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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
David Freeze FS Financial Advisors Dallas PFS Percentage of assets, Hourly
David Hunter Rhame & Gorrell Wealth Management The Woodlands CFA Percentage of assets
Deborah Bell Endeavor Advisors Abilene ChFC Percentage of assets, Hourly
Donald Capone J.K. Financial Houston CFA Percentage of assets, Hourly
Eric Barden Barden Capital Management Austin CFA Percentage of assets
Eric McDonald Mcdonald Capital Management Lubbock CFA Percentage of assets, Hourly
Evan Koch EDK Advisory Frisco PFS Percentage of assets, Hourly
Ian Tennant Pioneer Wealth Management Group Austin ChFC Percentage of assets, Hourly
Jack Cowling Austin Asset Austin CFA Percentage of assets, Fixed fees
Jacqueline Gordon Meridian Wealth Advisors Austin CFA Percentage of assets, Fixed fees
James Howard Howard Financial Services Dallas PFS Percentage of assets, Hourly
John Landrum Legacy Wealth Advisors Waxahachie PFS Percentage of assets, Hourly
Jon Sonnen Lauterbach Financial Advisors El Paso PFS Percentage of assets, Hourly
Joseph Klingen Parker Financial Advisors Houston PFS Percentage of assets
Karen McIntyre Uniting Wealth Partners Odessa ChFC Percentage of assets, Fixed fees
Kevin Cress Nesteggs Soutlake CFA Percentage of assets, Hourly
Kyle Elam Mcelhenny Sheffield Capital Management Dallas CFA Percentage of assets, Fixed fees
Maksym Sulkov FS Financial Advisors Dallas PFS Percentage of assets, Hourly
Mark Michel Diesslin Group Fort Worth CFA Percentage of assets, Hourly
Mark Scott Trinvest Advisors Volente CFA Percentage of assets, Fixed fees
Mark Wehrle Davis & Wehrle Round Rock ChFC Percentage of assets, Hourly
Michael Awosemusi Empowerment Financial Advisors Irving ChFC Percentage of assets, Hourly
Michael Mulcahy Kings Path Partners Sugar Land CFA Percentage of assets, Hourly
Michael Mulcahy Kings Path Partners Sugar Land CFA Percentage of assets, Hourly
Michael Sepulveda Meraki Advisors Dallas CFA Percentage of assets, Fixed fees
Michelle Krick Miller Global Investments Dallas CFA Percentage of assets
Monte Byrd M.C. Byrd Wealth Management Bellville ChFC Percentage of assets, Hourly
Owen Murray Horizon Wealth Advisors Houston CFA Percentage of assets, Fixed fees
Paul Jackson Lifestyle Wealth Friendswood CFA Percentage of assets, Hourly
Paul Schnitman Plan Ahead Financial Management Abilene ChFC Percentage of assets, Hourly
Richea Powell Haven Wealth Group Houston CFA Percentage of assets
Robert Jones 1900 Wealth San Antonio CFA Percentage of assets, Hourly
Robert Lloyd Lloyds Intrepid Wealth Management The Woodlands CFA Percentage of assets, Hourly
Robin Kollannur Goodman Financial Houston CFA Percentage of assets, Hourly
Ross Willmann Warwick Partners Bryan CFA Percentage of assets, Fixed fees
Royce Ramey Versant Capital Management Dallas CFA Percentage of assets, Hourly
Rubin Miller Peltoma Capital Partners Austin CFA Percentage of assets, Hourly
Ryan Dilworth Requisite Capital Management Dallas CFA Percentage of assets, Fixed fees
Samuel Murray Murray Investment Management Houston CFA Percentage of assets, Hourly
Sandip Gokhale Iron Oak Capital Management El Paso CFA Percentage of assets, Hourly
Scott Miller Miller Global Investments Dallas CFA Percentage of assets
Stefan Whitwell Whitwell Advisors Bee Cave CFA Percentage of assets
Stephanie Williams TFR Capital Plano CFA Percentage of assets, Hourly
Steven London Compendium Wealth Advisors Austin ChFC Fixed fees
Suzanne Lindau Lauterbach Financial Advisors El Paso PFS Percentage of assets, Hourly
Taylor Herzog Valinor Wealth Management Plano CFA Percentage of assets, Hourly
Timothy Dwight Fireside Capital Advisors Dallas CFA Percentage of assets, Hourly
Todd Brockwell 1900 Wealth San Antonio CFA Percentage of assets, Hourly
Tyler Hunt Myfi Wealth Management Houston CFA Percentage of assets
William Dunk Paradigm Advisors Dallas CFA Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas