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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
Kyle Louvar Guided Capital Wealth Management Houston CFP Percentage of assets, Fixed fees
Kyle McClain Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Kyle Nickerson Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Kyle Portnoy Cresvita Capital Austin CFP Percentage of assets, Hourly
Kyle Schnitman Plan Ahead Financial Management Abilene CFP Percentage of assets, Hourly
Kyle Walters Apeiron Dallas CFP Percentage of assets, Hourly
Laura Meyers Storehouse Financial Fort Worth CFP Percentage of assets, Hourly
Laura Ragsdale Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Laura Stitt Austin Asset Austin CFP Percentage of assets, Fixed fees
Louis Kokernak Haven Financial Advisors Austin CFP, CFA Percentage of assets, Hourly
Luke Scamardo Scamardo Financial Helotes CFP Percentage of assets, Hourly
Maco Fowlkes Branson Fowlkes & CO Houston CFP, ChFC Percentage of assets, Hourly
Mandi Moynihan Astoria Strategic Wealth New Braunfels CFP Percentage of assets, Hourly
Marcel Hebert Beacon Financial Advisors Houston CFP, CFA Percentage of assets
Marco Rimassa Beaumont Asset Management Katy CFP, CFA Percentage of assets, Hourly
Mark Stegman Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Mateo Salmeron WJ Interests Sugar Land CFP Percentage of assets, Hourly
Matthew Angel Angel Legacy Advisors Lubbock CFP Percentage of assets, Hourly
Matthew Berti RHP Wealth Management Houston CFP Percentage of assets, Hourly
Matthew Dockall Presidio Financial Houston CFP Percentage of assets, Hourly
Matthew Gentry Evidence Wealth Bryan CFP Percentage of assets, Hourly
Matthew Quezergue Aspen Wealth Management Fort Worth CFP Percentage of assets, Hourly
Meagan Moll Meridian Wealth Advisors Austin CFP Percentage of assets, Fixed fees
Melissa Fleming Ironbridge Private Wealth Austin CFP Percentage of assets, Hourly
Michael Conroy Argus Wealth Management Austin CFP Percentage of assets, Hourly
Michael Cowles Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Michael Davidson Wisdom Index Advisors Addison CFP Percentage of assets, Hourly
Michael Grimm Intentional Living FP New Braunfelss CFP Percentage of assets, Hourly
Michael McHenry Mchenry Capital Houston CFP Percentage of assets, Fixed fees
Michael Orf ORF Capital Management Austin CFP Hourly, Fixed fees
Michael Pendleton Daniels & Erickson Financial Advisors Dallas CFP Percentage of assets, Hourly
Michael Sierra 1900 Wealth San Antonio CFP Percentage of assets, Hourly
Michael Simpton Parkstone Wealth Management Arlington CFP Percentage of assets
Miguel Gomez Garcia Sophronia Wealth Advisors El Paso CFP Percentage of assets, Hourly
Milad Taghehchian Pioneer Wealth Management Group Austin CFP, PFS Percentage of assets, Hourly
Miles Fuquay 1900 Wealth San Antonio CFP Percentage of assets, Hourly
Milton Thiel Trinity Neches Sugar Land CFP Percentage of assets, Fixed fees
Misty Cherniss Seedsafe Financial Austin CFP Percentage of assets, Hourly
Mitchell Smith Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees
Mitchell Strickling Guiding Financial Austin CFP Percentage of assets, Hourly
Monalynd Young Clearpoint Wealth Management Colleyville CFP Percentage of assets, Hourly
Morgen Rochard Origin Wealth Advisers Austin CFP, CFA Percentage of assets, Hourly
Nancy Elliott Silver Lake Advisory Partners Melissa CFP Percentage of assets
Nathan Davis Aspen Wealth Management Fort Worth CFP, CFA Percentage of assets, Hourly
Nathan Steele Brownlee Wealth Management Houston CFP Hourly, Fixed fees
Nicholas McGuire WJ Interests Sugar Land CFP Percentage of assets, Hourly
Nicole Renaux Pioneer Wealth Management Group Austin CFP Percentage of assets, Hourly
Nicolle Yates Pioneer Wealth Management Group Austin CFP Percentage of assets, Hourly
Noel Woolverton Traditions Wealth Advisors, LLC. College Station CFP Percentage of assets
Norman Farr Diesslin Group Fort Worth CFP Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas