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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
Stephen Benold Benold Financial Planning Georgetown CFP Percentage of assets, Hourly
Stephen Hozie Hozie Consulting Coppell CFP, PFS Percentage of assets, Hourly
Sterling Gray Keener Financial Planning Keller CFP Hourly, Fixed fees
Steven Barber Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees
Steven Early Clearpoint Wealth Management Colleyville CFP Percentage of assets, Hourly
Steven Goodman Goodman Financial Houston CFP Percentage of assets, Hourly
Steven Mitchell Main Street Financial Advisors Justin CFP Percentage of assets
Susan Curran Curran Financial Partners Dripping Springs CFP Percentage of assets, Hourly
Tarik Bakir TNT Asset Management Round Rock CFP Percentage of assets
Tasha Rock PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Taylor Pankratz Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees
Taylor Peterson PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Tessa Elrod Next Step Financial Transitions Cypress CFP Percentage of assets, Fixed fees
Theodore Koinis Helios Wealth Advisors Pearland CFP Percentage of assets, Hourly
Thomas Dunaway The SUM The Woodlands CFP Hourly, Fixed fees
Thomas Hatfield Family Freedom Wealth Management Addison CFP Percentage of assets, Fixed fees
Thomas Kennedy Alteris Capital Partners Houston CFP Percentage of assets, Fixed fees
Thomas Muir Cultivar Capital Denton CFP, PFS Percentage of assets
Tiffany Finney-Johnson New Dimensions Wealth Management Allen CFP Percentage of assets, Fixed fees
Timothy Blanchard Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Timothy Sittler Planning Works Advisory Austin CFP Percentage of assets, Hourly
Todd Pniewski Tbms Wealth Plano CFP Percentage of assets, Hourly
Travis Carter Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Trevor Bakir TNT Asset Management Round Rock CFP Percentage of assets
Trocon Reffell Branson Fowlkes & CO Houston CFP Percentage of assets, Hourly
Troy Fore Aspen Wealth Management Fort Worth CFP Percentage of assets, Hourly
Tyler Miller Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Tyler Tenney Sfmg Wealth Advisors Plano CFP Percentage of assets, Fixed fees
Tyler West C.L. Sheldon & Company Spring CFP Hourly, Fixed fees
Valerie Field Strategic Financial Planning Plano CFP Percentage of assets, Hourly
Victor Garza Garza Financial Planning Dallas CFP Percentage of assets, Hourly
Wade Egmon Goodman Financial Houston CFP Percentage of assets, Hourly
Warren Udd Sather Financial Group Victoria CFP Percentage of assets, Hourly
Wayne Smith Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Weston Haaf Vantage Wealth Management Sunnyvale CFP Percentage of assets
William Hehman Austin Asset Austin CFP Percentage of assets, Fixed fees
William Jameson WJ Interests Sugar Land CFP Percentage of assets, Hourly
William Moore Versant Capital Management Dallas CFP Percentage of assets, Hourly
William Wike Austin Asset Austin CFP Percentage of assets, Fixed fees
Willie Miles Miles Wealth Management Houston CFP Percentage of assets, Hourly
Wyatt Guggisberg Gratus Wealth Strategies Austin CFP Percentage of assets
Yuanyuan Che Austin Asset Austin CFP Percentage of assets, Fixed fees
Aaron Stephens Life Line Wealth Management Houston CFA Percentage of assets
Abhay Srivastava AS Investment Partners Leander CFA Percentage of assets, Hourly
Anthony Zaccagnino Caldwell Investment Services Caldwell ChFC Percentage of assets, Hourly
Ben Jackson Street Light Wealth Management Dallas CFA Percentage of assets
Benjamin McCue Goodman Financial Houston CFA Percentage of assets, Hourly
Carolyn Lingle Brownlee Wealth Management Fort Worth ChFC Hourly, Fixed fees
Christopher Cayet Sfmg Wealth Advisors Plano CFA Percentage of assets, Fixed fees
David Breedlove Dean Wealth Management Lindale ChFC Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas