Strategies Houston Not listed Percentage of assets
Brandon Simpson Aspen Wealth Advisors Dallas Not listed Percentage of assets, Hourly
Brian Anderson Point Nemo Capital Dripping Springs Not listed Percentage of assets
Brit Inman-Swanson Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Bryan Bourgeois Kibbel Financial Planning Austin Not listed Percentage of assets, Hourly
Charles Fox Avenue Retirement Services Frisco Not listed Percentage of assets
Charles Massiatte Martin Capital Advisors San Antonio Not listed Percentage of assets
Charles Norton Penn Davis McFarland Dallas CFA Percentage of assets
Christopher Coffin OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Christopher Phillips Martin Capital Advisors San Antonio Not listed Percentage of assets
Collin Osbahr Beck Capital Management Austin Not listed Percentage of assets
Colton Krueger Martin Capital Advisors San Antonio Not listed Percentage of assets
Cort Hoffman Hoffman Wealth Advisors Dallas Not listed Percentage of assets
Damon Collins Collins Wealth Management Sugar Land Not listed Flat fee or retainer, One-time planning fee
Dane Petty OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Daniel Caswell Integrated Wealth Strategies Austin Not listed Percentage of assets, Hourly
Dennis Berry Phoenix Rising Wealth Management Frisco Not listed Percentage of assets, Hourly
Dina Draguicevich Beck Capital Management Austin Not listed Percentage of assets
Donald Hatcher Solutions4Wealth Southlake Not listed Percentage of assets, Fixed fees
Donald Wellings Strategic Advisory Services Houston Not listed Percentage of assets
Douglas Simmang Turtle Creek WealthCare Dallas Not listed Flat fee or retainer, Percentage of assets
Edward Farmer Solutions4Wealth Southlake Not listed Percentage of assets, Fixed fees
Edward Moody CFM Wealth Partners Austin Not listed Percentage of assets, Hourly
Ernest Miller WholeHuman Wealth Management Lewisville Not listed Percentage of assets
George Douglas Integra Wealth Advisors Houston CFA Percentage of assets, Hourly
Gerald Hendrik Rockwall Wealth Advisors Rockwall Not listed Percentage of assets, Hourly
Gerald McIlhon Beck Capital Management Austin Not listed Percentage of assets
Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. Degree Free - Educational Design Conroe Not listed One-time planning fee, Subscription
Hayden Heinz OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Hogan Choyce Wealth Management Group Houston Not listed Percentage of assets, Hourly
Hunter Beck Beck Capital Management Austin Not listed Percentage of assets
Ian Hunter Hunter Value Capital Dallas CFA Percentage of assets, Hourly
Jack Boyd Boyd Financial Strategies Round Rock Not listed Percentage of assets, Hourly
Jack Kazickas CFM Wealth Partners Austin Not listed Percentage of assets, Hourly
James Adams Adams Wealth Management Amarillo Not listed Percentage of assets
James Beck Beck Capital Management Austin Not listed Percentage of assets
James Karnes Texas Asset Management Lakeway PFS Percentage of assets
James Payne Jr Targeted Financial Services Boerne Not listed Percentage of assets, Hourly
James Walter Founders Capital Management Houston Not listed Percentage of assets
Jason Mickey Wealth Management Group Houston Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas