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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
Kimberley Dillingham Lifetime Wealth Management Montgomery Not listed Percentage of assets, Fixed fees
Kimberly Ray PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Kirby Hartley Team Financial Strategies Abilene Not listed Percentage of assets, Fixed fees
Kirk Reardon Mustard Seed Wealth Management Texarkana Not listed Percentage of assets, Hourly
Krystal LaFollette Schulz Wealth Mansfield Not listed Percentage of assets, Fixed fees
Kwabena Andoh-Baidoo Outrunner Capital Austin Not listed Percentage of assets, Fixed fees
Kylar Gee Gibson Wealth Advisors Tyler Not listed Percentage of assets, Hourly
Kyle LaBarre Hill and Labarre Wealth Management Plano Not listed Percentage of assets, Hourly
Lana Weant Vines Capital Management Lubbock Not listed Percentage of assets, Fixed fees
Landon McIntyre Prestige Wealth Management Southlake Not listed Percentage of assets, Fixed fees
Lariza Varela Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Laurie McRay Aquinas Advisors Houston Not listed Percentage of assets, Hourly
Lawrence Deramus Deramus Wealth Management Plano Not listed Percentage of assets, Fixed fees
Ledell Johnson JI Financial Services Baytown Not listed Percentage of assets, Fixed fees
Linda Jackson Sueing Investments Dallas Not listed Percentage of assets, Hourly
Lindsay Thorstenson Black Barn Financial Austin Not listed Percentage of assets, Hourly
Lingyun Yang RHP Wealth Management Houston Not listed Percentage of assets, Hourly
Lori Barker Best Invest San Antonio Not listed Percentage of assets, Hourly
Lotte Optekamp Lifestyle Wealth Friendswood Not listed Percentage of assets, Hourly
Louis Hopper Horizon Wealth Advisors Houston Not listed Percentage of assets, Fixed fees
Louis Pelz Core Capital Management and Research Houston Not listed Percentage of assets, Fixed fees
Luis Gonzalez Sophronia Wealth Advisors El Paso Not listed Percentage of assets, Hourly
Luis Jimenez Perez Mmbg Investment Advisors Spring Not listed Percentage of assets, Fixed fees
Luke Hockett Diesslin Group Fort Worth Not listed Percentage of assets, Hourly
Lyndin Simpson Stenger Family Office Spring Not listed Percentage of assets, Fixed fees
Mallory Moore Gateway Financial Advisors Texas Lampasas Not listed Percentage of assets, Fixed fees
Manuel Ramirez Versai Wealth Management Cedar Park Not listed Percentage of assets, Hourly
Marc Hixson FMP Wealth Advisers Austin Not listed Percentage of assets, Fixed fees
Marc Ortega MDO Financial Planning Edinburg Not listed Percentage of assets, Fixed fees
Margaret Meaux Beaumont Asset Management Beaumont Not listed Percentage of assets, Hourly
Margaret Sucre'-Vail Sucre'-Vail Wealth Advisors Houston Not listed Percentage of assets, Hourly
Mark Gilliland Gilliland Investment Management Canyon Not listed Percentage of assets, Hourly
Mark Westerman Mark L. Westerman, CPA Victoria Not listed Hourly, Fixed fees
Mark Wilson Branson Fowlkes & CO Houston Not listed Percentage of assets, Hourly
Martin Gremm Pivot Point Advisors Bellaire Not listed Percentage of assets, Hourly
Martin Katrein PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Mary Fitzgerald Financial Edge Lewisville Not listed Percentage of assets, Hourly
Mary Romanczuk 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Mary Susan Perry Whitwell Advisors Bee Cave Not listed Percentage of assets
Mason Clark Howard Financial Services Dallas Not listed Percentage of assets, Hourly
Mathew Tipton Kings Path Partners Sugar Land Not listed Percentage of assets, Hourly
Matthew Beeby Harvest Capital Management Aledo Not listed Percentage of assets, Fixed fees
Matthew Grygar The Helix Financial Group Carrolltron Not listed Percentage of assets, Hourly
Matthew Kerr Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Matthew Merrill Bright Road Wealth Management Corpus Christi Not listed Percentage of assets, Hourly
Matthew Nelson Flourish Financial Planning Grapevine Not listed Percentage of assets, Hourly
Matthew Reading MTR Advisory Services Austin Not listed Percentage of assets
Matthew Richter 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
McKenna Dehn The SUM The Woodlands Not listed Hourly, Fixed fees
Melissa Anderson 1900 Wealth San Antonio Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas