# Financial advisors for equity compensation in Austin, Texas > For equity compensation in Austin, 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 Rebecca Jackson of SeedSafe Financial. Page: https://find.wellspent.co/specialties/equity-compensation/texas/austin/ 43 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 about equity compensation in Austin? For equity compensation in Austin, 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 Rebecca Jackson of SeedSafe Financial. - [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford/), Quoinage Capital LLC, Austin City. Holds the CPA, CFP and CFA. Fees on file: ongoing planning fee. - [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman/), LGBTQ Wealth Planning LLC, Austin City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson/), SeedSafe Financial, Austin City. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen/), TwoTen Planning PLLC, Austin City. Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee. - [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez/), Pioneer Wealth Management Group, Austin City. Holds the CPA and CFP. Fees on file: flat fee or retainer, hourly. - [James Sherrard](https://find.wellspent.co/advisors/james-sherrard/), Richard P. Slaughter Associates, Austin City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Austin work on equity compensation? The Wellspent public graph lists 43 fee-only advisors for equity compensation in Austin, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for equity compensation in Austin charge? The most common fee among fee-only advisors for equity compensation in Austin is a percentage of assets, used by 81% of the 43 with fees on file. Many use more than one: 53% charge by the hour and 35% charge fixed fees. ## 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. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CPA and CFP. In Austin, 70% of the 43 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (7% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (70% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (16% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Austin advisors for equity compensation compare with the rest of the US? 70% of fee-only advisors for equity compensation in Austin hold the CFP, compared with 53% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Austin? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [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 | | [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam.md) | Archer Investment Management | Austin, Texas | AIFA, CDAA, CFP, CRPS | Percentage of assets | | [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 | | [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman.md) | LGBTQ Wealth Planning LLC | Austin, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee, Hourly | | [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford.md) | Quoinage Capital LLC | Austin, Texas | CFP, CFA, CPA, MPA | Ongoing planning fee | | [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman.md) | Kelly Klingaman Financial Planning | Austin, Texas | CFP, RLP | Ongoing planning fee, Flat fee or retainer | | [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly | | [Autumn Lax](https://find.wellspent.co/advisors/autumn-lax.md) | 360 Wealth Creation | Austin, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing 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 | | [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Christopher Snyder](https://find.wellspent.co/advisors/christopher-snyder.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Colin Higgins](https://find.wellspent.co/advisors/colin-higgins.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Darby Armont](https://find.wellspent.co/advisors/darby-armont.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [David Lloyd](https://find.wellspent.co/advisors/david-lloyd.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly | | [Jana Hovey](https://find.wellspent.co/advisors/jana-hovey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Jeremy Mocek](https://find.wellspent.co/advisors/jeremy-mocek.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [John Dixon](https://find.wellspent.co/advisors/john-dixon.md) | Century Management Financial Advisors | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Joshua Gideon](https://find.wellspent.co/advisors/joshua-gideon.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Lafe Blobaum](https://find.wellspent.co/advisors/lafe-blobaum.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Liam Toohey](https://find.wellspent.co/advisors/liam-toohey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Marc Jimenez](https://find.wellspent.co/advisors/marc-jimenez.md) | CAM Investor Solutions | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Van Den Berg](https://find.wellspent.co/advisors/scott-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | CFP, ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Tanner Banister](https://find.wellspent.co/advisors/tanner-banister.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly | | [Cary Laudadio](https://find.wellspent.co/advisors/cary-laudadio.md) | GoalFusion Wealth Management | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Jared McBride](https://find.wellspent.co/advisors/jared-mcbride.md) | GoalFusion Wealth Management | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Aaron Buckholtz](https://find.wellspent.co/advisors/aaron-buckholtz.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [James Brilliant](https://find.wellspent.co/advisors/james-brilliant.md) | Century Management Financial Advisors | Austin, Texas | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ann Nowell](https://find.wellspent.co/advisors/ann-nowell.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Arnold Van Den Berg](https://find.wellspent.co/advisors/arnold-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Brian Heath](https://find.wellspent.co/advisors/brian-heath.md) | Conviction Wealth Management | Austin, Texas | | One-time planning fee, Ongoing planning fee | | [Laura Martin](https://find.wellspent.co/advisors/laura-martin.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [Lisa Stroud](https://find.wellspent.co/advisors/lisa-stroud.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Okamoto](https://find.wellspent.co/advisors/mark-okamoto.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Rachel Van Den Berg](https://find.wellspent.co/advisors/rachel-van-den-berg.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Sarah Contino](https://find.wellspent.co/advisors/sarah-contino.md) | CAM Investor Solutions | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [Trevor Martin](https://find.wellspent.co/advisors/trevor-martin.md) | Richard P. Slaughter Associates | Austin, Texas | | Percentage of assets, Hourly | | [William Brilliant](https://find.wellspent.co/advisors/william-brilliant.md) | Century Management Financial Advisors | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Walter Thomas](https://find.wellspent.co/advisors/walter-thomas.md) | GoalFusion Wealth Management | Austin, Texas | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in Austin](https://find.wellspent.co/specialties/retirement-planning/texas/austin.md) - [Estate planning in Austin](https://find.wellspent.co/specialties/estate-planning/texas/austin.md) - [Tax planning in Austin](https://find.wellspent.co/specialties/tax-planning/texas/austin.md) - [Founders in Austin](https://find.wellspent.co/specialties/founders-pre-exit/texas/austin.md) - [Family wealth transfer in Austin](https://find.wellspent.co/specialties/family-wealth-transfer/texas/austin.md) - [Divorce financial planning in Austin](https://find.wellspent.co/specialties/divorce-planning/texas/austin.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).