Financial advisors for equity compensation in Dallas, Texas

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.

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.

See every fee-only advisor fee in Texas

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. If I've worked in other states, what could I still owe there?
6. 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.