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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
Anna Bodine Harrell Investment Partners Austin CFP Percentage of assets, Hourly
Anthony Guzman Pioneer Wealth Management Group Austin CFP Percentage of assets, Hourly
Antonio Castillo Goodman Financial Houston CFP Percentage of assets, Hourly
April Busby Pioneer Wealth Management Group Austin CFP, PFS Percentage of assets, Hourly
Archie Ponce Optima Asset Management Dallas CFP Percentage of assets, Fixed fees
Austin Manning Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Austin Smith Schulz Wealth Mansfield CFP, CFA Percentage of assets, Fixed fees
Avery Klatsky Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Benedict Johnson GAP Financial Services Austin CFP, ChFC Percentage of assets, Hourly
Benjamin Bigler Aspenridge Wealth Advisors Fort Worth CFP Percentage of assets, Hourly
Benjamin Dean Dean Wealth Management Lindale CFP Percentage of assets, Hourly
Benjamin Gurwitz Financial Life Advisors San Antonio CFP Percentage of assets, Hourly
Brad Dobson Best Invest San Antonio CFP Percentage of assets, Hourly
Bradley Hughes Horizon Wealth Advisors Houston CFP Percentage of assets, Fixed fees
Brady Cox The SUM The Woodlands CFP Hourly, Fixed fees
Brandon Arns WJ Interests Sugar Land CFP Percentage of assets, Hourly
Brandon Gibson Apeiron Dallas CFP Percentage of assets, Hourly
Brandon Perry Perry Investment Management Round Rock CFP, ChFC Percentage of assets, Hourly
Brandon Ratzlaff Cypress Point Wealth Management Dallas CFP Percentage of assets, Fixed fees
Brecklynn Williams Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Brian Cox Astoria Strategic Wealth New Braunfels CFP Percentage of assets, Hourly
Brian Drolet Prestige Wealth Management Southlake CFP Percentage of assets, Fixed fees
Brian Neu Olimpio NEU & Associates Frisco CFP Percentage of assets, Hourly
Brian Ruff Chisholm Wealth Management Burleson CFP Percentage of assets, Hourly
Brien Smith Traditions Wealth Advisors, LLC. College Station CFP Percentage of assets
Brittany Chapman District Capital Management San Antonio CFP Percentage of assets, Hourly
Brittyn Brender Versant Capital Management Dallas CFP Percentage of assets, Hourly
Bryan Hasling Modern Financial Planning Georgetown CFP Percentage of assets, Fixed fees
Candace Scholz Aspen Wealth Management Fort Worth CFP Percentage of assets, Hourly
Carson Wright Cypress Point Wealth Management Dallas CFP Percentage of assets, Fixed fees
Cary Beard William Madison Advisors Abilene CFP, PFS Percentage of assets, Hourly
Casey Mack The SUM The Woodlands CFP Hourly, Fixed fees
Charles Adi Blueprint 360 Houston CFP Percentage of assets, Hourly
Charles Thomas Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Chasity Chavez Howard Financial Services Dallas CFP Percentage of assets, Hourly
Christian Hudspeth FMP Wealth Advisers Austin CFP Percentage of assets, Fixed fees
Christopher Cyndecki Pioneer Wealth Management Group Austin CFP, CFA Percentage of assets, Hourly
Christopher Melber Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Christopher Welsh Lorintine Capital Dallas CFP Percentage of assets, Hourly
Clayton Hostetter Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Clinton McCalla Wedmont Private Capital Lakeway CFP Fixed fees
Colin Lee Horizon Wealth Advisors Houston CFP Percentage of assets, Fixed fees
Collins Knight Panteles Advisors Argyle CFP Percentage of assets, Performance-based fees
Colton Richards Apeiron Dallas CFP Percentage of assets, Hourly
Craig Greenway Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Craig Narum Trisperity Advisors Katy CFP Percentage of assets, Hourly
Craig Parks Houston Wealth Management Houston CFP Percentage of assets, Hourly
Crystal Billing Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Cydney Nash Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Dale McMullen Financial Advantage Highland Vlg CFP Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas