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.
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.
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.
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?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- 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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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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