Financial advisors for executives in Houston, Texas

Which financial advisor should I talk to as an executive in Houston?

For executives in Houston, 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 Morgann Zimmer of Goodman Financial Corporation, Andrew Casey of Precedent Wealth Partners and Trevor Winter of New Heights Planning, LLC.

How many fee-only financial advisors in Houston work with executives?

The Wellspent public graph lists 74 fee-only advisors for executives in Houston, at 22 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for executives in Houston charge?

The most common fee among fee-only advisors for executives in Houston is a percentage of assets, used by 95% of the 74 with fees on file. Many use more than one: 46% charge fixed fees and 27% charge by the hour.

How much do fee-only financial advisors charge in Houston?

Fee-only financial advisors in Houston charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 9 Houston firms.

How much does a one-time financial plan cost in Houston?

A one-time financial plan from a fee-only firm in Houston has a median price of $3,500. We found this across the published prices of 7 Houston firms.

See every fee-only advisor fee in Texas

What credentials should a financial advisor for executives have?

For executives, look for the CPA, CFA and CFP. In Houston, 39% of the 74 advisors listed hold the CFP.

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 Houston?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. If I've worked in other states, what could I still owe there?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for executives in Houston?

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.