Fee-only financial advisors in Southlake, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joel Chouinard SharpEdge Financial LLC Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Holden Ziels Prestige Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Emily Lopez Mills Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Kevin Cress Nesteggs Holds the CFA. Fees on file: percentage of assets, hourly.
- Bradley Linch Linch Financial Fees on file: percentage of assets.
- Sean Weaver Weaver, Sean Awaiting Firm Name Holds the CFP.
By the numbers
- Advisors listed
- 25
- Firms
- 10
- Cities
- 3
- Hold the CFP
- 36%
- Other credentials: CFA 4% · ChFC 4%
- How they charge (of 24 with fees on file): percentage of assets 100% · fixed fees 83% · hourly 38% · performance-based fees 29%
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 Southlake 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 Southlake
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.
All 25 advisors in Southlake
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Ajoke Esomo | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Emily Lopez | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Matthew Brown | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Michael Mills | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Stephen Nelson | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Bradley Linch | Linch Financial | Southlake | Not listed | Percentage of assets |
| Stephen Chambers | Linch Financial | Southlake | Not listed | Percentage of assets |
| Griffin Eberly | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Robin Austin | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Sean Weaver | Weaver, Sean Awaiting Firm Name | Souhtlake | CFP, MBA | Not listed |
| Donald Hatcher | Solutions4Wealth | Southlake | Not listed | Percentage of assets, Fixed fees |
| Edward Farmer | Solutions4Wealth | Southlake | Not listed | Percentage of assets, Fixed fees |
| Tyler Wacaster | Solutions4Wealth | Southlake | Not listed | Percentage of assets, Fixed fees |
| Brian Drolet | Prestige Wealth Management | Southlake | CFP | Percentage of assets, Fixed fees |
| Holden Ziels | Prestige Wealth Management | Southlake | CFP | Percentage of assets, Fixed fees |
| Kevin Cress | Nesteggs | Soutlake | CFA | Percentage of assets, Hourly |
| Andrew Gold | Prestige Wealth Management | Southlake | Not listed | Percentage of assets, Fixed fees |
| Christopher Scott | Combs Capital Partners | Southlake | Not listed | Percentage of assets, Fixed fees |
| Conner Combs | Combs Capital Partners | Southlake | Not listed | Percentage of assets, Fixed fees |
| Frederick Hondzinski | Composure Wealth Management | Southlake | Not listed | Percentage of assets, Hourly |
| John Lombardo | Rival Capital Management | Southlake | Not listed | Percentage of assets, Fixed fees |
| Landon McIntyre | Prestige Wealth Management | Southlake | Not listed | Percentage of assets, Fixed fees |
| Patrick Combs | Combs Capital Partners | Southlake | Not listed | Percentage of assets, Fixed fees |
| Tina Hernandez | Rival Capital Management | Southlake | Not listed | Percentage of assets, Fixed fees |
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