Fee-only financial advisors in The Woodlands, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Bridges Tiverton Wealth Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Cameron Capriotti Legacy Chief Financial Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Daniel Michalk Waterway Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Mark Lasseigne Financial Cornerstones Holds the CFP. Fees on file: percentage of assets.
- Jason Stepanik SF Planning Group, LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Christopher Sternau Altere Financial Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 74
- Firms
- 19
- Hold the CFP
- 42%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 74 with fees on file): percentage of assets 88% · fixed fees 61% · hourly 49% · 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 The Woodlands 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 The Woodlands
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.
All 74 advisors in The Woodlands
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Skyler Denny | Legacy Financial Designs, LLC | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Jason Stepanik | SF Planning Group, LLC | The Woodlands | CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Salvato | Diamond Client Group | The Woodlands | CFP | Percentage of assets, Hourly |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Daniel Trgovich | Waterway Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alexander Amundson | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Ashley Owens | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Ariel Jasso | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Cameron Capriotti | Legacy Chief Financial | The Woodlands | CFP, CPA | Percentage of assets, Hourly |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Bryan Kelly | Hodos Wealth Group | The Woodlands | CFA | Percentage of assets |
| Mary Hicks | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Robert Bond | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Austin Manning | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Brady Cox | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Brecklynn Williams | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Casey Mack | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Christopher Melber | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Clayton Hostetter | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Cydney Nash | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Donnie Carpenter | First Move Financial | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Jack Freeman | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Jeffrey Rhame | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Kyle McClain | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Kyle Nickerson | Rhame & Gorrell Wealth Management | The Woodlands | CFP | Percentage of assets |
| Paul Rahn | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Robert Bard | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
| Thomas Dunaway | The SUM | The Woodlands | CFP | Hourly, Fixed fees |
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