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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
Jessica Drought 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Jill Chandler The SUM The Woodlands Not listed Hourly, Fixed fees
Jocelyn White PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Joe Wylie Dean Wealth Management Lindale Not listed Percentage of assets, Hourly
Joel Light Light Capital Management Colleyville Not listed Percentage of assets, Hourly
Johanna Moya Evoadvisors Plano Not listed Fixed fees
John Barry Core Capital Management and Research Houston Not listed Percentage of assets, Fixed fees
John Crain Cohen Capital Austin Not listed Percentage of assets, Fixed fees
John Cravens Cravens Brothers Private Wealth Management Dallas Not listed Percentage of assets, Hourly
John Fosdick Best Invest San Antonio Not listed Percentage of assets, Hourly
John Geresi Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
John Harris Fundamental Advisors Houston Not listed Percentage of assets, Hourly
John Haynes IAS Wealth Management The Woodlands Not listed Percentage of assets, Hourly
John Howard Howard Financial Services Dallas Not listed Percentage of assets, Hourly
John Lombardo Rival Capital Management Southlake Not listed Percentage of assets, Fixed fees
John Lovett Trinity Neches Shepherd Not listed Percentage of assets, Fixed fees
John McKeel Mckeel Capital Management Flower Mound Not listed Percentage of assets, Hourly
John Roppolo Howard Financial Services Dallas Not listed Percentage of assets, Hourly
John Ross Goodman Financial Houston Not listed Percentage of assets, Hourly
John Shaw Evidence Wealth Bryan Not listed Percentage of assets, Hourly
John Shryack JS Wealth Investment Group Dallas Not listed Percentage of assets, Hourly
John Stuart Ironwood Wealth Management Dallas Not listed Percentage of assets, Hourly
John Weatherly Insight Wealth Partners Plano Not listed Percentage of assets, Hourly
Jonathan Allred Allred Harris Wealth Management. Dallas Not listed Percentage of assets, Hourly
Jonathan Levy Outrunner Capital Austin Not listed Percentage of assets, Fixed fees
Jonathan McClelland Sizemore Capital Management Austin Not listed Percentage of assets, Fixed fees
Joni Eggleston Goodman Financial Houston Not listed Percentage of assets, Hourly
Jordan Young Fireside Capital Advisors Dallas Not listed Percentage of assets, Hourly
Jordyn Middlebrooks Obran Capital Advisors Austin Not listed Percentage of assets, Hourly
Jose Cadena Endurance Financial Planning Mcallen Not listed Percentage of assets, Fixed fees
Joseph McMahan Jmcmahan College Station Not listed Percentage of assets, Hourly
Joseph Penner Fireside Capital Advisors Dallas Not listed Percentage of assets, Hourly
Joseph Rothstein International Asset Management Laredo Not listed Percentage of assets, Hourly
Joseph Thomson Horizon Wealth Advisors Houston Not listed Percentage of assets, Fixed fees
Joseph Velazquez 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Josh Matthews Brownlee Wealth Management Houston Not listed Hourly, Fixed fees
Joshua Dunham TFR Capital Plano Not listed Percentage of assets, Hourly
Joshua Galatzan Meridian Wealth Advisors Austin Not listed Percentage of assets, Fixed fees
Joshua Hernandez Expand Financial Waco Not listed Percentage of assets, Hourly
Joy Simmons J.E. Simmons & Dallas Not listed Percentage of assets, Hourly
Justin Garcia Larson Financial Advisors Cedar Park Not listed Percentage of assets, Fixed fees
Kaden Kozsuch Integrity Road Wealth Partners Houston Not listed Percentage of assets, Fixed fees
Katherine Chatmon Fairbanks Financial Wealth Management Brenham Not listed Percentage of assets, Hourly
Katherine Nolte Holland Investment Management North Richland Hills Not listed Percentage of assets, Hourly
Kathleen Hood Paradigm Advisors Dallas Not listed Percentage of assets, Hourly
Katie Bosler Apeiron Dallas Not listed Percentage of assets, Hourly
Keith Chapman Think818 Dallas Not listed Percentage of assets, Fixed fees
Kerwin Price Meridian Wealth Advisors Austin Not listed Percentage of assets, Fixed fees
Kevin Davis Davis & Wehrle Round Rock Not listed Percentage of assets, Hourly
Kevin Margolis Sfmg Wealth Advisors Plano Not listed Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas