Subscription financial advisors in Texas
Subscription advisors charge a monthly or yearly fee for ongoing advice, and they don't take a percentage of your investments.
7 firms in Texas that filed as subscription financial advisors publish dollar fees in their brochures. Updated October 2026.
Subscription financial advisors in Texas and their published fees
7 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Icon ImperialMissouri City | $150-$350/hr | $700-$5,000 | $10-$50/mo |
| Wagner Wealth ManagementHouston | $200-$300/hr | Not published | $20/mo |
| 9I Capital Group LLCFort Worth | $150/hr | $1,500-$10,000 | $50/mo |
| Money HolisticsHouston | Not published | $500-$2,500 | $99-$1,000/mo |
| TLWM FinancialSan Antonio | $600/hr | $500 | $100/mo |
| Cardinal Wealth Management LLCMckinney | $200/hr | Not published | $150-$450/mo |
| Concurrent Wealth ManagementHouston | $800/hr | Not published | $1,000/mo |
No firms match these filters.
Also filed as subscription financial advisors, without a published price (9)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Aim Advisory Group, LLC, Lubbock
- Kelly Klingaman Financial Planning LLC, Austin
- Delos Private Client Group, LLC, Dallas
- Dversify Advisors LLC, Georgetown
- Encompass Advisory Services, LLC, Katy
- Freedom Day Solutions, LLC, Houston
- RIA Advisors, Houston
- Tradespro LLC, Addison
- Vesica Wealth Acquisition, Mcallen