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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
Bryn Talkington Requisite Capital Management Dallas Not listed Percentage of assets, Fixed fees
Caleb Bronnenberg Sather Financial Group Victoria Not listed Percentage of assets, Hourly
Caleb Byrd M.C. Byrd Wealth Management Bellville Not listed Percentage of assets, Hourly
Cameron Malott Goodman Financial Houston Not listed Percentage of assets, Hourly
Carol Sheffield PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Caroline Satel 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Casey Hall FMP Wealth Advisers Austin Not listed Percentage of assets, Fixed fees
Cassandra Mastromarino Saltbox Financial San Antonio Not listed Percentage of assets, Hourly
Chad Hoes Team Financial Strategies Abilene Not listed Percentage of assets, Fixed fees
Chance Burroughs Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Charles Dodd 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Charles Peterson The Goff Financial Group Houston Not listed Percentage of assets, Hourly
Cheryl Quisenberry Parkstone Wealth Management Arlington Not listed Percentage of assets
Chester Straily Parkstone Wealth Management Arlington Not listed Percentage of assets
Christi Van Rite White River Investments Austin Not listed Percentage of assets
Christopher Arnold Eddleman & Eddleman Sachse Not listed Percentage of assets, Hourly
Christopher Buck Harvester Wealth Dallas Not listed Percentage of assets, Hourly
Christopher Carrie Uptown Capital Advisors Dallas Not listed Percentage of assets
Christopher Destefano Destefano Wealth Management Austin Not listed Percentage of assets, Fixed fees
Christopher Hannan Devil Mountain Investment Management Austin Not listed Percentage of assets
Christopher Hehman FMP Wealth Advisers Austin Not listed Percentage of assets, Fixed fees
Christopher Holden Imperium Wealth Management San Antonio Not listed Percentage of assets, Hourly
Christopher Kardys 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Christopher Scott Combs Capital Partners Southlake Not listed Percentage of assets, Fixed fees
Christopher Szalay Wiseowl Capital The Woodlands Not listed Percentage of assets, Hourly
Christopher Tucker Legacy Wealth Advisors Waxahachie Not listed Percentage of assets, Hourly
Clarence Glover Warwick Partners Bryan Not listed Percentage of assets, Fixed fees
Clay Daniels Daniels & Erickson Financial Advisors Dallas Not listed Percentage of assets, Hourly
Clayton Curley Ridgeback Financial Clear Lake Shores Not listed Percentage of assets, Hourly
Clifton Mc Millan White Wing Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Cody Wainscott Endeavor Advisors Houston Not listed Percentage of assets, Hourly
Colton Cockerell LVZ Friendswood Not listed Percentage of assets, Hourly
Conner Combs Combs Capital Partners Southlake Not listed Percentage of assets, Fixed fees
Conner Ruffin Team Financial Strategies Abilene Not listed Percentage of assets, Fixed fees
Connor Tomlinson Guided Capital Wealth Management Houston Not listed Percentage of assets, Fixed fees
Connor Visser Uptick Partners Nacogdoches Not listed Percentage of assets, Fixed fees
Corey Winten Winten Investment Partners Krugerville Not listed Percentage of assets
Cory Moscoso Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
Craig Larson Larson Financial Advisors Cedar Park Not listed Percentage of assets, Fixed fees
Craig Love Fulcrum Wealth Management Plano Not listed Percentage of assets, Hourly
Crystal Hebert Haven Wealth Group Houston Not listed Percentage of assets
Curt Beck IAS Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Cynthia Fields Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Dah-Chin Chi TNT Asset Management Round Rock Not listed Percentage of assets
Dallas Jones Branson Fowlkes & CO Houston Not listed Percentage of assets, Hourly
Dalton Smith Evidence Wealth Bryan Not listed Percentage of assets, Hourly
Danial Verhaalen Hackett Financial Group Wimberley Not listed Percentage of assets, Hourly
Darrin Moe Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
David Cherry Smart Money Group Eastland Not listed Percentage of assets, Hourly
David Chin Insight Wealth Partners Plano Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas