# Fee-only financial advisors in Frisco, Texas > Start with a fee-only advisor in Frisco whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Carol Alexander of Retirement Investment Advisors, Inc., Jordan Benold of Benold Financial Planning and Robert Price of Prosperity Wealth Planning, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/frisco/ 43 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 Frisco? Start with a fee-only advisor in Frisco whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Carol Alexander of Retirement Investment Advisors, Inc., Jordan Benold of Benold Financial Planning and Robert Price of Prosperity Wealth Planning, chosen for their credentials and fees on file. ## How many fee-only advisors in Frisco are there? The Wellspent public graph lists 43 fee-only advisors in Frisco, at 20 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Frisco focus on? The most common focus among fee-only advisors in Frisco is retirement planning (25), followed by estate planning (21) and family wealth transfer (19). Advisors can list more than one. ## How do fee-only advisors in Frisco charge? All 43 fee-only advisors in Frisco with fees on file charge a percentage of assets. Many use more than one: 86% charge fixed fees and 44% charge by the hour. ## 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 Frisco hold the CFP? 30% of the 43 fee-only advisors in Frisco 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 Frisco? 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 | |---|---|---|---|---| | [Jordan Benold](https://find.wellspent.co/advisors/jordan-benold.md) | Benold Financial Planning | Frisco, Texas | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Carol Alexander](https://find.wellspent.co/advisors/carol-alexander.md) | Retirement Investment Advisors, Inc. | Frisco, Texas | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Christian Patterson](https://find.wellspent.co/advisors/christian-patterson.md) | QuadCap Wealth Management | Frisco, Texas | CFP | Percentage of assets, Fixed fees | | [Monica Sipes](https://find.wellspent.co/advisors/monica-sipes.md) | QuadCap Wealth Management | Frisco, Texas | CFP | Percentage of assets, Fixed fees | | [George Townsend](https://find.wellspent.co/advisors/george-townsend.md) | Consilium Wealth Advisory | Frisco, Texas | CFP | Percentage of assets, Fixed fees | | [Jordan Bromley](https://find.wellspent.co/advisors/jordan-bromley.md) | Prosperity Wealth Planning | Frisco, Texas | CFP | Percentage of assets, Flat fee or retainer | | [Lyndsey Monahan](https://find.wellspent.co/advisors/lyndsey-monahan.md) | Precision Wealth Strategies | Frisco, Texas | ChFC | Percentage of assets, Hourly, Fixed fees | | [Robert Price](https://find.wellspent.co/advisors/robert-price.md) | Prosperity Wealth Planning | Frisco, Texas | CFP | Percentage of assets, Flat fee or retainer | | [Lance Purcell](https://find.wellspent.co/advisors/lance-purcell.md) | Phoenix Rising Wealth Management | Frisco, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Tenerelli](https://find.wellspent.co/advisors/david-tenerelli.md) | Values Added | Frisco, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Sohrab Mirzabeigifini](https://find.wellspent.co/advisors/sohrab-mirzabeigifini.md) | Atlas Financial | Frisco, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Alexandra McConnell](https://find.wellspent.co/advisors/alexandra-mcconnell.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Anne Robinson](https://find.wellspent.co/advisors/anne-robinson.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Cooper Segars](https://find.wellspent.co/advisors/cooper-segars.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Cortnie Rodriguez](https://find.wellspent.co/advisors/cortnie-rodriguez.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [David Blair](https://find.wellspent.co/advisors/david-blair.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Delonte Harrell](https://find.wellspent.co/advisors/delonte-harrell.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Gianna Mossotti](https://find.wellspent.co/advisors/gianna-mossotti.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Mary Harris](https://find.wellspent.co/advisors/mary-harris.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Miguel Rundstrom-Holguin](https://find.wellspent.co/advisors/miguel-rundstrom-holguin.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Mike Kurz](https://find.wellspent.co/advisors/mike-kurz.md) | OverShare Advice and Planning, LLC | Frisco, Texas | CAIA, CFP, CIMA, CPWA | Percentage of assets, Hourly, Fixed fees | | [Robert Alston](https://find.wellspent.co/advisors/robert-alston.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Timothy Foster](https://find.wellspent.co/advisors/timothy-foster.md) | QuadCap Wealth Management | Frisco, Texas | | Percentage of assets, Fixed fees | | [Cliff Demarest](https://find.wellspent.co/advisors/cliff-demarest.md) | Consilium Wealth Advisory | Frisco, Texas | | Percentage of assets, Fixed fees | | [Eduardo Gandara](https://find.wellspent.co/advisors/eduardo-gandara.md) | Consilium Wealth Advisory | Frisco, Texas | | Percentage of assets, Fixed fees | | [James Demarest](https://find.wellspent.co/advisors/james-demarest.md) | Consilium Wealth Advisory | Frisco, Texas | | Percentage of assets, Fixed fees | | [Malcolm Walton](https://find.wellspent.co/advisors/malcolm-walton.md) | Gannett Wealth Advisors | Frisco, Texas | | Percentage of assets, Fixed fees | | [Charles Fox](https://find.wellspent.co/advisors/charles-fox.md) | Avenue Retirement Services | Frisco, Texas | | Percentage of assets | | [Dennis Berry](https://find.wellspent.co/advisors/dennis-berry.md) | Phoenix Rising Wealth Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Hendler](https://find.wellspent.co/advisors/jonathan-hendler.md) | Phoenix Rising Wealth Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Melehan](https://find.wellspent.co/advisors/jonathan-melehan.md) | Phoenix Rising Wealth Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Justin Lero](https://find.wellspent.co/advisors/justin-lero.md) | Phoenix Rising Wealth Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Malissa McNanna](https://find.wellspent.co/advisors/malissa-mcnanna.md) | Phoenix Rising Wealth Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Michael Aussieker](https://find.wellspent.co/advisors/michael-aussieker.md) | Oh Cap Asset Management | Frisco, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Christians](https://find.wellspent.co/advisors/michael-christians.md) | Phoenix Rising Wealth Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Carlos Lopez](https://find.wellspent.co/advisors/carlos-lopez.md) | Two Pillars Asset Management | Frisco, Texas | | Hourly, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jamie Tebbe](https://find.wellspent.co/advisors/jamie-tebbe.md) | Benchmark Investment Advisors | Frisco, Texas | | Percentage of assets | | [Muhammad Ammar](https://find.wellspent.co/advisors/muhammad-ammar.md) | FYRA Capital Management | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brian Neu](https://find.wellspent.co/advisors/brian-neu.md) | Olimpio NEU & Associates | Frisco, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [John Gay](https://find.wellspent.co/advisors/john-gay.md) | Frisco Financial Planning | Frisco, Texas | CFP | Percentage of assets, Fixed fees | | [Evan Koch](https://find.wellspent.co/advisors/evan-koch.md) | EDK Advisory | Frisco, Texas | PFS | Percentage of assets, Hourly, Fixed fees | | [Richard Jordan](https://find.wellspent.co/advisors/richard-jordan.md) | Fortress Estate Solutions | Frisco, Texas | | Percentage of assets, Hourly, Fixed fees | | [Salvatore Olimpio](https://find.wellspent.co/advisors/salvatore-olimpio.md) | Olimpio NEU & Associates | Frisco, Texas | | Percentage of assets, Hourly, Fixed 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).