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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
James McClellan James G. Mcclellan CPA Sugar Land CFP Percentage of assets, Hourly
James McGrath Financial Strategies Dripping Springs CFP Percentage of assets
James Nipp Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
James Whiddon Evidence Wealth Bryan CFP Percentage of assets, Hourly
Jamie Ileks Austin Asset Austin CFP Percentage of assets, Fixed fees
Jared Brennen Endeavor Advisors Houston CFP Percentage of assets, Hourly
Jared Machen Brownlee Wealth Management Houston CFP Hourly, Fixed fees
Jarrod Winkcompleck GAP Financial Services Austin CFP, ChFC Percentage of assets, Hourly
Jason Barber Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees
Jay Boekeloo Fairbanks Financial Wealth Management Brenham CFP Percentage of assets, Hourly
Jay Branson Branson Fowlkes & CO Houston CFP Percentage of assets, Hourly
Jean Keener Keener Financial Planning Keller CFP Hourly, Fixed fees
Jefferson Henderson Cultivar Capital Denton CFP Percentage of assets
Jefferson Wang Gordon Oak Financial Plano CFP Hourly, Fixed fees
Jeffrey Ivy Vestis Advisors Houston CFP Percentage of assets, Hourly
Jeffrey McCulloch Trisperity Advisors Katy CFP Percentage of assets, Hourly
Jeffrey Rhame Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Jennifer Cook Cypress Point Wealth Management Dallas CFP Percentage of assets, Fixed fees
Jeremy Andries Flourish Financial Planning Grapevine CFP Percentage of assets, Hourly
Jessica Forrest Austin Asset Austin CFP Percentage of assets, Fixed fees
Joby Raymond Team Financial Strategies Abilene CFP Percentage of assets, Fixed fees
John Gay Frisco Financial Planning Frisco CFP Percentage of assets, Fixed fees
John Gillespie Wealth Management Services of Austin Austin CFP Percentage of assets, Hourly
John Hickey Ubequity Wealth Management Round Rock CFP Percentage of assets, Hourly
John Hinrichs Celtic Capital Houston CFP Percentage of assets
John Landers Branson Fowlkes & CO Houston CFP, PFS Percentage of assets, Hourly
John McGlothlin Crusonia Wealth Advisors Austin CFP Percentage of assets, Hourly
Johnathan Whiddon Evidence Wealth Bryan CFP Percentage of assets, Hourly
Jon Speight Speight Asset Management Houston CFP Percentage of assets
Jonathan Chapman WJ Interests Sugar Land CFP Percentage of assets, Hourly
Jonathan McMullen The Wealth Observatory Dallas CFP Percentage of assets, Hourly
Joseph Montanaro GAP Financial Services Fair Oaks Ranch CFP Percentage of assets, Hourly
Joseph Olive Sather Financial Group Victoria CFP Percentage of assets, Hourly
Joseph Piazza Presidio Financial Houston CFP Percentage of assets, Hourly
Joshua Graber Penney Financial Houston CFP Percentage of assets, Hourly
Joshua Hargrove Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Joshua Hebert Beacon Financial Advisors Houston CFP Percentage of assets
Joshua Hussong Financial Life Advisors San Antonio CFP Percentage of assets, Hourly
Julia Lorenz-Olson Solstice Wealth Austin CFP Percentage of assets, Hourly
Kade Sparger Smart Money Group Eastland CFP Percentage of assets, Hourly
Kaitlynn Burnett Avier Wealth Advisors Austin CFP Percentage of assets
Kanen Helbig Kings Path Partners Sugar Land CFP, CFA Percentage of assets, Hourly
Kathryn Allen Clearpoint Wealth Management Colleyville CFP Percentage of assets, Hourly
Kathryn Prestwood Penney Financial Houston CFP Percentage of assets, Hourly
Kenneth Price PER Stirling Capital Management Austin CFP, ChFC, CFA Percentage of assets, Hourly
Kevin Floyd Nfwm Plano CFP, CFA Percentage of assets, Hourly
Kevin Hixson FMP Wealth Advisers Austin CFP Percentage of assets, Fixed fees
Kimberly Nourie Financial Life Advisors San Antonio CFP Percentage of assets, Hourly
Kirk Francis Financial Life Advisors San Antonio CFP Percentage of assets, Hourly
Kyle Hogan Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas