# Fee-only financial advisors in Southlake, Texas > Start with a fee-only advisor in Southlake whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joel Chouinard of SharpEdge Financial LLC, Holden Ziels of Prestige Wealth Management and Emily Lopez of Mills Wealth Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/southlake/ 25 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 Southlake? Start with a fee-only advisor in Southlake whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joel Chouinard of SharpEdge Financial LLC, Holden Ziels of Prestige Wealth Management and Emily Lopez of Mills Wealth Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Southlake are there? The Wellspent public graph lists 25 fee-only advisors in Southlake, at 10 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Southlake focus on? The most common focus among fee-only advisors in Southlake is estate planning (13), followed by tax planning (11) and retirement planning (10). Advisors can list more than one. ## How do fee-only advisors in Southlake charge? All 24 fee-only advisors in Southlake with fees on file charge a percentage of assets. Many use more than one: 83% charge fixed fees and 38% 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 Southlake hold the CFP? 36% of the 25 fee-only advisors in Southlake 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 Southlake? 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 | |---|---|---|---|---| | [Joel Chouinard](https://find.wellspent.co/advisors/joel-chouinard.md) | SharpEdge Financial LLC | Southlake, Texas | CFP, ChFC | Flat fee or retainer, One-time planning fee, Ongoing planning fee, Percentage of assets | | [Ajoke Esomo](https://find.wellspent.co/advisors/ajoke-esomo.md) | Mills Wealth Advisors | Southlake, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Emily Lopez](https://find.wellspent.co/advisors/emily-lopez.md) | Mills Wealth Advisors | Southlake, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Brown](https://find.wellspent.co/advisors/matthew-brown.md) | Mills Wealth Advisors | Southlake, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Mills](https://find.wellspent.co/advisors/michael-mills.md) | Mills Wealth Advisors | Southlake, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson-6129809.md) | Mills Wealth Advisors | Southlake, Texas | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Bradley Linch](https://find.wellspent.co/advisors/bradley-linch.md) | Linch Financial | Southlake, Texas | | Percentage of assets | | [Stephen Chambers](https://find.wellspent.co/advisors/stephen-chambers.md) | Linch Financial | Southlake, Texas | | Percentage of assets | | [Griffin Eberly](https://find.wellspent.co/advisors/griffin-eberly.md) | Mills Wealth Advisors | Southlake, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Robin Austin](https://find.wellspent.co/advisors/robin-austin.md) | Mills Wealth Advisors | Southlake, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Sean Weaver](https://find.wellspent.co/advisors/sean-weaver.md) | Weaver, Sean Awaiting Firm Name | Souhtlake, Texas | CFP, MBA | | | [Donald Hatcher](https://find.wellspent.co/advisors/donald-hatcher.md) | Solutions4Wealth | Southlake, Texas | | Percentage of assets, Fixed fees | | [Edward Farmer](https://find.wellspent.co/advisors/edward-farmer.md) | Solutions4Wealth | Southlake, Texas | | Percentage of assets, Fixed fees | | [Tyler Wacaster](https://find.wellspent.co/advisors/tyler-wacaster.md) | Solutions4Wealth | Southlake, Texas | | Percentage of assets, Fixed fees | | [Brian Drolet](https://find.wellspent.co/advisors/brian-drolet.md) | Prestige Wealth Management | Southlake, Texas | CFP | Percentage of assets, Fixed fees | | [Holden Ziels](https://find.wellspent.co/advisors/holden-ziels.md) | Prestige Wealth Management | Southlake, Texas | CFP | Percentage of assets, Fixed fees | | [Kevin Cress](https://find.wellspent.co/advisors/kevin-cress.md) | Nesteggs | Soutlake, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Gold](https://find.wellspent.co/advisors/andrew-gold.md) | Prestige Wealth Management | Southlake, Texas | | Percentage of assets, Fixed fees | | [Christopher Scott](https://find.wellspent.co/advisors/christopher-scott.md) | Combs Capital Partners | Southlake, Texas | | Percentage of assets, Fixed fees | | [Conner Combs](https://find.wellspent.co/advisors/conner-combs.md) | Combs Capital Partners | Southlake, Texas | | Percentage of assets, Fixed fees | | [Frederick Hondzinski](https://find.wellspent.co/advisors/frederick-hondzinski.md) | Composure Wealth Management | Southlake, Texas | | Percentage of assets, Hourly | | [John Lombardo](https://find.wellspent.co/advisors/john-lombardo.md) | Rival Capital Management | Southlake, Texas | | Percentage of assets, Fixed fees | | [Landon McIntyre](https://find.wellspent.co/advisors/landon-mcintyre.md) | Prestige Wealth Management | Southlake, Texas | | Percentage of assets, Fixed fees | | [Patrick Combs](https://find.wellspent.co/advisors/patrick-combs.md) | Combs Capital Partners | Southlake, Texas | | Percentage of assets, Fixed fees | | [Tina Hernandez](https://find.wellspent.co/advisors/tina-hernandez.md) | Rival Capital Management | Southlake, Texas | | Percentage of assets, 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).