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Financial advisors for divorce in Texas

Which financial advisor should I talk to about divorce in Texas?

For divorce in Texas, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Lance Elrod of Next Step Financial Transitions, Thomas Keller of Keller Wealth Advisors and Heath Hamrick of H Cubed Financial Solutions.

Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • Lance Elrod Next Step Financial Transitions, Cypress Holds the CDFA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
  • Thomas Keller Keller Wealth Advisors, Victoria Holds the CFP. Fees on file: percentage of assets.
  • Heath Hamrick H Cubed Financial Solutions, Granbury Holds the CFP. Fees on file: flat fee or retainer.
  • Molly Laughter Laughter Financial, LLC, Celina Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Helen Stephens Aspen Wealth Management, Fort Worth Holds the CFP. Fees on file: percentage of assets, hourly.
  • Mary Margolis MBR Financial, Houston Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.

How many fee-only financial advisors in Texas work on divorce?

The Wellspent public graph lists 97 fee-only advisors for divorce in Texas, at 27 firms. We counted every advisor record that lists this work, as of October 2026.

Where are fee-only advisors for divorce in Texas located?

Of the 97 fee-only advisors for divorce in Texas, 32 are in Austin, followed by 27 in Houston and 8 in San Antonio.

  • Austin 32
  • Houston 27
  • San Antonio 8
  • Victoria 7
  • Frisco 7

Plus 16 in other cities.

How do fee-only advisors for divorce in Texas charge?

The most common fee among fee-only advisors for divorce in Texas is a percentage of assets, used by 96% of the 96 with fees on file. Many use more than one: 60% charge by the hour and 52% charge fixed fees.

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 much does a one-time financial plan cost in Texas?

A one-time financial plan from a fee-only firm in Texas has a median price of $1,575. We found this across the published prices of 54 Texas firms.

See every fee-only advisor fee in Texas

What credentials should a financial advisor for divorce have?

For divorce, look for the CDFA and CFP. In Texas, 45% of the 97 advisors listed hold the CFP.

CDFA2% in Texas
The CDFA is the designation built for divorce finances.
CFP45% in Texas
The CFP covers the plan you'll live on afterward.

How do Texas advisors for divorce compare with the rest of the US?

96% of fee-only advisors for divorce in Texas charge a percentage of assets, compared with 88% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

  • Hold the CDFA 2% 4%
  • Hold the CFP 45% 48%
  • Charge a percentage of assets 96% 88%
  • Charge by the hour 60% 58%
  • Charge fixed fees 52% 48%

Dark bars are Texas. Light bars are all US advisors for divorce.

How does Texas divide property in a divorce?

Texas is a community property state, so most assets acquired during the marriage are generally treated as belonging to both spouses equally.

What should I ask a financial advisor about divorce in Texas?

  1. How many divorces have you worked on, and at what stage do you get involved?
  2. Will you compare settlement options after tax?
  3. How do you handle dividing retirement accounts?
  4. Do you work with my attorney, or only with me?
  5. How do Texas's property rules change what I should ask for?

How current is this list of fee-only advisors for divorce in Texas?

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 97 advisors

Fee-only advisors for divorce in Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Helen Stephens Aspen Wealth Management Fort Worth CEPA, CFP, EA, ChSNC Percentage of assets, Hourly
Lance Elrod Next Step Financial Transitions Cypress CFP, CDFA Flat fee or retainer, Ongoing planning fee
Leah Coleman Orchard Financial Group Austin CFP, AAMS Percentage of assets, One-time planning fee
Charles Parker Parker Financial Advisors, LLC Houston AEP, BBA, CFP Percentage of assets
Molly Laughter Laughter Financial, LLC Celina CFA, CFP, MA, MBA Percentage of assets, Ongoing planning fee
Philip Olson Solstice Wealth Austin CFP Percentage of assets, Ongoing planning fee
Beth Koonce Keller Wealth Advisors Victoria CFP Percentage of assets
Christopher Laughhunn Keller Wealth Advisors Victoria CFP Percentage of assets
David Faskas Keller Wealth Advisors Victoria CFP, CFA Percentage of assets
Hannah Gohmert Keller Wealth Advisors Victoria CFP Percentage of assets
Kyle Eaton Counterbalance Divorce Solutions Denton CDFA, CFP Not listed
Kyle Noack Keller Wealth Advisors Victoria CFP Percentage of assets
Thomas Keller Keller Wealth Advisors Victoria CFP, PFS Percentage of assets
Brooks Slaughter Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Christopher Snyder Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Colin Higgins Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Daniel King S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Darby Armont Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
David Lloyd Century Management Financial Advisors Austin CFP Percentage of assets, Fixed fees
Heath Hamrick H Cubed Financial Solutions Granbury CFP Flat fee or retainer
James Sherrard Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
Jana Hovey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jeremy Mocek Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
John Dixon Century Management Financial Advisors Austin CFP Percentage of assets, Fixed fees
Joshua Gideon Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Lafe Blobaum Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Liam Toohey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Mitchell Byrum S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Samuel Haager S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Scott Van Den Berg Century Management Financial Advisors Austin CFP, ChFC Percentage of assets, Fixed fees
Stephanie Harris S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Tanner Banister Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Christopher Dyson MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Gerrond McKee Lifeway Financial Plano CFP Percentage of assets, Fixed fees
Mary Margolis MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Roberto Ortega RidgeOak Wealth Spring CFP Percentage of assets
Aaron Buckholtz Century Management Financial Advisors Austin CFA Percentage of assets, Fixed fees
Ashley Trlica Saxon Financial Group Houston CFP Percentage of assets, Hourly
Brandon Ivy Saxon Financial Group Houston CFP Percentage of assets, Hourly
Bretton Williams Saxon Financial Group Houston CFP Percentage of assets, Hourly
Eric Johnson Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
James Brilliant Century Management Financial Advisors Austin CFA Percentage of assets, Fixed fees
James Roth Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Peter Roth Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Sarah Nix Keller Wealth Advisors Victoria Not listed Percentage of assets
Sean Sevey Sevey Wealth Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Timothy Hartzell Sequent Asset Management Houston CFA Percentage of assets, Fixed fees
Damon Wykrent Divorce Financial Expert Flower Mound CFP Percentage of assets, Hourly
Lance Purcell Phoenix Rising Wealth Management Frisco CFP Percentage of assets, Hourly
Molly McCarthy LD Lowe Wealth Advisory Richardson ChFC Percentage of assets, Hourly

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