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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
Audrey Petrash Stegent Equity Advisors Houston CFP Percentage of assets
Brent Dunn SchlegelDunn Plano CFP Percentage of assets, Fixed fees
Bryan Sauceda Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Calynn Mullins BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Carissa Steffler Paragon Advisors College Station Not listed Percentage of assets
Carmen Barncord Martin Capital Advisors San Antonio CFP Percentage of assets
Casey Rench Relevance Capital Management Denton CFP, CFA Percentage of assets, Hourly
Clark Blackman Alpha Wealth Strategies Cypress CFP, PFS, CFA Percentage of assets
Clark Blackman Alpha Wealth Strategies Cypress CFP, PFS, CFA Percentage of assets
Corey Hinkle Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
Damon Wykrent Divorce Financial Expert Flower Mound CFP Percentage of assets, Hourly
Daniel Trgovich Waterway Wealth Management The Woodlands CFA Percentage of assets, Hourly
David Carter Carter Capital Management Houston CFP Percentage of assets, Fixed fees
David Tombs Amicus Financial Advisors Lubbock CFP, CFA Percentage of assets, Hourly
Donald Laurence Naviant Partners San Antonio CFP Percentage of assets, Hourly
Evan Smith Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Franklin Matute RoseRock Wealth Management Dallas CFP Percentage of assets
George Allen Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Jack Clemans Fruitful Melissa CFP Percentage of assets, Ongoing planning fee
Jaden Verrico Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
James Darby Adell, Harriman, & Carpenter Houston CFP Percentage of assets
James Rench Relevance Capital Management Denton CFP Percentage of assets, Hourly
Jason Self Resonance Financial Cedar Park CFP, CFA Percentage of assets, Hourly
Jeremy Joiner Strategic Advisory Services Houston CFP Percentage of assets
Jesus Longoria Amicus Financial Advisors Mcallen CFP Percentage of assets, Hourly
John Morrison Geometric Advisors Austin CFA Percentage of assets
John Robertson Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jonathan Solo Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jordan Salim Corus Family Wealth Advisors Mckinney ChFC Percentage of assets, Hourly
Joseph Rugger Bridge To Wealth Corinth Not listed Percentage of assets, Ongoing planning fee
Kimberly Cushman BentOak Capital Katy Not listed Percentage of assets, Hourly
Kristopher Hicks Paragon Advisors College Station Not listed Percentage of assets
Kyle Watkins CF Financial Fort Worth CFP Ongoing planning fee
Lakhaun McKinley MNM Vested Houston CFP Fixed fees
Lance Purcell Phoenix Rising Wealth Management Frisco CFP Percentage of assets, Hourly
Laura Smith Heritage Asset Advisors Houston CFP Percentage of assets
Leonard Golub New Capital Management Houston CFA Percentage of assets, Fixed fees
Lori Slaughter Millennial Wealth Management Amarillo Not listed Percentage of assets, Ongoing planning fee
Loyd Stegent Stegent Equity Advisors Houston CFP, PFS Percentage of assets
Mark Miller Gibraltar Capital Management Irving PFS, CFA Percentage of assets, Hourly
Max Diefenthaler Simonet Financial Group Kyle Not listed Ongoing planning fee, One-time planning fee
Michael Chisum Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
Michael Miller Miller Premier Investment Planning Mansfield CFP Percentage of assets, Fixed fees
Michael Younkman Ankerstar Wealth Leander Not listed Percentage of assets, Flat fee or retainer
Molly McCarthy LD Lowe Wealth Advisory Richardson ChFC Percentage of assets, Hourly
Nam Phan Phan Capital Management San Antonio Not listed Ongoing planning fee, Percentage of assets
Neale Ellis Fidelis Capital Dallas CFA Percentage of assets, Fixed fees
Neil Vannoy Vannoy Advisory Group Austin CFP Percentage of assets, Ongoing planning fee
Nia Saville Gen Y Planning Austin CFP Percentage of assets
Nyle Bayer Up Capital Management Bulverde Not listed Percentage of assets, Hourly

Firms headquartered in Texas (690)

All 690 firms in Texas