# Financial advisors for high earners in Texas > For high earners in Texas, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Rebecca Jackson of SeedSafe Financial, Jason Hoffman of LGBTQ Wealth Planning LLC and Phil Orwig of Fair Asset Management, LLC. Page: https://find.wellspent.co/audiences/high-earners/texas/ 124 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 a high earner in Texas? For high earners in Texas, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Rebecca Jackson of SeedSafe Financial, Jason Hoffman of LGBTQ Wealth Planning LLC and Phil Orwig of Fair Asset Management, LLC. - [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson/), SeedSafe Financial, Austin. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman/), LGBTQ Wealth Planning LLC, Austin. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig/), Fair Asset Management, LLC, Dallas. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [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. - [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine/), Peltoma Capital Partners, Austin. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Heather Haas](https://find.wellspent.co/advisors/heather-haas/), Imperium Wealth Management, LLC, San Antonio. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Texas work with high earners? The Wellspent public graph lists 124 fee-only advisors for high earners in Texas, at 62 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for high earners in Texas located? Of the 124 fee-only advisors for high earners in Texas, 30 are in Austin, followed by 27 in Houston and 25 in Dallas. ## How do fee-only advisors for high earners in Texas charge? The most common fee among fee-only advisors for high earners in Texas is a percentage of assets, used by 88% of the 124 with fees on file. Many use more than one: 52% charge fixed fees and 40% 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 high earners have? For high earners, look for the CPA, EA and CFP. In Texas, 55% of the 124 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs help with high-income tax. - EA (2% of advisors listed): Enrolled agents help with multi-year tax planning. - CFP (55% of advisors listed): The CFP covers insurance and saving decisions together. ## How do Texas advisors for high earners compare with the rest of the US? 52% of fee-only advisors for high earners in Texas charge fixed fees, compared with 42% of the 1,176 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 should I ask a financial advisor as a high earner in Texas? - Do you have a minimum, and do you take clients on income rather than assets? - Which accounts should I use once I've maxed my 401(k)? - How would you reduce my tax this year and next? - How much should I be saving, in dollars? - If I've worked in other states, what could I still owe there? ## How current is this list of fee-only advisors for high earners 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 | | [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam.md) | Archer Investment Management | Austin, Texas | AIFA, CDAA, CFP, CRPS | Percentage of assets | | [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 | | [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 | | [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine.md) | Peltoma Capital Partners | Austin, Texas | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Cole Williams](https://find.wellspent.co/advisors/cole-williams.md) | Vessel Financial Planning | Plano, Texas | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee | | [Joel Chouinard](https://find.wellspent.co/advisors/joel-chouinard.md) | SharpEdge Financial LLC | Southlake, Texas | CFP, ChFC | Flat fee or retainer, One-time planning fee, Ongoing planning fee, Percentage of assets | | [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 | | [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Spenser Liszt](https://find.wellspent.co/advisors/spenser-liszt.md) | Motif Planning | Dallas, Texas | CFP | Flat fee or retainer, Ongoing planning fee | | [Heather Haas](https://find.wellspent.co/advisors/heather-haas.md) | Imperium Wealth Management, LLC | San Antonio, Texas | CFP | Percentage of assets, Ongoing planning fee | | [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman.md) | LGBTQ Wealth Planning LLC | Austin, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee, Hourly | | [Julia Lilly](https://find.wellspent.co/advisors/julia-lilly.md) | Ryerson Financial | Houston, Texas | CFP, MBA | One-time planning fee, Hourly | | [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman.md) | Kelly Klingaman Financial Planning | Austin, Texas | CFP, RLP | Ongoing planning fee, Flat fee or retainer | | [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith.md) | Concert Financial Planning, LLC | Houston, Texas | CFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Pijus Bulvinas](https://find.wellspent.co/advisors/pijus-bulvinas.md) | Wealth and Plan | Cypress, Texas | CFP | Ongoing planning fee, Percentage of assets | | [Trevor Winter](https://find.wellspent.co/advisors/trevor-winter.md) | New Heights Planning, LLC | Houston, Texas | CFP, CRPC | Ongoing planning fee | | [Amol Desai](https://find.wellspent.co/advisors/amol-desai.md) | Perceptive Wealth Advisors | Houston, Texas | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Stephanie Sammons](https://find.wellspent.co/advisors/stephanie-sammons.md) | Sammons Wealth Management LLC | Dallas, Texas | CFP | Percentage of assets | | [Zach Thomas](https://find.wellspent.co/advisors/zach-thomas.md) | Growth Horizons Wealth Management | Georgetown, Texas | CFP | One-time planning fee | | [Ashley Foster](https://find.wellspent.co/advisors/ashley-foster.md) | Nxt:Gen Financial Planning \| Helping Veterinarians Build Wealth | Houston, Texas | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [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 | | [Paul Michel](https://find.wellspent.co/advisors/paul-michel.md) | Provident Financial Planning | Addison, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [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 | | [Carman Kubanda](https://find.wellspent.co/advisors/carman-kubanda.md) | Innovative Wealth Building | Fort Worth, Texas | CFP | Percentage of assets, Subscription, One-time planning fee | | [Eryn Schultz](https://find.wellspent.co/advisors/eryn-schultz.md) | Her Personal Finance | Austin, Texas | CFP | 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 | | [Benjamin Lopez](https://find.wellspent.co/advisors/benjamin-lopez.md) | PecuSavvy Financial | El Paso, Texas | CFP | Percentage of assets | | [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Christopher Snyder](https://find.wellspent.co/advisors/christopher-snyder.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Colin Higgins](https://find.wellspent.co/advisors/colin-higgins.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Darby Armont](https://find.wellspent.co/advisors/darby-armont.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Jana Hovey](https://find.wellspent.co/advisors/jana-hovey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Jeremy Mocek](https://find.wellspent.co/advisors/jeremy-mocek.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [John Jones](https://find.wellspent.co/advisors/john-jones-6028062.md) | Precision Wealth Strategies | Georgetown, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Joshua Gideon](https://find.wellspent.co/advisors/joshua-gideon.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | Showing the first 50 of 124. The full list, page by page: https://find.wellspent.co/audiences/high-earners/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).