Financial advisors for estate planning in Austin, Texas

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.

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.

See every fee-only advisor fee in Texas

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. If I own property in another state, could its estate tax apply?
6. 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.