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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
Rachel Buckhoff Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Robert Dwyer Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Samuel Haager S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Scott Udkler Promus Advisors Dallas CFP Percentage of assets, Hourly
Scott Van Den Berg Century Management Financial Advisors Austin CFP, ChFC Percentage of assets, Fixed fees
Set Carpintero Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Stephanie Harris S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Steven Lugar Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Tai Chu Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Tanner Banister Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Taylor Kovar 11 Financial Lufkin CFP Percentage of assets, Hourly
Timothy Dutton Dutton Financial Planning Aledo CFP Percentage of assets, Fixed fees
Tina Yang Tanglewood Total Wealth Management Houston CFP Percentage of assets
Virginia Baker Beaird Harris Dallas CFP Percentage of assets, Fixed fees
William Goodson Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Ajoke Esomo Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Andrew Gardener Tanglewood Legacy Advisors Houston CFP Percentage of assets, Hourly
Austin Marrs TSA Wealth Management Houston CFP Percentage of assets
Cameron Ressetar Concord Financial Group Allen CFP Percentage of assets, Hourly
Cary Laudadio GoalFusion Wealth Management Austin CFP Percentage of assets, Fixed fees
Christian Patterson QuadCap Wealth Management Frisco CFP Percentage of assets, Fixed fees
Christopher Dyson MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Christopher Swan Retire With Swan Northlake CFP Flat fee or retainer, Ongoing planning fee
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets
Craig Hausz CMH Wealth Management Dallas CFP Ongoing planning fee
Crystal McKeon TSA Wealth Management Houston CFP Percentage of assets
Daniel Michalk Waterway Wealth Management The Woodlands CFP, ChFC, CFA Percentage of assets, Hourly
Elizabeth Lohmeier Fidelis Capital Dallas CFP, CFA Percentage of assets, Fixed fees
Emily Lopez Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Emily Walls Ascension Capital Advisors Houston CFP Percentage of assets, Fixed fees
Erandathi Shaw Tanglewood Legacy Advisors Houston CFP Percentage of assets, Hourly
Esmond Pabilona Wela Financial Advisory San Antonio; CFP Percentage of assets, Flat fee or retainer
Gene Gurley Gibraltar Capital Management Irving CFP Percentage of assets, Hourly
Gerrond McKee Lifeway Financial Plano CFP Percentage of assets, Fixed fees
Jared McBride GoalFusion Wealth Management Austin CFP Percentage of assets, Fixed fees
Jeffrey Broadhurst Broadhurst Financial Advisors Austin CFP, CFA Percentage of assets, Hourly
Jessica McCain Waterway Wealth Management The Woodlands CFP Percentage of assets, Hourly
Jon Moores Ascension Capital Advisors Houston CFP Percentage of assets, Fixed fees
Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. Truvize Financial Planning El Paso Not listed Percentage of assets, Subscription
Jonathan Swanburg TSA Wealth Management Houston CFP Percentage of assets
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Kelley Schubert Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kevin Nelson Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kevin Roth Tanglewood Legacy Advisors Houston CFP Percentage of assets, Hourly
Lance Jamerson Westshore Wealth Dallas CFP Percentage of assets, Hourly
Lisa More Concord Financial Group Allen CFP Percentage of assets, Hourly
Logan Bennett Brexton Family Financial Grapevine CFP Fixed fees
Mark Ward Lucien, Stirling & Gray Advisory Group Austin CFP, ChFC Percentage of assets, Hourly
Martin Day Brexton Family Financial Grapevine CFP Fixed fees
Mary Margolis MBR Financial Houston CFP Percentage of assets, Flat fee or retainer

Firms headquartered in Texas (690)

All 690 firms in Texas