# Fee-only financial advisors in The Woodlands, Texas > Start with a fee-only advisor in The Woodlands whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alex Bridges of Tiverton Wealth, Cameron Capriotti of Legacy Chief Financial and Daniel Michalk of Waterway Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/the-woodlands/ 74 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 The Woodlands? Start with a fee-only advisor in The Woodlands whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alex Bridges of Tiverton Wealth, Cameron Capriotti of Legacy Chief Financial and Daniel Michalk of Waterway Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in The Woodlands are there? The Wellspent public graph lists 74 fee-only advisors in The Woodlands, at 19 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in The Woodlands focus on? The most common focus among fee-only advisors in The Woodlands is estate planning (29), followed by small business owners (26) and founders (25). Advisors can list more than one. ## How do fee-only advisors in The Woodlands charge? The most common fee among fee-only advisors in The Woodlands is a percentage of assets, used by 88% of the 74 with fees on file. Many use more than one: 61% charge fixed fees and 49% 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 The Woodlands hold the CFP? 42% of the 74 fee-only advisors in The Woodlands 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 The Woodlands? 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 | |---|---|---|---|---| | [Alex Bridges](https://find.wellspent.co/advisors/alex-bridges.md) | Tiverton Wealth | The Woodlands, Texas | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Skyler Denny](https://find.wellspent.co/advisors/skyler-denny.md) | Legacy Financial Designs, LLC | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Jason Stepanik](https://find.wellspent.co/advisors/jason-stepanik.md) | SF Planning Group, LLC | The Woodlands, Texas | CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne.md) | Financial Cornerstones | The Woodlands, Texas | CFP | Percentage of assets | | [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher McBee](https://find.wellspent.co/advisors/christopher-mcbee.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher Sternau](https://find.wellspent.co/advisors/christopher-sternau.md) | Altere Financial | The Woodlands, Texas | CFP | Percentage of assets, Hourly, One-time planning fee | | [Jeffrey Goering](https://find.wellspent.co/advisors/jeffrey-goering.md) | Diamond Client Group | The Woodlands, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Salvato](https://find.wellspent.co/advisors/jonathan-salvato.md) | Diamond Client Group | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Carroll](https://find.wellspent.co/advisors/paul-carroll.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Daniel Michalk](https://find.wellspent.co/advisors/daniel-michalk.md) | Waterway Wealth Management | The Woodlands, Texas | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Jessica McCain](https://find.wellspent.co/advisors/jessica-mccain.md) | Waterway Wealth Management | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross King](https://find.wellspent.co/advisors/ross-king.md) | Waterway Wealth Management | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Hughes](https://find.wellspent.co/advisors/christopher-hughes-8323056.md) | Financial Cornerstones | The Woodlands, Texas | | Percentage of assets | | [Daniel Trgovich](https://find.wellspent.co/advisors/daniel-trgovich.md) | Waterway Wealth Management | The Woodlands, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Abigail Demirovic](https://find.wellspent.co/advisors/abigail-demirovic.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Alexander Amundson](https://find.wellspent.co/advisors/alexander-amundson.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Andre Baldanza](https://find.wellspent.co/advisors/andre-baldanza.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ashley Owens](https://find.wellspent.co/advisors/ashley-owens.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Brian Cheatham](https://find.wellspent.co/advisors/brian-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Caeden Goering](https://find.wellspent.co/advisors/caeden-goering.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Luedecke](https://find.wellspent.co/advisors/david-luedecke.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Brady](https://find.wellspent.co/advisors/elizabeth-brady.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Karla Saez](https://find.wellspent.co/advisors/karla-saez.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Lucas Cheatham](https://find.wellspent.co/advisors/lucas-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Megan Beaufays](https://find.wellspent.co/advisors/megan-beaufays.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Michael Sitzman](https://find.wellspent.co/advisors/michael-sitzman.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Sarah McIvor](https://find.wellspent.co/advisors/sarah-mcivor.md) | Avion Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [William Grant](https://find.wellspent.co/advisors/william-grant.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ariel Jasso](https://find.wellspent.co/advisors/ariel-jasso.md) | Waterway Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Cameron Capriotti](https://find.wellspent.co/advisors/cameron-capriotti.md) | Legacy Chief Financial | The Woodlands, Texas | CFP, CPA | Percentage of assets, Hourly | | [Nicholas Oldham](https://find.wellspent.co/advisors/nicholas-oldham.md) | Waterway Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Bryan Kelly](https://find.wellspent.co/advisors/bryan-kelly-4991358.md) | Hodos Wealth Group | The Woodlands, Texas | CFA | Percentage of assets | | [Mary Hicks](https://find.wellspent.co/advisors/mary-hicks.md) | Bright Vision Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Robert Bond](https://find.wellspent.co/advisors/robert-bond.md) | Bright Vision Wealth | The Woodlands, Texas | | Percentage of assets, Fixed fees | | [Austin Manning](https://find.wellspent.co/advisors/austin-manning.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Brady Cox](https://find.wellspent.co/advisors/brady-cox.md) | The SUM | The Woodlands, Texas | CFP | Hourly, Fixed fees | | [Brecklynn Williams](https://find.wellspent.co/advisors/brecklynn-williams.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Casey Mack](https://find.wellspent.co/advisors/casey-mack.md) | The SUM | The Woodlands, Texas | CFP | Hourly, Fixed fees | | [Christopher Melber](https://find.wellspent.co/advisors/christopher-melber.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Clayton Hostetter](https://find.wellspent.co/advisors/clayton-hostetter.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Cydney Nash](https://find.wellspent.co/advisors/cydney-nash.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Donnie Carpenter](https://find.wellspent.co/advisors/donnie-carpenter.md) | First Move Financial | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees | | [Jack Freeman](https://find.wellspent.co/advisors/jack-freeman.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Jeffrey Rhame](https://find.wellspent.co/advisors/jeffrey-rhame.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Kyle McClain](https://find.wellspent.co/advisors/kyle-mcclain.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Kyle Nickerson](https://find.wellspent.co/advisors/kyle-nickerson.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Paul Rahn](https://find.wellspent.co/advisors/paul-rahn.md) | The SUM | The Woodlands, Texas | CFP | Hourly, Fixed fees | | [Robert Bard](https://find.wellspent.co/advisors/robert-bard.md) | The SUM | The Woodlands, Texas | CFP | Hourly, Fixed fees | | [Thomas Dunaway](https://find.wellspent.co/advisors/thomas-dunaway.md) | The SUM | The Woodlands, Texas | CFP | Hourly, Fixed fees | | [Timothy Blanchard](https://find.wellspent.co/advisors/timothy-blanchard.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [Tyler Miller](https://find.wellspent.co/advisors/tyler-miller.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFP | Percentage of assets | | [David Hunter](https://find.wellspent.co/advisors/david-hunter-6636857.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | CFA | Percentage of assets | | [Robert Lloyd](https://find.wellspent.co/advisors/robert-lloyd-4187061.md) | Lloyds Intrepid Wealth Management | The Woodlands, Texas | CFA | Percentage of assets, Hourly | | [Anthony Montano](https://find.wellspent.co/advisors/anthony-montano.md) | Rosman Asset Management | The Woodlands, Texas | | Percentage of assets, Hourly | | [Christopher Szalay](https://find.wellspent.co/advisors/christopher-szalay.md) | Wiseowl Capital | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Clifton Mc Millan](https://find.wellspent.co/advisors/clifton-mc-millan.md) | White Wing Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Cory Moscoso](https://find.wellspent.co/advisors/cory-moscoso.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | | [Curt Beck](https://find.wellspent.co/advisors/curt-beck.md) | IAS Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Darrin Moe](https://find.wellspent.co/advisors/darrin-moe.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | | [Garett Steele](https://find.wellspent.co/advisors/garett-steele.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | | [Henry Stevens](https://find.wellspent.co/advisors/henry-stevens.md) | IAS Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jason Henry](https://find.wellspent.co/advisors/jason-henry.md) | IAS Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Newkirk](https://find.wellspent.co/advisors/jeffrey-newkirk.md) | IAS Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jill Chandler](https://find.wellspent.co/advisors/jill-chandler.md) | The SUM | The Woodlands, Texas | | Hourly, Fixed fees | | [John Geresi](https://find.wellspent.co/advisors/john-geresi.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | | [John Haynes](https://find.wellspent.co/advisors/john-haynes.md) | IAS Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [McKenna Dehn](https://find.wellspent.co/advisors/mckenna-dehn.md) | The SUM | The Woodlands, Texas | | Hourly, Fixed fees | | [Melissa Rudell](https://find.wellspent.co/advisors/melissa-rudell.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | | [Meredith Stewart](https://find.wellspent.co/advisors/meredith-stewart.md) | White Wing Wealth Management | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Michael Rosman](https://find.wellspent.co/advisors/michael-rosman.md) | Rosman Asset Management | The Woodlands, Texas | | Percentage of assets, Hourly | | [Samanta Chirico Eliaz](https://find.wellspent.co/advisors/samanta-chirico-eliaz.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | | [Steven Resnick](https://find.wellspent.co/advisors/steven-resnick.md) | The SUM | The Woodlands, Texas | | Hourly, Fixed fees | | [William Warren](https://find.wellspent.co/advisors/william-warren.md) | Rhame & Gorrell Wealth Management | The Woodlands, Texas | | Percentage of assets | ## 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).