# Financial advisors for ultra-high-net-worth families in Texas > For ultra-high-net-worth families in Texas, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Adam Reinking of Redbud Advisors, Rebecca Jackson of SeedSafe Financial and Trevor Bryant of Westshore Wealth. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/texas/ 77 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 an ultra-high-net-worth family in Texas? For ultra-high-net-worth families in Texas, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Adam Reinking of Redbud Advisors, Rebecca Jackson of SeedSafe Financial and Trevor Bryant of Westshore Wealth. - [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking/), Redbud Advisors, Austin. Holds the CFA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [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. - [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant/), Westshore Wealth, Dallas. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier/), Fidelis Capital, Dallas. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Clark Blackman](https://find.wellspent.co/advisors/clark-blackman/), Alpha Wealth Strategies, Cypress. Holds the CFA and CFP. Fees on file: percentage of assets. - [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer/), Goodman Financial Corporation, Houston. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Texas work with ultra-high-net-worth families? The Wellspent public graph lists 77 fee-only advisors for ultra-high-net-worth families in Texas, at 30 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for ultra-high-net-worth families in Texas located? Of the 77 fee-only advisors for ultra-high-net-worth families in Texas, 20 are in Houston, followed by 14 in Dallas and 9 in Austin. ## How do fee-only advisors for ultra-high-net-worth families in Texas charge? The most common fee among fee-only advisors for ultra-high-net-worth families in Texas is a percentage of assets, used by 91% of the 77 with fees on file. Many use more than one: 69% charge fixed fees and 58% 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 ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CFA, CPA and CFP. In Texas, 26% of the 77 advisors listed hold the CFP. - CFA (12% of advisors listed): The CFA supports complex portfolios. - CPA (3% of advisors listed): CPAs handle tax across entities and trusts. - CFP (26% of advisors listed): The CFP keeps the whole picture together. ## How do Texas advisors for ultra-high-net-worth families compare with the rest of the US? 58% of fee-only advisors for ultra-high-net-worth families in Texas charge by the hour, compared with 44% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Texas have an estate or inheritance tax? No. Texas has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## Is Texas a community property state? Yes. Texas is a community property state, which shapes how married couples title assets and what happens to cost basis at death. ## What should I ask a financial advisor as an ultra-high-net-worth family in Texas? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - If I own property in another state, could its estate tax apply? - How would community property rules change how we title our assets? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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 | |---|---|---|---|---| | [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 | | [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer.md) | Goodman Financial Corporation | Houston, Texas | CFP, CPA | Percentage of assets, Hourly | | [Olivia Partin](https://find.wellspent.co/advisors/olivia-partin.md) | Diesslin Group, Inc. | Fort Worth, Texas | AAMS, CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets | | [Billy Desai](https://find.wellspent.co/advisors/billy-desai.md) | Analog Capital Partners | Houston, Texas | CFA | Percentage of assets | | [Jeffrey Goering](https://find.wellspent.co/advisors/jeffrey-goering.md) | Diamond Client Group | The Woodlands, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Salvato](https://find.wellspent.co/advisors/jonathan-salvato.md) | Diamond Client Group | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier.md) | Fidelis Capital | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Kelley Schubert](https://find.wellspent.co/advisors/kelley-schubert.md) | Corus Family Wealth Advisors | Mckinney, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Nelson](https://find.wellspent.co/advisors/kevin-nelson-5275778.md) | Corus Family Wealth Advisors | Mckinney, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson.md) | Westshore Wealth | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant.md) | Westshore Wealth | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking.md) | Redbud Advisors | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Daniel Adams](https://find.wellspent.co/advisors/daniel-adams.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Diego Luna Y Parra Diaz](https://find.wellspent.co/advisors/diego-luna-y-parra-diaz.md) | Berlin Wealth Group Advisors | Tomball, Texas | | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeff Pomerantz](https://find.wellspent.co/advisors/jeff-pomerantz.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Jonathan White](https://find.wellspent.co/advisors/jonathan-white-7335425.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Thomas Mott](https://find.wellspent.co/advisors/thomas-mott.md) | Analog Capital Partners | Houston, Texas | | Percentage of assets | | [Clark Blackman](https://find.wellspent.co/advisors/clark-blackman-1261505.md) | Alpha Wealth Strategies | Cypress, Texas | CFP, PFS, CFA | Percentage of assets | | [Clark Blackman](https://find.wellspent.co/advisors/clark-blackman.md) | Alpha Wealth Strategies | Cypress, Texas | CFP, PFS, CFA | Percentage of assets | | [Jordan Salim](https://find.wellspent.co/advisors/jordan-salim.md) | Corus Family Wealth Advisors | Mckinney, Texas | ChFC | Percentage of assets, Hourly, Fixed fees | | [Neale Ellis](https://find.wellspent.co/advisors/neale-ellis.md) | Fidelis Capital | Dallas, Texas | CFA | Percentage of assets, Fixed fees | | [Andre Baldanza](https://find.wellspent.co/advisors/andre-baldanza.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Sullivan](https://find.wellspent.co/advisors/benjamin-sullivan.md) | Palisades Hudson Financial Group | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Brian Cheatham](https://find.wellspent.co/advisors/brian-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brian Heath](https://find.wellspent.co/advisors/brian-heath.md) | Conviction Wealth Management | Austin, Texas | | One-time planning fee, Ongoing planning fee | | [Caeden Goering](https://find.wellspent.co/advisors/caeden-goering.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Luedecke](https://find.wellspent.co/advisors/david-luedecke.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Migdal](https://find.wellspent.co/advisors/jennifer-migdal.md) | Cove Wealth Management | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Khristopher Torres](https://find.wellspent.co/advisors/khristopher-torres.md) | RiversEdge Advisors | San Antonio, Texas | | Percentage of assets, Hourly, Fixed fees | | [Lucas Cheatham](https://find.wellspent.co/advisors/lucas-cheatham.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Michael Sitzman](https://find.wellspent.co/advisors/michael-sitzman.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Deery](https://find.wellspent.co/advisors/nicholas-deery.md) | Promus Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Samuelson Drumond](https://find.wellspent.co/advisors/samuelson-drumond.md) | Drumond Wealth Management | Katy, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [William Grant](https://find.wellspent.co/advisors/william-grant.md) | Diamond Client Group | The Woodlands, Texas | | Percentage of assets, Hourly, Fixed fees | | [William Scorpio](https://find.wellspent.co/advisors/william-scorpio.md) | Diamond Client Group | Fair Oaks Ranch, Texas | | Percentage of assets, Hourly, Fixed fees | | [Chloe Silva](https://find.wellspent.co/advisors/chloe-silva.md) | Corus Family Wealth Advisors | Mckinney, Texas | | Percentage of assets, Hourly, Fixed fees | | [Cole McClellan](https://find.wellspent.co/advisors/cole-mcclellan.md) | Corus Family Wealth Advisors | Mckinney, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Wulfert](https://find.wellspent.co/advisors/david-wulfert.md) | Corus Family Wealth Advisors | Mckinney, Texas | | Percentage of assets, Hourly, Fixed fees | | [Deborah Good](https://find.wellspent.co/advisors/deborah-good.md) | Clare Market Investments | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Evan McMordie](https://find.wellspent.co/advisors/evan-mcmordie.md) | Golden Spread Wealth | Canadian, Texas | | Percentage of assets, Hourly, Fixed fees | | [Garrett Williams](https://find.wellspent.co/advisors/garrett-williams.md) | Corus Family Wealth Advisors | Mckinney, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Berry](https://find.wellspent.co/advisors/jonathan-berry.md) | TrueHaven Capital | Richardson, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Justin Jones](https://find.wellspent.co/advisors/justin-jones.md) | Fidelis Capital | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kathryn Atkins](https://find.wellspent.co/advisors/kathryn-atkins.md) | Corus Family Wealth Advisors | Mckinney, Texas | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 77. The full list, page by page: https://find.wellspent.co/audiences/ultra-high-net-worth/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).