W Wellspent Public advisor graph
Get matched
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 Crews Crews Capital Management Cypress Not listed Percentage of assets, Performance-based fees
David Melchor The SUM League City Not listed Hourly, Fixed fees
David Preece Rockbound Wealth Management El Paso Not listed Percentage of assets, Hourly
David Rice The Helix Financial Group Carrolltron Not listed Percentage of assets, Hourly
David Slocombe SAN Gabriel Capital Cedar Park Not listed Percentage of assets, Hourly
David White Sfmg Wealth Advisors Plano Not listed Percentage of assets, Fixed fees
Davis Bourland AKG Financial Group Fort Worth Not listed Percentage of assets, Fixed fees
Daylon Farmer Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Debbie Feuer Fulcrum Wealth Management Plano Not listed Percentage of assets, Hourly
Debra Floyd Uptick Partners Nacogdoches Not listed Percentage of assets, Fixed fees
Derek Soliz Fulcrum Wealth Management Plano Not listed Percentage of assets, Hourly
Derrick Gibbs Smart Money Group Eastland Not listed Percentage of assets, Hourly
Dhiren Xavier Serendib Capital Management Coppell Not listed Percentage of assets, Hourly
Diane Bambace Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Diane Hall Gateway Financial Advisors Texas Lampasas Not listed Percentage of assets, Fixed fees
Dilda Dalvi Harrell Investment Partners Austin Not listed Percentage of assets, Hourly
Divya Chhibba Finpower Austin Not listed Hourly, Fixed fees
Diya Patel Goodman Financial Houston Not listed Percentage of assets, Hourly
Donald Henderson Henderson Capital & Wealth Management Brownsville Not listed Percentage of assets, Hourly
Douglas John Requisite Capital Management Dallas Not listed Percentage of assets, Fixed fees
Douglas Roberts Clearwater Wealth Management Midlothian Not listed Percentage of assets
Drew Harris Shade Tree Partners Dallas Not listed Percentage of assets, Fixed fees
Dylan Swanson Sather Financial Group Victoria Not listed Percentage of assets, Hourly
Dylan Walther Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Edgar Cortez Schlindwein Associates Dallas Not listed Percentage of assets, Hourly
Edith Moreno M.C. Byrd Wealth Management Bellville Not listed Percentage of assets, Hourly
Elijah Lopez Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Ellen Smith Janus Financial Planning San Antonio Not listed Percentage of assets, Hourly
Emily Moore Uptick Partners Nacogdoches Not listed Percentage of assets, Fixed fees
Eric Bartee Bartee Capital Management Montgomery Not listed Percentage of assets, Hourly
Eric Lian PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Erik Cohen Outrunner Capital Austin Not listed Percentage of assets, Fixed fees
Erik Drewry Hackett Financial Group Wimberley Not listed Percentage of assets, Hourly
Evan Martinez Sather Financial Group New Braunfels Not listed Percentage of assets, Hourly
Evan Withner APM Wealth Jersey Village Not listed Percentage of assets, Hourly
Francis Coker Beaumont Asset Management Katy Not listed Percentage of assets, Hourly
Francisco De Borja Echanove Camina Mmbg Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Frank Bell Endeavor Advisors Abilene Not listed Percentage of assets, Hourly
Frank Lieggi Domani Investments Sugar Land Not listed Percentage of assets, Fixed fees
Franklin Farrell Warwick Partners Bryan Not listed Percentage of assets, Fixed fees
Fred Dittman Virtuevian Ventures Houston Not listed Percentage of assets
Frederick Fogarty Fogarty Wealth Management Missouri City Not listed Percentage of assets, Hourly
Frederick Glasser Optas Dripping Springs Not listed Percentage of assets, Hourly
Frederick Hondzinski Composure Wealth Management Southlake Not listed Percentage of assets, Hourly
Frederick Talbot Artham Advisors Dallas Not listed Percentage of assets, Hourly
Galen Gabourel PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Garett Steele Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
Gary Dannar Tubreauxs Wealth & Legacy Solutions Jasper Not listed Percentage of assets, Hourly
Gary Dennis GWD Capital Management Coppell Not listed Percentage of assets, Hourly
Gary Holland Holland Investment Management Fort Worth Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas