Financial advisors for sustainable investing in Texas
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®.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Mark Lasseigne Financial Cornerstones, The Woodlands Holds the CFP. Fees on file: percentage of assets.
- Michael Smurl Integrity Financial Planning, Houston Holds the CFA. Fees on file: percentage of assets.
- Vj Arjan ConCap®, Mckinney Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Michelle Vargas Waymaker Financial Planning, Fort Worth Holds the CFP. Fees on file: hourly, one-time planning fee.
- Zach Barton Barton Financial Group LLC, Kyle Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- 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.
Plus 13 in other cities.
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.
- CFA3% in Texas
- The CFA helps with evaluating funds and their holdings.
- CFP30% in Texas
- 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.
Dark bars are Texas. Light bars are all US advisors for sustainable investing.
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.
All 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Leah Coleman | Orchard Financial Group | Austin | CFP, AAMS | Percentage of assets, One-time planning fee |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Zach Barton | Barton Financial Group LLC | Kyle | CFP | Percentage of assets, Ongoing planning fee |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| Taylor Kovar | 11 Financial | Lufkin | CFP | Percentage of assets, Hourly |
| Cameron Ressetar | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Lisa More | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Claudia Valladares | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| David Tenerelli | Values Added | Frisco | CFP | Percentage of assets, Hourly |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Gabriel McMennamy | Soulence Wealth Management | Amarillo | Not listed | Percentage of assets |
| Joseph Ceasar | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Matthew Williamson | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| James Suttles | Better Pockets Financial | Wylie | Not listed | Percentage of assets, Ongoing planning fee |
| Kristine Sawyer | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Sarah Lassberg | Better Pockets Financial | Allen | Not listed | Percentage of assets, Ongoing planning fee |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Henry Netherland | Faithful Financial Services | Orange | Not listed | Hourly, Percentage of assets |
| Manishkumar Jain | BluePrism Wealth Management | Richmond | Not listed | Percentage of assets, Fixed fees |
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