Fee-only financial advisors in Frisco, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Carol Alexander Retirement Investment Advisors, Inc. Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Jordan Benold Benold Financial Planning Holds the CFP. Fees on file: percentage of assets, hourly.
- Robert Price Prosperity Wealth Planning Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- George Townsend Consilium Wealth Advisory Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Brian Neu Olimpio NEU & Associates Holds the CFP. Fees on file: percentage of assets, hourly.
- Mike Kurz OverShare Advice and Planning, LLC Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 43
- Firms
- 20
- Hold the CFP
- 30%
- Other credentials: CFA 2% · CPA 2% · ChFC 2%
- How they charge (of 43 with fees on file): percentage of assets 100% · fixed fees 86% · hourly 44% · one-time planning fee 5%
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 Frisco 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 Frisco
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.
All 43 advisors in Frisco
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jordan Benold | Benold Financial Planning | Frisco | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Sohrab Mirzabeigifini | Atlas Financial | Frisco | CFP | Percentage of assets, Fixed fees |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Delonte Harrell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mike Kurz | OverShare Advice and Planning, LLC | Frisco | CAIA, CFP, CIMA, CPWA | Percentage of assets, Hourly |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cliff Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| James Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Charles Fox | Avenue Retirement Services | Frisco | Not listed | Percentage of assets |
| Dennis Berry | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Hendler | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Melehan | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Justin Lero | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Michael Aussieker | Oh Cap Asset Management | Frisco | CFA | Percentage of assets, Hourly |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Carlos Lopez | Two Pillars Asset Management | Frisco | Not listed | Hourly, Percentage of assets |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |
| Muhammad Ammar | FYRA Capital Management | Frisco | Not listed | Percentage of assets, Hourly |
| Brian Neu | Olimpio NEU & Associates | Frisco | CFP | Percentage of assets, Hourly |
| John Gay | Frisco Financial Planning | Frisco | CFP | Percentage of assets, Fixed fees |
| Evan Koch | EDK Advisory | Frisco | PFS | Percentage of assets, Hourly |
| Richard Jordan | Fortress Estate Solutions | Frisco | Not listed | Percentage of assets, Hourly |
| Salvatore Olimpio | Olimpio NEU & Associates | Frisco | Not listed | Percentage of assets, Hourly |
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