# Financial advisors for estate planning in Dallas, Texas > For estate planning in Dallas, 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 Albi Kacani of HFS Wealth Management, Craig Hausz of CMH Wealth Management and Spenser Liszt of Motif Planning. Page: https://find.wellspent.co/specialties/estate-planning/texas/dallas/ 29 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 Dallas? For estate planning in Dallas, 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 Albi Kacani of HFS Wealth Management, Craig Hausz of CMH Wealth Management and Spenser Liszt of Motif Planning. - [Albi Kacani](https://find.wellspent.co/advisors/albi-kacani/), HFS Wealth Management, Dallas City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz/), CMH Wealth Management, Dallas City. Holds the CFP. Fees on file: ongoing planning fee. - [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. - [Michelle Goldstein](https://find.wellspent.co/advisors/michelle-goldstein/), Goldstein Financial Future, Dallas City. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Robert Holman](https://find.wellspent.co/advisors/robert-holman/), Holman Wealth Management, LLC, Dallas City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler/), Promus Advisors, Dallas City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Dallas work on estate planning? The Wellspent public graph lists 29 fee-only advisors for estate planning in Dallas, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Dallas charge? The most common fee among fee-only advisors for estate planning in Dallas is a percentage of assets, used by 76% of the 29 with fees on file. Many use more than one: 72% charge fixed fees and 69% 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 estate planning have? For estate planning, look for the CFP and CPA. In Dallas, 48% of the 29 advisors listed hold the CFP. - CFP (48% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (3% of advisors listed): CPAs help with estate and gift tax filings. ## How do Dallas advisors for estate planning compare with the rest of the US? 69% of fee-only advisors for estate planning in Dallas charge by the hour, compared with 44% 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 Dallas? - 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 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 | |---|---|---|---|---| | [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 | | [Robert Holman](https://find.wellspent.co/advisors/robert-holman.md) | Holman Wealth Management, LLC | Dallas, Texas | CFP, CFA | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Michelle Goldstein](https://find.wellspent.co/advisors/michelle-goldstein.md) | Goldstein Financial Future | Dallas, Texas | CFP, MBA | Hourly, One-time planning fee | | [Albi Kacani](https://find.wellspent.co/advisors/albi-kacani.md) | HFS Wealth Management | Dallas, Texas | CFP, CPA, CDFA | Percentage of assets, Hourly, Fixed fees | | [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Hausz](https://find.wellspent.co/advisors/craig-hausz.md) | CMH Wealth Management | Dallas, Texas | CFP | Ongoing planning fee | | [Lance Jamerson](https://find.wellspent.co/advisors/lance-jamerson.md) | Westshore Wealth | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Trevor Bryant](https://find.wellspent.co/advisors/trevor-bryant.md) | Westshore Wealth | Dallas, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [David Schubert](https://find.wellspent.co/advisors/david-schubert.md) | Carrington Group | Dallas, Texas | CFP | Percentage of assets, Fixed fees | | [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Mitchell Kramer](https://find.wellspent.co/advisors/mitchell-kramer.md) | Fluent Financial | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Olivia Kriscunas](https://find.wellspent.co/advisors/olivia-kriscunas.md) | Paratus Financial | Dallas, Texas | CFA | Hourly, Fixed fees | | [Paul Nouri](https://find.wellspent.co/advisors/paul-nouri.md) | Noble Advisors | Dallas, Texas | CFP | Percentage of assets | | [Bonnie Chadwick](https://find.wellspent.co/advisors/bonnie-chadwick.md) | Paratus Financial | Dallas, Texas | | Hourly, Fixed fees | | [Grafton Howland](https://find.wellspent.co/advisors/grafton-howland.md) | Howland Advisory | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Deery](https://find.wellspent.co/advisors/nicholas-deery.md) | Promus Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [William Larson](https://find.wellspent.co/advisors/william-larson.md) | William B. Larson, CPA | Dallas, Texas | | Hourly | | [Christopher Champion](https://find.wellspent.co/advisors/christopher-champion.md) | Holden Family Office | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ian Richards](https://find.wellspent.co/advisors/ian-richards.md) | CMH Wealth Management | Dallas, Texas | | Ongoing planning fee | | [Cinthya Miceli](https://find.wellspent.co/advisors/cinthya-miceli.md) | Carrington Group | Dallas, Texas | | Percentage of assets, Fixed fees | | [Ethan Mayo](https://find.wellspent.co/advisors/ethan-mayo.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Ian Cobb](https://find.wellspent.co/advisors/ian-cobb.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Pence](https://find.wellspent.co/advisors/matthew-pence.md) | Fluent Financial | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Tyler Talman](https://find.wellspent.co/advisors/tyler-talman.md) | Carrington Group | Dallas, Texas | | Percentage of assets, Fixed fees | | [Jeffrey Parkhurst](https://find.wellspent.co/advisors/jeffrey-parkhurst.md) | Halcyon Global Advisors, LLC. | Dallas, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Patrick Stuart](https://find.wellspent.co/advisors/patrick-stuart.md) | Saddock Wealth | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Stephen Saddock](https://find.wellspent.co/advisors/stephen-saddock.md) | Saddock Wealth | Dallas, Texas | | Percentage of assets, Hourly, Fixed 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) - [Small business owners in Dallas](https://find.wellspent.co/specialties/small-business-owners/texas/dallas.md) - [Equity compensation in Dallas](https://find.wellspent.co/specialties/equity-compensation/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).