Fee-only financial advisors in Austin, Texas
Which fee-only financial advisor should I talk to in Austin?
Start with a fee-only advisor in Austin whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Josh Clifford of Quoinage Capital LLC, Jonathan Davison of Austin Asset and Carl Ela of Avant Financial Advisors, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Josh Clifford Quoinage Capital LLC Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Jonathan Davison Austin Asset Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Carl Ela Avant Financial Advisors Holds the CFP, CPA and EA. Fees on file: percentage of assets.
- Jason Hoffman LGBTQ Wealth Planning LLC Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Rebecca Jackson SeedSafe Financial Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Adam Reinking Redbud Advisors Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 271
- Firms
- 122
- Hold the CFP
- 46%
- Other credentials: CFA 10% · CPA 2% · EA 1%
- How they charge (of 271 with fees on file): percentage of assets 89% · fixed fees 65% · hourly 54% · performance-based fees 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Austin by what you need
Find an advisor in Texas by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Austin
How many fee-only advisors in Austin are there?
The Wellspent public graph lists 271 fee-only advisors in Austin, at 122 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Austin focus on?
The most common focus among fee-only advisors in Austin is retirement planning (94), followed by estate planning (81) and tax planning (72). Advisors can list more than one.
How do fee-only advisors in Austin charge?
The most common fee among fee-only advisors in Austin is a percentage of assets, used by 89% of the 271 with fees on file. Many use more than one: 65% charge fixed fees and 54% charge by the hour.
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.
How many fee-only advisors in Austin hold the CFP?
46% of the 271 fee-only advisors in Austin hold the CFP certification, based on the credentials listed on each record.
Does Texas have a state income tax?
No. Texas has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors 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.
All 271 advisors in Austin
| 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 |
| 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 |
| Leah Coleman | Orchard Financial Group | Austin | CFP, AAMS | Percentage of assets, One-time planning fee |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Autumn Lax | 360 Wealth Creation | Austin | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Alexander Yeager | Everlong Financial, LLC | Austin | CFP | One-time planning fee |
| Carl Ela | Avant Financial Advisors | Austin | CFP, CPA, EA | Percentage of assets |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Philip Olson | Solstice Wealth | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Eryn Schultz | Her Personal Finance | Austin | CFP | Hourly, Fixed fees |
| Ross Patterson | Simaris, LLC | Austin | CFP, RLP | Percentage of assets, Fixed fees |
| Sharon Lear | Guideway Financial, LLC | Austin | CFP, MBA | Ongoing planning fee |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| John Dixon | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Meagan Niese | Teamwork Financial Group | Austin | CFP | Percentage of assets |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Cary Laudadio | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| 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 |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
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