Financial advisors for estate planning in Texas
Which financial advisor should I talk to about estate planning in Texas?
For estate planning in Texas, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Ross Miller of ClearPoint Wealth Management, Scott Leavitt of Financial Life Advisors and Shirley Stacy Sanchez of Pioneer Wealth Management Group.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ross Miller ClearPoint Wealth Management, Colleyville Holds the CFP and CPA. Fees on file: percentage of assets.
- Scott Leavitt Financial Life Advisors, San Antonio Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Shirley Stacy Sanchez Pioneer Wealth Management Group, Austin Holds the CFP and CPA. Fees on file: flat fee or retainer, hourly.
- Kaki Perdue Look Both Ways Financial, Houston Holds the CFP and CPA. Fees on file: one-time planning fee, hourly.
- Josh Clifford Quoinage Capital LLC, Austin Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Rebecca Jackson SeedSafe Financial, Austin Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Texas work on estate planning?
The Wellspent public graph lists 573 fee-only advisors for estate planning in Texas, at 219 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for estate planning in Texas located?
Of the 573 fee-only advisors for estate planning in Texas, 140 are in Houston, followed by 81 in Austin and 29 in The Woodlands.
Plus 268 in other cities.
How do fee-only advisors for estate planning in Texas charge?
The most common fee among fee-only advisors for estate planning in Texas is a percentage of assets, used by 92% of the 573 with fees on file. Many use more than one: 53% charge fixed fees and 42% 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 estate planning have?
For estate planning, look for the CFP and CPA. In Texas, 43% of the 573 advisors listed hold the CFP.
- CFP43% in Texas
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA2% in Texas
- CPAs help with estate and gift tax filings.
Does Texas have an estate or inheritance tax?
No. Texas has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Texas a community property state?
Yes. Texas is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor about estate planning in Texas?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for estate planning 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 573 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 |
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Cary Cates | Cates Financial Planning, LLC | Denton | CFP, EA, MBA | Percentage of assets, Hourly |
| 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 |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Lance Elrod | Next Step Financial Transitions | Cypress | CFP, CDFA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez Garcia | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | 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 |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Christopher Wells | Flourish Financial Planning | Grapevine | CFP, CKA, MS, MSFP | Percentage of assets, 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 |
| Jared Jameson | WJ Interests, LLC | Sugar Land | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Jonathan McAlister | Integrity Road Wealth Partners LLC | Houston | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| Justin Reede | Integrity Road Wealth Partners LLC | Houston | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Shar-Né Warren | Financial Excavation | Plano | CFP, CRPC | Flat fee or retainer, Hourly |
| 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 |
| Brandon Renfro | Belonging Wealth Management | Longview | CFP, EA, RICP | Percentage of assets |
| Della Stegall | Fruit of the Vine Financial | New Braunfels | CFP, CIMA, RICP | One-time planning fee, Ongoing planning fee |
| Den Murley | Belonging Wealth Management | Longview | CFP, MBA, MSFP | Percentage of assets |
| Hannah Moore | Guiding Wealth Management | Richardson | CeFT, CFP | Percentage of assets, One-time planning fee |
| Jarrod Sandra | Chisholm Wealth Management | Burleson | CFP, CKA, MS, MSFP | Percentage of assets |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| 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 |
| Rob Schulz | Schulz Wealth | Irving | CFP | Percentage of assets, Fixed fees |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Ross Miller | ClearPoint Wealth Management | Colleyville | CFP, CPA | Percentage of assets |
| Scott Leavitt | Financial Life Advisors | San Antonio | CFP, CPA | Percentage of assets, Hourly |
| 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 |
| Trevor Winter | New Heights Planning, LLC | Houston | CFP, CRPC | Ongoing planning fee |
| Zach Barton | Barton Financial Group LLC | Kyle | CFP | Percentage of assets, Ongoing planning fee |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Glen Smith | GDS Wealth Management | Flower Mound | CFP, CRPC | Percentage of assets |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Justin Brownlee | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston | CFP | Flat fee or retainer |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, Hourly |
| Michelle Goldstein | Goldstein Financial Future | Dallas | CFP, MBA | Hourly, One-time planning fee |
| Phillip Mills | Flying Forward Wealth Management | Boerne | AEP, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
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