# Fee-only financial advisors in Plano, Texas > Start with a fee-only advisor in Plano whose record matches what you need, then check their fees and SEC record before you call. Records to start with include John Hetzel of No Fate BWWM, Bob Knode of Knode Wealth Management and Kevin Floyd of Nfwm, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/plano/ 94 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 Plano? Start with a fee-only advisor in Plano whose record matches what you need, then check their fees and SEC record before you call. Records to start with include John Hetzel of No Fate BWWM, Bob Knode of Knode Wealth Management and Kevin Floyd of Nfwm, chosen for their credentials and fees on file. ## How many fee-only advisors in Plano are there? The Wellspent public graph lists 94 fee-only advisors in Plano, at 39 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Plano focus on? The most common focus among fee-only advisors in Plano is retirement planning (37), followed by tax planning (30) and estate planning (26). Advisors can list more than one. ## How do fee-only advisors in Plano charge? The most common fee among fee-only advisors in Plano is a percentage of assets, used by 95% of the 94 with fees on file. Many use more than one: 76% charge fixed fees and 57% 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 Plano hold the CFP? 49% of the 94 fee-only advisors in Plano 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 Plano? 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 | |---|---|---|---|---| | [Cole Williams](https://find.wellspent.co/advisors/cole-williams.md) | Vessel Financial Planning | Plano, Texas | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee | | [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope.md) | SFMG Wealth Advisors | Plano, Texas | CFP | Percentage of assets | | [Bob Knode](https://find.wellspent.co/advisors/bob-knode.md) | Knode Wealth Management | Plano, Texas | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Bryan Lee](https://find.wellspent.co/advisors/bryan-lee.md) | Strategic Financial Planning, Inc. | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Katie Brewer](https://find.wellspent.co/advisors/katie-brewer.md) | Your Richest Life, LLC | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Andy Lawson](https://find.wellspent.co/advisors/andy-lawson.md) | Freshfield Investments | Plano, Texas | BA, CFP, MS, PhD | Hourly | | [Gerrond McKee](https://find.wellspent.co/advisors/gerrond-mckee.md) | Lifeway Financial | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [David Faulkner](https://find.wellspent.co/advisors/david-faulkner.md) | Spectrum Advisors | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Bartol](https://find.wellspent.co/advisors/douglas-bartol.md) | Nexus One Financial Advisors | Plano, Texas | CFP, ChFC | Percentage of assets | | [Jerod Brockelman](https://find.wellspent.co/advisors/jerod-brockelman.md) | Eubank, Hutson & Associates | Plano, Texas | CFP | Percentage of assets, Hourly | | [Jon Reppert](https://find.wellspent.co/advisors/jon-reppert.md) | Spectrum Advisors | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Brent Dunn](https://find.wellspent.co/advisors/brent-dunn.md) | SchlegelDunn | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Scott Schlegel](https://find.wellspent.co/advisors/scott-schlegel.md) | SchlegelDunn | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Steven Schlegel](https://find.wellspent.co/advisors/steven-schlegel.md) | SchlegelDunn | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Trey Touchstone](https://find.wellspent.co/advisors/trey-touchstone.md) | Lifeway Financial | Plano, Texas | CFA | Percentage of assets, Fixed fees | | [Allen Tyndall](https://find.wellspent.co/advisors/allen-tyndall.md) | Seaside Wealth Advisors | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Amanda Farrar](https://find.wellspent.co/advisors/amanda-farrar.md) | PMG Family Office | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Andrew Herzog](https://find.wellspent.co/advisors/andrew-herzog.md) | The Watchman Group | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Chad Johnson](https://find.wellspent.co/advisors/chad-johnson.md) | Spartan Wealth Solutions | Plano, Texas | CFP | Hourly, One-time planning fee | | [Christopher Troseth](https://find.wellspent.co/advisors/christopher-troseth.md) | The Watchman Group | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Miller](https://find.wellspent.co/advisors/scott-miller-1693970.md) | Linch Financial | Plano, Texas | | Percentage of assets | | [William Blake](https://find.wellspent.co/advisors/william-blake.md) | PMG Family Office | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brian Fry](https://find.wellspent.co/advisors/brian-fry.md) | Safe Landing Financial | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [John Hetzel](https://find.wellspent.co/advisors/john-hetzel.md) | No Fate BWWM | Plano, Texas | AEP, AIFA, CAIA, CFA, CFP, CFS | Percentage of assets, Hourly, Fixed fees | | [Joseph Warner](https://find.wellspent.co/advisors/joseph-warner.md) | Allvet Financial | Plano, Texas | | Ongoing planning fee, Percentage of assets | | [Michael Bollinger](https://find.wellspent.co/advisors/michael-bollinger.md) | Bollinger Wealth Management | Plano, Texas | CFP | Percentage of assets | | [Teresa Farmer - Clemens](https://find.wellspent.co/advisors/teresa-farmer-clemens.md) | Vega Financial | Plano, Texas | | Percentage of assets, Hourly | | [David Mott](https://find.wellspent.co/advisors/david-mott.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Elise Henderson](https://find.wellspent.co/advisors/elise-henderson.md) | Spectrum Advisors | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Evan Daniels](https://find.wellspent.co/advisors/evan-daniels.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Julianne Hoerman](https://find.wellspent.co/advisors/julianne-hoerman.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Karina Kingman](https://find.wellspent.co/advisors/karina-kingman.md) | Spectrum Advisors | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Keith Hutson](https://find.wellspent.co/advisors/keith-hutson.md) | Eubank, Hutson & Associates | Plano, Texas | | Percentage of assets, Hourly | | [Muhammad Uddin](https://find.wellspent.co/advisors/muhammad-uddin.md) | Crescent Investment Solutions | Plano, Texas | | Percentage of assets | | [Nicholas Lehman](https://find.wellspent.co/advisors/nicholas-lehman.md) | Spectrum Advisors | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Paul Hofland](https://find.wellspent.co/advisors/paul-hofland.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Terry Bussard](https://find.wellspent.co/advisors/terry-bussard.md) | Nexus One Financial Advisors | Plano, Texas | | Percentage of assets | | [Jeffrey Bowlby](https://find.wellspent.co/advisors/jeffrey-bowlby.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Richard Bach](https://find.wellspent.co/advisors/richard-bach.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Robert Badger](https://find.wellspent.co/advisors/robert-badger.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Sebastian Lopez-Hafen](https://find.wellspent.co/advisors/sebastian-lopez-hafen.md) | Dash Investments | Plano, Texas | | Percentage of assets | | [Suzanne Fitzgerald](https://find.wellspent.co/advisors/suzanne-fitzgerald.md) | Solutions4Wealth | Plano, Texas | | Percentage of assets, Fixed fees | | [James Torrey](https://find.wellspent.co/advisors/james-torrey.md) | The Watchman Group | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Mark Robinson](https://find.wellspent.co/advisors/mark-robinson.md) | The Watchman Group | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Fitzsimmons](https://find.wellspent.co/advisors/matthew-fitzsimmons.md) | The Watchman Group | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Avery Klatsky](https://find.wellspent.co/advisors/avery-klatsky.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Charles Thomas](https://find.wellspent.co/advisors/charles-thomas-6436503.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Craig Greenway](https://find.wellspent.co/advisors/craig-greenway.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Crystal Billing](https://find.wellspent.co/advisors/crystal-billing.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [David Dryden](https://find.wellspent.co/advisors/david-dryden.md) | Insight Wealth Partners | Plano, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [David Dryden](https://find.wellspent.co/advisors/david-dryden-7602129.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Gamble](https://find.wellspent.co/advisors/david-gamble.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Devin DeLapp](https://find.wellspent.co/advisors/devin-delapp.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [James Nipp](https://find.wellspent.co/advisors/james-nipp.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Jefferson Wang](https://find.wellspent.co/advisors/jefferson-wang.md) | Gordon Oak Financial | Plano, Texas | CFP | Hourly, Fixed fees | | [Joshua Hargrove](https://find.wellspent.co/advisors/joshua-hargrove.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Floyd](https://find.wellspent.co/advisors/kevin-floyd.md) | Nfwm | Plano, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Laura Ragsdale](https://find.wellspent.co/advisors/laura-ragsdale.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Stegman](https://find.wellspent.co/advisors/mark-stegman.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Cowles](https://find.wellspent.co/advisors/michael-cowles.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Ross Powell](https://find.wellspent.co/advisors/ross-powell.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Blair](https://find.wellspent.co/advisors/ryan-blair.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Ryan Ferguson](https://find.wellspent.co/advisors/ryan-ferguson.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Shashin Shah](https://find.wellspent.co/advisors/shashin-shah.md) | Sfmg Wealth Advisors | Plano, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [Todd Pniewski](https://find.wellspent.co/advisors/todd-pniewski.md) | Tbms Wealth | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Travis Carter](https://find.wellspent.co/advisors/travis-carter.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Tenney](https://find.wellspent.co/advisors/tyler-tenney.md) | Sfmg Wealth Advisors | Plano, Texas | CFP | Percentage of assets, Fixed fees | | [Valerie Field](https://find.wellspent.co/advisors/valerie-field.md) | Strategic Financial Planning | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Wayne Smith](https://find.wellspent.co/advisors/wayne-smith.md) | Insight Wealth Partners | Plano, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Cayet](https://find.wellspent.co/advisors/christopher-cayet.md) | Sfmg Wealth Advisors | Plano, Texas | CFA | Percentage of assets, Fixed fees | | [Stephanie Williams](https://find.wellspent.co/advisors/stephanie-williams-3261413.md) | TFR Capital | Plano, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Taylor Herzog](https://find.wellspent.co/advisors/taylor-herzog.md) | Valinor Wealth Management | Plano, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Benino Torrez](https://find.wellspent.co/advisors/benino-torrez.md) | Insight Wealth Partners | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Bobby James](https://find.wellspent.co/advisors/bobby-james.md) | TFR Capital | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brett Rudman](https://find.wellspent.co/advisors/brett-rudman.md) | Sfmg Wealth Advisors | Plano, Texas | | Percentage of assets, Fixed fees | | [Bryan Leinart](https://find.wellspent.co/advisors/bryan-leinart.md) | TFR Capital | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Craig Love](https://find.wellspent.co/advisors/craig-love.md) | Fulcrum Wealth Management | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Chin](https://find.wellspent.co/advisors/david-chin.md) | Insight Wealth Partners | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [David White](https://find.wellspent.co/advisors/david-white.md) | Sfmg Wealth Advisors | Plano, Texas | | Percentage of assets, Fixed fees | | [Debbie Feuer](https://find.wellspent.co/advisors/debbie-feuer.md) | Fulcrum Wealth Management | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Derek Soliz](https://find.wellspent.co/advisors/derek-soliz.md) | Fulcrum Wealth Management | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Grant Winger](https://find.wellspent.co/advisors/grant-winger.md) | Insight Wealth Partners | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Johanna Moya](https://find.wellspent.co/advisors/johanna-moya.md) | Evoadvisors | Plano, Texas | | Fixed fees | | [John Weatherly](https://find.wellspent.co/advisors/john-weatherly.md) | Insight Wealth Partners | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Joshua Dunham](https://find.wellspent.co/advisors/joshua-dunham.md) | TFR Capital | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Kevin Margolis](https://find.wellspent.co/advisors/kevin-margolis.md) | Sfmg Wealth Advisors | Plano, Texas | | Percentage of assets, Fixed fees | | [Kyle LaBarre](https://find.wellspent.co/advisors/kyle-labarre.md) | Hill and Labarre Wealth Management | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Lawrence Deramus](https://find.wellspent.co/advisors/lawrence-deramus.md) | Deramus Wealth Management | Plano, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Crawford](https://find.wellspent.co/advisors/michael-crawford.md) | TFR Capital | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Michael Lowe](https://find.wellspent.co/advisors/michael-lowe.md) | Insight Wealth Partners | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Robert Garner](https://find.wellspent.co/advisors/robert-garner.md) | Garner Asset Management | Plano, Texas | | Percentage of assets, Hourly, Fixed fees | | [Stephen Cramm](https://find.wellspent.co/advisors/stephen-cramm.md) | Insight Wealth Partners | Plano, 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).