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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
Sue Grbac Strategic Advisory Services Houston Not listed Percentage of assets
Suzanne Fitzgerald Solutions4Wealth Plano Not listed Percentage of assets, Fixed fees
Tabitha Garreffa ABG Consultants Arlington Not listed Percentage of assets, Hourly
Tanya McCann Horizons Financial Planning LLC. Midland Not listed One-time planning fee
Temitayo Ilori Hyvorian Financial Garland Not listed Percentage of assets, Hourly
Thomas Carter Retirement Plan Fiduciaries Austin Not listed Percentage of assets, Hourly
Tyler Wacaster Solutions4Wealth Southlake Not listed Percentage of assets, Fixed fees
Wael Salam Point Nemo Capital Dripping Springs Not listed Percentage of assets
Will Oliver Founders Capital Management Houston Not listed Percentage of assets
William Gregory Beck Capital Management Austin Not listed Percentage of assets
Anthony Garcia Trinity Legacy Partners Houston Not listed Percentage of assets, Hourly
Barbara Spicer Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
Brad Pruitt High Plains Advisors Lubbock Not listed Percentage of assets, Hourly
Campbell Gibson Trinity Legacy Partners Houston Not listed Percentage of assets, Hourly
Carlos Lopez Two Pillars Asset Management Frisco Not listed Hourly, Percentage of assets
Chad Karnes Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Chris Bentley Parker Prescott Capital Management Dallas Not listed Percentage of assets, Fixed fees
Cory Mizell Cove Wealth Management Houston Not listed Percentage of assets, Hourly
David Featherston Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Gary Wood Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
Gregory Bickhart Awaken Wealth Partners Houston Not listed Percentage of assets, Fixed fees
Gregory Wood Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
Heather Johnson Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
J. Pappas Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
James Lundgren Hg Capital Advisors Houston Not listed Percentage of assets, Hourly
James Torrey The Watchman Group Plano Not listed Percentage of assets, Hourly
Jeffrey Franco JV Global Capital Houston Not listed Percentage of assets, Fixed fees
Jesus Duran Virtus Family Office El Paso Not listed Percentage of assets, Fixed fees
Jody Holt Holt Wealth Management Borger Not listed Percentage of assets, Fixed fees
John Dapper Holdfast Wealth Management Austin Not listed Percentage of assets, Hourly
John Hunter Trinity Legacy Partners Houston Not listed Percentage of assets, Hourly
John Platt Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
John Stetter Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
John Wilkinson Trinity Legacy Partners Houston Not listed Percentage of assets, Hourly
Joseph Applewhite Applewhite & Buys Financial Advisors Dallas Not listed Percentage of assets, Hourly
Kristopher Gallow Ghost Strategies San Antonio Not listed Percentage of assets, Hourly
Lauren Hall Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Lucas Drumond Drumond Wealth Management Katy Not listed Percentage of assets, Hourly
Mark Muecke Mark Muecke Capital Management San Antonio Not listed Percentage of assets
Mark Robinson The Watchman Group Plano Not listed Percentage of assets, Hourly
Mary Hicks Bright Vision Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Matthew Fitzsimmons The Watchman Group Plano Not listed Percentage of assets, Hourly
Matthew Miller Awaken Wealth Partners Houston Not listed Percentage of assets, Fixed fees
Matthew Silvey Texas Family Wealth Friendswood Not listed Percentage of assets, Fixed fees
Michael Saenz Drumond Wealth Management Katy Not listed Percentage of assets, Hourly
Neal Carlson Forthright Family Wealth Houston Not listed Percentage of assets, Fixed fees
Neil Kay Old Vine Capital Austin Not listed Percentage of assets, Performance-based fees
Norma Peralta Morales Virtus Family Office El Paso Not listed Percentage of assets, Fixed fees
Pranav Shingala Prudent Prosperity Little Elm Not listed Percentage of assets, Fixed fees
Ralph Lebkuecher Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee

Firms headquartered in Texas (690)

All 690 firms in Texas