Financial advisors for high earners in Austin, Texas

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.

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.

See every fee-only advisor fee in Texas

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.

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?

1. Do you have a minimum, and do you take clients on income rather than assets?
2. Which accounts should I use once I've maxed my 401(k)?
3. How would you reduce my tax this year and next?
4. How much should I be saving, in dollars?
5. 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.