Financial advisors for tech employees in Texas
Which financial advisor should I talk to as a tech employee in Texas?
For tech employees in Texas, talk to a fee-only planner who already works with RSUs, options, and ESPPs, and who has seen a company go public. Pay that's mostly stock can look large and still be risky, so concentration is often the first problem to solve. Records to start with include Kaki Perdue of Look Both Ways Financial, Shirley Stacy Sanchez of Pioneer Wealth Management Group and Jason Hoffman of LGBTQ Wealth Planning LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kaki Perdue Look Both Ways Financial, Houston Holds the CPA and CFP. Fees on file: one-time planning fee, hourly.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly.
- Jason Hoffman LGBTQ Wealth Planning LLC, Austin Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Rebecca Jackson SeedSafe Financial, Austin Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ross Dugas Scientific Financial, Pearland Holds the CFP. Fees on file: subscription, one-time planning fee.
- Benjamin Yeung Seaborn Financial, LLC, Austin Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Texas work with tech employees?
The Wellspent public graph lists 33 fee-only advisors for tech employees in Texas, at 21 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tech employees in Texas located?
Of the 33 fee-only advisors for tech employees in Texas, 10 are in Austin, followed by 10 in The Woodlands and 2 in Plano.
Plus 9 in other cities.
How do fee-only advisors for tech employees in Texas charge?
The most common fee among fee-only advisors for tech employees in Texas is a percentage of assets, used by 70% of the 33 with fees on file. Many use more than one: 45% charge fixed fees and 36% 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 tech employees have?
For tech employees, look for the EA, CPA and CFP. In Texas, 61% of the 33 advisors listed hold the CFP.
- EA3% in Texas
- Enrolled agents help with AMT and withholding gaps.
- CPA9% in Texas
- CPAs model exercise and sale decisions.
- CFP61% in Texas
- The CFP puts stock pay in the whole plan.
How do Texas advisors for tech employees compare with the rest of the US?
45% of fee-only advisors for tech employees in Texas charge fixed fees, compared with 33% of the 510 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 tech employees.
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 a tech employee in Texas?
- How many clients do you have at companies like mine?
- Should I sell RSUs when they vest?
- How would you handle a tender offer or IPO lockup?
- How do you charge if most of my wealth is unvested?
- If I've worked in other states, what could I still owe there?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for tech employees 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 33 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 |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| 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 |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Ross Dugas Data-driven, transparent planning for curious investors who want to understand their plan, from a former chemical engineer. | Scientific Financial | Pearland | PhD, CFP | Subscription, One-time planning fee |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Benjamin Yeung | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Britton Gregory | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, Hourly |
| Kent Hickey | Ubequity Wealth Management, LLC | Round Rock | CFP, CPWA, MBA | Percentage of assets, Hourly |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Kirti Bhanushali | Dversify | Georgetown | Not listed | Ongoing planning fee |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alexander Amundson | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Ashley Owens | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Carl Christensen | Avion Wealth | Columbus | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| John Hollie | Avion Wealth | Shenandoah | Not listed | Percentage of assets, Fixed fees |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
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