# Financial advisors for estate planning in Austin, Texas > For estate planning in Austin, 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 Shirley Stacy Sanchez of Pioneer Wealth Management Group, Josh Clifford of Quoinage Capital LLC and Rebecca Jackson of SeedSafe Financial. Page: https://find.wellspent.co/specialties/estate-planning/texas/austin/ 81 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 estate planning in Austin? For estate planning in Austin, 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 Shirley Stacy Sanchez of Pioneer Wealth Management Group, Josh Clifford of Quoinage Capital LLC and Rebecca Jackson of SeedSafe Financial. - [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez/), Pioneer Wealth Management Group, Austin City. Holds the CFP and CPA. Fees on file: flat fee or retainer, hourly. - [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford/), Quoinage Capital LLC, Austin City. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson/), SeedSafe Financial, Austin City. Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee. - [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam/), Archer Investment Management, Austin City. Holds the CFP. Fees on file: percentage of assets. - [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine/), Peltoma Capital Partners, Austin City. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen/), TwoTen Planning PLLC, Austin City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Austin work on estate planning? The Wellspent public graph lists 81 fee-only advisors for estate planning in Austin, at 32 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Austin charge? The most common fee among fee-only advisors for estate planning in Austin is a percentage of assets, used by 89% of the 81 with fees on file. Many use more than one: 48% charge by the hour and 43% 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 estate planning have? For estate planning, look for the CFP and CPA. In Austin, 42% of the 81 advisors listed hold the CFP. - CFP (42% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (4% of advisors listed): CPAs help with estate and gift tax filings. ## How do Austin advisors for estate planning compare with the rest of the US? 43% of fee-only advisors for estate planning in Austin charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Austin? - 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 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 | | [Josh Clifford](https://find.wellspent.co/advisors/josh-clifford.md) | Quoinage Capital LLC | Austin, Texas | CFP, CFA, CPA, MPA | Ongoing planning fee | | [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 | | [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 | | [Jason Clevlen](https://find.wellspent.co/advisors/jason-clevlen.md) | Lake Hills Wealth Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Meagan Niese](https://find.wellspent.co/advisors/meagan-niese.md) | Teamwork Financial Group | Austin, Texas | CFP | Percentage of assets | | [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 | | [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas | | Percentage of assets | | [Jared McBride](https://find.wellspent.co/advisors/jared-mcbride.md) | GoalFusion Wealth Management | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Jeffrey Broadhurst](https://find.wellspent.co/advisors/jeffrey-broadhurst.md) | Broadhurst Financial Advisors | Austin, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Ward](https://find.wellspent.co/advisors/mark-ward.md) | Lucien, Stirling & Gray Advisory Group | Austin, Texas | CFP, ChFC | Percentage of assets, Hourly, 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 | | [Adam Reinking](https://find.wellspent.co/advisors/adam-reinking.md) | Redbud Advisors | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Daniel Snowden](https://find.wellspent.co/advisors/daniel-snowden.md) | ENZI Wealth | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Martinez](https://find.wellspent.co/advisors/david-martinez.md) | ENZI Wealth | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed 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 | | [Mark Tracy](https://find.wellspent.co/advisors/mark-tracy.md) | KM Capital Management | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Sean Sevey](https://find.wellspent.co/advisors/sean-sevey.md) | Sevey Wealth Advisors | Austin, Texas | | Flat fee or retainer, Ongoing planning fee | | [Steven Aycock](https://find.wellspent.co/advisors/steven-aycock.md) | Austin Money Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [William Martinez](https://find.wellspent.co/advisors/william-martinez.md) | ENZI Wealth | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [John Morrison](https://find.wellspent.co/advisors/john-morrison.md) | Geometric Advisors | Austin, Texas | CFA | Percentage of assets | | [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 | | [Benjamin Sullivan](https://find.wellspent.co/advisors/benjamin-sullivan.md) | Palisades Hudson Financial Group | Austin, Texas | CFP | Percentage of assets, Fixed fees | | [Brian Heath](https://find.wellspent.co/advisors/brian-heath.md) | Conviction Wealth Management | Austin, Texas | | One-time planning fee, Ongoing planning fee | | [Carlos Lowenberg](https://find.wellspent.co/advisors/carlos-lowenberg.md) | Masterpiece Capital | Austin, Texas | ChFC | Percentage of assets, Fixed fees | | [Chad Evans](https://find.wellspent.co/advisors/chad-evans.md) | Altere Financial | Austin, Texas | | Percentage of assets, Hourly, One-time planning fee | | [Kurt Gunter](https://find.wellspent.co/advisors/kurt-gunter.md) | Lake Hills Wealth Management | Austin, Texas | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Russell Thamm](https://find.wellspent.co/advisors/russell-thamm.md) | Teamwork Financial Group | Austin, Texas | | Percentage of assets | Showing the first 50 of 81. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/texas/austin/?page=2 ## Related - [Retirement planning in Austin](https://find.wellspent.co/specialties/retirement-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) - [Equity compensation in Austin](https://find.wellspent.co/specialties/equity-compensation/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).