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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
Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. Innovative Wealth Building Fort Worth CFP Percentage of assets, Subscription
Christopher Browning BentOak Capital Weatherford CFP Percentage of assets, Hourly
David Garrett BentOak Capital Weatherford CFP Percentage of assets, Hourly
David Hailey Paragon Advisors College Station CFP Percentage of assets
Elliott Weir III Financial, LLC Cedar Park CFP, CPA, MBA Flat fee or retainer
Eryn Schultz Her Personal Finance Austin CFP Hourly, Fixed fees
Ethan Kok Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Hayden Hill BentOak Capital Weatherford CFP Percentage of assets, Hourly
Heather Jendrusch Paragon Advisors College Station CFP Percentage of assets
James Sargent BentOak Capital Weatherford CFP Percentage of assets, Hourly
Jason McGarraugh BentOak Capital Katy CFP Percentage of assets, Hourly
Joel Hanson Ankerstar Wealth Leander CFP Percentage of assets, Flat fee or retainer
Keith Trent BentOak Capital Lubbock CFP, ChFC Percentage of assets, Hourly
Lacy Rogers The Dedicated Dollar, LLC Fort Worth CFP Percentage of assets, Hourly
Laura Werner BentOak Capital Weatherford CFP Percentage of assets, Hourly
Madison Wallace BentOak Capital Weatherford CFP Percentage of assets, Hourly
Marley Wood BentOak Capital Weatherford CFP Percentage of assets, Hourly
Matthew Lee Paragon Advisors College Station CFP Percentage of assets
Matthew Russell MTR Financial Services, LLC Kingwood CFP Percentage of assets, Hourly
Matthew Spradling Paragon Advisors College Station CFP Percentage of assets
Michael Cochran BentOak Capital Weatherford CFP Percentage of assets, Hourly
Michelle Gass Paradigm Advisors, L.L.C. Dallas CFP, CPA, PFS, RLP Percentage of assets, Hourly
Morgan Moore Keener Financial Planning Dallas CFP, CRPC Flat fee or retainer, One-time planning fee
Nathaniel Harness BentOak Capital Houston CFP Percentage of assets, Hourly
Paige Millikin Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Richard Alston New Dimensions Wealth Management, LLC Allen CFP, MA Percentage of assets, Flat fee or retainer
Robert Calhoun Paragon Advisors College Station CFP, CFA Percentage of assets
Ross Patterson Simaris, LLC Austin CFP, RLP Percentage of assets, Fixed fees
Sarah Kvistad Paragon Advisors College Station CFP Percentage of assets
Sharon Lear Guideway Financial, LLC Austin CFP, MBA Ongoing planning fee
Stephen McGee Paragon Advisors College Station CFP Percentage of assets
Steven Ankerstar Ankerstar Wealth Leander CFP Percentage of assets, Flat fee or retainer
Tanner Castle BentOak Capital Weatherford CFP Percentage of assets, Hourly
Vj Arjan ConCap® Mckinney CFP, ChFC Percentage of assets, One-time planning fee
William Tebeaux Paragon Advisors College Station CFP, CFA Percentage of assets
Zackary Smutzer Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Abigail Gunderson Tanglewood Total Wealth Management Houston CFP Percentage of assets
Adam Lawrence Tanglewood Total Wealth Management Houston CFP Percentage of assets
Alexander Davis Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Ashley Stewart Avion Wealth The Woodlands CFP Percentage of assets, Fixed fees
Benjamin Lopez PecuSavvy Financial El Paso CFP Percentage of assets
Billy Desai Analog Capital Partners Houston CFA Percentage of assets
Brett Carleton Heritage Wealth Management Houston CFP, ChFC Percentage of assets, Hourly
Brian Merrill Tanglewood Total Wealth Management Houston CFP Percentage of assets
Brooks Slaughter Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Bryan Zschiesche Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Chase Perry Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Christopher McBee Avion Wealth The Woodlands CFP Percentage of assets, Fixed fees
Christopher Snyder Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Christopher Sternau Altere Financial The Woodlands CFP Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas