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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
Richard Bolgiano Bolgiano Capital Management Midlothian Not listed Percentage of assets, Hourly
Robert Bond Bright Vision Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Rolando Perez Animus Wealth Management Mcallen Not listed Percentage of assets, Hourly
Sally Branson Texas Family Wealth Friendswood Not listed Percentage of assets, Fixed fees
Sarah Mizell Cove Wealth Management Houston Not listed Percentage of assets, Hourly
Timothy Buys Applewhite & Buys Financial Advisors Dallas Not listed Percentage of assets, Hourly
Timothy Mack High Plains Advisors Lubbock Not listed Percentage of assets, Hourly
Troy Larson ClearPath Capital Partners Keller Not listed Percentage of assets, Hourly
William Hepburn Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Alan Haworth Clare Market Investments Dallas Not listed Percentage of assets, Hourly
Alexander Bischoff Kipos Wealth Denton Not listed Percentage of assets
Antonio Montero Taursas Investments Houston Not listed Percentage of assets
Barry Harris Harris Wealth Advisors Austin Not listed Percentage of assets, Hourly
Bradford Rodrigues R1 Financial Group Dallas Not listed Percentage of assets, Hourly
Brandon Yendrey Yendrey Wealth Management Victoria Not listed Percentage of assets, Hourly
Brian Yendrey Yendrey Wealth Management Victoria Not listed Percentage of assets, Hourly
Brittany Schultz Personal Money Planning Wichita Falls Not listed Hourly
Dantonio Fowler Conceptum Strategies San Antonio Not listed Percentage of assets, Hourly
Jamie Tebbe Benchmark Investment Advisors Frisco Not listed Percentage of assets
Justin Owen Outlier Financial Partners San Angelo Not listed Percentage of assets, Fixed fees
Keith Rhodus Clare Market Investments Dallas Not listed Percentage of assets, Hourly
Kyle Fitzgerald Partners Capital Austin Not listed Percentage of assets, Hourly
Levi Calhoun Outlier Financial Partners San Angelo Not listed Percentage of assets, Fixed fees
Luis Montero Taursas Investments Houston Not listed Percentage of assets
Mary Haselhorst Inflection Financial San Antonio Not listed Percentage of assets, Hourly
Mauricio Sanchez Portafolio Capital Management San Antonio Not listed Percentage of assets
Michael Garcia ViaQuest Financial Houston Not listed Percentage of assets, Hourly
Michelle Kuehner Personal Money Planning Wichita Falls Not listed Hourly
Muhammad Ammar FYRA Capital Management Frisco Not listed Percentage of assets, Hourly
Nathan Granzin Outlier Financial Partners San Angelo Not listed Percentage of assets, Fixed fees
Nathan Graves Kipos Wealth Denton Not listed Percentage of assets
Patrick Moore Private Group Wealth Management Fredericksburg Not listed Ongoing planning fee
Priya Intwala Clare Market Investments Dallas Not listed Percentage of assets, Hourly
Rachel Neblett CapitalWize Austin Not listed Percentage of assets, Hourly
Robert Felty Penn Davis McFarland Dallas Not listed Percentage of assets
Robert Ogden Penn Davis McFarland Dallas Not listed Percentage of assets
Stephen Jackson ViaQuest Financial Houston Not listed Percentage of assets, Hourly
Theodore Leclair 994 Group Austin Not listed Percentage of assets, Fixed fees
Aaron Christopherson Pinnacle Wealth Advisors Fort Worth CFP Percentage of assets, Hourly
Abigail Hasling Aspen Wealth Management Fort Worth CFP Percentage of assets, Hourly
Adam Keller Apeiron Dallas CFP Percentage of assets, Hourly
Adam Todd FMP Wealth Advisers Austin CFP Percentage of assets, Fixed fees
Alejandro Lozano Flourish Financial Planning Grapevine CFP Percentage of assets, Hourly
Alex Winslow Harvester Wealth Dallas CFP Percentage of assets, Hourly
Alexander Hallum PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Alexandra Bequette Austin Asset Austin CFP Percentage of assets, Fixed fees
Alexis Garza Austin Asset Austin CFP Percentage of assets, Fixed fees
Amber Picard Astoria Strategic Wealth New Braunfels CFP Percentage of assets, Hourly
Andrew Hunt Mcelhenny Sheffield Capital Management Dallas CFP Percentage of assets, Fixed fees
Angel Melgoza Financial Life Advisors San Antonio CFP Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas