# Fee-only financial advisors in Fort Worth, Texas > Start with a fee-only advisor in Fort Worth whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Helen Stephens of Aspen Wealth Management, Kyle Watkins of CF Financial and Scott Oeth of Cahill Financial Advisors, Inc., chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/fort-worth/ 57 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 Fort Worth? Start with a fee-only advisor in Fort Worth whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Helen Stephens of Aspen Wealth Management, Kyle Watkins of CF Financial and Scott Oeth of Cahill Financial Advisors, Inc., chosen for their credentials and fees on file. ## How many fee-only advisors in Fort Worth are there? The Wellspent public graph lists 57 fee-only advisors in Fort Worth, at 24 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Fort Worth focus on? The most common focus among fee-only advisors in Fort Worth is retirement planning (24), followed by small business owners (16) and estate planning (14). Advisors can list more than one. ## How do fee-only advisors in Fort Worth charge? The most common fee among fee-only advisors in Fort Worth is a percentage of assets, used by 93% of the 57 with fees on file. Many use more than one: 67% charge by the hour and 61% charge fixed fees. ## How much do fee-only financial advisors charge in Texas? Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms. ## How many fee-only advisors in Fort Worth hold the CFP? 42% of the 57 fee-only advisors in Fort Worth 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 Fort Worth? 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 | |---|---|---|---|---| | [Ben Earls](https://find.wellspent.co/advisors/ben-earls.md) | Earls Financial LLC | Fort Worth, Texas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee | | [Michelle Vargas](https://find.wellspent.co/advisors/michelle-vargas.md) | Waymaker Financial Planning | Fort Worth, Texas | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Scott Oeth](https://find.wellspent.co/advisors/scott-oeth.md) | Cahill Financial Advisors, Inc. | Fort Worth, Texas | CFP, MSFS | One-time planning fee, Ongoing planning fee | | [Olivia Partin](https://find.wellspent.co/advisors/olivia-partin.md) | Diesslin Group, Inc. | Fort Worth, Texas | AAMS, CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Carman Kubanda](https://find.wellspent.co/advisors/carman-kubanda.md) | Innovative Wealth Building | Fort Worth, Texas | CFP | Percentage of assets, Subscription, One-time planning fee | | [Lacy Rogers](https://find.wellspent.co/advisors/lacy-rogers.md) | The Dedicated Dollar, LLC | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Phillips](https://find.wellspent.co/advisors/daniel-phillips.md) | Michels Family Financial | Fort Worth, Texas | CFP | Percentage of assets, Fixed fees | | [Erin Menking](https://find.wellspent.co/advisors/erin-menking.md) | FCA | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Watkins](https://find.wellspent.co/advisors/kyle-watkins.md) | CF Financial | Fort Worth, Texas | CFP | Ongoing planning fee | | [Nicholas Michels](https://find.wellspent.co/advisors/nicholas-michels.md) | Michels Family Financial | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Nicolas Drury](https://find.wellspent.co/advisors/nicolas-drury.md) | Baynes Investment Counsel | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Samuel Baynes](https://find.wellspent.co/advisors/samuel-baynes.md) | Baynes Investment Counsel | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Andrea Ward](https://find.wellspent.co/advisors/andrea-ward.md) | New Century Investments | Fort Worth, Texas | | Percentage of assets | | [Brian Shelton](https://find.wellspent.co/advisors/brian-shelton.md) | Shelton Wealth Management | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Joe Fletcher](https://find.wellspent.co/advisors/joe-fletcher.md) | New Century Investments | Fort Worth, Texas | | Percentage of assets | | [John Fulmer](https://find.wellspent.co/advisors/john-fulmer.md) | Shelton Wealth Management | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Ward](https://find.wellspent.co/advisors/matthew-ward.md) | New Century Investments | Fort Worth, Texas | | Percentage of assets | | [Ryan Scharar](https://find.wellspent.co/advisors/ryan-scharar.md) | FCA | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Samuel Shelton](https://find.wellspent.co/advisors/samuel-shelton.md) | Shelton Wealth Management | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Scott Shelton](https://find.wellspent.co/advisors/scott-shelton.md) | Shelton Wealth Management | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Andrew Heinz](https://find.wellspent.co/advisors/andrew-heinz.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Christopher Coffin](https://find.wellspent.co/advisors/christopher-coffin.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Dane Petty](https://find.wellspent.co/advisors/dane-petty.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Hayden Heinz](https://find.wellspent.co/advisors/hayden-heinz.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Maureen Maidlow](https://find.wellspent.co/advisors/maureen-maidlow.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Neil Vanzandt](https://find.wellspent.co/advisors/neil-vanzandt.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Ronnie Huskey](https://find.wellspent.co/advisors/ronnie-huskey.md) | OverRidge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Aaron Christopherson](https://find.wellspent.co/advisors/aaron-christopherson.md) | Pinnacle Wealth Advisors | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Hasling](https://find.wellspent.co/advisors/abigail-hasling.md) | Aspen Wealth Management | Fort Worth, Texas | CFP | Percentage of assets, Hourly | | [Benjamin Bigler](https://find.wellspent.co/advisors/benjamin-bigler.md) | Aspenridge Wealth Advisors | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Candace Scholz](https://find.wellspent.co/advisors/candace-scholz.md) | Aspen Wealth Management | Fort Worth, Texas | CFP | Percentage of assets, Hourly | | [David Stull](https://find.wellspent.co/advisors/david-stull.md) | Storehouse Financial | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Performance-based fees | | [Emma Simmons](https://find.wellspent.co/advisors/emma-simmons.md) | AKG Financial Group | Fort Worth, Texas | CFP | Percentage of assets, Fixed fees | | [James Davis](https://find.wellspent.co/advisors/james-davis-6545250.md) | Aspen Wealth Management | Fort Worth, Texas | CFP | Percentage of assets, Hourly | | [Laura Meyers](https://find.wellspent.co/advisors/laura-meyers.md) | Storehouse Financial | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Performance-based fees | | [Matthew Quezergue](https://find.wellspent.co/advisors/matthew-quezergue.md) | Aspen Wealth Management | Fort Worth, Texas | CFP | Percentage of assets, Hourly | | [Nathan Davis](https://find.wellspent.co/advisors/nathan-davis.md) | Aspen Wealth Management | Fort Worth, Texas | CFP, CFA | Percentage of assets, Hourly | | [Norman Farr](https://find.wellspent.co/advisors/norman-farr.md) | Diesslin Group | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Robert Shannon](https://find.wellspent.co/advisors/robert-shannon.md) | Brazos Wealth Advisors | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Russell Jacobson](https://find.wellspent.co/advisors/russell-jacobson.md) | Astoria Strategic Wealth | Fort Worth, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Troy Fore](https://find.wellspent.co/advisors/troy-fore.md) | Aspen Wealth Management | Fort Worth, Texas | CFP | Percentage of assets, Hourly | | [Carolyn Lingle](https://find.wellspent.co/advisors/carolyn-lingle.md) | Brownlee Wealth Management | Fort Worth, Texas | ChFC | Hourly, Fixed fees | | [Mark Michel](https://find.wellspent.co/advisors/mark-michel.md) | Diesslin Group | Fort Worth, Texas | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Adam Stone](https://find.wellspent.co/advisors/adam-stone.md) | Storehouse Financial | Fort Worth, Texas | | Percentage of assets, Hourly, Performance-based fees | | [Ashlyn Bourland](https://find.wellspent.co/advisors/ashlyn-bourland.md) | AKG Financial Group | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Davis Bourland](https://find.wellspent.co/advisors/davis-bourland.md) | AKG Financial Group | Fort Worth, Texas | | Percentage of assets, Fixed fees | | [Gary Holland](https://find.wellspent.co/advisors/gary-holland.md) | Holland Investment Management | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jacob Glasman](https://find.wellspent.co/advisors/jacob-glasman.md) | Diesslin Group | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jacob Squires](https://find.wellspent.co/advisors/jacob-squires.md) | Aspen Wealth Management | Fort Worth, Texas | | Percentage of assets, Hourly | | [Luke Hockett](https://find.wellspent.co/advisors/luke-hockett.md) | Diesslin Group | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Nicholas Godfrey](https://find.wellspent.co/advisors/nicholas-godfrey.md) | Aspenridge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Peyton Bruce](https://find.wellspent.co/advisors/peyton-bruce.md) | Aspenridge Wealth Advisors | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees | | [Samuel Baker](https://find.wellspent.co/advisors/samuel-baker.md) | Storehouse Financial | Fort Worth, Texas | | Percentage of assets, Hourly, Performance-based fees | | [Scott Reasor](https://find.wellspent.co/advisors/scott-reasor.md) | Diesslin Group | Fort Worth, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Shane Wilkins](https://find.wellspent.co/advisors/shane-wilkins.md) | Wilkins Advisors | Fort Worth, Texas | | Percentage of assets, Hourly | | [Stephen Stull](https://find.wellspent.co/advisors/stephen-stull.md) | Storehouse Financial | Fort Worth, Texas | | Percentage of assets, Hourly, Performance-based fees | ## 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).