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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
Palmer White Life Line Wealth Management Houston CFP Percentage of assets
Patrick Freeman Freeman Wealth Management Dallas CFP Percentage of assets, Fixed fees
Patrick Thuemmel Samalin Wealth Coppell CFP Percentage of assets, Hourly
Paul Clark Fairbanks Financial Wealth Management Brenham CFP, ChFC Percentage of assets, Hourly
Paul Palmer Goodman Financial Houston CFP Percentage of assets, Hourly
Paul Rahn The SUM The Woodlands CFP Hourly, Fixed fees
Paul Streiber PRS Wealth Management Coppell CFP Percentage of assets, Fixed fees
Peter Ivanyi Guided Capital Wealth Management Houston CFP, ChFC Percentage of assets, Fixed fees
Philip Athey Apeiron Dallas CFP Percentage of assets, Hourly
Porter Gregory Seaborn Financial Austin CFP Percentage of assets, Hourly
Preeti Narayan Austin Asset Austin CFP Percentage of assets, Fixed fees
Qing Selby Relyon Financial Advisors San Antonio CFP Percentage of assets, Hourly
Rachel Evans William Madison Advisors Abilene CFP Percentage of assets, Hourly
Rachel Hurley PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Rachel Songer Keener Financial Planning Keller CFP Hourly, Fixed fees
Ralph Ujano The Ujano Advisory Group Mckinney CFP Percentage of assets, Fixed fees
Renee Sneed Rockwall Wealth Management Rockwall CFP Percentage of assets, Hourly
Richard Archer Archer Investment Management Austin CFP, CFA Percentage of assets
Richard Dirkse Rockwall Wealth Management Rockwall CFP Percentage of assets, Hourly
Richard Funk Brazos Capital Austin CFP Percentage of assets, Hourly
Richard Omobogie Zuwa Financial Lewisville CFP Percentage of assets, Hourly
Robert Bard The SUM The Woodlands CFP Hourly, Fixed fees
Robert Cluck The Aspen Equity Group Waco CFP Percentage of assets, Hourly
Robert Haverly Goodman Financial Houston CFP Percentage of assets, Hourly
Robert Shannon Brazos Wealth Advisors Fort Worth CFP Percentage of assets, Hourly
Ronsey Chawla PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Rosa Ybarra Endurance Financial Planning Mcallen CFP Percentage of assets, Fixed fees
Rosemary Wright Whitwell Advisors Bee Cave CFP Percentage of assets
Ross Pauley Capital Achievements Dallas CFP Percentage of assets, Hourly
Ross Powell Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Russell Jacobson Astoria Strategic Wealth Fort Worth CFP Percentage of assets, Hourly
Ryan Ammon Double Eagle Wealth Management Dallas CFP Percentage of assets, Fixed fees
Ryan Blair Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Ryan Ferguson Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Ryan Hart Optas Dripping Springs CFP Percentage of assets, Hourly
Ryan Nolan Park 64 Capital Austin CFP, ChFC Percentage of assets, Hourly
Ryan Shea Apeiron Dallas CFP Percentage of assets, Hourly
Samuel Ellis Requisite Capital Management Dallas CFP Percentage of assets, Fixed fees
Samuel Pond Keener Financial Planning Keller CFP Hourly, Fixed fees
Sasha Stewart Astoria Strategic Wealth New Braunfels CFP Percentage of assets, Hourly
Scott Ela Avant Financial Advisors Austin CFP Percentage of assets, Fixed fees
Scott Hackett Hackett Financial Group Wimberley CFP Percentage of assets, Hourly
Scott Hammel Apeiron Dallas CFP Percentage of assets, Hourly
Sean McDougle Nest Financial Austin CFP Percentage of assets, Hourly
Shannon Wardlaw Hamilton Point Investment Advisors Austin CFP Percentage of assets
Shashin Shah Sfmg Wealth Advisors Plano CFP, CFA Percentage of assets, Fixed fees
Shelby Chesnut Howard Financial Services Dallas CFP Percentage of assets, Hourly
Sophie Brooks-Ames Meridian Wealth Advisors Austin CFP Percentage of assets, Fixed fees
Stephanie Blakes Seren Wealth Advisors Houston CFP Percentage of assets, Hourly
Stephanie Scherr SM Scherr Financial Houston CFP Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas