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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
Gerald Whitfill Whitfill Investment Management Kingwood Not listed Percentage of assets, Hourly
Gloria Park Nest Financial Austin Not listed Percentage of assets, Hourly
Gonzalo Lobeira Richardson Mmbg Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Grant Winger Insight Wealth Partners Plano Not listed Percentage of assets, Hourly
Gregory Bowden PVG Asset Management Houston Not listed Percentage of assets
Gregory Hadley Core Capital Management and Research Houston Not listed Percentage of assets, Fixed fees
Gregory Oglesby William Madison Advisors Abilene Not listed Percentage of assets, Hourly
Gregory Schmitz Copiam Wealth Management The Colony Not listed Percentage of assets, Hourly
Guang Li Southmore Financial Advisory Houston Not listed Percentage of assets, Hourly
Guillermo Pestana Muller Austin Asset Austin Not listed Percentage of assets, Fixed fees
Gustavo Chavez Alpha Capital Lubbock Not listed Percentage of assets, Hourly
Hannah Jones 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Hayley Singleton Versant Capital Management Dallas Not listed Percentage of assets, Hourly
Henry Smith HV Capital Advisors Dallas Not listed Percentage of assets, Hourly
Henry Stevens IAS Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Henry Vail Sucre'-Vail Wealth Advisors Houston Not listed Percentage of assets, Hourly
Hoang Khoi Ly Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Isabella Gomez Goodman Financial Houston Not listed Percentage of assets, Hourly
Iza Picazo Pioneer Wealth Management Group Austin Not listed Percentage of assets, Hourly
Jack Simmons J.E. Simmons & Dallas Not listed Percentage of assets, Hourly
Jack Switzer Planning Works Advisory Austin Not listed Percentage of assets, Hourly
Jacob Allison 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Jacob Glasman Diesslin Group Fort Worth Not listed Percentage of assets, Hourly
Jacob Squires Aspen Wealth Management Fort Worth Not listed Percentage of assets, Hourly
James Alfieri Platform Wealth Advisors Missouri City Not listed Percentage of assets, Fixed fees
James Bishop Dark Horse Katy Not listed Percentage of assets, Hourly
James Denholm Ironbridge Private Wealth Austin Not listed Percentage of assets, Hourly
James Harris Allred Harris Wealth Management. Dallas Not listed Percentage of assets, Hourly
James Jebbia Diligent Investors Pottsboro Not listed Percentage of assets, Hourly
James Latiolais Lifestyle Wealth Friendswood Not listed Percentage of assets, Hourly
James Palumbo Global Wealth Alamo Not listed Percentage of assets
James Pendleton FMP Wealth Advisers Austin Not listed Percentage of assets, Fixed fees
James Sawers Uptown Capital Advisors Dallas Not listed Percentage of assets
James Sulester Jr 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Jared Davis Uptick Partners Nacogdoches Not listed Percentage of assets, Fixed fees
Jared Pitts Lifestyle Wealth Friendswood Not listed Percentage of assets, Hourly
Jason Beaver J Beaver Investment Advisors El Paso Not listed Percentage of assets, Hourly
Jason Henry IAS Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Jason Hurta Fulcrum Wealth Management New Braunfels Not listed Percentage of assets, Hourly
Jason Keck Evidence Wealth College Station Not listed Percentage of assets, Hourly
Jason Mills Fondren Oaks Capital Management Dallas Not listed Percentage of assets, Hourly
Jeanie Harris Allred Harris Wealth Management. Dallas Not listed Percentage of assets, Hourly
Jeffery Burrus Marathon Wealth Partners Austin Not listed Percentage of assets, Fixed fees
Jeffrey Bradley Mcelhenny Sheffield Capital Management Dallas Not listed Percentage of assets, Fixed fees
Jeffrey Mercer Mcdonald Capital Management Lubbock Not listed Percentage of assets, Hourly
Jeffrey Newkirk IAS Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Jeffrey Owens Houston Wealth Advisers, LLC. Houston Not listed Percentage of assets
Jeffrey Sears Fondren Oaks Capital Management Dallas Not listed Percentage of assets, Hourly
Jennifer Youngblood Horizon Wealth Advisors Houston Not listed Percentage of assets, Fixed fees
Jesse Hauptrief Mcelhenny Sheffield Capital Management Dallas Not listed Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas