Financial advisors for ultra-high-net-worth families in Texas
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Adam Reinking Redbud Advisors, Austin Holds the CFA 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.
- Trevor Bryant Westshore Wealth, Dallas Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- Elizabeth Lohmeier Fidelis Capital, Dallas Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees.
- Clark Blackman Alpha Wealth Strategies, Cypress Holds the CFA and CFP. Fees on file: percentage of assets.
- 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.
Plus 16 in other cities.
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.
- CFA12% in Texas
- The CFA supports complex portfolios.
- CPA3% in Texas
- CPAs handle tax across entities and trusts.
- CFP26% in Texas
- 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.
Dark bars are Texas. Light bars are all US advisors for ultra-high-net-worth families.
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.
All 77 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Salvato | Diamond Client Group | The Woodlands | CFP | Percentage of assets, Hourly |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Kelley Schubert | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Nelson | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Benjamin Sullivan | Palisades Hudson Financial Group | Austin | CFP | Percentage of assets, Fixed fees |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| David Wulfert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Deborah Good | Clare Market Investments | Dallas | CFP | Percentage of assets, Hourly |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Garrett Williams | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
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