# Financial advisors for equity compensation in Dallas, Texas > For equity compensation in Dallas, 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 Phil Orwig of Fair Asset Management, LLC, John Kvale of J.K. Financial, Inc. and James Sullivan of Beaird Harris. Page: https://find.wellspent.co/specialties/equity-compensation/texas/dallas/ 25 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 Dallas? For equity compensation in Dallas, 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 Phil Orwig of Fair Asset Management, LLC, John Kvale of J.K. Financial, Inc. and James Sullivan of Beaird Harris. - [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig/), Fair Asset Management, LLC, Dallas City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [John Kvale](https://find.wellspent.co/advisors/john-kvale/), J.K. Financial, Inc., Dallas City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [James Sullivan](https://find.wellspent.co/advisors/james-sullivan/), Beaird Harris, Dallas City. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [Spenser Liszt](https://find.wellspent.co/advisors/spenser-liszt/), Motif Planning, Dallas City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Olivia Kriscunas](https://find.wellspent.co/advisors/olivia-kriscunas/), Paratus Financial, Dallas City. Holds the CFA. Fees on file: hourly, fixed fees. - [Josh Womack](https://find.wellspent.co/advisors/josh-womack/), Womack Financial, Dallas City. Fees on file: percentage of assets. ## How many fee-only financial advisors in Dallas work on equity compensation? The Wellspent public graph lists 25 fee-only advisors for equity compensation in Dallas, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for equity compensation in Dallas charge? The most common fee among fee-only advisors for equity compensation in Dallas is a percentage of assets, used by 84% of the 25 with fees on file. Many use more than one: 84% charge fixed fees and 16% charge by the hour. ## How much do fee-only financial advisors charge in Dallas? Fee-only financial advisors in Dallas charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 5 Dallas firms. ## How much does a one-time financial plan cost in Dallas? A one-time financial plan from a fee-only firm in Dallas has a median price of $875. We found this across the published prices of 6 Dallas firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CFP and CFA. In Dallas, 48% of the 25 advisors listed hold the CFP. - EA (4% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CFP (48% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (12% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Dallas advisors for equity compensation compare with the rest of the US? 84% of fee-only advisors for equity compensation in Dallas charge fixed fees, compared with 37% 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 Dallas? - 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 Dallas? 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 | |---|---|---|---|---| | [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee | | [Spenser Liszt](https://find.wellspent.co/advisors/spenser-liszt.md) | Motif Planning | Dallas, Texas | CFP | Flat fee or retainer, Ongoing planning fee | | [John Kvale](https://find.wellspent.co/advisors/john-kvale.md) | J.K. Financial, Inc. | Dallas, Texas | CFA, CFP | Percentage of assets, Hourly | | [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees | | [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, Fixed fees | | [Steven Lugar](https://find.wellspent.co/advisors/steven-lugar.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Tai Chu](https://find.wellspent.co/advisors/tai-chu.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Virginia Baker](https://find.wellspent.co/advisors/virginia-baker.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Olivia Kriscunas](https://find.wellspent.co/advisors/olivia-kriscunas.md) | Paratus Financial | Dallas, Texas | CFA | Hourly, Fixed fees | | [Patrick Beaird](https://find.wellspent.co/advisors/patrick-beaird.md) | Beaird Harris | Dallas, Texas | PFS | Percentage of assets, Fixed fees | | [Bonnie Chadwick](https://find.wellspent.co/advisors/bonnie-chadwick.md) | Paratus Financial | Dallas, Texas | | Hourly, Fixed fees | | [Donald Harris](https://find.wellspent.co/advisors/donald-harris.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [James Simmons](https://find.wellspent.co/advisors/james-simmons.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kelly Snider](https://find.wellspent.co/advisors/kelly-snider.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kevin Lindley](https://find.wellspent.co/advisors/kevin-lindley.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Kraishylea Agboaye](https://find.wellspent.co/advisors/kraishylea-agboaye.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Paula Allgood](https://find.wellspent.co/advisors/paula-allgood.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Ronald Skalberg](https://find.wellspent.co/advisors/ronald-skalberg.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Stuart Herzog](https://find.wellspent.co/advisors/stuart-herzog.md) | Beaird Harris | Dallas, Texas | | Percentage of assets, Fixed fees | | [Christopher Champion](https://find.wellspent.co/advisors/christopher-champion.md) | Holden Family Office | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | ## Related - [Retirement planning in Dallas](https://find.wellspent.co/specialties/retirement-planning/texas/dallas.md) - [Family wealth transfer in Dallas](https://find.wellspent.co/specialties/family-wealth-transfer/texas/dallas.md) - [Tax planning in Dallas](https://find.wellspent.co/specialties/tax-planning/texas/dallas.md) - [Founders in Dallas](https://find.wellspent.co/specialties/founders-pre-exit/texas/dallas.md) - [Estate planning in Dallas](https://find.wellspent.co/specialties/estate-planning/texas/dallas.md) - [Small business owners in Dallas](https://find.wellspent.co/specialties/small-business-owners/texas/dallas.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).