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
Pijus Bulvinas Wealth and Plan Cypress CFP Ongoing planning fee, Percentage of assets
Rob Schulz Schulz Wealth Irving CFP Percentage of assets, Fixed fees
Robert Holman Holman Wealth Management, LLC Dallas CFP, CFA Percentage of assets, One-time planning fee
Ross Dugas Data-driven, transparent planning for curious investors who want to understand their plan, from a former chemical engineer. Scientific Financial Pearland PhD, CFP Subscription, One-time planning fee
Ross Miller ClearPoint Wealth Management Colleyville CFP, CPA Percentage of assets
Sanjay Pamurthy Artham Advisors LLC Dallas CFP, MBA Flat fee or retainer
Scott Leavitt Financial Life Advisors San Antonio CFP, CPA Percentage of assets, Hourly
Shannon Pope SFMG Wealth Advisors Plano CFP Percentage of assets
Shirley Stacy Sanchez Pioneer Wealth Management Group Austin CFP, MS, AAMS, CRPS Flat fee or retainer, Hourly
Trevor Winter New Heights Planning, LLC Houston CFP, CRPC Ongoing planning fee
Zach Barton Barton Financial Group LLC Kyle CFP Percentage of assets, Ongoing planning fee
Zach Lopez AnCap Financial League City CFP Flat fee or retainer, Ongoing planning fee
Amol Desai Perceptive Wealth Advisors Houston CFA, CFP, MBA Percentage of assets, Ongoing planning fee
Autumn Lax 360 Wealth Creation Austin CFP Percentage of assets, Flat fee or retainer
Benjamin Yeung Seaborn Financial, LLC Austin CFP Flat fee or retainer, Ongoing planning fee
Bob Knode Knode Wealth Management Plano CFP, EA Percentage of assets, Hourly
Britton Gregory Seaborn Financial, LLC Austin CFP Flat fee or retainer, Ongoing planning fee
Cameron Folse Folse Financial Missouri City CFP Flat fee or retainer, Ongoing planning fee
Cameron Penney Penney Financial Houston CFP Percentage of assets, Flat fee or retainer
Charles Parker Parker Financial Advisors, LLC Houston AEP, BBA, CFP Percentage of assets
Eric Simonson Founder of an advice-only firm offering low-cost, conflict-free comprehensive planning to people that investment minimums leave out. Abundo Wealth Houston CFP, CRPC Subscription
Glen Smith GDS Wealth Management Flower Mound CFP, CRPC Percentage of assets
January Smith Janus Financial Planning, LLC San Antonio CFP, EA Flat fee or retainer, Ongoing planning fee
Jordan Benold Benold Financial Planning Frisco CFP, MBA Percentage of assets, Hourly
Joshua Brooks Exponential Advisors Weatherford CFP, M.Div. Percentage of assets, Flat fee or retainer
Justin Brownlee BWM Planning LLC d/b/a Brownlee Wealth Management Houston CFP Flat fee or retainer
Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. Look Both Ways Financial Houston CPA, CFP One-time planning fee, Hourly
Michelle Goldstein Goldstein Financial Future Dallas CFP, MBA Hourly, One-time planning fee
Molly Laughter Laughter Financial, LLC Celina CFA, CFP, MA, MBA Percentage of assets, Ongoing planning fee
Phillip Mills Flying Forward Wealth Management Boerne AEP, CFP, ChFC, CIMA Percentage of assets, Fixed fees
Scott Oeth Cahill Financial Advisors, Inc. Fort Worth CFP, MSFS One-time planning fee, Ongoing planning fee
Skyler Denny Legacy Financial Designs, LLC The Woodlands CFP Percentage of assets, Fixed fees
Stephanie Sammons Sammons Wealth Management LLC Dallas CFP Percentage of assets
Zach Thomas Growth Horizons Wealth Management Georgetown CFP One-time planning fee
Albi Kacani HFS Wealth Management Dallas CFP, CPA, CDFA Percentage of assets, Hourly
Anil Chacko Ark Alliance Financial Missouri City CFP, CKA Hourly
Barron Gray Gray Financial Planning LLC McKinney CFP, MBA Percentage of assets, Hourly
Bryan Lee Strategic Financial Planning, Inc. Plano CFP, MBA Percentage of assets, Hourly
Carol Alexander Retirement Investment Advisors, Inc. Frisco AIF, CDFA, CFP, CPA/PFS Percentage of assets, Hourly
Crystal Rau Beyond Balanced Financial Midland CFP, MBA Ongoing planning fee
Dedrick Curtis Penny Earned Financial San Antonio CFP, AFC, ChFC Ongoing planning fee, One-time planning fee
Derek Dansby Brazos Wealth Advisors LLC Iowa Park CFP, JD Flat fee or retainer
Derek Finley Open Door Financial Advisors Lubbock CFP Ongoing planning fee, Percentage of assets
Erica Schnabel Mountain Flower Investments & Planning New Braunfels CFA, CFP Percentage of assets
Jake Ridley Ridley Wealth Management Round Rock CFP Percentage of assets, Fixed fees
Katie Brewer Your Richest Life, LLC Plano CFP, MBA Percentage of assets, Hourly
Liem Hoang Stillforest Wealth Management Houston CFA, CFP, JD Percentage of assets, Hourly
Morgann Zimmer Goodman Financial Corporation Houston CFP, CPA Percentage of assets, Hourly
Olivia Partin Diesslin Group, Inc. Fort Worth AAMS, CFP Percentage of assets, Hourly
Rodney James Vineyard Family Wealth, LLC Houston CFP Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas