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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
Colin Higgins Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Colton Owen Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Curtis Burch Destiny Capital College Station CFP Percentage of assets, Flat fee or retainer
Daniel King S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Daniel Phillips Michels Family Financial Fort Worth CFP Percentage of assets, Fixed fees
Darby Armont Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
David Lloyd Century Management Financial Advisors Austin CFP Percentage of assets, Fixed fees
Devin Carroll Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Edward Kramer SSB&T Wealth Fredericksburg CFP Percentage of assets, Fixed fees
Hany Ahmad Teamwork Financial Group Houston CFP Percentage of assets
Heath Hamrick H Cubed Financial Solutions Granbury CFP Flat fee or retainer
Heath Hightower Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Ian Harris Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Jack Marino Lake Hills Wealth Management Longview CFP Percentage of assets, Hourly
Jacob King Beaird Harris Dallas CFP Percentage of assets, Fixed fees
James Munchbach BayRock Financial Friendswood CFP, ChFC Percentage of assets, Hourly
James Sherrard Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
James Sullivan Beaird Harris Dallas CFP, CFA Percentage of assets, Fixed fees
James Zimmerman Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Jana Hovey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jason Clevlen Lake Hills Wealth Management Austin CFP Percentage of assets, Hourly
Jeffrey Goering Diamond Client Group The Woodlands CFP, ChFC Percentage of assets, Hourly
Jeffrey Wright Teamwork Financial Group Houston CFP, ChFC Percentage of assets
Jeremy Mocek Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jeremy Reed Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
John Dixon Century Management Financial Advisors Austin CFP Percentage of assets, Fixed fees
John Jones Precision Wealth Strategies Georgetown CFP Percentage of assets, Hourly
Jonathan Salvato Diamond Client Group The Woodlands CFP Percentage of assets, Hourly
Joseph Dunn Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Joshua Gideon Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Joshua Prince Promus Advisors Dallas CFP Percentage of assets, Hourly
Justin Farris Farris Capital Management Carrollton CFP Percentage of assets
Justin Watson Beaird Harris Dallas CFP, PFS Percentage of assets, Fixed fees
Keith Fenstad Tanglewood Total Wealth Management Houston CFP Percentage of assets
Kellie Gamino Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Kevin Nelson Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Lafe Blobaum Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Laura Addington Addington Financial Group Cypress Springs Village CFP Percentage of assets
Liam Toohey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Marc Jimenez CAM Investor Solutions Austin CFP, CFA Percentage of assets, Hourly
Meagan Niese Teamwork Financial Group Austin CFP Percentage of assets
Melody Laser Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Michael Booker Financial Synergies Wealth Advisors Houston CFP, ChFC Percentage of assets
Michael Minter Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Michael Pumphrey Tanglewood Total Wealth Management Houston CFP Percentage of assets
Mitchell Byrum S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Nathan Burleson Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Nicholaus Domachowski Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Paul Carroll Avion Wealth The Woodlands CFP Percentage of assets, Fixed fees
Peter Faust Tanglewood Total Wealth Management Houston CFP Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas