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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
Matthew Brown Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Matthew Goff The Goff Financial Group Houston Not listed One-time planning fee
Matthew Schwegman ComposedPro San Antonio CFP Percentage of assets, Ongoing planning fee
Michael Mills Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Monica Sipes QuadCap Wealth Management Frisco CFP Percentage of assets, Fixed fees
Robert Kokol Atticus Wealth Management New Braunfels CFP Percentage of assets
Roberto Ortega RidgeOak Wealth Spring CFP Percentage of assets
Ross King Waterway Wealth Management The Woodlands CFP Percentage of assets, Hourly
Stephen Nelson Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Trevor Bryant Westshore Wealth Dallas CFP, CFA Percentage of assets, Hourly
Aaron Buckholtz Century Management Financial Advisors Austin CFA Percentage of assets, Fixed fees
Adam Reinking Redbud Advisors Austin CFP, CFA Flat fee or retainer, Ongoing planning fee
Adrienne Fox Precedent Wealth Partners Houston Not listed Percentage of assets
Alexander Wilson Provident Financial Planning Addison Not listed Percentage of assets, Flat fee or retainer
Andrew Hickey Clear Sky Financial Prosper CFP Percentage of assets, Hourly
Anna Popke Majestic Oak Financial Round Rock CFP Percentage of assets, Hourly
Arv Vilutis Financial Synergies Wealth Advisors Houston ChFC Percentage of assets
Ashley Trlica Saxon Financial Group Houston CFP Percentage of assets, Hourly
Brandon Ivy Saxon Financial Group Houston CFP Percentage of assets, Hourly
Bretton Williams Saxon Financial Group Houston CFP Percentage of assets, Hourly
Casey Kha FCA Houston CFP Percentage of assets, Hourly
Christopher Hughes Financial Cornerstones The Woodlands Not listed Percentage of assets
Dallas Trahern Precedent Wealth Partners Houston Not listed Percentage of assets
Daniel Adams Analog Capital Partners Houston Not listed Percentage of assets
Daniel Carroll Alliance Private Wealth Bee Cave CFA Percentage of assets, Hourly
Daniel Snowden ENZI Wealth Austin CFP Percentage of assets, Hourly
David Bartoski Forma Financial Planning Boerne CFP Percentage of assets
David Bass Decision Tree Advisor Houston ChFC Percentage of assets, One-time planning fee
David Faulkner Spectrum Advisors Plano CFP Percentage of assets, Hourly
David Martinez ENZI Wealth Austin CFP Percentage of assets, Hourly
David Schubert Carrington Group Dallas CFP Percentage of assets, Fixed fees
Diego Luna Y Parra Diaz Berlin Wealth Group Advisors Tomball Not listed Flat fee or retainer, Hourly
Donald VandeVanter Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Douglas Bartol Nexus One Financial Advisors Plano CFP, ChFC Percentage of assets
Eric Johnson Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Erin Menking FCA Fort Worth CFP Percentage of assets, Hourly
Evan Darr Precedent Wealth Partners Houston Not listed Percentage of assets
George Townsend Consilium Wealth Advisory Frisco CFP Percentage of assets, Fixed fees
Heidi Arneson Precedent Wealth Partners Katy Not listed Percentage of assets
Ian McClintic Early McClintic & McMillan Stafford CFP Percentage of assets, Hourly
James Brilliant Century Management Financial Advisors Austin CFA Percentage of assets, Fixed fees
James Roth Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Janet Griffith AssetBuilder Allen CFP Percentage of assets, Flat fee or retainer
Janine Guenther Promus Advisors Dallas CFA Percentage of assets, Hourly
Jeff Pomerantz Analog Capital Partners Houston Not listed Percentage of assets
Jerod Brockelman Eubank, Hutson & Associates Plano CFP Percentage of assets, Hourly
Jesus Marquez EZ Financial Group Pearland CFP Percentage of assets
Jon Reppert Spectrum Advisors Plano CFP Percentage of assets, Hourly
Jonathan Crantz Precedent Wealth Partners Houston Not listed Percentage of assets
Jonathan White Analog Capital Partners Houston Not listed Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas