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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
Daniel Sonnen Lauterbach Financial Advisors El Paso CFP, CFA Percentage of assets, Hourly
Daphne Jordan Pioneer Wealth Management Group Austin CFP Percentage of assets, Hourly
David Dryden Insight Wealth Partners Plano CFP, ChFC Percentage of assets, Hourly
David Dryden Insight Wealth Partners Plano CFP Percentage of assets, Hourly
David Gamble Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
David Nelson Daniels & Erickson Financial Advisors Dallas CFP Percentage of assets, Hourly
David Portnoy Upspring Capital Dallas CFP, CFA Percentage of assets, Performance-based fees
David Sather Sather Financial Group Victoria CFP Percentage of assets, Hourly
David Stull Storehouse Financial Fort Worth CFP Percentage of assets, Hourly
David York Index Fund Advisors Dallas CFP Percentage of assets, Fixed fees
Deanna Austin PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Debra Rosenthal-Ritter Retirement Management Systems Angleton CFP Percentage of assets, Hourly
Derek Childs Howard Financial Services Dallas CFP Percentage of assets, Hourly
Devin DeLapp Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Diana Castro Goodman Financial Houston CFP Percentage of assets, Hourly
Dominic DiGIACOMO Cranbrook Wealth Management Houston CFP Percentage of assets, Fixed fees
Donald Laseter Financial Consulting Services Dallas CFP Percentage of assets, Hourly
Donnie Carpenter First Move Financial The Woodlands CFP Percentage of assets, Fixed fees
Douglas Arnest Barden Capital Management Austin CFP Percentage of assets
Douglas Zullo Ironbridge Private Wealth Austin CFP Percentage of assets, Hourly
Edward Budd Meridian Wealth Advisors Austin CFP Percentage of assets, Fixed fees
Elizabeth Shurtz Keener Financial Planning Keller CFP Hourly, Fixed fees
Emily Swerdlow Howard Financial Services Dallas CFP Percentage of assets, Hourly
Emily Teague Peltoma Capital Partners Austin CFP Percentage of assets, Hourly
Emma Simmons AKG Financial Group Fort Worth CFP Percentage of assets, Fixed fees
Erin Hilton Hilton Financial Group Austin CFP Hourly, Fixed fees
Federico Garza Endeavor Advisors Houston CFP Percentage of assets, Hourly
Garrett Prom Prominent Financial Planning Austin CFP Hourly, Fixed fees
Geoffry Oshman Geoffry H. Oshman, CFP Houston CFP Percentage of assets, Hourly
Glenn Bishop GA Bishop and Associates Carrollton CFP Hourly, Fixed fees
Glenn Royal RHP Wealth Management Houston CFP Percentage of assets, Hourly
Grace Butterfield Howard Financial Services Dallas CFP Percentage of assets, Hourly
Grant Morris Mcelhenny Sheffield Capital Management Dallas CFP, CFA Percentage of assets, Fixed fees
Grant Stucki Warwick Partners Bryan CFP Percentage of assets, Fixed fees
Gregory Mangelsdorf Howard Financial Services Dallas CFP Percentage of assets, Hourly
Gregory Van Wyk Austin Asset Austin CFP Percentage of assets, Fixed fees
Harry Hixson FMP Wealth Advisers Austin CFP Percentage of assets, Fixed fees
Herbert Kim Innovator Wealth Advisor Round Rock CFP Percentage of assets, Hourly
Holden Ziels Prestige Wealth Management Southlake CFP Percentage of assets, Fixed fees
Hunter Coday Goodman Financial Houston CFP Percentage of assets, Hourly
Isaac Towne Team Financial Strategies Granbury CFP Percentage of assets, Fixed fees
Issam Bakir TNT Asset Management Round Rock CFP Percentage of assets
Jace Hart Rockwall Wealth Management Rockwall CFP Percentage of assets, Hourly
Jack Freeman Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Jacob Lewis Endeavor Advisors Houston CFP, ChFC Percentage of assets, Hourly
Jacob Ridley Ridley Wealth Management Round Rock CFP Percentage of assets, Fixed fees
James Davis Aspen Wealth Management Fort Worth CFP Percentage of assets, Hourly
James Kull Cypress Point Wealth Management Austin CFP, CFA Percentage of assets, Fixed fees
James Leavell Team Financial Strategies Abilene CFP Percentage of assets, Fixed fees
James Marsden Apeiron Dallas CFP Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas