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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
Scott Monk Charis Legacy Partners Bryan CFA, CFP Percentage of assets
Alexander Yeager Everlong Financial, LLC Austin CFP One-time planning fee
Alison James WorthWise Financial Partners, LLC Houston CFP Percentage of assets, Hourly
Andy Lawson Freshfield Investments Plano BA, CFP, MS, PhD Hourly
Ashley Foster Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth Houston CFP Percentage of assets, Ongoing planning fee
Benjamin Hooper Comal Wealth Management New Braunfels CFP, ChFC, CIMA, CLU Percentage of assets, Fixed fees
Billy DeFrance Lauterbach Financial Advisors El Paso CFP Percentage of assets, Hourly
Carl Ela Avant Financial Advisors Austin CFP, CPA, EA Percentage of assets
Carleton McHenry McHenry Capital, LLC Houston CFP Percentage of assets, Flat fee or retainer
Dillon Cobb Simply Human Advisors Tuscola CFP, CPA Percentage of assets
Jason Stepanik SF Planning Group, LLC The Woodlands CFP, CIMA Percentage of assets, Ongoing planning fee
Jeff Weeks ATX Portfolio Advisors® Austin CFP Percentage of assets, Ongoing planning fee
Joseph Team Team Financial Strategies Granbury CFP Percentage of assets, Fixed fees
Meghan Railey Optas, LLC Austin CFP Percentage of assets, Hourly
Owen Stewart Ataroke Wealth McKinney CFP Percentage of assets, Hourly
Philip Olson Solstice Wealth Austin CFP Percentage of assets, Ongoing planning fee
Sarah Ponder Real Wealth Planning Sunset Valley CFP, MBA Ongoing planning fee
Scott Hamilton Hamilton Financial Planning Houston CFP, MBA Percentage of assets, Hourly
Scott Jacobsmeyer Argent Wealth Management Inc. Round Rock CFP, MBA Ongoing planning fee, Hourly
TJ Stevenson Avant Financial Advisors Waco CFP Percentage of assets
Albert Dean Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Beth Koonce Keller Wealth Advisors Victoria CFP Percentage of assets
Christopher Laughhunn Keller Wealth Advisors Victoria CFP Percentage of assets
David Faskas Keller Wealth Advisors Victoria CFP, CFA Percentage of assets
David Nash Magister Wealth San Antonio CFA, CFP Percentage of assets, Hourly
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Hannah Gohmert Keller Wealth Advisors Victoria CFP Percentage of assets
Jason Edgerton Certified Financial Strategies Dallas CFP Percentage of assets, Hourly
John Carr Carr Consulting P.A. San Antonio CFP Percentage of assets, Fixed fees
Jonathan Davison Austin Asset Austin CFP, CPA, MBA, CFA Ongoing planning fee
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Kent Hickey Ubequity Wealth Management, LLC Round Rock CFP, CPWA, MBA Percentage of assets, Hourly
Kimberly Nickel Illumination Wealth Management La Grange CFP Flat fee or retainer, Ongoing planning fee
Kyle Eaton Counterbalance Divorce Solutions Denton CDFA, CFP Not listed
Kyle Noack Keller Wealth Advisors Victoria CFP Percentage of assets
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Mark Lasseigne Financial Cornerstones The Woodlands CFP Percentage of assets
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Paul Michel Provident Financial Planning Addison CFP Percentage of assets, Flat fee or retainer
Preston Cherry Concurrent Wealth Management Houston CFP Flat fee or retainer, Ongoing planning fee
Sean Kelleher Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Thomas Keller Keller Wealth Advisors Victoria CFP, PFS Percentage of assets
Thomas Kluttz Analog Capital Partners Houston CFP, ChFC Percentage of assets
Alan Bunn BentOak Capital Lubbock CFP Percentage of assets, Hourly
Anton Bayer Up Capital Management Bulverde CFP Percentage of assets, Hourly
Billygram Simonet Simonet Financial Group Kyle CFP Ongoing planning fee, One-time planning fee
Brandon Garrett BentOak Capital Weatherford CFP Percentage of assets, Hourly
Caleb Russell Paragon Advisors College Station CFP Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas