Advice only financial planners in Texas
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
42 firms in Texas that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $288/hr | $225-$375/hr | 32 firms |
| Flat or project fee | $3,500 | $1,750-$10,000 | 24 firms |
| Annual retainer | $6,375/yr | $5,000-$13,000/yr | 8 firms |
Advice only financial planners in Texas and their published fees
42 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Abundo WealthHouston | Not published | Not published | $199/mo |
| Arka Financial Services L.L.C.Austin | Not published | $2,000 | $750/yr |
| Blue ArisSpring | $300-$1,000/hr | $900-$2,000 | $175/mo |
| Bluegrass Legacy PlanningKeller | $250-$500/hr | $2,000-$25,000 | $750-$5,000/mo |
| Carter Advisory Services, IncDallas | $250-$450/hr | $10,000 | Not published |
| Cavner Social Enterprises, LLCAustin | Not published | $100-$25,000 | Not published |
| Chris Reddick Financial PlanningSan Antonio | $250/hr | $3,000 | $100-$300/mo |
| Comprehensive Financial Planning for Doctors, LLCFrisco | Not published | Not published | $4,000-$6,000/yr |
| Curtain Wealth Planning L.L.C.Austin | $375/hr | Not published | $8,000/yr |
| Divergent Path Capital ManagementDallas | Not published | $2,500-$20,000 | Not published |
| Eagan Ventures LLCAustin | $150/hr | $500-$1,500 | Not published |
| Edna J. Thompsen, CFPSpring | $175/hr | Not published | Not published |
| Financial ExcavationMckinney | $300/hr | $500-$4,000 | $100-$1,000/mo |
| Gordon Oak Financial, LLCPlano | Not published | $5,000-$10,000 | Not published |
| Her Personal FinanceAustin | Up to $600/hr | Up to $10,000 | $250-$625/mo |
| High Flight Financial LLCAllen | $200-$400/hr | Not published | Not published |
| Hilton Financial Group, LLCAustin | $300/hr | $150-$1,000 | $450-$750/qtr |
| Integra Wealth AdvisorsDallas | Not published | $150-$3,000 | Not published |
| Ismail, MustafaCedar Park | $250/hr | Not published | Not published |
| Iwc Financial PlanningEdinburg | $250/hr | Not published | $30/mo |
| John Wessler & AssociatesWaco | $250/hr | $25,000 | Not published |
| Lakeline FinancialCedar Park | $275/hr | Not published | $1,000-$25,000/yr |
| Lgbtq Wealth Planning LLCAustin | $250/hr | Not published | $20,000/yr |
| Look Both Ways Financial, LLCHouston | $330/hr | Not published | Not published |
| Measure Twice Financial LLCPearland | $250-$750/hr | $2,500-$10,000 | Not published |
| MNM Vested, LLCHouston | Not published | $4,000 | Not published |
| Money Methods, Inc.Amarillo | $100/hr | $100-$500 | Not published |
| Motif PlanningDallas | $500/hr | $3,000-$10,000 | $417-$4,170/mo |
| Robert Hunt Financial, LLCDallas | $450/hr | Not published | Not published |
| Rudd and Wisdom, Inc.Austin | $650/hr | Not published | Not published |
| Scientific FinancialPearland | $200-$400/hr | Not published | Not published |
| Second Opinion FinancialSouthlake | Not published | Not published | Up to $250/mo |
| Spenditright LLCHouston | $250/hr | Not published | $2,000/yr |
| Tiverton WealthThe Woodlands | Not published | $500-$10,000 | Up to $1,250/mo |
| Toprac Financial LLCCypress | $210/hr | Not published | Not published |
| Uniplan Financial Investments Inc.Dallas | $150/hr | $500-$1,500 | Not published |
| Us 1ST Wealth ManagementKingwood | $200/hr | $2,500 | Not published |
| Virescent Financial LLCHouston | $175/hr | $500-$3,000 | $175-$250/mo |
| Wealth Development Strategies Investment Advisory, Inc.Houston | $550/hr | $2,500-$50,000 | Not published |
| Wealthportrait Financial, LLCAustin | $225/hr | $450-$4,500 | Not published |
| Weimer Financial Advisors LLCSouthlake | $400/hr | Not published | $200-$2,000/mo |
| William B. Larson, CPA, LLCDallas | $75/hr | Not published | Not published |
No firms match these filters.
Also filed as advice only financial planners, without a published price (28)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Asset Achievers, Terrell
- Bent Tree Trust Advisors, LLC, Richardson
- Business Blocks 101, Inc., Forney
- Cumbie Advisory Services, Inc, Fort Worth
- Definitive Advisor Group, LLC., Cibolo
- Dversify Advisors LLC, Georgetown
- Financial Planning HQ, LLC, San Antonio
- First Choice Financial Planning LLC, Allen
- Ga Bishop and Associates, LLC, Carrollton
- Human Financial, Austin
- JDG Wealth Management Group, LLC, Arlington
- Lampados Financial Group, LLC, Ft Worth
- Mercer Street Personal Financial Services, Bellaire
- Neal Financial Group, L.P., Tomball
- Nestegg Wealth Advisors, Rowlett
- Onpoint Financial Advice, LLC, Round Rock
- Prime Personal Finance, Wylie
- Privus Financial, LLC, Irving
- Resource Consulting Group, Inc., Austin
- Rhonda L Russell, Streetman
- Shepherd Advisory LLC, Heath
- Steed Investments, LLC, Graford
- Texas Wealth Management, LLC, Houston
- Verde Wealth Group, LLC, Houston
- Verite Financial, LLC, Mckinney
- Vesica Wealth Acquisition, Mcallen
- Wealth Management Investment Advisors, LLC, Spring
- Y2k Financial LLC, Frisco