Fee-only financial advisors in Fort Worth, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Helen Stephens Aspen Wealth Management Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Kyle Watkins CF Financial Holds the CFP. Fees on file: ongoing planning fee.
- Scott Oeth Cahill Financial Advisors, Inc. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Michelle Vargas Waymaker Financial Planning Holds the CFP. Fees on file: hourly, one-time planning fee.
- Carman Kubanda Innovative Wealth Building Holds the CFP. Fees on file: percentage of assets, subscription.
- Ben Earls Earls Financial LLC Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 57
- Firms
- 24
- Hold the CFP
- 42%
- Other credentials: CFA 4% · EA 2% · ChFC 2%
- How they charge (of 57 with fees on file): percentage of assets 93% · hourly 67% · fixed fees 61% · performance-based fees 23%
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 Fort Worth 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 Fort Worth
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.
All 57 advisors in Fort Worth
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Scott Oeth | Cahill Financial Advisors, Inc. | Fort Worth | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Lacy Rogers | The Dedicated Dollar, LLC | Fort Worth | CFP | Percentage of assets, Hourly |
| Daniel Phillips | Michels Family Financial | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Erin Menking | FCA | Fort Worth | CFP | Percentage of assets, Hourly |
| Kyle Watkins | CF Financial | Fort Worth | CFP | Ongoing planning fee |
| Nicholas Michels | Michels Family Financial | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuel Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Andrew Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Christopher Coffin | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Dane Petty | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Hayden Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Maureen Maidlow | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Neil Vanzandt | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Ronnie Huskey | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Aaron Christopherson | Pinnacle Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Abigail Hasling | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Benjamin Bigler | Aspenridge Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Candace Scholz | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| David Stull | Storehouse Financial | Fort Worth | CFP | Percentage of assets, Hourly |
| Emma Simmons | AKG Financial Group | Fort Worth | CFP | Percentage of assets, Fixed fees |
| James Davis | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Laura Meyers | Storehouse Financial | Fort Worth | CFP | Percentage of assets, Hourly |
| Matthew Quezergue | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Nathan Davis | Aspen Wealth Management | Fort Worth | CFP, CFA | Percentage of assets, Hourly |
| Norman Farr | Diesslin Group | Fort Worth | CFP | Percentage of assets, Hourly |
| Robert Shannon | Brazos Wealth Advisors | Fort Worth | CFP | Percentage of assets, Hourly |
| Russell Jacobson | Astoria Strategic Wealth | Fort Worth | CFP | Percentage of assets, Hourly |
| Troy Fore | Aspen Wealth Management | Fort Worth | CFP | Percentage of assets, Hourly |
| Carolyn Lingle | Brownlee Wealth Management | Fort Worth | ChFC | Hourly, Fixed fees |
| Mark Michel | Diesslin Group | Fort Worth | CFA | Percentage of assets, Hourly |
| Adam Stone | Storehouse Financial | Fort Worth | Not listed | Percentage of assets, Hourly |
| Ashlyn Bourland | AKG Financial Group | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Davis Bourland | AKG Financial Group | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Gary Holland | Holland Investment Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Jacob Glasman | Diesslin Group | Fort Worth | Not listed | Percentage of assets, Hourly |
| Jacob Squires | Aspen Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
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