# Financial advisors for executives in Texas > For executives in Texas, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Stu Sneen of TwoTen Planning PLLC, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Phil Orwig of Fair Asset Management, LLC. Page: https://find.wellspent.co/audiences/executives/texas/ 220 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 as an executive in Texas? For executives in Texas, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Stu Sneen of TwoTen Planning PLLC, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Phil Orwig of Fair Asset Management, LLC. - [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen/), TwoTen Planning PLLC, Austin. Holds the CFA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez/), Pioneer Wealth Management Group, Austin. Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly. - [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig/), Fair Asset Management, LLC, Dallas. Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee. - [John Kvale](https://find.wellspent.co/advisors/john-kvale/), J.K. Financial, Inc., Dallas. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer/), Goodman Financial Corporation, Houston. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Michelle Gass](https://find.wellspent.co/advisors/michelle-gass/), Paradigm Advisors, L.L.C., Dallas. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Texas work with executives? The Wellspent public graph lists 220 fee-only advisors for executives in Texas, at 79 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Texas located? Of the 220 fee-only advisors for executives in Texas, 74 are in Houston, followed by 31 in Austin and 16 in The Woodlands. ## How do fee-only advisors for executives in Texas charge? The most common fee among fee-only advisors for executives in Texas is a percentage of assets, used by 93% of the 220 with fees on file. Many use more than one: 61% charge fixed fees and 46% charge by the hour. ## 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 executives have? For executives, look for the CPA, CFA and CFP. In Texas, 47% of the 220 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs help with deferred compensation tax. - CFA (9% of advisors listed): The CFA helps with concentrated stock. - CFP (47% of advisors listed): The CFP keeps compensation in the wider plan. - EA (1% of advisors listed): Enrolled agents add tax depth. ## How do Texas advisors for executives compare with the rest of the US? 61% of fee-only advisors for executives in Texas charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Texas have a state income tax? No. Texas has no state income tax, so federal tax drives most financial planning for residents. ## What happens to stock pay if you move to or from Texas? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Texas can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Texas? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - If I've worked in other states, what could I still owe there? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives 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 | |---|---|---|---|---| | [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly | | [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee | | [Kevin Rademacher](https://find.wellspent.co/advisors/kevin-rademacher.md) | Lifetime Financial Planners LLC | San Antonio, Texas | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee | | [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee | | [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee | | [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee | | [John Kvale](https://find.wellspent.co/advisors/john-kvale.md) | J.K. Financial, Inc. | Dallas, Texas | CFA, CFP | Percentage of assets, Hourly | | [Rob Schulz](https://find.wellspent.co/advisors/rob-schulz.md) | Schulz Wealth | Irving, Texas | CFP | Percentage of assets, Fixed fees | | [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer | | [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope.md) | SFMG Wealth Advisors | Plano, Texas | CFP | Percentage of assets | | [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly | | [Trevor Winter](https://find.wellspent.co/advisors/trevor-winter.md) | New Heights Planning, LLC | Houston, Texas | CFP, CRPC | Ongoing planning fee | | [Bob Knode](https://find.wellspent.co/advisors/bob-knode.md) | Knode Wealth Management | Plano, Texas | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets | | [Joshua Brooks](https://find.wellspent.co/advisors/joshua-brooks.md) | Exponential Advisors | Weatherford, Texas | CFP, M.Div. | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer.md) | Goodman Financial Corporation | Houston, Texas | CFP, CPA | Percentage of assets, Hourly | | [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees | | [Jeff Weeks](https://find.wellspent.co/advisors/jeff-weeks.md) | ATX Portfolio Advisors® | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Albert Dean](https://find.wellspent.co/advisors/albert-dean.md) | Riverchase Wealth Management | Flower Mound, Texas | CFP | Percentage of assets, Fixed fees | | [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [George Williams](https://find.wellspent.co/advisors/george-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Grant Williams](https://find.wellspent.co/advisors/grant-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets | | [Kent Hickey](https://find.wellspent.co/advisors/kent-hickey.md) | Ubequity Wealth Management, LLC | Round Rock, Texas | CFP, CPWA, MBA | Percentage of assets, Hourly, Fixed fees | | [Kimberly Nickel](https://find.wellspent.co/advisors/kimberly-nickel.md) | Illumination Wealth Management | La Grange, Texas | CFP | Flat fee or retainer, Ongoing planning fee | | [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets | | [Nathan Mateer](https://find.wellspent.co/advisors/nathan-mateer.md) | Generations Financial Management | Heath, Texas | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Sean Kelleher](https://find.wellspent.co/advisors/sean-kelleher.md) | Riverchase Wealth Management | Flower Mound, Texas | CFP | Percentage of assets, Fixed fees | | [Alan Bunn](https://find.wellspent.co/advisors/alan-bunn.md) | BentOak Capital | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Billygram Simonet](https://find.wellspent.co/advisors/billygram-simonet.md) | Simonet Financial Group | Kyle, Texas | CFP | Ongoing planning fee, One-time planning fee | | [Brandon Garrett](https://find.wellspent.co/advisors/brandon-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Browning](https://find.wellspent.co/advisors/christopher-browning.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Garrett](https://find.wellspent.co/advisors/david-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Ethan Kok](https://find.wellspent.co/advisors/ethan-kok.md) | Sage Wealth Planning | Georgetown, Texas | CFP | Percentage of assets, One-time planning fee | | [Hayden Hill](https://find.wellspent.co/advisors/hayden-hill.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [James Sargent](https://find.wellspent.co/advisors/james-sargent.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason McGarraugh](https://find.wellspent.co/advisors/jason-mcgarraugh.md) | BentOak Capital | Katy, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Keith Trent](https://find.wellspent.co/advisors/keith-trent.md) | BentOak Capital | Lubbock, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Laura Werner](https://find.wellspent.co/advisors/laura-werner.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Madison Wallace](https://find.wellspent.co/advisors/madison-wallace.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Marley Wood](https://find.wellspent.co/advisors/marley-wood.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Cochran](https://find.wellspent.co/advisors/michael-cochran.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Gass](https://find.wellspent.co/advisors/michelle-gass.md) | Paradigm Advisors, L.L.C. | Dallas, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly, Fixed fees | | [Nathaniel Harness](https://find.wellspent.co/advisors/nathaniel-harness.md) | BentOak Capital | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Paige Millikin](https://find.wellspent.co/advisors/paige-millikin.md) | Sage Wealth Planning | Georgetown, Texas | CFP | Percentage of assets, One-time planning fee | | [Tanner Castle](https://find.wellspent.co/advisors/tanner-castle.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 220. The full list, page by page: https://find.wellspent.co/audiences/executives/texas/?page=2 ## 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).