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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
Jordan Bromley Prosperity Wealth Planning Frisco CFP Percentage of assets, Flat fee or retainer
Justin Ramirez Business appraisals to help owners plan their next move Insight Valuations, LLC Houston CFA Flat fee or retainer, Hourly
Kevin Spires Bellaire Capital Management Bellaire CFA Percentage of assets, Hourly
Kirti Bhanushali Dversify Georgetown Not listed Ongoing planning fee
Kristy Groth Precedent Wealth Partners Spring Not listed Percentage of assets
Kyle Smith Precedent Wealth Partners Houston Not listed Percentage of assets
Larry Denson MDT Financial Advisors Webster CFP Percentage of assets, Hourly
Lyndsey Monahan Precision Wealth Strategies Frisco ChFC Percentage of assets, Hourly
Mariah Champness Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Mark Tracy KM Capital Management Austin CFP Percentage of assets, Fixed fees
Michael Lemich RFG Wealth Advisory Argyle CFP Percentage of assets, Fixed fees
Michael Smurl Integrity Financial Planning Houston CFA Percentage of assets
Michelle Berry Berry Wealth Group Granbury CFP Percentage of assets
Mitchell Kramer Fluent Financial Dallas CFP Percentage of assets, Hourly
Neal Stephenson Precedent Wealth Partners Houston Not listed Percentage of assets
Nicholas Renfro MDT Financial Advisors Webster CFP Percentage of assets, Hourly
Olivia Kriscunas Paratus Financial Dallas CFA Hourly, Fixed fees
Pamela Hinton Precedent Wealth Partners Fredericksburg Not listed Percentage of assets
Patrick Beaird Beaird Harris Dallas PFS Percentage of assets, Fixed fees
Paul Henley Farris Capital Management Carrollton CFA Percentage of assets
Paul Nouri Noble Advisors Dallas CFP Percentage of assets
Peter Roth Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Rachael Smith TopRac Financial Cypress ChFC One-time planning fee, Hourly
Randy Smith Clear Sky Financial Prosper CFP Percentage of assets, Hourly
Raymond Bonner Bonner & Smith Lubbock CFP Percentage of assets
Robert Barber Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Robert Price Prosperity Wealth Planning Frisco CFP Percentage of assets, Flat fee or retainer
Sarah Nix Keller Wealth Advisors Victoria Not listed Percentage of assets
Sarah Williams Precedent Wealth Partners Houston Not listed Percentage of assets
Scott Evans Liberty Atlantic Advisors Princeton CFP, CFA Percentage of assets, Hourly
Scott McClintic Early McClintic & McMillan Stafford CFP Percentage of assets, Hourly
Scott Wallace Thrifty Scotty Financial Round Rock CFP Ongoing planning fee
Sean Sevey Sevey Wealth Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Shawn Peters Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Sloane Bennett Precedent Wealth Partners Houston Not listed Percentage of assets
Steven Aycock Austin Money Management Austin CFP Percentage of assets, Hourly
Steven Bloch Bloch Private Wealth The Colony CFP Percentage of assets, Hourly
Susan Smith Bonner & Smith Lubbock CFP Percentage of assets
Tatum Duffie Precedent Wealth Partners Houston Not listed Percentage of assets
Teresa Joelson Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Thomas Anzivino Longitude Financial Planning Manor Not listed Percentage of assets, Ongoing planning fee
Thomas Mott Analog Capital Partners Houston Not listed Percentage of assets
Timothy Hartzell Sequent Asset Management Houston CFA Percentage of assets, Fixed fees
Victoria Ward Financial Lifestyle Management Greenville CFP Hourly, Flat fee or retainer
Wanda Williams Precedent Wealth Partners Houston Not listed Percentage of assets
William Martinez ENZI Wealth Austin CFP Percentage of assets, Hourly
Aaron Bly Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Abigail Williams Naviant Partners Longview CFP Percentage of assets, Hourly
Adam Strahan BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Andri Buckley Paragon Advisors College Station Not listed Percentage of assets

Firms headquartered in Texas (690)

All 690 firms in Texas