# Financial advisors for sustainable investing in Texas > For sustainable investing in Texas, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Mark Lasseigne of Financial Cornerstones, Michael Smurl of Integrity Financial Planning and Vj Arjan of ConCap®. Page: https://find.wellspent.co/specialties/sustainable-investing/texas/ 33 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about sustainable investing in Texas? For sustainable investing in Texas, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Mark Lasseigne of Financial Cornerstones, Michael Smurl of Integrity Financial Planning and Vj Arjan of ConCap®. - [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne/), Financial Cornerstones, The Woodlands. Holds the CFP. Fees on file: percentage of assets. - [Michael Smurl](https://find.wellspent.co/advisors/michael-smurl/), Integrity Financial Planning, Houston. Holds the CFA. Fees on file: percentage of assets. - [Vj Arjan](https://find.wellspent.co/advisors/vj-arjan/), ConCap®, Mckinney. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Michelle Vargas](https://find.wellspent.co/advisors/michelle-vargas/), Waymaker Financial Planning, Fort Worth. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Zach Barton](https://find.wellspent.co/advisors/zach-barton/), Barton Financial Group LLC, Kyle. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Anil Chacko](https://find.wellspent.co/advisors/anil-chacko/), Ark Alliance Financial, Missouri City. Holds the CFP. Fees on file: hourly. ## How many fee-only financial advisors in Texas work on sustainable investing? The Wellspent public graph lists 33 fee-only advisors for sustainable investing in Texas, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Texas located? Of the 33 fee-only advisors for sustainable investing in Texas, 7 are in Allen, followed by 5 in New Braunfels and 4 in Lufkin. ## How do fee-only advisors for sustainable investing in Texas charge? The most common fee among fee-only advisors for sustainable investing in Texas is a percentage of assets, used by 94% of the 33 with fees on file. Many use more than one: 58% charge by the hour and 39% 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In Texas, 30% of the 33 advisors listed hold the CFP. - CFA (3% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (30% of advisors listed): The CFP keeps your values tied to your goals. ## How do Texas advisors for sustainable investing compare with the rest of the US? 58% of fee-only advisors for sustainable investing in Texas charge by the hour, compared with 46% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Texas? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Leah Coleman](https://find.wellspent.co/advisors/leah-coleman.md) | Orchard Financial Group | Austin, Texas | CFP, AAMS | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Michelle Vargas](https://find.wellspent.co/advisors/michelle-vargas.md) | Waymaker Financial Planning | Fort Worth, Texas | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Zach Barton](https://find.wellspent.co/advisors/zach-barton.md) | Barton Financial Group LLC | Kyle, Texas | CFP | Percentage of assets, Ongoing planning fee, Hourly | | [Anil Chacko](https://find.wellspent.co/advisors/anil-chacko.md) | Ark Alliance Financial | Missouri City, Texas | CFP, CKA | Hourly | | [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne.md) | Financial Cornerstones | The Woodlands, Texas | CFP | Percentage of assets | | [Vj Arjan](https://find.wellspent.co/advisors/vj-arjan.md) | ConCap® | Mckinney, Texas | CFP, ChFC | Percentage of assets, One-time planning fee | | [Taylor Kovar](https://find.wellspent.co/advisors/taylor-kovar.md) | 11 Financial | Lufkin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Cameron Ressetar](https://find.wellspent.co/advisors/cameron-ressetar.md) | Concord Financial Group | Allen, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Lisa More](https://find.wellspent.co/advisors/lisa-more.md) | Concord Financial Group | Allen, 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 | | [Donald VandeVanter](https://find.wellspent.co/advisors/donald-vandevanter.md) | Christian Financial Advisors® | New Braunfels, Texas | | Percentage of assets | | [Mariah Champness](https://find.wellspent.co/advisors/mariah-champness.md) | Christian Financial Advisors® | New Braunfels, Texas | | Percentage of assets | | [Michael Smurl](https://find.wellspent.co/advisors/michael-smurl.md) | Integrity Financial Planning | Houston, Texas | CFA | Percentage of assets | | [Robert Barber](https://find.wellspent.co/advisors/robert-barber.md) | Christian Financial Advisors® | New Braunfels, Texas | | Percentage of assets | | [Shawn Peters](https://find.wellspent.co/advisors/shawn-peters.md) | Christian Financial Advisors® | New Braunfels, Texas | | Percentage of assets | | [Teresa Joelson](https://find.wellspent.co/advisors/teresa-joelson.md) | Christian Financial Advisors® | New Braunfels, Texas | | Percentage of assets | | [Claudia Valladares](https://find.wellspent.co/advisors/claudia-valladares.md) | 11 Financial | Lufkin, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Tenerelli](https://find.wellspent.co/advisors/david-tenerelli.md) | Values Added | Frisco, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Edmund Lesage](https://find.wellspent.co/advisors/edmund-lesage.md) | Integrity Financial Planning | Houston, Texas | | Percentage of assets | | [Gabriel McMennamy](https://find.wellspent.co/advisors/gabriel-mcmennamy.md) | Soulence Wealth Management | Amarillo, Texas | | Percentage of assets | | [Joseph Ceasar](https://find.wellspent.co/advisors/joseph-ceasar.md) | 11 Financial | Lufkin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Mark Henry](https://find.wellspent.co/advisors/mark-henry.md) | Virtue Wealth Counsel | Tyler, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Williamson](https://find.wellspent.co/advisors/matthew-williamson.md) | 11 Financial | Lufkin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ephimia Coumanakos](https://find.wellspent.co/advisors/ephimia-coumanakos.md) | Concord Financial Group | Allen, Texas | | Percentage of assets, Hourly, Fixed fees | | [James Suttles](https://find.wellspent.co/advisors/james-suttles.md) | Better Pockets Financial | Wylie, Texas | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Kristine Sawyer](https://find.wellspent.co/advisors/kristine-sawyer.md) | Concord Financial Group | Allen, Texas | | Percentage of assets, Hourly, Fixed fees | | [Sarah Lassberg](https://find.wellspent.co/advisors/sarah-lassberg.md) | Better Pockets Financial | Allen, Texas | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Teresa Farmer - Clemens](https://find.wellspent.co/advisors/teresa-farmer-clemens.md) | Vega Financial | Plano, Texas | | Percentage of assets, Hourly | | [Thomas Kowalczyk](https://find.wellspent.co/advisors/thomas-kowalczyk.md) | Concord Financial Group | Allen, Texas | | Percentage of assets, Hourly, Fixed fees | | [Todd Berger](https://find.wellspent.co/advisors/todd-berger.md) | Concord Financial Group | Allen, Texas | | Percentage of assets, Hourly, Fixed fees | | [Henry Netherland](https://find.wellspent.co/advisors/henry-netherland.md) | Faithful Financial Services | Orange, Texas | | Hourly, Percentage of assets | | [Manishkumar Jain](https://find.wellspent.co/advisors/manishkumar-jain.md) | BluePrism Wealth Management | Richmond, Texas | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in Texas](https://find.wellspent.co/specialties/retirement-planning/texas.md) - [Estate planning in Texas](https://find.wellspent.co/specialties/estate-planning/texas.md) - [Tax planning in Texas](https://find.wellspent.co/specialties/tax-planning/texas.md) - [Founders in Texas](https://find.wellspent.co/specialties/founders-pre-exit/texas.md) - [Family wealth transfer in Texas](https://find.wellspent.co/specialties/family-wealth-transfer/texas.md) - [Small business owners in Texas](https://find.wellspent.co/specialties/small-business-owners/texas.md) ## 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).