Fee-only financial advisors in Houston, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Larry Maddox Horizon Wealth Advisors Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Matthew Smith Concert Financial Planning, LLC Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Maggie Klokkenga Abundo Wealth Holds the CFP and CPA. Fees on file: subscription.
- Kaki Perdue Look Both Ways Financial Holds the CFP and CPA. Fees on file: one-time planning fee, hourly.
- Amol Desai Perceptive Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Liem Hoang Stillforest Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 338
- Firms
- 121
- Hold the CFP
- 40%
- Other credentials: CFA 8% · CPA 1% · EA 0%
- How they charge (of 337 with fees on file): percentage of assets 95% · fixed fees 53% · hourly 43% · flat fee or retainer 4%
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 Houston 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 Houston
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.
All 338 advisors in Houston
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Jonathan McAlister | Integrity Road Wealth Partners LLC | Houston | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| Justin Reede | Integrity Road Wealth Partners LLC | Houston | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Julia Lilly Advice-only planning for families and individuals seeking unbiased guidance on investments, taxes, equity compensation, education savings and retirement. | Ryerson Financial | Houston | CFP, MBA | One-time planning fee, Hourly |
| Maggie Klokkenga Former CPA who starts with cash flow to help clients align their money with what they truly value. | Abundo Wealth | Houston | CFP, AFC, CPA | Subscription |
| Matthew Smith | Concert Financial Planning, LLC | Houston | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Trevor Winter | New Heights Planning, LLC | Houston | CFP, CRPC | Ongoing planning fee |
| Amol Desai | Perceptive Wealth Advisors | Houston | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| Eric Simonson Founder of an advice-only firm offering low-cost, conflict-free comprehensive planning to people that investment minimums leave out. | Abundo Wealth | Houston | CFP, CRPC | Subscription |
| Justin Brownlee | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston | CFP | Flat fee or retainer |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, Hourly |
| Liem Hoang | Stillforest Wealth Management | Houston | CFA, CFP, JD | Percentage of assets, Hourly |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Alison James | WorthWise Financial Partners, LLC | Houston | CFP | Percentage of assets, Hourly |
| Ashley Foster | Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth | Houston | CFP | Percentage of assets, Ongoing planning fee |
| Carleton McHenry | McHenry Capital, LLC | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Scott Hamilton | Hamilton Financial Planning | Houston | CFP, MBA | Percentage of assets, Hourly |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Nathaniel Harness | BentOak Capital | Houston | CFP | Percentage of assets, Hourly |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Hany Ahmad | Teamwork Financial Group | Houston | CFP | Percentage of assets |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Ian Harris | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jeffrey Wright | Teamwork Financial Group | Houston | CFP, ChFC | Percentage of assets |
| Keith Fenstad | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Michael Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Nathan Burleson | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Robert Dwyer | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
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