Fee-only financial advisors in Plano, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- John Hetzel No Fate BWWM Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Bob Knode Knode Wealth Management Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Kevin Floyd Nfwm Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Shashin Shah Sfmg Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Shar-Né Warren Financial Excavation Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Chad Johnson Spartan Wealth Solutions Holds the CFP. Fees on file: hourly, one-time planning fee.
By the numbers
- Advisors listed
- 94
- Firms
- 39
- Hold the CFP
- 49%
- Other credentials: CFA 7% · EA 1% · ChFC 2%
- How they charge (of 94 with fees on file): percentage of assets 95% · fixed fees 76% · hourly 57% · one-time planning fee 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 Plano 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 Plano
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.
All 94 advisors in Plano
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cole Williams | Vessel Financial Planning | Plano | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Shar-Né Warren | Financial Excavation | Plano | CFP, CRPC | Flat fee or retainer, Hourly |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Bryan Lee | Strategic Financial Planning, Inc. | Plano | CFP, MBA | Percentage of assets, Hourly |
| Katie Brewer | Your Richest Life, LLC | Plano | CFP, MBA | Percentage of assets, Hourly |
| Andy Lawson | Freshfield Investments | Plano | BA, CFP, MS, PhD | Hourly |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Jerod Brockelman | Eubank, Hutson & Associates | Plano | CFP | Percentage of assets, Hourly |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Brent Dunn | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Scott Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Steven Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Farrar | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| Andrew Herzog | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Chad Johnson | Spartan Wealth Solutions | Plano | CFP | Hourly, One-time planning fee |
| Christopher Troseth | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Scott Miller | Linch Financial | Plano | Not listed | Percentage of assets |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| Brian Fry | Safe Landing Financial | Plano | CFP | Percentage of assets, Hourly |
| John Hetzel | No Fate BWWM | Plano | AEP, AIFA, CAIA, CFA | Percentage of assets, Hourly |
| Joseph Warner | Allvet Financial | Plano | Not listed | Ongoing planning fee, Percentage of assets |
| Michael Bollinger | Bollinger Wealth Management | Plano | CFP | Percentage of assets |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| David Mott | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Evan Daniels | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Julianne Hoerman | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Keith Hutson | Eubank, Hutson & Associates | Plano | Not listed | Percentage of assets, Hourly |
| Muhammad Uddin | Crescent Investment Solutions | Plano | Not listed | Percentage of assets |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Paul Hofland | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Terry Bussard | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Jeffrey Bowlby | Dash Investments | Plano | Not listed | Percentage of assets |
| Richard Bach | Dash Investments | Plano | Not listed | Percentage of assets |
| Robert Badger | Dash Investments | Plano | Not listed | Percentage of assets |
| Sebastian Lopez-Hafen | Dash Investments | Plano | Not listed | Percentage of assets |
| Suzanne Fitzgerald | Solutions4Wealth | Plano | Not listed | Percentage of assets, Fixed fees |
| James Torrey | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Mark Robinson | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Matthew Fitzsimmons | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Avery Klatsky | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Charles Thomas | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
| Craig Greenway | Sfmg Wealth Advisors | Plano | CFP | Percentage of assets, Fixed fees |
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