Financial advisors for equity compensation in Texas
Which financial advisor should I talk to about equity compensation in Texas?
For equity compensation in Texas, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Josh Clifford of Quoinage Capital LLC, Jason Hoffman of LGBTQ Wealth Planning LLC and Phil Orwig of Fair Asset Management, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Josh Clifford Quoinage Capital LLC, Austin Holds the CPA, CFP and CFA. Fees on file: ongoing planning fee.
- Jason Hoffman LGBTQ Wealth Planning LLC, Austin Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Phil Orwig Fair Asset Management, LLC, Dallas 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.
- Stu Sneen TwoTen Planning PLLC, Austin Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly.
How many fee-only financial advisors in Texas work on equity compensation?
The Wellspent public graph lists 119 fee-only advisors for equity compensation in Texas, at 54 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for equity compensation in Texas located?
Of the 119 fee-only advisors for equity compensation in Texas, 43 are in Austin, followed by 25 in Dallas and 22 in Houston.
Plus 22 in other cities.
How do fee-only advisors for equity compensation in Texas charge?
The most common fee among fee-only advisors for equity compensation in Texas is a percentage of assets, used by 84% of the 119 with fees on file. Many use more than one: 38% charge fixed fees and 30% 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 equity compensation have?
For equity compensation, look for the EA, CPA and CFP. In Texas, 61% of the 119 advisors listed hold the CFP.
- EA2% in Texas
- Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps.
- CPA3% in Texas
- CPAs bring the tax modeling that exercise and sale decisions depend on.
- CFP61% in Texas
- The CFP covers the full plan the grants have to fit into.
- CFA12% in Texas
- The CFA helps with concentrated stock and diversification.
How do Texas advisors for equity compensation compare with the rest of the US?
30% of fee-only advisors for equity compensation in Texas charge by the hour, compared with 39% of the 1,349 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 equity compensation.
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 about equity compensation in Texas?
- How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
- How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
- If I hold ISOs, how do you model AMT before I exercise?
- What's your plan for reducing my company stock, and how would you time the sales?
- 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 equity compensation 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 119 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 |
| Hannah Szarszewski | Blue Mountain Financial Planning, LLC | Lubbock | CFP, AFC | Ongoing planning fee, One-time planning fee |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Leah Coleman | Orchard Financial Group | Austin | CFP, AAMS | Percentage of assets, One-time planning fee |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Travis McCullough | Forthright Financial Services | Weatherford | BS, CFP, MST | Hourly, Ongoing planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| 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 |
| Massi De Santis | Desmo Wealth Advisors, LLC | Lakeway | CFP | Percentage of assets, Ongoing planning fee |
| Pijus Bulvinas | Wealth and Plan | Cypress | CFP | Ongoing planning fee, Percentage of assets |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| 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 |
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| Liem Hoang | Stillforest Wealth Management | Houston | CFA, CFP, JD | Percentage of assets, Hourly |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Kent Hickey | Ubequity Wealth Management, LLC | Round Rock | CFP, CPWA, MBA | Percentage of assets, Hourly |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| 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 |
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