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
Jeffrey Bowlby Dash Investments Plano Not listed Percentage of assets
Jeffrey Clark Clark Financial Dallas Not listed Percentage of assets, Hourly
Jeffrey Helfrich Penn Davis McFarland Dallas CFA Percentage of assets
Jeffrey Parkhurst Halcyon Global Advisors, LLC. Dallas Not listed Percentage of assets, Fixed fees
Jennifer Barron Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Jeremy Biar BIAR Legacy Houston Not listed Percentage of assets
John Capistran Caplo Advisory Houston Not listed Percentage of assets, Hourly
John Hea Ackerman Capital Management Dallas CFA Percentage of assets, Fixed fees
Jonathan Hendler Phoenix Rising Wealth Management Frisco Not listed Percentage of assets, Hourly
Jonathan Melehan Phoenix Rising Wealth Management Frisco Not listed Percentage of assets, Hourly
Jordan Rench Relevance Capital Management Denton Not listed Percentage of assets, Hourly
Joseph Asrat Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Joseph Foley Fortiter Wealth Management Houston Not listed Percentage of assets
Justin Lero Phoenix Rising Wealth Management Frisco Not listed Percentage of assets, Hourly
Justin Simmons Beck Capital Management Austin Not listed Percentage of assets
Katie Tennent Heritage Asset Advisors Houston Not listed Percentage of assets
Kelly Rench Relevance Capital Management Denton Not listed Percentage of assets, Hourly
Leslie Lammers Riverstone Advisors New Braunfels CFA Percentage of assets, Fixed fees
Lorri Jefferson Vision Tech Group Pinehurst Not listed Percentage of assets, Hourly
Lucinda Buce Founders Capital Management Houston Not listed Percentage of assets
Lynn Elliott Fortiter Wealth Management Houston Not listed Percentage of assets
Malissa McNanna Phoenix Rising Wealth Management Frisco Not listed Percentage of assets, Hourly
Manishkumar Jain BluePrism Wealth Management Richmond Not listed Percentage of assets, Fixed fees
Marcus Berry Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Mark Patton Patton Wealth Advisors Dallas Not listed Percentage of assets, One-time planning fee
Matthew Peck Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Matthew Slaton Slaton Capital Advisors Bartonville Not listed Percentage of assets, Fixed fees
Matthew Tarkington WholeHuman Wealth Management Lewisville Not listed Percentage of assets
Maureen Maidlow OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Melanie Johnson Beck Capital Management Austin Not listed Percentage of assets
Michael Aussieker Oh Cap Asset Management Frisco CFA Percentage of assets, Hourly
Michael Christians Phoenix Rising Wealth Management Frisco Not listed Percentage of assets, Hourly
Neil Vanzandt OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Nelson Gonzalez Amicus Financial Advisors Rosharon Not listed Percentage of assets, Hourly
Patrick Stuart Saddock Wealth Dallas Not listed Percentage of assets, Hourly
Paul Martin Martin Capital Advisors San Antonio Not listed Percentage of assets
Peter Mitchell The Tax Pro Advisor Leander Not listed Percentage of assets, Hourly
Raony Zica de Carvalho Carvalho Investment Group Austin Not listed Percentage of assets, Hourly
Richard Bach Dash Investments Plano Not listed Percentage of assets
Robert Badger Dash Investments Plano Not listed Percentage of assets
Robert Hunt Robert Hunt Financial Dallas Not listed Hourly, Ongoing planning fee
Robert Knapp OverRidge Wealth Advisors Aledo Not listed Percentage of assets, Fixed fees
Robert Laughlin Integra Asset Advisors, LC Austin Not listed Percentage of assets
Robert McGregor Martin Capital Advisors San Antonio Not listed Percentage of assets
Ronnie Huskey OverRidge Wealth Advisors Fort Worth Not listed Percentage of assets, Fixed fees
Sanjeev Subnani Subnani Investment Research Austin Not listed Percentage of assets, Hourly
Sebastian Lopez-Hafen Dash Investments Plano Not listed Percentage of assets
Simone Vannoy Vannoy Advisory Group Austin Not listed Percentage of assets, Ongoing planning fee
Stephanie Krueger Martin Capital Advisors San Antonio Not listed Percentage of assets
Stephen Saddock Saddock Wealth Dallas Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas