W Wellspent Public advisor graph
Get matched
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
Scott Reasor Diesslin Group Fort Worth Not listed Percentage of assets, Hourly
Scott Wykoff Uptick Partners Nacogdoches Not listed Percentage of assets, Fixed fees
Sergio Garcia Endurance Financial Planning Mcallen Not listed Percentage of assets, Fixed fees
Shane Wilkins Wilkins Advisors Fort Worth Not listed Percentage of assets, Hourly
Shankar Meganatha Esquires Group Austin Not listed Percentage of assets, Hourly
Shaun Taylor Taylor Williams Private Wealth Management Tomball Not listed Percentage of assets, Hourly
Sierra Elrod Alteris Capital Partners Houston Not listed Percentage of assets, Fixed fees
Sonya Leszczynski Black DOG Financial Austin Not listed Percentage of assets, Hourly
Stanley Allred Allred Harris Wealth Management. Dallas Not listed Percentage of assets, Hourly
Stanley Pyndus Shade Tree Partners Dallas Not listed Percentage of assets, Fixed fees
Stanley Szafran Szafran Capital Management Rowlett Not listed Percentage of assets, Hourly
Stephanie Doyle Stephanie E. Doyle Investment Management Kingwood Not listed Percentage of assets, Hourly
Stephanie Morgan Harrell Investment Partners Austin Not listed Percentage of assets, Hourly
Stephen Cramm Insight Wealth Partners Plano Not listed Percentage of assets, Hourly
Stephen Curran Curran Financial Partners Dripping Springs Not listed Percentage of assets, Hourly
Stephen Hernandez 1900 Wealth San Antonio Not listed Percentage of assets, Hourly
Stephen Homer Inked Investments Round Rock Not listed Percentage of assets, Hourly
Stephen Howard Howard Financial Services Dallas Not listed Percentage of assets, Hourly
Stephen Rash Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Stephen Ratchford R5 Capital Management Dallas Not listed Percentage of assets, Hourly
Stephen Ropes Keener Financial Planning Keller Not listed Hourly, Fixed fees
Stephen Shannon Panteles Advisors Argyle Not listed Percentage of assets, Performance-based fees
Stephen Stull Storehouse Financial Fort Worth Not listed Percentage of assets, Hourly
Steve Lauterbach Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
Steven Myers Keener Financial Planning Keller Not listed Hourly, Fixed fees
Steven Newmyer Newmyer Wealth Management Houston Not listed Percentage of assets, Fixed fees
Steven Resnick The SUM The Woodlands Not listed Hourly, Fixed fees
Stuart Connelly Brooklyn FI Propser Not listed Percentage of assets, Hourly
Tammy Kimbrough Sather Financial Group Victoria Not listed Percentage of assets, Hourly
Tanner Carter Smart Money Group Eastland Not listed Percentage of assets, Hourly
Tanner Friesenhahn Heritage Haus Wealth Partners New Braunfels Not listed Percentage of assets, Fixed fees
Taylor Wilcox Astoria Strategic Wealth Humble Not listed Percentage of assets, Hourly
Terence Murphy Black DOG Financial Austin Not listed Percentage of assets, Hourly
Terra Penner Disciplined Investors Waco Not listed Percentage of assets, Hourly
Thao Ho Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees
Thomas Barber Relic Wealth Management Ponder Not listed Percentage of assets, Fixed fees
Thomas Boothe Main Street Asset Managment Sherman Not listed Percentage of assets, Hourly
Thomas Fortenberry Sovereign Asset Advisors Cedar Park Not listed Percentage of assets
Thomas Fraim Warwick Partners Bryan Not listed Percentage of assets, Fixed fees
Thomas Hatfield Family Freedom Wealth Management Addison Not listed Percentage of assets, Fixed fees
Thomas Herbert Retirement Resources Wealth Management El Paso Not listed Percentage of assets, Hourly
Timothy Fleming Endurance Financial Planning Porter Not listed Percentage of assets, Fixed fees
Timothy Nabers FMP Wealth Advisers Austin Not listed Percentage of assets, Fixed fees
Timothy Purser Shade Tree Partners Dallas Not listed Percentage of assets, Fixed fees
Timothy Sharer LVZ Friendswood Not listed Percentage of assets, Hourly
Tina Hernandez Rival Capital Management Southlake Not listed Percentage of assets, Fixed fees
Todd Stoner Disciplined Investors Waco Not listed Percentage of assets, Hourly
Tracey Daniel Cravens Brothers Private Wealth Management Dallas Not listed Percentage of assets, Hourly
Tracy Dibble Whitwell Advisors Bee Cave Not listed Percentage of assets
Trent Hamilton Hamilton Financial Planning Lakeway Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas