Spenser Liszt
Motif Planning · Dallas, Texas
Spenser Liszt is a fee-only financial advisor at Motif Planning in Dallas, Texas, who holds the CFP credential. Spenser charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,000 a year and no asset minimum) and focuses on flat-fee planning, equity compensation and tax planning.
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Specialties
Who they serve
- High earners
- Tech employees
Facts
| Firm | Motif Planning |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7134111 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | motifplanning.com |
| Profile |
How Spenser's firm compares
- Ongoing planning starts at $5,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
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Questions about Spenser
Is Spenser Liszt a fee-only financial advisor?
Yes. Spenser Liszt is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Spenser's firm.
How does Spenser charge for financial advice?
Spenser charges a flat fee or retainer and an ongoing planning fee.
How much does Spenser charge?
According to Motif Planning's website, checked October 28, 2026: ongoing planning from $5,000 a year; no asset minimum.
Does Spenser work with clients virtually?
Yes. Motif Planning says on its website that it works with clients remotely.
Where is Spenser Liszt based?
Spenser Liszt is based in Dallas, Texas.
What does Spenser specialize in?
Spenser's specialties include flat-fee planning, equity compensation, tax planning and estate & legacy planning. Spenser works with high earners and tech employees.
What credentials does Spenser Liszt hold?
Spenser Liszt holds the CFP credential.
Is Spenser Liszt registered with the SEC?
Yes. Spenser Liszt is registered as an investment adviser representative in TX (CRD 7134111), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Spenser Liszt?
Through Spenser's website, motifplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Motif Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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