# One-time financial plans in Texas

> In Texas, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Scott Leavitt of Financial Life Advisors, Molly Laughter of Laughter Financial, LLC and Kaki Perdue of Look Both Ways Financial.

Page: https://find.wellspent.co/by/one-time-financial-plan/texas/
104 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who offer one-time plans in Texas?

In Texas, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Scott Leavitt of Financial Life Advisors, Molly Laughter of Laughter Financial, LLC and Kaki Perdue of Look Both Ways Financial.

## How many fee-only advisors who offer one-time plans in Texas are there?

The Wellspent public graph lists 104 fee-only advisors who offer one-time plans in Texas, at 79 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who offer one-time plans in Texas located?

Of the 104 fee-only advisors who offer one-time plans in Texas, 19 are in Austin, followed by 11 in San Antonio and 8 in Houston.

## How do fee-only advisors who offer one-time plans in Texas charge?

All 104 fee-only advisors who offer one-time plans in Texas with fees on file charge a one-time planning fee. Many use more than one: 61% charge a percentage of assets and 53% charge an ongoing planning fee.

## How many fee-only advisors who offer one-time plans in Texas hold the CFP?

62% of the 104 fee-only advisors who offer one-time plans in Texas hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who offer one-time plans?

We count an advisor here when their listing shows a one-time planning fee.

## What should I ask fee-only advisors who offer one-time plans in Texas?

What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use?

## How current is this list of fee-only advisors who offer one-time plans 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 |
|---|---|---|---|---|
| [Christopher Reddick](https://find.wellspent.co/advisors/christopher-reddick.md) | Chris Reddick Financial Planning | San Antonio, Texas | CFP, EA | Subscription, One-time planning fee, Hourly |
| [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 |
| [Ben Earls](https://find.wellspent.co/advisors/ben-earls.md) | Earls Financial LLC | Fort Worth, Texas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Hannah Szarszewski](https://find.wellspent.co/advisors/hannah-szarszewski.md) | Blue Mountain Financial Planning, LLC | Lubbock, Texas | CFP, AFC | Ongoing planning fee, One-time planning fee |
| [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee |
| [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee |
| [Kevin Rademacher](https://find.wellspent.co/advisors/kevin-rademacher.md) | Lifetime Financial Planners LLC | San Antonio, Texas | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan.md) | High Flight Financial LLC | Dallas, Texas | CFP, ChFC | One-time planning fee, Hourly |
| [Lance Elrod](https://find.wellspent.co/advisors/lance-elrod.md) | Next Step Financial Transitions | Cypress, Texas | CFP, CDFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [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 |
| [Alex Bridges](https://find.wellspent.co/advisors/alex-bridges.md) | Tiverton Wealth | The Woodlands, Texas | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Christopher Wells](https://find.wellspent.co/advisors/christopher-wells.md) | Flourish Financial Planning | Grapevine, Texas | CFP, CKA, MS, MSFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Cole Williams](https://find.wellspent.co/advisors/cole-williams.md) | Vessel Financial Planning | Plano, Texas | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee |
| [Joel Chouinard](https://find.wellspent.co/advisors/joel-chouinard.md) | SharpEdge Financial LLC | Southlake, Texas | CFP, ChFC | Flat fee or retainer, One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Leah Coleman](https://find.wellspent.co/advisors/leah-coleman.md) | Orchard Financial Group | Austin, Texas | CFP, AAMS | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Della Stegall](https://find.wellspent.co/advisors/della-stegall.md) | Fruit of the Vine Financial | New Braunfels, Texas | CFP, CIMA, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Hannah Moore](https://find.wellspent.co/advisors/hannah-moore.md) | Guiding Wealth Management | Richardson, Texas | CeFT, CFP | Percentage of assets, One-time planning fee |
| [Julia Lilly](https://find.wellspent.co/advisors/julia-lilly.md) | Ryerson Financial | Houston, Texas | CFP, MBA | One-time planning fee, Hourly |
| [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Massi De Santis](https://find.wellspent.co/advisors/massi-de-santis.md) | Desmo Wealth Advisors, LLC | Lakeway, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Michelle Vargas](https://find.wellspent.co/advisors/michelle-vargas.md) | Waymaker Financial Planning | Fort Worth, Texas | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Robert Holman](https://find.wellspent.co/advisors/robert-holman.md) | Holman Wealth Management, LLC | Dallas, Texas | CFP, CFA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Ross Dugas](https://find.wellspent.co/advisors/ross-dugas.md) | Scientific Financial | Pearland, Texas | PhD, CFP | Subscription, One-time planning fee, Hourly |
| [Scott Leavitt](https://find.wellspent.co/advisors/scott-leavitt.md) | Financial Life Advisors | San Antonio, Texas | CFP, CPA | Percentage of assets, Hourly, One-time planning fee |
| [Amol Desai](https://find.wellspent.co/advisors/amol-desai.md) | Perceptive Wealth Advisors | Houston, Texas | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Benjamin Yeung](https://find.wellspent.co/advisors/benjamin-yeung.md) | Seaborn Financial, LLC | Austin, Texas | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Britton Gregory](https://find.wellspent.co/advisors/britton-gregory.md) | Seaborn Financial, LLC | Austin, Texas | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Jordan Benold](https://find.wellspent.co/advisors/jordan-benold.md) | Benold Financial Planning | Frisco, Texas | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Joshua Brooks](https://find.wellspent.co/advisors/joshua-brooks.md) | Exponential Advisors | Weatherford, Texas | CFP, M.Div. | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kaki Perdue](https://find.wellspent.co/advisors/kaki-perdue.md) | Look Both Ways Financial | Houston, Texas | CPA, CFP | One-time planning fee, Hourly |
| [Michelle Goldstein](https://find.wellspent.co/advisors/michelle-goldstein.md) | Goldstein Financial Future | Dallas, Texas | CFP, MBA | Hourly, One-time planning fee |
| [Molly Laughter](https://find.wellspent.co/advisors/molly-laughter.md) | Laughter Financial, LLC | Celina, Texas | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee, Flat fee or retainer, One-time planning fee |
| [Scott Oeth](https://find.wellspent.co/advisors/scott-oeth.md) | Cahill Financial Advisors, Inc. | Fort Worth, Texas | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| [Zach Thomas](https://find.wellspent.co/advisors/zach-thomas.md) | Growth Horizons Wealth Management | Georgetown, Texas | CFP | One-time planning fee |
| [Dedrick Curtis](https://find.wellspent.co/advisors/dedrick-curtis.md) | Penny Earned Financial | San Antonio, Texas | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| [Alexander Yeager](https://find.wellspent.co/advisors/alexander-yeager.md) | Everlong Financial, LLC | Austin, Texas | CFP | One-time planning fee |
| [Jason Stepanik](https://find.wellspent.co/advisors/jason-stepanik.md) | SF Planning Group, LLC | The Woodlands, Texas | CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [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 |
| [Owen Stewart](https://find.wellspent.co/advisors/owen-stewart.md) | Ataroke Wealth | McKinney, Texas | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Nathan Mateer](https://find.wellspent.co/advisors/nathan-mateer.md) | Generations Financial Management | Heath, Texas | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Preston Cherry](https://find.wellspent.co/advisors/preston-cherry.md) | Concurrent Wealth Management | Houston, Texas | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Billygram Simonet](https://find.wellspent.co/advisors/billygram-simonet.md) | Simonet Financial Group | Kyle, Texas | CFP | Ongoing planning fee, One-time planning fee |
| [Carman Kubanda](https://find.wellspent.co/advisors/carman-kubanda.md) | Innovative Wealth Building | Fort Worth, Texas | CFP | Percentage of assets, Subscription, One-time planning fee |
| [Ethan Kok](https://find.wellspent.co/advisors/ethan-kok.md) | Sage Wealth Planning | Georgetown, Texas | CFP | Percentage of assets, One-time planning fee |
| [Joel Hanson](https://find.wellspent.co/advisors/joel-hanson.md) | Ankerstar Wealth | Leander, Texas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Morgan Moore](https://find.wellspent.co/advisors/morgan-moore.md) | Keener Financial Planning | Dallas, Texas | CFP, CRPC | Flat fee or retainer, One-time planning fee, Ongoing planning fee |

Showing the first 50 of 104. The full list, page by page: https://find.wellspent.co/by/one-time-financial-plan/texas/?page=2

## 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).