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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
Trevor Wardlaw Wardlaw Wealth Management Waco Not listed Percentage of assets, Hourly
Tyler Sturdivant Mcdonald Capital Management Lubbock Not listed Percentage of assets, Hourly
Victor Williams Gibson Wealth Advisors Tyler Not listed Percentage of assets, Hourly
Vint Stevenson Stevenson Advisory Services & Investments Weatherford Not listed Percentage of assets, Hourly
Whitney Barker Ironbridge Private Wealth Austin Not listed Percentage of assets, Hourly
William Calvin Haven Wealth Group Houston Not listed Percentage of assets
William Corrigan Snowcap Capital Management Dallas Not listed Percentage of assets, Hourly
William Errett Sather Financial Group New Braunfels Not listed Percentage of assets, Hourly
William Gray Howard Financial Services Dallas Not listed Percentage of assets, Hourly
William Johns Lauterbach Financial Advisors El Paso Not listed Percentage of assets, Hourly
William Keenan Ironbridge Private Wealth Austin Not listed Percentage of assets, Hourly
William Nolan Spar Wealth Management Trophy Club Not listed Percentage of assets
William Pier Barton Financial Group Kyle Not listed Percentage of assets, Hourly
William Taylor Hartmann Taylor Wealth Management Dallas Not listed Percentage of assets, Hourly
William Vine Team Financial Strategies Abilene Not listed Percentage of assets, Fixed fees
William Warren Rhame & Gorrell Wealth Management The Woodlands Not listed Percentage of assets
Zachary Welborn Manske Wealth Management Houston Not listed Percentage of assets, Fixed fees

Firms headquartered in Texas (690)

All 690 firms in Texas