Financial advisors for divorce in Houston, Texas
Which financial advisor should I talk to about divorce in Houston?
For divorce in Houston, 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 Mary Margolis of MBR Financial, Brandon Ivy of Saxon Financial Group and Charles Parker of Parker Financial Advisors, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Mary Margolis MBR Financial, Houston City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Brandon Ivy Saxon Financial Group, Houston City Holds the CFP. Fees on file: percentage of assets, hourly.
- Charles Parker Parker Financial Advisors, LLC, Houston City Holds the CFP. Fees on file: percentage of assets.
- James Walter Founders Capital Management, Houston City Fees on file: percentage of assets.
- Timothy Hartzell Sequent Asset Management, Houston City Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Houston work on divorce?
The Wellspent public graph lists 27 fee-only advisors for divorce in Houston, at 5 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for divorce in Houston charge?
The most common fee among fee-only advisors for divorce in Houston is a percentage of assets, used by 100% of the 27 with fees on file. Many use more than one: 78% charge by the hour and 63% charge fixed fees.
How much do fee-only financial advisors charge in Houston?
Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms.
How much does a one-time financial plan cost in Houston?
A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms.
What credentials should a financial advisor for divorce have?
For divorce, look for the CFP. In Houston, 22% of the 27 advisors listed hold the CFP.
- CFP22% in Houston
- The CFP covers the plan you'll live on afterward.
How do Houston advisors for divorce compare with the rest of the US?
22% of fee-only advisors for divorce in Houston hold the CFP, compared with 48% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Houston. 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 Houston?
- 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 Houston?
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 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Paul Love | Saxon Financial Group | Houston | ChFC | Percentage of assets, Hourly |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Natan Bondin | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Oscar Castro | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Richard Saxon | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Staerker | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Thornhill | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Timothy Lucio | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| James Walter | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Lucinda Buce | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
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