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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
Rajesh Chelapurath Ceera Investments Bellaire Not listed Percentage of assets, Hourly
Rajesh Tummala Deep Think Investments Leander Not listed Percentage of assets, Fixed fees
Randall Horton Howard Financial Services Dallas Not listed Percentage of assets, Hourly
Randhir Sahni Sahni Houston Not listed Percentage of assets, Hourly
Randolph Burch Haven Wealth Group Houston Not listed Percentage of assets
Raymond Cozby Gibson Wealth Advisors Tyler Not listed Percentage of assets, Hourly
Rebecca Arseneau Haven Wealth Group Houston Not listed Percentage of assets
Rebecca McElroy Horizon Wealth Advisors Houston Not listed Percentage of assets, Fixed fees
Rebecca Whites Real Wealth Planning Austin Not listed Percentage of assets, Hourly
Rebecca Wynne Fireside Capital Advisors Dallas Not listed Percentage of assets, Hourly
Reid Higgins Disciplined Investors Waco Not listed Percentage of assets, Hourly
Renee Harvey Planning Works Advisory Austin Not listed Percentage of assets, Hourly
Rhonda Russell Rhonda L Russell Streetman Not listed Hourly
Richard Corse Westmont Capital Advisors Dallas Not listed Percentage of assets, Hourly
Richard Dullnig 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Richard Jordan Fortress Estate Solutions Frisco Not listed Percentage of assets, Hourly
Richard LaFont Endeavor Advisors Houston Not listed Percentage of assets, Hourly
Richard Wiesner Haven Wealth Group Cypress Not listed Percentage of assets
Richard Wilson Community Financial Group Conroe Not listed Percentage of assets, Hourly
Robert Barton Lifestyle Wealth Friendswood Not listed Percentage of assets, Hourly
Robert Berger Founder Family Financial Austin Not listed Percentage of assets, Hourly
Robert Brown Brownsboro Financial Lockhart Not listed Percentage of assets, Hourly
Robert Garner Garner Asset Management Plano Not listed Percentage of assets, Hourly
Robert Hamrick Hamrick Financial Weatherford Not listed Percentage of assets, Hourly
Robert Harrell Harrell Investment Partners Austin Not listed Percentage of assets, Hourly
Robert Phipps PER Stirling Capital Management Austin Not listed Percentage of assets, Hourly
Rodney McCauley Amazonite Investments Irving Not listed Percentage of assets, Hourly
Roger Brooks Strategic Investment Management Austin Not listed Percentage of assets
Ronald Briggs Cheviot Value Management Houston Not listed Percentage of assets, Hourly
Rosalie Groendes Haven Wealth Group Houston Not listed Percentage of assets
Ross Richmond Relic Wealth Management Ponder Not listed Percentage of assets, Fixed fees
Russell Livesay Disciplined Investors Waco Not listed Percentage of assets, Hourly
Ryan Barden Barden Capital Management Austin Not listed Percentage of assets
Ryan Langberg Upspring Capital Dallas Not listed Percentage of assets, Performance-based fees
Ryan Lewis Endeavor Advisors Abilene Not listed Percentage of assets, Hourly
Ryan McKee Mcelhenny Sheffield Capital Management Dallas Not listed Percentage of assets, Fixed fees
Ryan Scheibe Targeted Wealth Solutions Selma Not listed Percentage of assets, Hourly
Sabrina Moore Disciplined Investors Waco Not listed Percentage of assets, Hourly
Salvatore Olimpio Olimpio NEU & Associates Frisco Not listed Percentage of assets, Hourly
Samanta Chirico Eliaz Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
Samantha Gorny Austin Asset Austin Not listed Percentage of assets, Fixed fees
Samuel Baker Storehouse Financial Fort Worth Not listed Percentage of assets, Hourly
Samuel Barker Smart Money Group Eastland Not listed Percentage of assets, Hourly
Samuel Lee Svrn Asset Management Austin Not listed Percentage of assets, Fixed fees
Sara Glakas Black Barn Financial Austin Not listed Percentage of assets, Hourly
Sarah Borgonah Steward Bryan Not listed Percentage of assets, Fixed fees
Satyadeep Tummala Deep Think Investments Leander Not listed Percentage of assets, Fixed fees
Scott Goeke Growth Horizons Wealth Management Georgetown Not listed Percentage of assets, Hourly
Scott Kobren Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Scott Peebles Trellisent Investments San Antonio Not listed Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas