Financial advisors for high earners in Texas
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Rebecca Jackson SeedSafe Financial, Austin Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jason Hoffman LGBTQ Wealth Planning LLC, Austin Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Phil Orwig Fair Asset Management, LLC, Dallas Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Michelle Gass Paradigm Advisors, L.L.C., Dallas Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Rachael Levine Peltoma Capital Partners, Austin Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- 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.
Plus 32 in other cities.
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.
- CPA2% in Texas
- CPAs help with high-income tax.
- EA2% in Texas
- Enrolled agents help with multi-year tax planning.
- CFP55% in Texas
- 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.
Dark bars are Texas. Light bars are all US advisors for high earners.
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.
All 124 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Cole Williams | Vessel Financial Planning | Plano | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Jonathan McAlister | Integrity Road Wealth Partners LLC | Houston | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| Justin Reede | Integrity Road Wealth Partners LLC | Houston | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Shar-Né Warren | Financial Excavation | Plano | CFP, CRPC | Flat fee or retainer, Hourly |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Heather Haas | Imperium Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Julia Lilly Advice-only planning for families and individuals seeking unbiased guidance on investments, taxes, equity compensation, education savings and retirement. | Ryerson Financial | Houston | CFP, MBA | One-time planning fee, Hourly |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Smith | Concert Financial Planning, LLC | Houston | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Pijus Bulvinas | Wealth and Plan | Cypress | CFP | Ongoing planning fee, Percentage of assets |
| Trevor Winter | New Heights Planning, LLC | Houston | CFP, CRPC | Ongoing planning fee |
| Amol Desai | Perceptive Wealth Advisors | Houston | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Zach Thomas | Growth Horizons Wealth Management | Georgetown | CFP | One-time planning fee |
| Ashley Foster | Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth | Houston | CFP | Percentage of assets, Ongoing planning fee |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Eryn Schultz | Her Personal Finance | Austin | CFP | Hourly, Fixed fees |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| John Jones | Precision Wealth Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
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