# Fee-only financial advisors in Dallas, Texas

> Start with a fee-only advisor in Dallas whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert Holman of Holman Wealth Management, LLC, Phil Orwig of Fair Asset Management, LLC and John Kvale of J.K. Financial, Inc., chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/texas/dallas/
203 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in Dallas?

Start with a fee-only advisor in Dallas whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert Holman of Holman Wealth Management, LLC, Phil Orwig of Fair Asset Management, LLC and John Kvale of J.K. Financial, Inc., chosen for their credentials and fees on file.

## How many fee-only advisors in Dallas are there?

The Wellspent public graph lists 203 fee-only advisors in Dallas, at 97 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Dallas focus on?

The most common focus among fee-only advisors in Dallas is retirement planning (47), followed by family wealth transfer (46) and tax planning (44). Advisors can list more than one.

## How do fee-only advisors in Dallas charge?

The most common fee among fee-only advisors in Dallas is a percentage of assets, used by 94% of the 203 with fees on file. Many use more than one: 74% charge fixed fees and 56% charge by the hour.

## How much do fee-only financial advisors charge in Dallas?

Fee-only financial advisors in Dallas charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 5 Dallas firms.

## How much does a one-time financial plan cost in Dallas?

A one-time financial plan from a fee-only firm in Dallas has a median price of $875. We found this across the published prices of 6 Dallas firms.

## How many fee-only advisors in Dallas hold the CFP?

40% of the 203 fee-only advisors in Dallas hold the CFP certification, based on the credentials listed on each record.

## Does Texas have a state income tax?

No. Texas has no state income tax, so federal tax drives most financial planning for residents.

## How current is this list of fee-only advisors in Dallas?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan.md) | High Flight Financial LLC | Dallas, Texas | CFP, ChFC | One-time planning fee, Hourly |
| [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| [Spenser Liszt](https://find.wellspent.co/advisors/spenser-liszt.md) | Motif Planning | Dallas, Texas | CFP | Flat fee or retainer, Ongoing planning fee |
| [John Kvale](https://find.wellspent.co/advisors/john-kvale.md) | J.K. Financial, Inc. | Dallas, Texas | CFA, CFP | Percentage of assets, Hourly |
| [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Robert Holman](https://find.wellspent.co/advisors/robert-holman.md) | Holman Wealth Management, LLC | Dallas, Texas | CFP, CFA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer |
| [Michelle Goldstein](https://find.wellspent.co/advisors/michelle-goldstein.md) | Goldstein Financial Future | Dallas, Texas | CFP, MBA | Hourly, One-time planning fee |
| [Stephanie Sammons](https://find.wellspent.co/advisors/stephanie-sammons.md) | Sammons Wealth Management LLC | Dallas, Texas | CFP | Percentage of assets |
| [Albi Kacani](https://find.wellspent.co/advisors/albi-kacani.md) | HFS Wealth Management | Dallas, Texas | CFP, CPA, CDFA | Percentage of assets, Hourly, Fixed fees |
| [Jason Edgerton](https://find.wellspent.co/advisors/jason-edgerton.md) | Certified Financial Strategies | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michelle Gass](https://find.wellspent.co/advisors/michelle-gass.md) | Paradigm Advisors, L.L.C. | Dallas, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly, Fixed fees |
| [Morgan Moore](https://find.wellspent.co/advisors/morgan-moore.md) | Keener Financial Planning | Dallas, Texas | CFP, CRPC | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, Fixed fees |
| [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Lugar](https://find.wellspent.co/advisors/steven-lugar.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Tai Chu](https://find.wellspent.co/advisors/tai-chu.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Virginia Baker](https://find.wellspent.co/advisors/virginia-baker.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz.md) | CMH Wealth Management | Dallas, Texas | CFP | Ongoing planning fee |
| [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier.md) | Fidelis Capital | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas |   | Percentage of assets |
| [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson.md) | Westshore Wealth | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant.md) | Westshore Wealth | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [David Schubert](https://find.wellspent.co/advisors/david-schubert.md) | Carrington Group | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees |
| [Mitchell Kramer](https://find.wellspent.co/advisors/mitchell-kramer.md) | Fluent Financial | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Olivia Kriscunas](https://find.wellspent.co/advisors/olivia-kriscunas.md) | Paratus Financial | Dallas, Texas | CFA | Hourly, Fixed fees |
| [Patrick Beaird](https://find.wellspent.co/advisors/patrick-beaird.md) | Beaird Harris | Dallas, Texas | PFS | Percentage of assets, Fixed fees |
| [Paul Nouri](https://find.wellspent.co/advisors/paul-nouri.md) | Noble Advisors | Dallas, Texas | CFP | Percentage of assets |
| [Franklin Matute](https://find.wellspent.co/advisors/franklin-matute.md) | RoseRock Wealth Management | Dallas, Texas | CFP | Percentage of assets |
| [Neale Ellis](https://find.wellspent.co/advisors/neale-ellis.md) | Fidelis Capital | Dallas, Texas | CFA | Percentage of assets, Fixed fees |
| [Ryan Huey](https://find.wellspent.co/advisors/ryan-huey.md) | RoseRock Wealth Management | Dallas, Texas | CFP | Percentage of assets |
| [Barclay Nelson](https://find.wellspent.co/advisors/barclay-nelson.md) | Birch Capital Management | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly |
| [Bonnie Chadwick](https://find.wellspent.co/advisors/bonnie-chadwick.md) | Paratus Financial | Dallas, Texas |   | Hourly, Fixed fees |
| [Carlos Butcher](https://find.wellspent.co/advisors/carlos-butcher.md) | Birch Capital Management | Dallas, Texas | CFP | Percentage of assets, Hourly |
| [Donald Harris](https://find.wellspent.co/advisors/donald-harris.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Grafton Howland](https://find.wellspent.co/advisors/grafton-howland.md) | Howland Advisory | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Simmons](https://find.wellspent.co/advisors/james-simmons.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Kelly Snider](https://find.wellspent.co/advisors/kelly-snider.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Kevin Lindley](https://find.wellspent.co/advisors/kevin-lindley.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Kraishylea Agboaye](https://find.wellspent.co/advisors/kraishylea-agboaye.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Nicholas Deery](https://find.wellspent.co/advisors/nicholas-deery.md) | Promus Advisors | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Paula Allgood](https://find.wellspent.co/advisors/paula-allgood.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Ronald Skalberg](https://find.wellspent.co/advisors/ronald-skalberg.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Scott Lanigan](https://find.wellspent.co/advisors/scott-lanigan.md) | EID Capital | Dallas, Texas | CFA | One-time planning fee |
| [Stuart Herzog](https://find.wellspent.co/advisors/stuart-herzog.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [William Larson](https://find.wellspent.co/advisors/william-larson.md) | William B. Larson, CPA | Dallas, Texas |   | Hourly |
| [Alexis Buchholz](https://find.wellspent.co/advisors/alexis-buchholz.md) | BFG Wealth Management | Dallas, Texas |   | Percentage of assets |
| [Brett Fry](https://find.wellspent.co/advisors/brett-fry.md) | Forteris Wealth Management | Dallas, Texas | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Champion](https://find.wellspent.co/advisors/christopher-champion.md) | Holden Family Office | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [David Ackerman](https://find.wellspent.co/advisors/david-ackerman.md) | Ackerman Capital Management | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Deborah Good](https://find.wellspent.co/advisors/deborah-good.md) | Clare Market Investments | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elizabeth Trecartin](https://find.wellspent.co/advisors/elizabeth-trecartin.md) | Penn Davis McFarland | Dallas, Texas | CFP | Percentage of assets |
| [Hope Robinson](https://find.wellspent.co/advisors/hope-robinson.md) | Penn Davis McFarland | Dallas, Texas | CFP | Percentage of assets |
| [Ian Richards](https://find.wellspent.co/advisors/ian-richards.md) | CMH Wealth Management | Dallas, Texas |   | Ongoing planning fee |
| [Justin Jones](https://find.wellspent.co/advisors/justin-jones.md) | Fidelis Capital | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Keith Pillers](https://find.wellspent.co/advisors/keith-pillers.md) | Ackerman Capital Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Nancy Gatens](https://find.wellspent.co/advisors/nancy-gatens.md) | Gatens Financial LLC | Dallas, Texas | CFP | Percentage of assets, Hourly |
| [Paul Lightfoot](https://find.wellspent.co/advisors/paul-lightfoot.md) | Optima Asset Management, Inc. | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Richard Lee](https://find.wellspent.co/advisors/richard-lee.md) | Lee Financial Corporation | Dallas, Texas | BBA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Stephen Bodwell](https://find.wellspent.co/advisors/stephen-bodwell.md) | Walnut Hill Wealth Management, LLC | Dallas, Texas | CFP, CPA, PFS | Percentage of assets, Fixed fees |
| [Tony Noto](https://find.wellspent.co/advisors/tony-noto.md) | Noto Financial Planning, LLC | Dallas, Texas | CFA, CFP | Percentage of assets, Fixed fees |
| [Cinthya Miceli](https://find.wellspent.co/advisors/cinthya-miceli.md) | Carrington Group | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Ethan Mayo](https://find.wellspent.co/advisors/ethan-mayo.md) | Fluent Financial | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Ian Cobb](https://find.wellspent.co/advisors/ian-cobb.md) | Fluent Financial | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Pence](https://find.wellspent.co/advisors/matthew-pence.md) | Fluent Financial | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Tyler Talman](https://find.wellspent.co/advisors/tyler-talman.md) | Carrington Group | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Brandon Simpson](https://find.wellspent.co/advisors/brandon-simpson.md) | Aspen Wealth Advisors | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Charles Norton](https://find.wellspent.co/advisors/charles-norton.md) | Penn Davis McFarland | Dallas, Texas | CFA | Percentage of assets |
| [Cort Hoffman](https://find.wellspent.co/advisors/cort-hoffman.md) | Hoffman Wealth Advisors | Dallas, Texas |   | Percentage of assets |
| [Douglas Simmang](https://find.wellspent.co/advisors/douglas-simmang.md) | Turtle Creek WealthCare | Dallas, Texas |   | Flat fee or retainer, Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Ian Hunter](https://find.wellspent.co/advisors/ian-hunter.md) | Hunter Value Capital | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Clark](https://find.wellspent.co/advisors/jeffrey-clark.md) | Clark Financial | Dallas, Texas |   | Percentage of assets, Hourly |
| [Jeffrey Helfrich](https://find.wellspent.co/advisors/jeffrey-helfrich.md) | Penn Davis McFarland | Dallas, Texas | CFA | Percentage of assets |
| [Jeffrey Parkhurst](https://find.wellspent.co/advisors/jeffrey-parkhurst.md) | Halcyon Global Advisors, LLC. | Dallas, Texas |   | Percentage of assets, Fixed fees, Performance-based fees |
| [John Hea](https://find.wellspent.co/advisors/john-hea.md) | Ackerman Capital Management | Dallas, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Mark Patton](https://find.wellspent.co/advisors/mark-patton.md) | Patton Wealth Advisors | Dallas, Texas |   | Percentage of assets, One-time planning fee |
| [Patrick Stuart](https://find.wellspent.co/advisors/patrick-stuart.md) | Saddock Wealth | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Hunt](https://find.wellspent.co/advisors/robert-hunt.md) | Robert Hunt Financial | Dallas, Texas |   | Hourly, Ongoing planning fee |
| [Stephen Saddock](https://find.wellspent.co/advisors/stephen-saddock.md) | Saddock Wealth | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Barbara Spicer](https://find.wellspent.co/advisors/barbara-spicer.md) | Concorde Investment Management | Dallas, Texas |   | Percentage of assets, Hourly |
| [Chris Bentley](https://find.wellspent.co/advisors/chris-bentley.md) | Parker Prescott Capital Management | Dallas, Texas |   | Percentage of assets, Fixed fees, Performance-based fees |
| [Gary Wood](https://find.wellspent.co/advisors/gary-wood.md) | Concorde Investment Management | Dallas, Texas |   | Percentage of assets, Hourly |
| [Gregory Wood](https://find.wellspent.co/advisors/gregory-wood.md) | Concorde Investment Management | Dallas, Texas |   | Percentage of assets, Hourly |
| [John Stetter](https://find.wellspent.co/advisors/john-stetter.md) | Concorde Investment Management | Dallas, Texas |   | Percentage of assets, Hourly |
| [Joseph Applewhite](https://find.wellspent.co/advisors/joseph-applewhite.md) | Applewhite & Buys Financial Advisors | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Timothy Buys](https://find.wellspent.co/advisors/timothy-buys.md) | Applewhite & Buys Financial Advisors | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Alan Haworth](https://find.wellspent.co/advisors/alan-haworth.md) | Clare Market Investments | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Bradford Rodrigues](https://find.wellspent.co/advisors/bradford-rodrigues.md) | R1 Financial Group | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Keith Rhodus](https://find.wellspent.co/advisors/keith-rhodus.md) | Clare Market Investments | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Priya Intwala](https://find.wellspent.co/advisors/priya-intwala.md) | Clare Market Investments | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Felty](https://find.wellspent.co/advisors/robert-felty.md) | Penn Davis McFarland | Dallas, Texas |   | Percentage of assets |
| [Robert Ogden](https://find.wellspent.co/advisors/robert-ogden.md) | Penn Davis McFarland | Dallas, Texas |   | Percentage of assets |
| [Adam Keller](https://find.wellspent.co/advisors/adam-keller.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alex Winslow](https://find.wellspent.co/advisors/alex-winslow.md) | Harvester Wealth | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Hunt](https://find.wellspent.co/advisors/andrew-hunt-2785394.md) | Mcelhenny Sheffield Capital Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Archie Ponce](https://find.wellspent.co/advisors/archie-ponce.md) | Optima Asset Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Brandon Gibson](https://find.wellspent.co/advisors/brandon-gibson.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brandon Ratzlaff](https://find.wellspent.co/advisors/brandon-ratzlaff.md) | Cypress Point Wealth Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Brittyn Brender](https://find.wellspent.co/advisors/brittyn-brender.md) | Versant Capital Management | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carson Wright](https://find.wellspent.co/advisors/carson-wright.md) | Cypress Point Wealth Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Chasity Chavez](https://find.wellspent.co/advisors/chasity-chavez.md) | Howard Financial Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Welsh](https://find.wellspent.co/advisors/christopher-welsh.md) | Lorintine Capital | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Colton Richards](https://find.wellspent.co/advisors/colton-richards.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Nelson](https://find.wellspent.co/advisors/david-nelson.md) | Daniels & Erickson Financial Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Portnoy](https://find.wellspent.co/advisors/david-portnoy.md) | Upspring Capital | Dallas, Texas | CFP, CFA | Percentage of assets, Performance-based fees |
| [David York](https://find.wellspent.co/advisors/david-york.md) | Index Fund Advisors | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Derek Childs](https://find.wellspent.co/advisors/derek-childs.md) | Howard Financial Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Donald Laseter](https://find.wellspent.co/advisors/donald-laseter.md) | Financial Consulting Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Emily Swerdlow](https://find.wellspent.co/advisors/emily-swerdlow.md) | Howard Financial Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Grace Butterfield](https://find.wellspent.co/advisors/grace-butterfield.md) | Howard Financial Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Grant Morris](https://find.wellspent.co/advisors/grant-morris.md) | Mcelhenny Sheffield Capital Management | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Gregory Mangelsdorf](https://find.wellspent.co/advisors/gregory-mangelsdorf.md) | Howard Financial Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Marsden](https://find.wellspent.co/advisors/james-marsden.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jennifer Cook](https://find.wellspent.co/advisors/jennifer-cook.md) | Cypress Point Wealth Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jonathan McMullen](https://find.wellspent.co/advisors/jonathan-mcmullen.md) | The Wealth Observatory | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kyle Walters](https://find.wellspent.co/advisors/kyle-walters.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Pendleton](https://find.wellspent.co/advisors/michael-pendleton.md) | Daniels & Erickson Financial Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Patrick Freeman](https://find.wellspent.co/advisors/patrick-freeman.md) | Freeman Wealth Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Philip Athey](https://find.wellspent.co/advisors/philip-athey.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ross Pauley](https://find.wellspent.co/advisors/ross-pauley.md) | Capital Achievements | Dallas, Texas | CFP | Percentage of assets, Hourly |
| [Ryan Ammon](https://find.wellspent.co/advisors/ryan-ammon.md) | Double Eagle Wealth Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Ryan Shea](https://find.wellspent.co/advisors/ryan-shea.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Samuel Ellis](https://find.wellspent.co/advisors/samuel-ellis.md) | Requisite Capital Management | Dallas, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Scott Hammel](https://find.wellspent.co/advisors/scott-hammel.md) | Apeiron | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Shelby Chesnut](https://find.wellspent.co/advisors/shelby-chesnut.md) | Howard Financial Services | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Victor Garza](https://find.wellspent.co/advisors/victor-garza.md) | Garza Financial Planning | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [William Moore](https://find.wellspent.co/advisors/william-moore-8008851.md) | Versant Capital Management | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ben Jackson](https://find.wellspent.co/advisors/ben-jackson.md) | Street Light Wealth Management | Dallas, Texas | CFA | Percentage of assets |
| [David Freeze](https://find.wellspent.co/advisors/david-freeze.md) | FS Financial Advisors | Dallas, Texas | PFS | Percentage of assets, Hourly, Fixed fees |
| [James Howard](https://find.wellspent.co/advisors/james-howard.md) | Howard Financial Services | Dallas, Texas | PFS | Percentage of assets, Hourly, Fixed fees |
| [Kyle Elam](https://find.wellspent.co/advisors/kyle-elam.md) | Mcelhenny Sheffield Capital Management | Dallas, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Maksym Sulkov](https://find.wellspent.co/advisors/maksym-sulkov.md) | FS Financial Advisors | Dallas, Texas | PFS | Percentage of assets, Hourly, Fixed fees |
| [Michael Sepulveda](https://find.wellspent.co/advisors/michael-sepulveda.md) | Meraki Advisors | Dallas, Texas | CFA | Percentage of assets, Fixed fees |
| [Michelle Krick](https://find.wellspent.co/advisors/michelle-krick.md) | Miller Global Investments | Dallas, Texas | CFA | Percentage of assets |
| [Royce Ramey](https://find.wellspent.co/advisors/royce-ramey.md) | Versant Capital Management | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees |
| [Ryan Dilworth](https://find.wellspent.co/advisors/ryan-dilworth.md) | Requisite Capital Management | Dallas, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Scott Miller](https://find.wellspent.co/advisors/scott-miller.md) | Miller Global Investments | Dallas, Texas | CFA | Percentage of assets |
| [Timothy Dwight](https://find.wellspent.co/advisors/timothy-dwight.md) | Fireside Capital Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly |
| [William Dunk](https://find.wellspent.co/advisors/william-dunk.md) | Paradigm Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees |
| [William Moran](https://find.wellspent.co/advisors/william-moran.md) | Howard Financial Services | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees |
| [Adam Rich](https://find.wellspent.co/advisors/adam-rich.md) | Schlindwein Associates | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Alexander Gass](https://find.wellspent.co/advisors/alexander-gass.md) | Paradigm Advisors | Dallas, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Andreas Lawson](https://find.wellspent.co/advisors/andreas-lawson.md) | Freshfield Capital | Dallas, Texas |   | Percentage of assets |

Showing the first 150 of 203. The full list, page by page: https://find.wellspent.co/locations/us/texas/dallas/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).