# Financial advisors for high earners in Austin, Texas > For high earners in Austin, 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 Rachael Levine of Peltoma Capital Partners. Page: https://find.wellspent.co/audiences/high-earners/texas/austin/ 30 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 Austin? For high earners in Austin, 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 Rachael Levine of Peltoma Capital Partners. - [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson/), SeedSafe Financial, Austin City. 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 City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine/), Peltoma Capital Partners, Austin City. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman/), Kelly Klingaman Financial Planning, Austin City. Holds the CFP. Fees on file: ongoing planning fee, flat fee or retainer. - [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam/), Archer Investment Management, Austin City. Holds the CFP. Fees on file: percentage of assets. - [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham/), Elgon Financial Advisors, Austin City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in Austin work with high earners? The Wellspent public graph lists 30 fee-only advisors for high earners in Austin, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for high earners in Austin charge? The most common fee among fee-only advisors for high earners in Austin is a percentage of assets, used by 87% of the 30 with fees on file. Many use more than one: 73% charge by the hour and 20% charge an ongoing planning fee. ## How much do fee-only financial advisors charge in Austin? Fee-only financial advisors in Austin charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 11 Austin firms. ## How much does a one-time financial plan cost in Austin? A one-time financial plan from a fee-only firm in Austin has a median price of $2,175. We found this across the published prices of 8 Austin firms. ## What credentials should a financial advisor for high earners have? For high earners, look for the CPA, EA and CFP. In Austin, 70% of the 30 advisors listed hold the CFP. - CPA (3% of advisors listed): CPAs help with high-income tax. - EA (3% of advisors listed): Enrolled agents help with multi-year tax planning. - CFP (70% of advisors listed): The CFP covers insurance and saving decisions together. ## How do Austin advisors for high earners compare with the rest of the US? 73% of fee-only advisors for high earners in Austin charge by the hour, compared with 39% 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 Austin? - 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 Austin? 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 | | [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 | | [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 | | [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 | | [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 | | [Eryn Schultz](https://find.wellspent.co/advisors/eryn-schultz.md) | Her Personal Finance | Austin, Texas | CFP | Hourly, Fixed fees | | [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [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 | | [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [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 | | [Joshua Gideon](https://find.wellspent.co/advisors/joshua-gideon.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Lafe Blobaum](https://find.wellspent.co/advisors/lafe-blobaum.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Liam Toohey](https://find.wellspent.co/advisors/liam-toohey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Tanner Banister](https://find.wellspent.co/advisors/tanner-banister.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Mark Tracy](https://find.wellspent.co/advisors/mark-tracy.md) | KM Capital Management | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Morrison](https://find.wellspent.co/advisors/john-morrison.md) | Geometric Advisors | Austin, Texas | CFA | Percentage of assets | | [Ann Nowell](https://find.wellspent.co/advisors/ann-nowell.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Laura Martin](https://find.wellspent.co/advisors/laura-martin.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Trevor Martin](https://find.wellspent.co/advisors/trevor-martin.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Audrey Soza](https://find.wellspent.co/advisors/audrey-soza.md) | Custos Family Office | Austin, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Heather Dean](https://find.wellspent.co/advisors/heather-dean.md) | Custos Family Office | Austin, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Feste](https://find.wellspent.co/advisors/joseph-feste.md) | KM Capital Management | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Mitchell Herr](https://find.wellspent.co/advisors/mitchell-herr.md) | Custos Family Office | Austin, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | ## Related - [Retirement planning in Austin](https://find.wellspent.co/specialties/retirement-planning/texas/austin.md) - [Estate planning in Austin](https://find.wellspent.co/specialties/estate-planning/texas/austin.md) - [Tax planning in Austin](https://find.wellspent.co/specialties/tax-planning/texas/austin.md) - [Founders in Austin](https://find.wellspent.co/specialties/founders-pre-exit/texas/austin.md) - [Equity compensation in Austin](https://find.wellspent.co/specialties/equity-compensation/texas/austin.md) - [Family wealth transfer in Austin](https://find.wellspent.co/specialties/family-wealth-transfer/texas/austin.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).