Fee-only financial advisors in Dallas, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert Holman Holman Wealth Management, LLC Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Phil Orwig Fair Asset Management, LLC Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- John Kvale J.K. Financial, Inc. Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Albi Kacani HFS Wealth Management Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Barclay Nelson Birch Capital Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Michelle Gass Paradigm Advisors, L.L.C. Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 203
- Firms
- 97
- Hold the CFP
- 40%
- Other credentials: CFA 15% · CPA 1% · EA 0%
- How they charge (of 203 with fees on file): percentage of assets 94% · fixed fees 74% · hourly 56% · performance-based fees 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Dallas by what you need
Find an advisor in Texas by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Dallas
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.
All 203 advisors in Dallas
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Michelle Goldstein | Goldstein Financial Future | Dallas | CFP, MBA | Hourly, One-time planning fee |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Jason Edgerton | Certified Financial Strategies | Dallas | CFP | Percentage of assets, Hourly |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Morgan Moore | Keener Financial Planning | Dallas | CFP, CRPC | Flat fee or retainer, One-time planning fee |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Scott Udkler | Promus Advisors | Dallas | 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 |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Paul Nouri | Noble Advisors | Dallas | CFP | Percentage of assets |
| Franklin Matute | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Ryan Huey | RoseRock Wealth Management | Dallas | CFP | Percentage of assets |
| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Bonnie Chadwick | Paratus Financial | Dallas | Not listed | Hourly, Fixed fees |
| Carlos Butcher | Birch Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Grafton Howland | Howland Advisory | Dallas | CFP | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
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