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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
William Moran Howard Financial Services Dallas CFA Percentage of assets, Hourly
Aaron Junk Panteles Advisors Argyle Not listed Percentage of assets, Performance-based fees
Adam Rich Schlindwein Associates Dallas Not listed Percentage of assets, Hourly
Adam Stone Storehouse Financial Fort Worth Not listed Percentage of assets, Hourly
Adib Motiwala Motiwala Capital Irving Not listed Percentage of assets, Hourly
Adrian Brito Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Albert Wagner Goodman Financial Houston Not listed Percentage of assets, Hourly
Alec Calvillo Panteles Advisors Argyle Not listed Percentage of assets, Performance-based fees
Alejandro Cabezut The Summit Group San Antonio Not listed Percentage of assets, Fixed fees
Alexander Gass Paradigm Advisors Dallas Not listed Percentage of assets, Hourly
Alexander Price Meridian Wealth Advisors Austin Not listed Percentage of assets, Fixed fees
Alexandra Kazanas Disciplined Investors Waco Not listed Percentage of assets, Hourly
Alibek Tupushev American Investment Management Group Austin Not listed Percentage of assets, Hourly
Allan Jaster The Archer Consulting Group New Braunfels Not listed Percentage of assets, Hourly
Amirthraj Ramakrishnan Valuetree Financial Austin Not listed Percentage of assets, Fixed fees
Amy Calistri Black Barn Financial Austin Not listed Percentage of assets, Hourly
Andreas Lawson Freshfield Capital Dallas Not listed Percentage of assets
Andrew Gold Prestige Wealth Management Southlake Not listed Percentage of assets, Fixed fees
Angela Cruz Meridian Wealth Advisors Austin Not listed Percentage of assets, Fixed fees
Angelo Ochoa Disciplined Investors Waco Not listed Percentage of assets, Hourly
Ann Miller Affinity Capital Houston Not listed Percentage of assets, Fixed fees
Anna Ceker Goodman Financial Houston Not listed Percentage of assets, Hourly
Anthony Montano Rosman Asset Management The Woodlands Not listed Percentage of assets, Hourly
Arif Ali AA Wealth Strategies Austin Not listed Percentage of assets, Hourly
Armando Blancq Cazaux Lozano Mmbg Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Ashlyn Bourland AKG Financial Group Fort Worth Not listed Percentage of assets, Fixed fees
Austin Buchala Goodman Financial Houston Not listed Percentage of assets, Hourly
Austin James WJ Interests Sugar Land Not listed Percentage of assets, Hourly
Austin Kroll 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Bailee Beauchamp Real Wealth Planning Austin Not listed Percentage of assets, Hourly
Beau Dickson Dickson Financial Group, LLC. Comfort Not listed Percentage of assets, Fixed fees
Benino Torrez Insight Wealth Partners Plano Not listed Percentage of assets, Hourly
Benjamin Fedorko Endeavor Advisors Houston Not listed Percentage of assets, Hourly
Benny Ynfante Rook Strategies Wealth Management Robstown Not listed Percentage of assets, Hourly
Blake Broussard Optas Dripping Springs Not listed Percentage of assets, Hourly
Blake Marion Team Financial Strategies Abilene Not listed Percentage of assets, Fixed fees
Bobby James TFR Capital Plano Not listed Percentage of assets, Hourly
Bonita Harden-Lair Goodman Financial Houston Not listed Percentage of assets, Hourly
Bradford Borman PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Brandon LaValley Targeted Wealth Solutions New Braunfels Not listed Percentage of assets, Hourly
Branko Martinez Pejnovich Outrunner Capital Austin Not listed Percentage of assets, Fixed fees
Brannon Albritton Requisite Capital Management Dallas Not listed Percentage of assets, Fixed fees
Brennan Fridley Solid Rock Capital Management Dallas Not listed Percentage of assets, Hourly
Brent Bible Smart Money Group Eastland Not listed Percentage of assets, Hourly
Bret Wilson Wilson Investment Services Rockwall Not listed Percentage of assets
Brett Chambers Chambers Financial Consulting Sonora Not listed Percentage of assets, Hourly
Brett Rudman Sfmg Wealth Advisors Plano Not listed Percentage of assets, Fixed fees
Brian Noonan Meridian Wealth Advisors Austin Not listed Percentage of assets, Fixed fees
Bruce Fraser Mcelhenny Sheffield Capital Management Dallas Not listed Percentage of assets, Fixed fees
Bryan Leinart TFR Capital Plano Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas