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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
Melissa Rudell Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
Melissa Summitt Golconda Capital Management Addison Not listed Percentage of assets, Hourly
Meredith Stewart White Wing Wealth Management The Woodlands Not listed Percentage of assets, Hourly
Michael Berger Optas Dripping Springs Not listed Percentage of assets, Hourly
Michael Bishop Branson Fowlkes & CO Houston Not listed Percentage of assets, Hourly
Michael Brinkley Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Michael Carr FMP Wealth Advisers Austin Not listed Percentage of assets, Fixed fees
Michael Crawford TFR Capital Plano Not listed Percentage of assets, Hourly
Michael Gaona Heritage Haus Wealth Partners New Braunfels Not listed Percentage of assets, Fixed fees
Michael Goodrich Goodrich Financial Advisory Santa Fe Not listed Percentage of assets, Hourly
Michael Hariprashad Goodman Financial Houston Not listed Percentage of assets, Hourly
Michael Howard Afrobloc Dallas Not listed Percentage of assets, Hourly
Michael Katrein PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Michael Laheta Everyplan Financial Round Rock Not listed Percentage of assets, Hourly
Michael Lampe Financial Life Advisors San Antonio Not listed Percentage of assets, Hourly
Michael Langford Course Pilot Financial Austin Not listed Percentage of assets, Hourly
Michael Lowe Insight Wealth Partners Plano Not listed Percentage of assets, Hourly
Michael Marin Marin Financial Group Katy Not listed Percentage of assets, Hourly
Michael McLaughlin Ancap Financial Friendswood Not listed Hourly, Fixed fees
Michael Rosman Rosman Asset Management The Woodlands Not listed Percentage of assets, Hourly
Michael Srulowitz Heritage Haus Wealth Partners New Braunfels Not listed Percentage of assets, Fixed fees
Michael Wachsler Vertrix Wealth Management Houston Not listed Percentage of assets, Fixed fees
Michael Whyte Targeted Wealth Solutions Schertz Not listed Percentage of assets, Hourly
Michele Jones RHP Wealth Management Houston Not listed Percentage of assets, Hourly
Michelle Deal White River Investments Cedar Park Not listed Percentage of assets
Michelle Smith Penney Financial Houston Not listed Percentage of assets, Hourly
Mikiel Featherston Planning Works Advisory Austin Not listed Percentage of assets, Hourly
Nancy Dickson Dickson Financial Group, LLC. Comfort Not listed Percentage of assets, Fixed fees
Natalie Picha RHP Wealth Management Houston Not listed Percentage of assets, Hourly
Nathaniel Morris Financial Life Advisors San Antonio Not listed Percentage of assets, Hourly
Nathaniel Thiemann Exemplar Wealth Partners Allen Not listed Percentage of assets, Fixed fees
Nelson Flores Mmbg Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Nicholas Godfrey Aspenridge Wealth Advisors Fort Worth Not listed Percentage of assets, Hourly
Nicole Louvar Guided Capital Wealth Management Houston Not listed Percentage of assets, Fixed fees
Pamela Benningfield Snowcap Capital Management Dallas Not listed Percentage of assets, Hourly
Paris Hookham Disciplined Investors Waco Not listed Percentage of assets, Hourly
Patrick Combs Combs Capital Partners Southlake Not listed Percentage of assets, Fixed fees
Patrick Tuggle Evidence Wealth Bryan Not listed Percentage of assets, Hourly
Paul Broughton The Broughton Investment Group Houston Not listed Percentage of assets, Hourly
Paul Meredith Uptick Partners Nacogdoches Not listed Percentage of assets, Fixed fees
Paul Nixon Quillpen Advisors Bee Cave Not listed Percentage of assets, Hourly
Paula McGee Haven Wealth Group Houston Not listed Percentage of assets
Peter Coulchinsky The Summit Group San Antonio Not listed Percentage of assets, Fixed fees
Peyton Bruce Aspenridge Wealth Advisors Fort Worth Not listed Percentage of assets, Hourly
Philip Armes Endeavor Advisors Houston Not listed Percentage of assets, Hourly
Philip Lichtman Concert Financial Planning Houston Not listed Hourly, Fixed fees
Philip Maguire Maguire Stewardship Partners Allen Not listed Percentage of assets, Fixed fees
Phillip Guerra Sizemore Capital Management Kennedale Not listed Percentage of assets, Fixed fees
Phillip Washington Stone Hill Wealth Management Dallas Not listed Percentage of assets, Hourly
Rachel Niemuth Requisite Capital Management Dallas Not listed Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas