# Fee-only financial advisors in Houston, Texas > Start with a fee-only advisor in Houston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Larry Maddox of Horizon Wealth Advisors, Matthew Smith of Concert Financial Planning, LLC and Maggie Klokkenga of Abundo Wealth, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/houston/ 338 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Houston? Start with a fee-only advisor in Houston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Larry Maddox of Horizon Wealth Advisors, Matthew Smith of Concert Financial Planning, LLC and Maggie Klokkenga of Abundo Wealth, chosen for their credentials and fees on file. ## How many fee-only advisors in Houston are there? The Wellspent public graph lists 338 fee-only advisors in Houston, at 121 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Houston focus on? The most common focus among fee-only advisors in Houston is retirement planning (143), followed by estate planning (140) and tax planning (111). Advisors can list more than one. ## How do fee-only advisors in Houston charge? The most common fee among fee-only advisors in Houston is a percentage of assets, used by 95% of the 337 with fees on file. Many use more than one: 53% charge fixed fees and 43% charge by the hour. ## How much do fee-only financial advisors charge in Houston? Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms. ## How much does a one-time financial plan cost in Houston? A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms. ## How many fee-only advisors in Houston hold the CFP? 40% of the 338 fee-only advisors in Houston 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 Houston? 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 | |---|---|---|---|---| | [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee | | [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee | | [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee | | [Julia Lilly](https://find.wellspent.co/advisors/julia-lilly.md) | Ryerson Financial | Houston, Texas | CFP, MBA | One-time planning fee, Hourly | | [Maggie Klokkenga](https://find.wellspent.co/advisors/maggie-klokkenga.md) | Abundo Wealth | Houston, Texas | CFP, AFC, CPA | Subscription | | [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith.md) | Concert Financial Planning, LLC | Houston, Texas | CFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Trevor Winter](https://find.wellspent.co/advisors/trevor-winter.md) | New Heights Planning, LLC | Houston, Texas | CFP, CRPC | Ongoing planning fee | | [Amol Desai](https://find.wellspent.co/advisors/amol-desai.md) | Perceptive Wealth Advisors | Houston, Texas | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets | | [Eric Simonson](https://find.wellspent.co/advisors/eric-simonson.md) | Abundo Wealth | Houston, Texas | CFP, CRPC | Subscription | | [Justin Brownlee](https://find.wellspent.co/advisors/justin-brownlee.md) | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston, Texas | CFP | Flat fee or retainer | | [Kaki Perdue](https://find.wellspent.co/advisors/kaki-perdue.md) | Look Both Ways Financial | Houston, Texas | CPA, CFP | One-time planning fee, Hourly | | [Liem Hoang](https://find.wellspent.co/advisors/liem-hoang.md) | Stillforest Wealth Management | Houston, Texas | CFA, CFP, JD | Percentage of assets, Hourly, Fixed fees | | [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer.md) | Goodman Financial Corporation | Houston, Texas | CFP, CPA | Percentage of assets, Hourly | | [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Alison James](https://find.wellspent.co/advisors/alison-james.md) | WorthWise Financial Partners, LLC | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ashley Foster](https://find.wellspent.co/advisors/ashley-foster.md) | Nxt:Gen Financial Planning \| Helping Veterinarians Build Wealth | Houston, Texas | CFP | Percentage of assets, Ongoing planning fee | | [Carleton McHenry](https://find.wellspent.co/advisors/carleton-mchenry.md) | McHenry Capital, LLC | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Scott Hamilton](https://find.wellspent.co/advisors/scott-hamilton.md) | Hamilton Financial Planning | Houston, Texas | CFP, MBA | Percentage of assets, Hourly | | [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [George Williams](https://find.wellspent.co/advisors/george-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Grant Williams](https://find.wellspent.co/advisors/grant-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets | | [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets | | [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness.md) | BentOak Capital | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Gunderson](https://find.wellspent.co/advisors/abigail-gunderson.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Adam Lawrence](https://find.wellspent.co/advisors/adam-lawrence.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Billy Desai](https://find.wellspent.co/advisors/billy-desai.md) | Analog Capital Partners | Houston, Texas | CFA | Percentage of assets | | [Brett Carleton](https://find.wellspent.co/advisors/brett-carleton.md) | Heritage Wealth Management | Houston, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Bryan Zschiesche](https://find.wellspent.co/advisors/bryan-zschiesche.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Colton Owen](https://find.wellspent.co/advisors/colton-owen.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Hany Ahmad](https://find.wellspent.co/advisors/hany-ahmad.md) | Teamwork Financial Group | Houston, Texas | CFP | Percentage of assets | | [Heath Hightower](https://find.wellspent.co/advisors/heath-hightower.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Ian Harris](https://find.wellspent.co/advisors/ian-harris.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Wright](https://find.wellspent.co/advisors/jeffrey-wright.md) | Teamwork Financial Group | Houston, Texas | CFP, ChFC | Percentage of assets | | [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Kellie Gamino](https://find.wellspent.co/advisors/kellie-gamino.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Kevin Nelson](https://find.wellspent.co/advisors/kevin-nelson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Melody Laser](https://find.wellspent.co/advisors/melody-laser.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Booker](https://find.wellspent.co/advisors/michael-booker.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP, ChFC | Percentage of assets | | [Michael Minter](https://find.wellspent.co/advisors/michael-minter.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Nathan Burleson](https://find.wellspent.co/advisors/nathan-burleson.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Rachel Buckhoff](https://find.wellspent.co/advisors/rachel-buckhoff.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Robert Dwyer](https://find.wellspent.co/advisors/robert-dwyer.md) | Heritage Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Set Carpintero](https://find.wellspent.co/advisors/set-carpintero.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Tina Yang](https://find.wellspent.co/advisors/tina-yang.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets | | [William Goodson](https://find.wellspent.co/advisors/william-goodson.md) | Financial Synergies Wealth Advisors | Houston, Texas | CFP | Percentage of assets | | [Andrew Gardener](https://find.wellspent.co/advisors/andrew-gardener.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Marrs](https://find.wellspent.co/advisors/austin-marrs.md) | TSA Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Christopher Dyson](https://find.wellspent.co/advisors/christopher-dyson.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [Crystal McKeon](https://find.wellspent.co/advisors/crystal-mckeon.md) | TSA Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Emily Walls](https://find.wellspent.co/advisors/emily-walls.md) | Ascension Capital Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Erandathi Shaw](https://find.wellspent.co/advisors/erandathi-shaw.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Moores](https://find.wellspent.co/advisors/jon-moores.md) | Ascension Capital Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Jonathan Swanburg](https://find.wellspent.co/advisors/jonathan-swanburg.md) | TSA Wealth Management | Houston, Texas | CFP | Percentage of assets | | [Kevin Roth](https://find.wellspent.co/advisors/kevin-roth.md) | Tanglewood Legacy Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Margolis](https://find.wellspent.co/advisors/mary-margolis.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly | | [Matthew Goff](https://find.wellspent.co/advisors/matthew-goff.md) | The Goff Financial Group | Houston, Texas | | One-time planning fee | | [Adrienne Fox](https://find.wellspent.co/advisors/adrienne-fox.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Arv Vilutis](https://find.wellspent.co/advisors/arv-vilutis.md) | Financial Synergies Wealth Advisors | Houston, Texas | ChFC | Percentage of assets | | [Ashley Trlica](https://find.wellspent.co/advisors/ashley-trlica.md) | Saxon Financial Group | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Ivy](https://find.wellspent.co/advisors/brandon-ivy.md) | Saxon Financial Group | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Bretton Williams](https://find.wellspent.co/advisors/bretton-williams.md) | Saxon Financial Group | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Casey Kha](https://find.wellspent.co/advisors/casey-kha.md) | FCA | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Dallas Trahern](https://find.wellspent.co/advisors/dallas-trahern.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Daniel Adams](https://find.wellspent.co/advisors/daniel-adams.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [David Bass](https://find.wellspent.co/advisors/david-bass.md) | Decision Tree Advisor | Houston, Texas | ChFC | Percentage of assets, One-time planning fee | | [Evan Darr](https://find.wellspent.co/advisors/evan-darr.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Jeff Pomerantz](https://find.wellspent.co/advisors/jeff-pomerantz.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Jonathan Crantz](https://find.wellspent.co/advisors/jonathan-crantz.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Jonathan White](https://find.wellspent.co/advisors/jonathan-white-7335425.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Justin Ramirez](https://find.wellspent.co/advisors/justin-ramirez.md) | Insight Valuations, LLC | Houston , Texas | CFA | Flat fee or retainer, Hourly | | [Kyle Smith](https://find.wellspent.co/advisors/kyle-smith.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Michael Smurl](https://find.wellspent.co/advisors/michael-smurl.md) | Integrity Financial Planning | Houston, Texas | CFA | Percentage of assets | | [Neal Stephenson](https://find.wellspent.co/advisors/neal-stephenson.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Sarah Williams](https://find.wellspent.co/advisors/sarah-williams-6772383.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Sloane Bennett](https://find.wellspent.co/advisors/sloane-bennett.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Tatum Duffie](https://find.wellspent.co/advisors/tatum-duffie.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Thomas Mott](https://find.wellspent.co/advisors/thomas-mott.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Timothy Hartzell](https://find.wellspent.co/advisors/timothy-hartzell.md) | Sequent Asset Management | Houston, Texas | CFA | Percentage of assets, Fixed fees | | [Wanda Williams](https://find.wellspent.co/advisors/wanda-williams.md) | Precedent Wealth Partners | Houston, Texas | | Percentage of assets | | [Audrey Petrash](https://find.wellspent.co/advisors/audrey-petrash.md) | Stegent Equity Advisors | Houston, Texas | CFP | Percentage of assets | | [David Carter](https://find.wellspent.co/advisors/david-carter.md) | Carter Capital Management | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [James Darby](https://find.wellspent.co/advisors/james-darby.md) | Adell, Harriman, & Carpenter | Houston, Texas | CFP | Percentage of assets | | [Jeremy Joiner](https://find.wellspent.co/advisors/jeremy-joiner.md) | Strategic Advisory Services | Houston, Texas | CFP | Percentage of assets | | [John Robertson](https://find.wellspent.co/advisors/john-robertson.md) | Live Oak Wealth Advisory Group | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Solo](https://find.wellspent.co/advisors/jonathan-solo.md) | Live Oak Wealth Advisory Group | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Lakhaun McKinley](https://find.wellspent.co/advisors/lakhaun-mckinley.md) | MNM Vested | Houston, Texas | CFP | Fixed fees | | [Laura Smith](https://find.wellspent.co/advisors/laura-smith.md) | Heritage Asset Advisors | Houston, Texas | CFP | Percentage of assets | | [Leonard Golub](https://find.wellspent.co/advisors/leonard-golub.md) | New Capital Management | Houston, Texas | CFA | Percentage of assets, Fixed fees | | [Loyd Stegent](https://find.wellspent.co/advisors/loyd-stegent.md) | Stegent Equity Advisors | Houston, Texas | CFP, PFS | Percentage of assets | | [Patrick Shinn](https://find.wellspent.co/advisors/patrick-shinn.md) | Heritage Asset Advisors | Houston, Texas | CFP | Percentage of assets | | [Richard Grbac](https://find.wellspent.co/advisors/richard-grbac.md) | Strategic Advisory Services | Houston, Texas | CFP | Percentage of assets | | [Stephen Adell](https://find.wellspent.co/advisors/stephen-adell.md) | Adell, Harriman, & Carpenter | Houston, Texas | CFP | Percentage of assets | | [Suresh Raghavan](https://find.wellspent.co/advisors/suresh-raghavan.md) | MBR Financial | Houston, Texas | CFA | Percentage of assets, Flat fee or retainer, Hourly | | [William Jobes](https://find.wellspent.co/advisors/william-jobes.md) | Live Oak Wealth Advisory Group | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Alison Mills](https://find.wellspent.co/advisors/alison-mills.md) | Trinity Legacy Partners | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Barbara Villard](https://find.wellspent.co/advisors/barbara-villard.md) | Financial Synergies Wealth Advisors | Houston, Texas | | Percentage of assets | | [Blair Greenwood](https://find.wellspent.co/advisors/blair-greenwood.md) | Awaken Wealth Partners | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Clark Forward](https://find.wellspent.co/advisors/clark-forward.md) | Forward Financial | Houston, Texas | | Percentage of assets | | [Daniel Estes](https://find.wellspent.co/advisors/daniel-estes.md) | Pin Oak Investment Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [David Doll](https://find.wellspent.co/advisors/david-doll.md) | Sequent Asset Management | Houston, Texas | | Percentage of assets, Fixed fees | | [Dell Thomason](https://find.wellspent.co/advisors/dell-thomason.md) | Joyce Wealth Management | Houston, Texas | | Percentage of assets, Fixed fees | | [Edmund Lesage](https://find.wellspent.co/advisors/edmund-lesage.md) | Integrity Financial Planning | Houston, Texas | | Percentage of assets | | [Grant Ball](https://find.wellspent.co/advisors/grant-ball.md) | Financial Synergies Wealth Advisors | Houston, Texas | | Percentage of assets | | [James Rouse](https://find.wellspent.co/advisors/james-rouse.md) | Pin Oak Investment Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Jennifer Migdal](https://find.wellspent.co/advisors/jennifer-migdal.md) | Cove Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [John Joyce](https://find.wellspent.co/advisors/john-joyce.md) | Joyce Wealth Management | Houston, Texas | | Percentage of assets, Fixed fees | | [John Merrill](https://find.wellspent.co/advisors/john-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | | Percentage of assets | | [Jonathan Hoyme](https://find.wellspent.co/advisors/jonathan-hoyme.md) | Awaken Wealth Partners | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Katherine Letsos](https://find.wellspent.co/advisors/katherine-letsos.md) | Joyce Wealth Management | Houston, Texas | | Percentage of assets, Fixed fees | | [Larry Bell](https://find.wellspent.co/advisors/larry-bell.md) | Trinity Legacy Partners | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Madison Carleton](https://find.wellspent.co/advisors/madison-carleton.md) | Heritage Wealth Management | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Megan Cline](https://find.wellspent.co/advisors/megan-cline.md) | Financial Synergies Wealth Advisors | Houston, Texas | | Percentage of assets | | [Nathan Norman](https://find.wellspent.co/advisors/nathan-norman.md) | Pin Oak Investment Advisors | Houston, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Love](https://find.wellspent.co/advisors/paul-love.md) | Saxon Financial Group | Houston, Texas | ChFC | Percentage of assets, Hourly, Fixed fees | | [Robert Rizarri](https://find.wellspent.co/advisors/robert-rizarri.md) | Heritage Wealth Management | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Robine Van Doorn](https://find.wellspent.co/advisors/robine-van-doorn.md) | Financial Synergies Wealth Advisors | Houston, Texas | | Percentage of assets | | [Ryan Christensen](https://find.wellspent.co/advisors/ryan-christensen.md) | Awaken Wealth Partners | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Thomas Bruce](https://find.wellspent.co/advisors/thomas-bruce.md) | Tanglewood Total Wealth Management | Houston, Texas | | Percentage of assets | | [Timothy Garcia-Prats](https://find.wellspent.co/advisors/timothy-garcia-prats.md) | Financial Synergies Wealth Advisors | Houston, Texas | | Percentage of assets | | [Zachary Robinson](https://find.wellspent.co/advisors/zachary-robinson.md) | Financial Synergies Wealth Advisors | Houston, Texas | | Percentage of assets | | [Alfred Brady](https://find.wellspent.co/advisors/alfred-brady.md) | MBR Financial | Houston, Texas | | Percentage of assets, Flat fee or retainer, Hourly | | [André Small](https://find.wellspent.co/advisors/andre-small.md) | A Small Investment, LLC | Houston, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Carolyn Douglas](https://find.wellspent.co/advisors/carolyn-douglas.md) | Integra Wealth Advisors | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Bender](https://find.wellspent.co/advisors/daniel-bender.md) | MBR Financial | Houston, Texas | | Percentage of assets, Flat fee or retainer, Hourly | | [David Belding](https://find.wellspent.co/advisors/david-belding.md) | Ascension Capital Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [David Stuyck](https://find.wellspent.co/advisors/david-stuyck.md) | Tanglewood Legacy Advisors | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Douglas Berti](https://find.wellspent.co/advisors/douglas-berti.md) | Texas Assured Financial Planning LLC | Houston, Texas | BS, CFP, EA, MS | Percentage of assets, Hourly, Fixed fees | | [Francisco Salaverry](https://find.wellspent.co/advisors/francisco-salaverry.md) | Tanglewood Legacy Advisors | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [John Brady](https://find.wellspent.co/advisors/john-brady.md) | MBR Financial | Houston, Texas | | Percentage of assets, Flat fee or retainer, Hourly | | [Jonathan Kolmetz](https://find.wellspent.co/advisors/jonathan-kolmetz.md) | Oaks Wealth Management | Houston, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jordan Mathews](https://find.wellspent.co/advisors/jordan-mathews.md) | Ascension Capital Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [Larry Maddox](https://find.wellspent.co/advisors/larry-maddox.md) | Horizon Wealth Advisors | Houston, Texas | CFP, CPA, MBA, CFA | Percentage of assets, Fixed fees | | [Leia Carpenter](https://find.wellspent.co/advisors/leia-carpenter.md) | Adell, Harriman, & Carpenter | Houston, Texas | CFA | Percentage of assets | | [Mark Frugoni](https://find.wellspent.co/advisors/mark-frugoni.md) | FOCUS Wealth Advisors | Houston, Texas | | Percentage of assets | | [Michael Hibbetts](https://find.wellspent.co/advisors/michael-hibbetts.md) | ViaQuest Financial | Houston, Texas | CFP, CFA | Percentage of assets, Hourly | | [Nikki Dunn](https://find.wellspent.co/advisors/nikki-dunn.md) | Clarified Wealth Advisory | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Orie Helaire](https://find.wellspent.co/advisors/orie-helaire.md) | Epiphany Wealth Management | Houston, Texas | ChFC, PFS | Percentage of assets, Hourly, Fixed fees | | [Paul Thompson](https://find.wellspent.co/advisors/paul-thompson.md) | Ascension Capital Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [Scot Johnson](https://find.wellspent.co/advisors/scot-johnson.md) | Adell, Harriman, & Carpenter | Houston, Texas | CFA | Percentage of assets | | [Scott Garrett](https://find.wellspent.co/advisors/scott-garrett.md) | Blue Trust | Houston, Texas | AFC, CFP, ChFC, CKA, CPA, CPA/PFS | | | [Scott Schwinger](https://find.wellspent.co/advisors/scott-schwinger.md) | Ascension Capital Advisors | Houston, Texas | | Percentage of assets, Fixed fees | | [William Berger](https://find.wellspent.co/advisors/william-berger.md) | Fortiter Wealth Management | Houston, Texas | CFA | Percentage of assets | Showing the first 150 of 338. The full list, page by page: https://find.wellspent.co/locations/us/texas/houston/?page=2 ## 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).